CLEARBRIDGE ENERGY MIDSTREAM (EMO)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
112
Reporting holders
$254.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $66.4M | 1,326,322 | 0.00% | 24q | HELD |
| Z3 Capital Partners, LLC | $31.6M | 629,814 | 6.62% | 3q | HELD |
| EP Wealth Advisors, LLC | $14.9M | 297,457 | 0.06% | 7q | -2.1%-$315.4K |
| ROYAL BANK OF CANADA | $13.8M | 276,250 | 0.00% | 24q | +2.1%+$290.9K |
| WELLS FARGO & COMPANY/MN | $12.0M | 239,795 | 0.00% | 24q | -46.9%-$10.6M |
| Advisors Asset Management, Inc. | $11.0M | 218,811 | 0.17% | 24q | -10.6%-$1.3M |
| BANK OF AMERICA CORP /DE/ | $9.8M | 195,043 | 0.00% | 24q | -8.5%-$913.0K |
| Saba Capital Management, L.P. | $6.3M | 126,112 | 0.16% | new | NEW |
| STIFEL FINANCIAL CORP | $6.2M | 122,953 | 0.01% | 8q | -2.7%-$171.4K |
| Steward Partners Investment Advisory, LLC | $5.6M | 111,114 | 0.03% | 24q | HELD |
| OSAIC HOLDINGS, INC. | $4.3M | 85,585 | 0.01% | 24q | +33.1%+$1.1M |
| AMERIPRISE FINANCIAL INC | $4.2M | 84,862 | 0.00% | 24q | -48.1%-$3.9M |
| UBS Group AG | $4.2M | 83,120 | 0.00% | 24q | -6.4%-$282.5K |
| Edgemoor Investment Advisors, Inc. | $3.9M | 77,329 | 0.26% | 9q | -0.5%-$20.5K |
| Thomas J. Herzfeld Advisors, Inc. | $3.7M | 73,130 | 1.12% | 3q | +23.9%+$706.8K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 68,327 | 0.00% | 7q | +21.0%+$594.8K |
| Oxbow Advisors, LLC | $2.9M | 58,484 | 0.24% | 8q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.4M | 48,724 | 0.30% | 11q | +1.9%+$46.1K |
| Terril Brothers, Inc. | $2.2M | 44,879 | 0.58% | 5q | -2.6%-$58.9K |
| LPL Financial LLC | $2.2M | 43,025 | 0.00% | 8q | -6.3%-$145.3K |
| Wright Wealth LLC | $2.0M | 39,834 | 1.20% | 3q | HELD |
| Kingsview Wealth Management, LLC | $2.0M | 39,564 | 0.02% | 24q | HELD |
| Rockefeller Capital Management L.P. | $2.0M | 39,509 | 0.00% | 7q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $1.7M | 33,439 | 0.01% | new | NEW |
| Waterloo Capital, L.P. | $1.5M | 29,152 | 0.08% | new | NEW |
| Sculptor Capital LP | $1.4M | 27,500 | 0.01% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.3M | 26,728 | 0.06% | 8q | HELD |
| Quantedge Capital Pte Ltd | $1.2M | 24,200 | 0.92% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 22,961 | 0.00% | 11q | HELD |
| Closed-End Fund Advisors, Inc. | $1.1M | 22,885 | 1.12% | 3q | HELD |
| IFP Advisors, Inc | $1.1M | 21,041 | 0.02% | 10q | -3.5%-$37.7K |
| RITHOLTZ WEALTH MANAGEMENT | $1.0M | 20,138 | 0.01% | 6q | +100.0%+$504.5K |
| HOLLENCREST CAPITAL MANAGEMENT | $966.2K | 19,285 | 0.06% | 15q | HELD |
| CAPSTONE INVESTMENT ADVISORS, LLC | $955.6K | 19,073 | 0.00% | 8q | HELD |
| NOMURA HOLDINGS INC | $952.5K | 19,012 | 0.00% | 4q | HELD |
| M&T Bank Corp | $947.5K | 18,913 | 0.00% | 8q | HELD |
| STEPHENS INC /AR/ | $902.1K | 18,006 | 0.01% | 7q | HELD |
| Calamos Advisors LLC | $874.7K | 17,460 | 0.00% | 8q | +7.1%+$58.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $750.9K | 14,989 | 0.03% | 7q | HELD |
| HighTower Advisors, LLC | $737.2K | 14,714 | 0.00% | 8q | +39.2%+$207.6K |
| Future Financial Wealth Managment LLC | $726.5K | 13,710 | 0.45% | 5q | -11.1%-$91.0K |
| Invesco Ltd. | $716.0K | 14,292 | 0.00% | 24q | -42.0%-$519.1K |
| OPPENHEIMER & CO INC | $715.0K | 14,272 | 0.01% | 3q | +62.8%+$275.9K |
| Icon Wealth Advisors, LLC | $713.5K | 14,242 | 0.04% | 8q | HELD |
| JPMORGAN CHASE & CO | $654.7K | 13,162 | 0.00% | 19q | HELD |
| XTX Topco Ltd | $653.9K | 13,052 | 0.01% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $625.7K | 12,490 | 0.01% | 7q | HELD |
| Indivisible Partners | $614.3K | 12,261 | 0.03% | 3q | +0.7%+$4.6K |
