Clearbridge Energy MidstreamEMO
13F holders, Q3 2024 (September 30)107holders +51
30new positions
6sold out
1famous investor
$41.69avg. 13F price*
At the end of Q3 2024, 107 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, up 51 from Q2 2024. 30 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($44.8M), Advisors Asset Management, Inc. ($28.3M) and Raymond James Financial Services Advisors, Inc. ($25.8M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $32.1M |
| Exits | 6 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,781,704 shares bought and 204,351 shares sold, net +1,577,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Morgan Stanley | 0.00% | Add +0.3% | 1,060,771 | $44.8M |
| Advisors Asset Management, Inc. | 0.52% | Add +83.8% | 671,276 | $28.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +28.4% | 612,491 | $25.8M |
| EP Wealth Advisors, LLC | 0.11% | New | 308,630 | $13.0M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 272,201 | $11.5M |
| Saba Capital Management, L.P. | 0.24% | Reduce -3.7% | 256,005 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +81.1% | 207,803 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +52.4% | 187,020 | $7.9M |
| UBS Group AG | 0.00% | Add +27.4% | 113,845 | $4.8M |
| Stifel Financial Corp. | 0.00% | New | 107,635 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +15.0% | 103,278 | $4.4M |
| Thomas J. Herzfeld Advisors, Inc. | 1.14% | Add +66.2% | 81,031 | $3.4M |
| Franklin Resources Inc. | 0.00% | New | 73,519 | $3.2M |
| Landscape Capital Management, L.L.C. | 0.30% | Add +282.7% | 69,516 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +18.1% | 68,154 | $2.9M |
| Delphi Financial Group, Inc. | 1.52% | Add +69.2% | 62,757 | $2.6M |
| Invesco Ltd. | 0.00% | Add +59.1% | 58,360 | $2.5M |
| Oxbow Advisors, LLC | 0.22% | Add +442.7% | 51,805 | $2.2M |
| Tradewinds, LLC. | 0.63% | Reduce -3.2% | 48,503 | $2.0M |
| IFP Advisors, Inc | 0.07% | Add +95738.0% | 47,919 | $2.0M |
| Edgemoor Investment Advisors, Inc. | 0.17% | Add +1.2% | 45,686 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 45,533 | $1.9M |
| Quantedge Capital Pte Ltd | 0.55% | New | 43,820 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +423.7% | 39,343 | $1.7M |
| LPL Financial LLC | 0.00% | Add +93.8% | 37,694 | $1.6M |
| CSS LLC | 0.26% | Add +403.8% | 34,088 | $1.4M |
| Wolverine Asset Management LLC | 0.13% | Add +419.3% | 31,568 | $1.3M |
| Sit Investment Associates Inc. | 0.03% | Reduce -71.9% | 30,741 | $1.3M |
| Millennium Management | 0.00% | New | 29,550 | $1.2M |
| Matisse Capital | 0.59% | New | 28,653 | $1.2M |
| HighTower Advisors, LLC | 0.00% | New | 24,449 | $1.0M |
| Raymond James & Associates | 0.00% | Add +35.8% | 23,509 | $992K |
| Guggenheim Capital LLC | 0.01% | Reduce -42.0% | 22,548 | $952K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 21,109 | $891K |
| Walleye Capital LLC | 0.01% | New | 20,831 | $879K |
| Bulldog Investors, LLP | 0.28% | Add +37.0% | 19,915 | $840K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 18,913 | $798K |
| Aristides Capital LLC | 0.31% | Add +2.1% | 17,516 | $739K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.0% | 15,345 | $648K |
| Nations Financial Group Inc, /Ia/ | 0.05% | New | 15,010 | $633K |
| MML Investors Services, LLC | 0.00% | New | 13,722 | $579K |
| Cerity Partners LLC | 0.00% | No change | 13,065 | $551K |
| DAVENPORT & Co LLC | 0.00% | Add +22.1% | 12,975 | $548K |
| JPMorgan Chase & Co. | 0.00% | Add +33.6% | 12,705 | $536K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -0.6% | 12,490 | $527K |
| Cetera Investment Advisers | 0.00% | Add +59.2% | 12,084 | $510K |
| Icon Wealth Advisors, LLC | 0.04% | Add +54.6% | 11,484 | $485K |
