Clearbridge Energy MidstreamEMO
13F holders, Q1 2025 (March 31)109holders −2
9new positions
9sold out
$49.60avg. 13F price*
At the end of Q1 2025, 109 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, down 2 from Q4 2024. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($61.2M), Raymond James Financial Inc. ($31.7M) and Advisors Asset Management, Inc. ($31.5M).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 9 | $3.2M |
All 13F filers, Q4 2024 → Q1 2025: 172,683 shares bought and 196,413 shares sold, net −23,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Morgan Stanley | 0.00% | Add +5.0% | 1,234,141 | $61.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.4% | 639,788 | $31.7M |
| Advisors Asset Management, Inc. | 0.59% | Add +5.7% | 634,976 | $31.5M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -0.3% | 306,580 | $15.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 255,113 | $12.7M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 242,014 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 192,992 | $9.6M |
| Saba Capital Management, L.P. | 0.25% | Reduce -9.2% | 181,841 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +1.2% | 107,457 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 102,972 | $5.1M |
| UBS Group AG | 0.00% | Reduce -4.5% | 96,255 | $4.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.52% | Reduce -15.0% | 89,770 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 64,482 | $3.2M |
| Invesco Ltd. | 0.00% | Reduce -6.3% | 53,288 | $2.6M |
| IFP Advisors, Inc | 0.08% | Add +8.0% | 51,943 | $2.6M |
| Oxbow Advisors, LLC | 0.28% | No change | 51,805 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +2.8% | 50,010 | $2.5M |
| Tradewinds, LLC. | 0.66% | Reduce -0.6% | 46,965 | $2.3M |
| Edgemoor Investment Advisors, Inc. | 0.21% | Add +6.0% | 45,932 | $2.3M |
| LPL Financial LLC | 0.00% | Add +2.9% | 44,689 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.1% | 39,299 | $2.0M |
| Landscape Capital Management, L.L.C. | 0.16% | Reduce -27.3% | 36,845 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 35,273 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.8% | 26,537 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 19,073 | $946K |
| M&T Bank Corp | 0.00% | No change | 18,913 | $938K |
| First Trust Advisors LP | 0.00% | Add +270.6% | 17,585 | $873K |
| DAVENPORT & Co LLC | 0.01% | Add +26.7% | 17,575 | $872K |
| MML Investors Services, LLC | 0.00% | Add +7.3% | 16,447 | $816K |
| Aristides Capital LLC | 0.30% | Reduce -16.3% | 16,432 | $815K |
| D.A. Davidson & Co. | 0.01% | Add +0.5% | 15,774 | $783K |
| North Ground Capital | 0.78% | Add +1.6% | 16,766 | $763K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 15,064 | $747K |
| Matisse Capital | 0.39% | No change | 14,835 | $736K |
| Kingswood Wealth Advisors, LLC | 0.07% | No change | 14,549 | $722K |
| Sit Investment Associates Inc. | 0.02% | Reduce -40.0% | 14,259 | $708K |
| Icon Wealth Advisors, LLC | 0.06% | Add +18.9% | 13,655 | $678K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -2.2% | 13,251 | $658K |
| Wolverine Asset Management LLC | 0.05% | Reduce -55.2% | 13,206 | $655K |
| Cerity Partners LLC | 0.00% | No change | 13,065 | $648K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 12,800 | $635K |
| Cary Street Partners Financial LLC | 0.02% | No change | 12,237 | $607K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -6.5% | 12,085 | $600K |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.7% | 10,944 | $543K |
| Walleye Capital LLC | 0.01% | Add +0.6% | 10,870 | $539K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 10,642 | $528K |
| Hollencrest Capital Management | 0.02% | Add +121.8% | 10,595 | $526K |
| Ritholtz Wealth Management | 0.01% | New | 10,069 | $500K |
| MAI Capital Management | 0.00% | No change | 9,803 | $486K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.6% | 9,758 | $484K |
| Centaurus Financial, Inc. | 0.03% | Reduce -3.9% | 9,717 | $482K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,222 | $458K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 9,163 | $455K |
| Argentarii, LLC | 0.22% | Reduce -0.0% | 9,065 | $450K |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 8,443 | $419K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 8,359 | $415K |
| XML Financial, LLC | 0.03% | Add +51.6% | 7,505 | $372K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 7,487 | $372K |
| Comerica Bank | 0.00% | Add +0.1% | 7,441 | $369K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -0.9% | 6,665 | $331K |
| LexAurum Advisors, LLC | 0.06% | No change | 6,357 | $315K |
| Concorde Asset Management, LLC | 0.16% | Reduce -1.3% | 6,203 | $303K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,624 | $298K |
| Choreo, LLC | 0.00% | Reduce -4.0% | 5,991 | $297K |
| Compound Planning, Inc. | 0.01% | New | 5,819 | $289K |
| Susquehanna International Group, LLP | 0.00% | New | 5,716 | $284K |
| Mgo One Seven LLC | 0.01% | Add +0.4% | 5,709 | $283K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 5,625 | $281K |
| Quantedge Capital Pte Ltd | 0.09% | Reduce -52.9% | 5,620 | $279K |
| Benjamin Edwards Inc. | 0.00% | Add +16.4% | 5,612 | $278K |
| Private Trust Co. NA | 0.03% | No change | 5,506 | $273K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +7.7% | 5,218 | $259K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,163 | $256K |
| Captrust Financial Advisors | 0.00% | New | 5,027 | $249K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 4,670 | $232K |
| Stephens Inc. | 0.00% | Add +6.1% | 4,653 | $231K |
| Goldman Sachs Group Inc. | 0.00% | No change | 4,624 | $229K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 4,476 | $222K |
| Noble Wealth Management PBC | 0.11% | Reduce -1.1% | 3,332 | $165K |
| Lanark Financial, Inc. | 0.01% | — | 3,173 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,800 | $139K |
| Activest Wealth Management | 0.03% | No change | 2,245 | $111K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,112 | $105K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 899 | $45K |
| Bogart Wealth, LLC | 0.00% | No change | 865 | $43K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 844 | $42K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -20.8% | 694 | $34K |
| FNY Investment Advisers, LLC | 0.02% | New | 700 | $34K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 491 | $24K |
| LRI Investments, LLC | 0.00% | No change | 455 | $23K |
| Covestor Ltd | 0.01% | No change | 338 | $17K |
| CX Institutional | 0.00% | New | 345 | $17K |
| Elequin Capital, LP | 0.00% | New | 268 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 238 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 230 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.4% | 213 | $11K |
| Avion Wealth | 0.00% | No change | 222 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 150 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 152 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 130 | $6K |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.