Clearbridge Energy MidstreamEMO
13F holders, Q4 2024 (December 31)111holders +4
16new positions
14sold out
1famous investor
$46.56avg. 13F price*
At the end of Q4 2024, 111 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, up 4 from Q3 2024. 16 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($54.7M), Raymond James Financial Inc. ($29.9M) and Advisors Asset Management, Inc. ($27.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.2M |
| Exits | 14 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 345,993 shares bought and 562,732 shares sold, net −216,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Morgan Stanley | 0.00% | Add +10.8% | 1,175,112 | $54.7M |
| Raymond James Financial Inc. | 0.01% | — | 642,133 | $29.9M |
| Advisors Asset Management, Inc. | 0.51% | Reduce -10.5% | 600,502 | $27.9M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -0.3% | 307,643 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +27.1% | 264,106 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 258,142 | $12.0M |
| Saba Capital Management, L.P. | 0.24% | Reduce -21.8% | 200,240 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 188,815 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.8% | 106,201 | $4.9M |
| Thomas J. Herzfeld Advisors, Inc. | 1.58% | Add +30.4% | 105,647 | $4.9M |
| Stifel Financial Corp. | 0.01% | Reduce -4.8% | 102,492 | $4.8M |
| UBS Group AG | 0.00% | Reduce -11.5% | 100,799 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 63,561 | $3.0M |
| Invesco Ltd. | 0.00% | Reduce -2.6% | 56,852 | $2.6M |
| Oxbow Advisors, LLC | 0.29% | No change | 51,805 | $2.4M |
| Landscape Capital Management, L.L.C. | 0.25% | Reduce -27.1% | 50,712 | $2.4M |
| Tradewinds, LLC. | 0.65% | Reduce -2.6% | 47,243 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +6.9% | 48,662 | $2.3M |
| IFP Advisors, Inc | 0.07% | Add +0.4% | 48,096 | $2.2M |
| LPL Financial LLC | 0.00% | Add +15.2% | 43,417 | $2.0M |
| Edgemoor Investment Advisors, Inc. | 0.18% | Reduce -5.1% | 43,347 | $2.0M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.2% | 39,268 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | New | 34,959 | $1.6M |
| Wolverine Asset Management LLC | 0.10% | Reduce -6.6% | 29,481 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.3% | 25,808 | $1.2M |
| Sit Investment Associates Inc. | 0.03% | Reduce -22.7% | 23,768 | $1.1M |
| Aristides Capital LLC | 0.29% | Add +12.1% | 19,636 | $914K |
| Capstone Investment Advisors, LLC | 0.01% | Add +157.0% | 19,073 | $888K |
| M&T Bank Corp | 0.00% | No change | 18,913 | $880K |
| Franklin Resources Inc. | 0.00% | Reduce -74.9% | 18,476 | $860K |
| Guggenheim Capital LLC | 0.01% | Reduce -23.1% | 17,341 | $807K |
| North Ground Capital | 0.83% | — | 16,500 | $768K |
| Millennium Management | 0.00% | Reduce -46.8% | 15,718 | $732K |
| D.A. Davidson & Co. | 0.01% | Add +72.3% | 15,693 | $730K |
| MML Investors Services, LLC | 0.00% | Add +11.7% | 15,324 | $713K |
| Matisse Capital | 0.35% | Reduce -48.2% | 14,835 | $690K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 14,549 | $677K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 14,299 | $665K |
| DAVENPORT & Co LLC | 0.00% | Add +6.9% | 13,875 | $646K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -9.7% | 13,551 | $631K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 13,312 | $620K |
| Cerity Partners LLC | 0.00% | No change | 13,065 | $608K |
| Arete Wealth Advisors, LLC | 0.04% | Add +59.9% | 12,925 | $602K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 12,530 | $583K |
| Cary Street Partners Financial LLC | 0.02% | — | 12,237 | $570K |
| HighTower Advisors, LLC | 0.00% | Reduce -50.4% | 12,129 | $564K |
| Quantedge Capital Pte Ltd | 0.20% | Reduce -72.8% | 11,920 | $555K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 11,484 | $534K |
| Walleye Capital LLC | 0.01% | Reduce -48.1% | 10,802 | $503K |
| NewEdge Advisors, LLC | 0.00% | Add +7.0% | 10,494 | $488K |
| Centaurus Financial, Inc. | 0.03% | No change | 10,107 | $470K |
| MAI Capital Management | 0.00% | Add +79.6% | 9,803 | $456K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,222 | $429K |
| Argentarii, LLC | 0.21% | — | 9,066 | $422K |
| Envestnet Asset Management Inc. | 0.00% | Add +12.2% | 8,988 | $418K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 8,901 | $414K |
| Cetera Investment Advisers | 0.00% | Reduce -28.8% | 8,603 | $400K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 8,350 | $389K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.7% | 7,487 | $348K |
| Comerica Bank | 0.00% | Add +527.1% | 7,437 | $346K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -35.6% | 6,624 | $313K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -1.5% | 6,724 | $313K |
| LexAurum Advisors, LLC | 0.06% | No change | 6,357 | $296K |
| Concorde Asset Management, LLC | 0.15% | Reduce -7.9% | 6,282 | $292K |
| Choreo, LLC | 0.00% | Reduce -4.2% | 6,244 | $289K |
| Mgo One Seven LLC | 0.01% | Add +2.7% | 5,688 | $265K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.2% | 5,580 | $260K |
| Private Trust Co. NA | 0.03% | No change | 5,506 | $256K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,163 | $236K |
| XML Financial, LLC | 0.02% | New | 4,950 | $230K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,847 | $226K |
| Benjamin Edwards Inc. | 0.00% | New | 4,820 | $224K |
| Hollencrest Capital Management | 0.01% | No change | 4,777 | $222K |
| First Trust Advisors LP | 0.00% | New | 4,745 | $221K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,728 | $220K |
| Peregrine Asset Advisers, Inc. | 0.08% | New | 4,670 | $217K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.5% | 4,624 | $215K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 4,540 | $211K |
| Stephens Inc. | 0.00% | New | 4,384 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 4,306 | $200K |
| Eagle Bay Advisors LLC | 0.11% | Reduce -3.4% | 3,665 | $171K |
| Noble Wealth Management PBC | 0.11% | — | 3,370 | $157K |
| Activest Wealth Management | 0.03% | No change | 2,245 | $104K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,112 | $98K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 899 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -63.8% | 876 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 865 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 844 | $39K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 491 | $23K |
| LRI Investments, LLC | 0.00% | No change | 455 | $21K |
| GeoWealth Management, LLC | 0.00% | New | 350 | $16K |
| Covestor Ltd | 0.01% | Add +21.6% | 338 | $16K |
| Piscataqua Savings Bank | 0.01% | No change | 238 | $11K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 230 | $11K |
| Avion Wealth | 0.00% | No change | 222 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.9% | 210 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 152 | $7K |
| Cwm, LLC | 0.00% | No change | 140 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 150 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -53.6% | 130 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 76 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 75 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 64 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 24 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 23 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17 | $804 |
| BlackRock, Inc. | 0.00% | New | 15 | $702 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 13 | $605 |
| Lanark Financial, Inc. | 0.01% | — | 3 | $147 |
| FMR LLC | 0.00% | New | 1 | $47 |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.