EMO Institutional Ownership
ClearBridge Energy Midstream Opportunity Fund Inc
1W: -2.2%
1M: -9.4%
3M: +2.1%
YTD: +13.4%
1Y: +14.1%
3Y: +88.3%
5Y: +224.5%
$50.31
+0.37 (+0.74%)
Weekly Expected Move ±2.0%
$48
$49
$50
$51
$52
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Institutional Ownership — EMO
132
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$268M
Total Invested
14
New Positions
38
Increased
46
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (149 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,326,322 | $67M | -4,652 | -0.3% | 24Q | SEC ↗ |
| 2 | Z3 Capital Partners, LLC | 629,814 | $32M | -2,483 | -0.4% | 3Q | SEC ↗ |
| 3 | EP Wealth Advisors, LLC | 297,457 | $15M | -6,296 | -2.1% | 3Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 276,250 | $14M | +5,807 | +2.1% | 24Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 239,795 | $12M | +14,089 | +6.2% | 24Q | SEC ↗ |
| 6 | Advisors Asset Management, Inc. | 218,811 | $11M | -26,025 | -10.6% | 24Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 195,043 | $10M | -18,224 | -8.5% | 15Q | SEC ↗ |
| 8 | Penserra Capital Management LLC | 184,913 | $9M | +7,032 | +4.0% | 4Q | SEC ↗ |
| 9 | Saba Capital Management, L.P. NEW | 126,112 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 122,953 | $6M | -3,422 | -2.7% | 8Q | SEC ↗ |
| 11 | Steward Partners Investment Advisory, | 111,114 | $6M | +84 | +0.1% | 24Q | SEC ↗ |
| 12 | SIT INVESTMENT ASSOCIATES INC | 87,278 | $4M | -447,017 | -83.7% | 4Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 85,585 | $4M | +21,294 | +33.1% | 24Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 84,862 | $4M | +3,142 | +3.8% | 16Q | SEC ↗ |
| 15 | UBS Group AG | 83,120 | $4M | -5,638 | -6.4% | 24Q | SEC ↗ |
| 16 | Edgemoor Investment Advisors, Inc. | 77,329 | $4M | -409 | -0.5% | 9Q | SEC ↗ |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 73,130 | $4M | +14,107 | +23.9% | 3Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 68,327 | $3M | +11,872 | +21.0% | 7Q | SEC ↗ |
| 19 | Oxbow Advisors, LLC | 58,484 | $3M | — | +0.0% | 8Q | SEC ↗ |
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 48,724 | $2M | +921 | +1.9% | 11Q | SEC ↗ |
| 21 | Terril Brothers, Inc. | 44,879 | $2M | -1,175 | -2.6% | 5Q | SEC ↗ |
| 22 | LPL Financial LLC | 43,025 | $2M | -2,900 | -6.3% | 8Q | SEC ↗ |
| 23 | Wright Wealth LLC | 39,834 | $2M | -15 | -0.0% | 3Q | SEC ↗ |
| 24 | Kingsview Wealth Management, LLC | 39,564 | $2M | +49 | +0.1% | 24Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 39,509 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 26 | WOLVERINE ASSET MANAGEMENT LLC NEW | 33,439 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Waterloo Capital, L.P. NEW | 29,152 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Sculptor Capital LP NEW | 27,500 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26,728 | $1M | -100 | -0.4% | 8Q | SEC ↗ |
| 30 | Quantedge Capital Pte Ltd NEW | 24,200 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 22,961 | $1M | -92 | -0.4% | 11Q | SEC ↗ |
| 32 | Closed-End Fund Advisors, Inc. | 22,885 | $1M | +33 | +0.1% | 3Q | SEC ↗ |
| 33 | IFP Advisors, Inc | 21,041 | $1M | -752 | -3.5% | 10Q | SEC ↗ |
| 34 | HOLLENCREST CAPITAL MANAGEMENT | 19,285 | $970K | — | +0.0% | 15Q | SEC ↗ |
| 35 | CAPSTONE INVESTMENT ADVISORS, LLC | 19,073 | $960K | — | +0.0% | 8Q | SEC ↗ |
| 36 | NOMURA HOLDINGS INC | 19,012 | $956K | — | +0.0% | 4Q | SEC ↗ |
| 37 | M&T Bank Corp | 18,913 | $952K | — | +0.0% | 8Q | SEC ↗ |
| 38 | STEPHENS INC /AR | 18,006 | $906K | +21 | +0.1% | 7Q | SEC ↗ |
| 39 | Calamos Advisors LLC | 17,460 | $878K | +1,164 | +7.1% | 8Q | SEC ↗ |
| 40 | KINGSWOOD WEALTH ADVISORS, LLC | 14,989 | $754K | — | +0.0% | 7Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 14,733 | $741K | +5,455 | +58.8% | 8Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 14,714 | $740K | +4,143 | +39.2% | 8Q | SEC ↗ |
| 43 | Invesco Ltd. | 14,292 | $719K | -10,361 | -42.0% | 24Q | SEC ↗ |
| 44 | OPPENHEIMER & CO INC | 14,272 | $718K | +5,507 | +62.8% | 3Q | SEC ↗ |
| 45 | Icon Wealth Advisors, LLC | 14,242 | $717K | +26 | +0.2% | 8Q | SEC ↗ |
