Clearbridge Energy MidstreamEMO
13F holders, Q2 2024 (June 30)56holders −11
7new positions
19sold out
$39.77avg. 13F price*
At the end of Q2 2024, 56 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, down 11 from Q1 2024. 7 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($17.6M), Raymond James Financial Services Advisors, Inc. ($13.8M) and Saba Capital Management, L.P. ($11.0M).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.7M |
| Exits | 19 | $15.2M |
All 13F filers, Q1 2024 → Q2 2024: 127,953 shares bought and 4,822,680 shares sold, net −4,694,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Morgan Stanley | 0.00% | Reduce -31.0% | 427,093 | $17.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -9.1% | 335,916 | $13.8M |
| Saba Capital Management, L.P. | 0.24% | Reduce -91.2% | 265,851 | $11.0M |
| Advisors Asset Management, Inc. | 0.14% | Reduce -22.5% | 179,227 | $7.4M |
| Sit Investment Associates Inc. | 0.10% | Reduce -87.8% | 109,514 | $4.5M |
| Royal Bank of Canada | 0.00% | Reduce -51.2% | 68,845 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 54,096 | $2.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.71% | New | 48,766 | $2.0M |
| Edgemoor Investment Advisors, Inc. | 0.17% | New | 45,141 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | — | 40,374 | $1.7M |
| Yakira Capital Management, Inc. | 0.42% | Reduce -69.8% | 25,375 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.4% | 22,259 | $918K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +60.8% | 21,044 | $867K |
| Aristides Capital LLC | 0.30% | Reduce -88.1% | 17,158 | $707K |
| Invesco Ltd. | 0.00% | Add +40.0% | 16,984 | $700K |
| Bulldog Investors, LLP | 0.22% | Reduce -87.6% | 14,534 | $599K |
| Cerity Partners LLC | 0.00% | No change | 13,065 | $539K |
| DAVENPORT & Co LLC | 0.00% | Add +18.5% | 10,625 | $438K |
| Centaurus Financial, Inc. | 0.03% | Reduce -5.3% | 10,069 | $415K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 9,956 | $410K |
| Wells Fargo & Company | 0.00% | Add +2.1% | 9,944 | $410K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.2% | 9,478 | $391K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,200 | $379K |
| Gratus Capital, LLC | 0.01% | New | 8,800 | $363K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -58.1% | 8,568 | $353K |
| Cetera Investment Advisers | 0.00% | Reduce -30.3% | 7,592 | $313K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -12.0% | 7,512 | $310K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -48.3% | 7,470 | $308K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 7,400 | $305K |
| Concorde Asset Management, LLC | 0.17% | Add +2.4% | 6,822 | $281K |
| CSS LLC | 0.06% | Reduce -93.8% | 6,766 | $279K |
| Wolverine Asset Management LLC | 0.02% | Reduce -89.5% | 6,079 | $251K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.5% | 5,876 | $233K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -59.6% | 5,152 | $212K |
| Hollencrest Capital Management | 0.01% | Reduce -88.1% | 4,777 | $197K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -85.5% | 4,377 | $180K |
| UBS Group AG | 0.00% | Reduce -24.0% | 4,304 | $177K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.7% | 3,730 | $154K |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.0% | 2,074 | $85K |
| Robinson Capital Management, LLC | 0.03% | Reduce -88.1% | 1,861 | $77K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 69,918 | $70K |
| Comerica Bank | 0.00% | No change | 887 | $37K |
| Tyler-Stone Wealth Management | 0.01% | No change | 469 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 400 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -88.0% | 230 | $9K |
| Covestor Ltd | 0.00% | Reduce -88.1% | 160 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -16.7% | 160 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -72.7% | 150 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 48 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -88.0% | 24 | $990 |
| M&R Capital Management Inc. | 0.00% | Reduce -88.0% | 24 | $989 |
| Farther Finance Advisors, LLC | 0.00% | New | 23 | $944 |
| CIBC Private Wealth Group LLC | 0.00% | New | 17 | $685 |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.