Clearbridge Energy MidstreamEMO
13F holders, Q2 2025 (June 30)105holders −4
9new positions
11sold out
$47.97avg. 13F price*
At the end of Q2 2025, 105 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, down 4 from Q1 2025. 9 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($60.6M), Raymond James Financial Inc. ($31.2M) and Advisors Asset Management, Inc. ($25.8M).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.2M |
| Exits | 11 | $14.6M |
All 13F filers, Q1 2025 → Q2 2025: 299,351 shares bought and 537,426 shares sold, net −238,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Morgan Stanley | 0.00% | Add +2.4% | 1,263,900 | $60.6M |
| Raymond James Financial Inc. | 0.01% | Add +1.8% | 650,976 | $31.2M |
| Advisors Asset Management, Inc. | 0.46% | Reduce -15.3% | 537,573 | $25.8M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -4.3% | 293,408 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +40.4% | 270,982 | $13.0M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 232,984 | $11.2M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 210,158 | $10.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.7% | 113,524 | $5.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 102,815 | $4.9M |
| UBS Group AG | 0.00% | Add +4.2% | 100,297 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +15.6% | 74,508 | $3.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.26% | Reduce -17.8% | 73,828 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +16.4% | 58,229 | $2.8M |
| Invesco Ltd. | 0.00% | Add +9.0% | 58,066 | $2.8M |
| Polar Asset Management Partners Inc. | 0.09% | New | 54,414 | $2.6M |
| Edgemoor Investment Advisors, Inc. | 0.22% | Add +14.0% | 52,355 | $2.5M |
| Oxbow Advisors, LLC | 0.28% | No change | 51,805 | $2.5M |
| LPL Financial LLC | 0.00% | Add +6.4% | 47,557 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 39,353 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.5% | 36,860 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +125.2% | 29,836 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.2% | 27,395 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -50.3% | 25,806 | $1.2M |
| Terril Brothers, Inc. | 0.41% | New | 22,474 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -44.1% | 20,591 | $988K |
| DAVENPORT & Co LLC | 0.01% | Add +8.5% | 19,075 | $915K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 19,073 | $915K |
| M&T Bank Corp | 0.00% | No change | 18,913 | $907K |
| First Trust Advisors LP | 0.00% | Add +1.5% | 17,854 | $856K |
| Aristides Capital LLC | 0.25% | No change | 16,432 | $788K |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 16,328 | $783K |
| Future Financial Wealth Managment LLC | 0.53% | New | 16,221 | $778K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 14,709 | $706K |
| Kingswood Wealth Advisors, LLC | 0.06% | No change | 14,549 | $698K |
| Icon Wealth Advisors, LLC | 0.05% | Add +3.5% | 14,130 | $678K |
| North Ground Capital | 0.83% | Reduce -18.1% | 13,724 | $653K |
| Cerity Partners LLC | 0.00% | No change | 13,065 | $627K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.5% | 12,379 | $594K |
| Cary Street Partners Financial LLC | 0.02% | No change | 12,237 | $587K |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 11,934 | $572K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 11,776 | $565K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -6.3% | 11,319 | $543K |
| Hollencrest Capital Management | 0.02% | No change | 10,595 | $508K |
| Ritholtz Wealth Management | 0.01% | No change | 10,069 | $483K |
| MAI Capital Management | 0.00% | No change | 9,803 | $470K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 9,775 | $469K |
| Centaurus Financial, Inc. | 0.03% | No change | 9,717 | $466K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.3% | 9,550 | $458K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,222 | $442K |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 9,204 | $442K |
| Argentarii, LLC | 0.20% | No change | 9,065 | $435K |
| Comerica Bank | 0.00% | Add +18.9% | 8,848 | $424K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 8,826 | $423K |
| Stephens Inc. | 0.01% | Add +88.8% | 8,783 | $421K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 8,352 | $401K |
| Jane Street Group, LLC | 0.00% | New | 8,282 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 7,904 | $379K |
| XML Financial, LLC | 0.03% | No change | 7,505 | $360K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.2% | 7,475 | $359K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,624 | $313K |
| LexAurum Advisors, LLC | 0.05% | No change | 6,357 | $305K |
| Walleye Capital LLC | 0.00% | Reduce -44.7% | 6,011 | $288K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -10.1% | 5,993 | $287K |
| Choreo, LLC | 0.00% | Reduce -1.1% | 5,928 | $284K |
| Captrust Financial Advisors | 0.00% | Add +9.6% | 5,510 | $264K |
| Benjamin Edwards Inc. | 0.00% | Reduce -10.2% | 5,042 | $242K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,163 | $240K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.3% | 4,877 | $236K |
| &partners | 0.00% | New | 4,893 | $235K |
| Peregrine Asset Advisers, Inc. | 0.07% | No change | 4,670 | $224K |
| Goldman Sachs Group Inc. | 0.00% | No change | 4,624 | $222K |
| Mgo One Seven LLC | 0.01% | Reduce -20.8% | 4,522 | $217K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 4,457 | $214K |
| Private Trust Co. NA | 0.02% | Reduce -21.8% | 4,306 | $207K |
| Lanark Financial, Inc. | 0.01% | No change | 3,173 | $152K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,800 | $134K |
| Activest Wealth Management | 0.03% | No change | 2,245 | $108K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,112 | $101K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 899 | $43K |
| Motco | 0.00% | New | 886 | $42K |
| Bogart Wealth, LLC | 0.00% | No change | 865 | $41K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 844 | $40K |
| FNY Investment Advisers, LLC | 0.01% | No change | 700 | $33K |
| Thompson Investment Management, Inc. | 0.00% | New | 668 | $32K |
| Allworth Financial LP | 0.00% | New | 600 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 491 | $24K |
| LRI Investments, LLC | 0.00% | No change | 455 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 405 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -46.8% | 369 | $18K |
| CX Institutional | 0.00% | No change | 345 | $17K |
| Piscataqua Savings Bank | 0.01% | No change | 238 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.4% | 218 | $10K |
| Avion Wealth | 0.00% | No change | 222 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 150 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 130 | $6K |
| Cwm, LLC | 0.00% | No change | 99 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -33.5% | 101 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 76 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 73 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 64 | $3K |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.