| 46 | Future Financial Wealth Managment LLC | 13,710 | $690K | -1,718 | -11.1% | 5Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO | 13,162 | $662K | -15 | -0.1% | 19Q | SEC ↗ |
| 48 | XTX Topco Ltd NEW | 13,052 | $657K | — | +0.0% | 1Q | SEC ↗ |
| 49 | CARY STREET PARTNERS FINANCIAL LLC | 12,490 | $628K | — | +0.0% | 7Q | SEC ↗ |
| 50 | Indivisible Partners | 12,261 | $617K | +91 | +0.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Saba Capital Management, L.P. | 126,112 | $6M |
| WOLVERINE ASSET MANAGEMENT LLC | 33,439 | $2M |
| Waterloo Capital, L.P. | 29,152 | $1M |
| Sculptor Capital LP | 27,500 | $1M |
| Quantedge Capital Pte Ltd | 24,200 | $1M |
| XTX Topco Ltd | 13,052 | $657K |
| CITADEL ADVISORS LLC | 8,254 | $415K |
| Corient Private Wealth LP | 4,823 | $243K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 4,525 | $228K |
| Arlington Capital Management, Inc. | 4,093 | $206K |
| Institute for Wealth Management, LL | 1,119 | $56K |
| Global Retirement Partners, LLC | 167 | $8K |
| EVERMAY WEALTH MANAGEMENT LLC | 155 | $8K |
| Markowski Investments | 40 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | 84,275 | $4M |
| Quarry LP | 35,239 | $2M |
| Yakira Capital Management, Inc. | 25,641 | $1M |
| Cerity Partners LLC | 13,698 | $689K |
| Arete Wealth Advisors, LLC | 13,200 | $664K |
| ENVESTNET ASSET MANAGEMENT INC | 11,355 | $571K |
| Almitas Capital LLC | 9,549 | $480K |
| DAVENPORT & Co LLC | 8,319 | $419K |
| Virtu Financial LLC | 6,609 | $332K |
| JANE STREET GROUP, LLC | 6,401 | $322K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,323 | $318K |
| TrueMark Investments, LLC | 6,319 | $318K |
| ROBINSON CAPITAL MANAGEMENT, LLC | 6,000 | $302K |
| Beacon Pointe Advisors, LLC | 4,923 | $248K |
| Papamarkou Wellner Asset Management | 4,800 | $241K |
| Concurrent Investment Advisors, LLC | 4,580 | $230K |
| Snowden Capital Advisors LLC | 4,294 | $216K |
| Eagle Bay Advisors LLC | 4,084 | $205K |
| MGO ONE SEVEN LLC | 3,943 | $198K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,847 | $194K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +21,294 | +33.1% | 85,585 |
| Thomas J. Herzfeld Advisors, Inc. | +14,107 | +23.9% | 73,130 |
| WELLS FARGO & COMPANY/MN | +14,089 | +6.2% | 239,795 |
| RAYMOND JAMES FINANCIAL INC | +11,872 | +21.0% | 68,327 |
| Penserra Capital Management LLC | +7,032 | +4.0% | 184,913 |
| ROYAL BANK OF CANADA | +5,807 | +2.1% | 276,250 |
| OPPENHEIMER & CO INC | +5,507 | +62.8% | 14,272 |
| Cambridge Investment Research Advis | +5,455 | +58.8% | 14,733 |
| HighTower Advisors, LLC | +4,143 | +39.2% | 14,714 |
| CHOREO, LLC | +3,372 | +60.6% | 8,932 |
| AMERIPRISE FINANCIAL INC | +3,142 | +3.8% | 84,862 |
| PFG Investments, LLC | +2,000 | +25.8% | 9,765 |
| Integrated Wealth Concepts LLC | +1,482 | +19.3% | 9,144 |
| Calamos Advisors LLC | +1,164 | +7.1% | 17,460 |
| CWM, LLC | +1,037 | +5185.0% | 1,057 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +921 | +1.9% | 48,724 |
| XML Financial, LLC | +616 | +6.7% | 9,807 |
| Private Advisor Group, LLC | +472 | +11.2% | 4,693 |
| &PARTNERS | +401 | +6.4% | 6,693 |
| Bay Colony Advisory Group, Inc d/b/ | +328 | +8.2% | 4,320 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | -447,017 | -83.7% | 87,278 |
| Advisors Asset Management, Inc. | -26,025 | -10.6% | 218,811 |
| BANK OF AMERICA CORP /DE | -18,224 | -8.5% | 195,043 |
| Cetera Investment Advisers | -13,232 | -66.9% | 6,560 |
| Invesco Ltd. | -10,361 | -42.0% | 14,292 |
| EP Wealth Advisors, LLC | -6,296 | -2.1% | 297,457 |
| UBS Group AG | -5,638 | -6.4% | 83,120 |
| MORGAN STANLEY | -4,652 | -0.3% | 1,326,322 |
| STIFEL FINANCIAL CORP | -3,422 | -2.7% | 122,953 |
| LPL Financial LLC | -2,900 | -6.3% | 43,025 |
| Z3 Capital Partners, LLC | -2,483 | -0.4% | 629,814 |
| Creative Planning | -2,195 | -22.3% | 7,657 |
| GOLDMAN SACHS GROUP INC | -2,048 | -29.4% | 4,909 |
| Future Financial Wealth Managment L | -1,718 | -11.1% | 13,710 |
| Hickory Point Bank & Trust | -1,675 | -14.4% | 9,990 |
| Merit Financial Group, LLC | -1,413 | -23.4% | 4,637 |
| Terril Brothers, Inc. | -1,175 | -2.6% | 44,879 |
| IFP Advisors, Inc | -752 | -3.5% | 21,041 |
| MAI Capital Management | -480 | -5.0% | 9,098 |
| Edgemoor Investment Advisors, Inc. | -409 | -0.5% | 77,329 |