| Chicago Partners Investment Group LLC | 0.02% | Add +75.0% | 10,283 | $454K |
| Calamos Advisors LLC | 0.00% | New | 10,752 | $454K |
| Centaurus Financial, Inc. | 0.03% | Add +0.4% | 10,107 | $427K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,934 | $419K |
| NewEdge Advisors, LLC | 0.00% | Add +3168.0% | 9,804 | $414K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 9,222 | $389K |
| D.A. Davidson & Co. | 0.00% | Add +6.2% | 9,110 | $384K |
| Schechter Investment Advisors, LLC | 0.03% | New | 8,901 | $376K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +52.6% | 8,322 | $351K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -5.7% | 8,083 | $341K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,012 | $338K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,694 | $325K |
| Capstone Investment Advisors, LLC | 0.01% | New | 7,422 | $313K |
| Concorde Asset Management, LLC | 0.16% | No change | 6,822 | $290K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +28.8% | 6,824 | $288K |
| Choreo, LLC | 0.00% | New | 6,518 | $273K |
| LexAurum Advisors, LLC | 0.06% | New | 6,357 | $268K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,012 | $256K |
| Mgo One Seven LLC | 0.01% | New | 5,537 | $234K |
| Private Trust Co. NA | 0.02% | New | 5,506 | $232K |
| MAI Capital Management | 0.00% | New | 5,457 | $230K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.6% | 5,163 | $218K |
| Hollencrest Capital Management | 0.01% | No change | 4,777 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +194.1% | 4,161 | $176K |
| Eagle Bay Advisors LLC | 0.06% | Add +16.8% | 3,792 | $161K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -22.7% | 2,422 | $102K |
| Activest Wealth Management | 0.03% | Add +0.3% | 2,245 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.3% | 2,112 | $89K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 70,039 | $70K |
| Hobbs Group Advisors, LLC | 0.02% | Reduce -46.3% | 1,610 | $68K |
| FNY Investment Advisers, LLC | 0.03% | New | 1,300 | $54K |
| Comerica Bank | 0.00% | Reduce -57.0% | 1,186 | $50K |
| Bogart Wealth, LLC | 0.00% | Add +23.7% | 865 | $37K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Add +0.8% | 733 | $31K |
| Asset Dedication, LLC | 0.00% | Reduce -0.6% | 556 | $23K |
| LRI Investments, LLC | 0.00% | Reduce -0.6% | 455 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 491 | $21K |
| Bessemer Group Inc. | 0.00% | New | 429 | $18K |
| Tsfg, LLC | 0.00% | New | 297 | $13K |
| Covestor Ltd | 0.01% | Add +73.8% | 278 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | New | 280 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | New | 261 | $11K |
| Piscataqua Savings Bank | 0.01% | Reduce -0.6% | 238 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 230 | $10K |
| Avion Wealth | 0.00% | Reduce -0.8% | 222 | $9K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.9% | 223 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.7% | 204 | $9K |
| Clear Point Advisors Inc. | 0.01% | Add +0.7% | 169 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -5.0% | 152 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 150 | $6K |
| Cwm, LLC | 0.00% | Reduce -58.3% | 140 | $6K |
| Colonial Trust Co / SC | 0.00% | Add +58.3% | 76 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.3% | 64 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $1K |
| M&R Capital Management Inc. | 0.00% | No change | 24 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 24 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 23 | $971 |
| National Bank of Canada | 0.00% | New | 20 | $844 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17 | $717 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 13 | $549 |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.