Clearbridge Energy MidstreamEMO

13F holders, Q3 2025 (September 30)
112holders +7
17new positions
12sold out
$44.95avg. 13F price*

At the end of Q3 2025, 112 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, up 7 from Q2 2025. 17 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($55.2M), Advisors Asset Management, Inc. ($13.2M) and Wells Fargo & Company ($11.5M).

Company
Clearbridge Energy Midstream
CUSIP
18469P209
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 67Q1 2024Q2 2024: 56Q2 2024Q3 2024: 107Q3 2024Q4 2024: 111Q4 2024Q1 2025: 109Q1 2025Q2 2025: 105Q2 2025Q3 2025: 112Q3 2025Q4 2025: 119Q4 2025Q1 2026: 119Q1 2026Q2 2026: 117Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$27.1M
Exits12$9.6M

All 13F filers, Q2 2025 → Q3 2025: 666,071 shares bought and 1,161,031 shares sold, net −494,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Morgan Stanley 0.00% Reduce -2.8% 1,229,133 $55.2M
Advisors Asset Management, Inc. 0.22% Reduce -45.4% 293,620 $13.2M
Wells Fargo & Company 0.00% Reduce -5.2% 257,007 $11.5M
Bank of America Corp. 0.00% Reduce -2.0% 228,395 $10.3M
Royal Bank of Canada 0.00% Add +6.9% 224,740 $10.1M
Nomura Holdings Inc. 0.04% New 157,728 $7.1M
Penserra Capital Management LLC 0.07% New 130,103 $5.8M
Yakira Capital Management, Inc. 2.04% New 120,604 $5.4M
Stifel Financial Corp. 0.00% Add +8.5% 111,549 $5.0M
Steward Partners Investment Advisory, LLC 0.03% Reduce -3.8% 109,259 $4.9M
UBS Group AG 0.00% Reduce -7.4% 92,918 $4.2M
Ameriprise Financial Inc. 0.00% Add +1.0% 75,238 $3.4M
Osaic Holdings, Inc. 0.00% Add +3.9% 60,489 $2.9M
Boothbay Fund Management, LLC 0.07% New 62,000 $2.8M
Edgemoor Investment Advisors, Inc. 0.19% Add +3.2% 54,007 $2.4M
Oxbow Advisors, LLC 0.22% No change 51,805 $2.3M
Invesco Ltd. 0.00% Reduce -15.4% 49,145 $2.2M
LPL Financial LLC 0.00% Add +0.6% 47,836 $2.1M
Alpine Global Management, LLC 0.56% New 47,000 $2.1M
Raymond James Financial Inc. 0.00% Reduce -93.4% 43,134 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +0.1% 39,406 $1.8M
Sit Investment Associates Inc. 0.04% New 39,212 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -0.4% 36,709 $1.6M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -8.9% 27,193 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.3% 27,312 $1.2M
IFP Advisors, Inc 0.03% Reduce -5.9% 24,275 $1.1M
Terril Brothers, Inc. 0.31% Add +1.1% 22,724 $1.0M
Future Financial Wealth Managment LLC 0.62% Add +34.8% 21,869 $982K
Jane Street Group, LLC 0.00% Add +154.8% 21,106 $948K
Capstone Investment Advisors, LLC 0.01% No change 19,073 $857K
M&T Bank Corp 0.00% No change 18,913 $850K
North Ground Capital 0.45% Add +19.8% 16,446 $739K
Quarry LP 0.18% New 15,500 $696K
Commonwealth Equity Services, LLC 0.00% Add +2.9% 15,137 $680K
Stephens Inc. 0.01% Add +69.3% 14,872 $668K
DAVENPORT & Co LLC 0.00% Reduce -22.2% 14,844 $667K
Kingswood Wealth Advisors, LLC 0.04% No change 14,549 $654K
Icon Wealth Advisors, LLC 0.04% Add +0.2% 14,155 $636K
Cerity Partners LLC 0.00% Add +6.8% 13,948 $627K
Cary Street Partners Financial LLC 0.01% No change 12,237 $550K
D.A. Davidson & Co. 0.00% Reduce -1.4% 12,202 $548K
JPMorgan Chase & Co. 0.00% Add +0.8% 12,023 $540K
