Clearbridge Energy MidstreamEMO
13F holders, Q4 2025 (December 31)119holders +7
15new positions
16sold out
$44.65avg. 13F price*
At the end of Q4 2025, 119 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, up 7 from Q3 2025. 15 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($58.6M), Sit Investment Associates Inc. ($34.7M) and Z3 Capital Partners, LLC ($27.9M).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.5M |
| Exits | 16 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,215,538 shares bought and 503,636 shares sold, net +711,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.00% | Add +6.8% | 1,312,442 | $58.6M |
| Sit Investment Associates Inc. | 0.68% | Add +1883.3% | 777,688 | $34.7M |
| Z3 Capital Partners, LLC | 6.70% | — | 624,498 | $27.9M |
| EP Wealth Advisors, LLC | 0.07% | — | 305,427 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +19.3% | 268,162 | $12.0M |
| Advisors Asset Management, Inc. | 0.20% | Reduce -11.0% | 261,401 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 220,206 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 214,868 | $9.6M |
| Penserra Capital Management LLC | 0.08% | Add +10.2% | 143,408 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +12.1% | 125,082 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.9% | 108,238 | $4.8M |
| UBS Group AG | 0.00% | Add +3.6% | 96,227 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +14.8% | 86,386 | $3.9M |
| Absolute Investment Advisers, LLC | 0.43% | New | 84,275 | $3.7M |
| Edgemoor Investment Advisors, Inc. | 0.26% | Add +36.9% | 73,906 | $3.3M |
| Oxbow Advisors, LLC | 0.23% | Add +12.9% | 58,484 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 58,202 | $2.6M |
| Terril Brothers, Inc. | 0.60% | Add +124.6% | 51,047 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +16.8% | 50,371 | $2.2M |
| Blue Bell Private Wealth Management, LLC | 0.32% | Add +845.4% | 48,981 | $2.2M |
| LPL Financial LLC | 0.00% | Add +1.3% | 48,477 | $2.2M |
| Nomura Holdings Inc. | 0.01% | Reduce -74.3% | 40,486 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.3% | 39,767 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 39,463 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -26.8% | 35,959 | $1.6M |
| Quarry LP | 0.27% | Add +127.3% | 35,239 | $1.6M |
| Wright Wealth LLC | 0.91% | — | 31,301 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 27,362 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -1.3% | 26,828 | $1.2M |
| Yakira Capital Management, Inc. | 0.39% | Reduce -78.7% | 25,641 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +0.1% | 24,308 | $1.1M |
| Closed-End Fund Advisors, Inc. | 0.61% | — | 23,302 | $1.0M |
| Hollencrest Capital Management | 0.03% | Add +82.0% | 19,285 | $861K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 19,073 | $852K |
| M&T Bank Corp | 0.00% | No change | 18,913 | $844K |
| Stephens Inc. | 0.01% | Add +21.2% | 18,027 | $805K |
| Future Financial Wealth Managment LLC | 0.50% | Reduce -27.6% | 15,822 | $739K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.0% | 14,989 | $669K |
| Calamos Advisors LLC | 0.00% | Add +73.0% | 14,356 | $641K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.3% | 14,191 | $634K |
| Cerity Partners LLC | 0.00% | Reduce -1.8% | 13,698 | $612K |
| Arete Wealth Advisors, LLC | 0.04% | Add +29.7% | 13,200 | $589K |
| JPMorgan Chase & Co. | 0.00% | Add +8.8% | 13,083 | $584K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.1% | 12,490 | $558K |
| Indivisible Partners | 0.06% | — | 12,083 | $540K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.9% | 10,754 | $480K |
| Cetera Investment Advisers | 0.00% | Add +13.5% | 10,585 | $473K |
| Ritholtz Wealth Management | 0.01% | No change | 10,069 | $450K |
| PFG Investments, LLC | 0.02% | Add +31.6% | 10,065 | $449K |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 10,046 | $449K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 9,956 | $445K |
| MAI Capital Management | 0.00% | No change | 9,803 | $438K |
| Almitas Capital LLC | 0.09% | New | 9,549 | $426K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 9,547 | $426K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.4% | 9,522 | $425K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,222 | $412K |
| Argentarii, LLC | 0.13% | No change | 9,066 | $405K |
| Comerica Bank | 0.00% | Reduce -0.1% | 8,847 | $395K |
| XML Financial, LLC | 0.03% | Add +12.8% | 8,466 | $378K |
| Creative Planning | 0.00% | Add +36.6% | 8,352 | $373K |
| DAVENPORT & Co LLC | 0.00% | Reduce -44.0% | 8,319 | $371K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,901 | $353K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.2% | 7,900 | $353K |
| Benjamin Edwards Inc. | 0.00% | Reduce -9.5% | 7,110 | $317K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,624 | $309K |
| Hickory Point Bank & Trust | 0.22% | New | 6,900 | $308K |
| Jane Street Group, LLC | 0.00% | Reduce -68.6% | 6,620 | $296K |
| &partners | 0.00% | Add +38.9% | 6,373 | $285K |
| Concorde Asset Management, LLC | 0.11% | Add +16.4% | 6,362 | $284K |
| TrueMark Investments, LLC | 0.05% | New | 6,319 | $282K |
| Robinson Capital Management, LLC | 0.11% | New | 6,000 | $269K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.6% | 5,353 | $239K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,163 | $231K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.7% | 5,133 | $229K |
| Merit Financial Group, LLC | 0.00% | New | 4,959 | $221K |
| Choreo, LLC | 0.00% | No change | 4,857 | $217K |
| Papamarkou Wellner Asset Management inc. | 0.13% | New | 4,800 | $214K |
| Peregrine Asset Advisers, Inc. | 0.06% | No change | 4,670 | $209K |
| Goldman Sachs Group Inc. | 0.00% | No change | 4,638 | $207K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.8% | 4,592 | $205K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,580 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,457 | $199K |
| Private Trust Co. NA | 0.02% | No change | 4,306 | $192K |
| Eagle Bay Advisors LLC | 0.14% | New | 4,233 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,800 | $125K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,670 | $119K |
| Activest Wealth Management | 0.02% | Reduce -0.9% | 2,225 | $99K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,112 | $94K |
| Lanark Financial, Inc. | 0.01% | No change | 1,651 | $74K |
| First Community Trust NA | 0.05% | New | 1,544 | $69K |
| Noble Wealth Management PBC | 0.03% | No change | 1,332 | $59K |
| Thomas J. Herzfeld Advisors, Inc. | 0.02% | New | 1,016 | $45K |
| Bogart Wealth, LLC | 0.00% | No change | 865 | $39K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 854 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 668 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 629 | $28K |
| Allworth Financial LP | 0.00% | No change | 600 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 537 | $24K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 491 | $22K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 360 | $16K |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.