Clearbridge Energy MidstreamEMO

13F holders, Q1 2024 (March 31)
67holders
$40.19avg. 13F price*

At the end of Q1 2024, 67 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($122.1M), Sit Investment Associates Inc. ($36.4M) and Morgan Stanley ($25.1M).

Company
Clearbridge Energy Midstream
CUSIP
18469P209
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 67Q1 2024Q2 2024: 56Q2 2024Q3 2024: 107Q3 2024Q4 2024: 111Q4 2024Q1 2025: 109Q1 2025Q2 2025: 105Q2 2025Q3 2025: 112Q3 2025Q4 2025: 119Q4 2025Q1 2026: 119Q1 2026Q2 2026: 117Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$12.5M
Exits9$8.6M

Ownership 67 holders

Saba Capital Management, L.P. 2.69% No change 3,007,117 $122.1M
Sit Investment Associates Inc. 0.84% No change 896,205 $36.4M
Morgan Stanley 0.00% Reduce -4.4% 618,686 $25.1M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -2.2% 369,405 $15.0M
Advisors Asset Management, Inc. 0.18% Reduce -1.1% 231,313 $9.4M
Aristides Capital LLC 2.49% No change 143,878 $5.8M
Royal Bank of Canada 0.00% Add +0.2% 141,010 $5.7M
Bulldog Investors, LLP 1.57% New 116,984 $4.8M
CSS LLC 1.08% Add +268.3% 109,381 $4.4M
Alpine Global Management, LLC 0.85% Add +42.2% 90,000 $3.7M
Yakira Capital Management, Inc. 1.20% Add +980.0% 83,999 $3.4M
Wolverine Asset Management LLC 0.21% New 58,194 $2.4M
Bank of America Corp. 0.00% Add +4.9% 57,778 $2.3M
Kayne Anderson Capital Advisors LP 0.06% No change 53,260 $2.2M
Absolute Investment Advisers, LLC 0.29% New 51,695 $2.1M
Rivernorth Capital Management, LLC 0.08% New 41,354 $1.7M
Hollencrest Capital Management 0.07% No change 40,057 $1.6M
Blue Bell Private Wealth Management, LLC 0.26% Add +286.7% 30,118 $1.2M
Terril Brothers, Inc. 0.37% Reduce -77.3% 26,380 $1.1M
Atlas Wealth LLC 0.80% Add +25.0% 24,077 $978K
Steward Partners Investment Advisory, LLC 0.01% Add +0.1% 23,037 $936K
Arete Wealth Advisors, LLC 0.08% Add +172.1% 20,475 $831K
Quarry LP 0.34% Reduce -55.9% 19,822 $805K
Robinson Capital Management, LLC 0.23% Add +14.7% 15,600 $637K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 14,450 $587K
Integrated Wealth Concepts LLC 0.01% Add +0.8% 13,316 $541K
Wealth Enhancement Advisory Services, LLC 0.00% Add +47.1% 13,090 $532K
Cerity Partners LLC 0.00% No change 13,065 $531K
Quadrant Private Wealth Management, LLC 0.13% Reduce -1.0% 12,765 $518K
Invesco Ltd. 0.00% Reduce -44.6% 12,134 $493K
Ameriprise Financial Inc. 0.00% Reduce -13.8% 11,173 $454K
Cetera Investment Advisers 0.00% New 10,890 $442K
City of London Investment Management Co. Ltd. 0.04% Reduce -58.2% 10,651 $433K
Centaurus Financial, Inc. 0.03% Reduce -0.4% 10,636 $432K
Wells Fargo & Company 0.00% Add +24.7% 9,737 $395K
Raymond James & Associates 0.00% Reduce -27.7% 9,514 $386K
Pathstone Holdings, LLC 0.00% No change 9,200 $374K
JPMorgan Chase & Co. 0.00% Reduce -36.3% 8,998 $365K
DAVENPORT & Co LLC 0.00% New 8,967 $364K
Kingsview Wealth Management, LLC 0.01% Reduce -29.9% 8,533 $347K
Calamos Advisors LLC 0.00% New 8,371 $340K
Osaic Holdings, Inc. 0.00% Add +1.6% 8,234 $334K
Goldman Sachs Group Inc. 0.00% Reduce -88.3% 7,413 $301K
Kingswood Wealth Advisors, LLC 0.03% No change 7,400 $301K
Stephens Inc. 0.00% Reduce -1.0% 7,201 $292K
Concorde Asset Management, LLC 0.19% Reduce -81.0% 6,662 $271K
Chicago Partners Investment Group LLC 0.01% Add +1.5% 5,904 $242K
UBS Group AG 0.00% Reduce -27.1% 5,660 $230K
Pasadena Private Wealth, LLC 0.05% New 5,480 $223K
Bank of New York Mellon Corp 0.00% New 5,002 $203K
Carolinas Wealth Consulting LLC 0.02% No change 1,924 $78K
Mercer Global Advisors Inc. 0.00% Add +0.0% 69,897 $70K
Covestor Ltd 0.03% No change 1,341 $54K
Comerica Bank 0.00% No change 887 $36K
Plante Moran Financial Advisors, LLC 0.00% No change 550 $22K
Tyler-Stone Wealth Management 0.01% No change 469 $19K
NewEdge Advisors, LLC 0.00% No change 300 $12K
PNC Financial Services Group, Inc. 0.00% New 224 $9K
M&R Capital Management Inc. 0.00% New 200 $8K
Principal Securities, Inc. 0.00% Reduce -8.1% 192 $8K
Armstrong Advisory Group, Inc. 0.00% No change 200 $7K
Bogart Wealth, LLC 0.00% No change 169 $7K
Truvestments Capital LLC 0.00% New 125 $5K
IFP Advisors, Inc 0.00% New 50 $2K
Colonial Trust Co / SC 0.00% No change 48 $2K
WR Wealth Planners, LLC 0.00% New 40 $2K
Salem Investment Counselors Inc. 0.00% No change 35 $1K

"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.