Hollencrest Capital Management 0.02% No change 10,595 $476K
Arete Wealth Advisors, LLC 0.03% Reduce -10.1% 10,180 $457K
Ritholtz Wealth Management 0.01% No change 10,069 $452K
MAI Capital Management 0.00% No change 9,803 $440K
HighTower Advisors, LLC 0.00% Add +0.1% 9,784 $440K
NewEdge Advisors, LLC 0.00% Add +0.8% 9,627 $432K
Centaurus Financial, Inc. 0.02% Reduce -1.6% 9,557 $429K
Cetera Investment Advisers 0.00% Add +1.3% 9,325 $419K
Pathstone Holdings, LLC 0.00% No change 9,222 $414K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.5% 9,207 $414K
Argentarii, LLC 0.16% Add +0.0% 9,066 $407K
Comerica Bank 0.00% Add +0.1% 8,854 $398K
Calamos Advisors LLC 0.00% Reduce -29.6% 8,296 $373K
Benjamin Edwards Inc. 0.00% Add +55.9% 7,860 $353K
PFG Investments, LLC 0.02% New 7,645 $343K
Envestnet Asset Management Inc. 0.00% Reduce -14.9% 7,513 $337K
XML Financial, LLC 0.03% No change 7,505 $337K
Integrated Wealth Concepts LLC 0.00% No change 7,475 $336K
Chicago Partners Investment Group LLC 0.01% No change 6,624 $286K
LexAurum Advisors, LLC 0.04% No change 6,357 $286K
Creative Planning 0.00% New 6,115 $275K
Susquehanna International Group, LLP 0.00% New 5,746 $258K
Concorde Asset Management, LLC 0.10% — 5,466 $245K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -13.6% 5,181 $233K
Sunbelt Securities, Inc. 0.02% No change 5,163 $232K
Snowden Capital Advisors LLC 0.01% Add +2.1% 4,979 $225K
Janney Montgomery Scott LLC 0.00% New 5,000 $225K
Cohen & Steers, Inc. 0.00% New 5,000 $225K
Choreo, LLC 0.00% Reduce -18.1% 4,857 $218K
Peregrine Asset Advisers, Inc. 0.06% No change 4,670 $210K
Goldman Sachs Group Inc. 0.00% Add +0.3% 4,638 $208K
&partners 0.00% Reduce -6.2% 4,590 $206K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -45.6% 4,540 $204K
MML Investors Services, LLC 0.00% Reduce -72.3% 4,518 $203K
Northwestern Mutual Wealth Management Co. 0.00% No change 4,457 $200K
Private Trust Co. NA 0.02% No change 4,306 $193K
PNC Financial Services Group, Inc. 0.00% No change 2,800 $126K
Activest Wealth Management 0.02% No change 2,245 $101K
Harbor Investment Advisory, LLC 0.01% No change 2,112 $95K
Lanark Financial, Inc. 0.01% Reduce -48.0% 1,651 $74K
Noble Wealth Management PBC 0.03% — 1,332 $60K
Wealthspire Advisors, LLC 0.00% New 890 $40K
Bogart Wealth, LLC 0.00% No change 865 $39K
Strategic Investment Solutions, Inc. 0.01% Reduce -5.0% 854 $38K
Physician Wealth Advisors, Inc. 0.01% No change 844 $38K
FNY Investment Advisers, LLC 0.01% Add +14.3% 800 $35K
Thompson Investment Management, Inc. 0.00% No change 668 $30K
Atlantic Union Bankshares Corp 0.00% New 629 $28K
Allworth Financial LP 0.00% No change 600 $27K
Advisory Services Network, LLC 0.00% New 548 $25K
Cullen/Frost Bankers, Inc. 0.00% No change 491 $22K
LRI Investments, LLC 0.00% No change 455 $20K
Abound Wealth Management 0.00% New 379 $17K
CX Institutional 0.00% No change 345 $15K
Piscataqua Savings Bank 0.01% No change 238 $11K
SOA Wealth Advisors, LLC. 0.00% Add +2.3% 223 $10K
KERR FINANCIAL PLANNING Corp 0.01% — 222 $10K
Avion Wealth 0.00% No change 222 $9K

"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.

Show all 112 holders