| D.A. DAVIDSON & CO. | $544.8K | 10,873 | 0.00% | 8q | +1.1%+$5.8K |
| Hickory Point Bank & Trust | $500.5K | 9,990 | 0.30% | 3q | -14.4%-$83.9K |
| XML Financial, LLC | $491.3K | 9,807 | 0.04% | 7q | +6.7%+$30.9K |
| PFG Investments, LLC | $489.2K | 9,765 | 0.02% | 4q | +25.8%+$100.2K |
| Corient Private Wealth LP | $483.3K | 9,646 | 0.00% | new | NEW |
| Argentarii, LLC | $473.1K | 9,066 | 0.14% | 7q | HELD |
| NewEdge Advisors, LLC | $472.4K | 9,429 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $464.6K | 9,274 | 0.00% | 3q | +53.3%+$161.5K |
| Pathstone Holdings, LLC | $462.0K | 9,222 | 0.00% | 11q | HELD |
| Integrated Wealth Concepts LLC | $458.1K | 9,144 | 0.00% | 2q | +19.3%+$74.3K |
| MAI Capital Management | $455.8K | 9,098 | 0.00% | 8q | -5.0%-$24.0K |
| CHOREO, LLC | $447.5K | 8,932 | 0.00% | 8q | +60.6%+$168.9K |
| FIFTH THIRD BANCORP | $440.1K | 8,784 | 0.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $413.5K | 8,254 | 0.00% | new | NEW |
| Creative Planning | $383.6K | 7,657 | 0.00% | 4q | -22.3%-$110.0K |
| Concorde Asset Management, LLC | $363.5K | 7,255 | 0.21% | 13q | +14.0%+$44.7K |
| Chicago Partners Investment Group LLC | $351.0K | 6,624 | 0.01% | 11q | HELD |
| HUNTINGTON NATIONAL BANK | $350.8K | 7,002 | 0.00% | 15q | +350000.0%+$350.7K |
| &PARTNERS | $335.3K | 6,693 | 0.00% | 5q | +6.4%+$20.1K |
| Cetera Investment Advisers | $328.6K | 6,560 | 0.00% | 10q | -66.9%-$662.9K |
| LexAurum Advisors, LLC | $318.5K | 6,357 | 0.04% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $273.5K | 5,459 | 0.00% | 24q | +2.8%+$7.4K |
| BENJAMIN EDWARDS INC | $270.0K | 5,390 | 0.00% | 7q | +2.5%+$6.5K |
| CAPTRUST FINANCIAL ADVISORS | $264.6K | 5,282 | 0.00% | 2q | +1.4%+$3.6K |
| GOLDMAN SACHS GROUP INC | $245.9K | 4,909 | 0.00% | 8q | -29.4%-$102.6K |
| NWF Advisory Services Inc. | $238.0K | 4,750 | 0.02% | 2q | -5.9%-$15.0K |
| Private Advisor Group, LLC | $235.1K | 4,693 | 0.00% | 2q | +11.2%+$23.6K |
| Peregrine Asset Advisers, Inc. | $234.0K | 4,670 | 0.05% | 7q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $226.7K | 4,525 | 0.00% | new | NEW |
| Bryn Mawr Trust Advisors, LLC | $221.4K | 4,419 | 0.01% | 2q | +2.0%+$4.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $216.4K | 4,320 | 0.02% | 2q | +8.2%+$16.4K |
| PRIVATE TRUST CO NA | $215.7K | 4,306 | 0.02% | 8q | HELD |
| Arlington Capital Management, Inc. | $205.1K | 4,093 | 0.13% | new | NEW |
| Register Financial Advisors LLC | $201.5K | 4,022 | 0.06% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $197.0K | 3,933 | 0.00% | 9q | -6.2%-$13.0K |
| PNC Financial Services Group, Inc. | $135.3K | 2,700 | 0.00% | 6q | +8.0%+$10.0K |
| HARBOR INVESTMENT ADVISORY, LLC | $94.4K | 1,884 | 0.01% | 8q | HELD |
| LANARK FINANCIAL, INC. | $86.3K | 1,723 | 0.01% | 8q | HELD |
| Activest Wealth Management | $73.8K | 1,474 | 0.01% | 8q | -18.1%-$16.3K |
| Noble Wealth Management PBC | $66.7K | 1,332 | 0.03% | 6q | HELD |
| Institute for Wealth Management, LLC. | $56.0K | 1,119 | 0.00% | new | NEW |
| Strategic Investment Solutions, Inc. /IL | $42.8K | 854 | 0.01% | 7q | HELD |
| FIRST COMMUNITY TRUST NA | $38.7K | 772 | 0.02% | 3q | HELD |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $33.5K | 668 | 0.00% | 5q | HELD |
| Bogart Wealth, LLC | $33.3K | 665 | 0.00% | 8q | -23.1%-$10.0K |
| Allworth Financial LP | $30.1K | 600 | 0.00% | 5q | HELD |
| Atlantic Union Bankshares Corp | $29.2K | 582 | 0.00% | 4q | -7.5%-$2.4K |
| Farther Finance Advisors, LLC | $20.2K | 403 | 0.00% | 9q | -1.5% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $18.0K | 360 | 0.01% | 3q | HELD |
| Cullen/Frost Bankers, Inc. | $17.8K | 355 | 0.00% | 8q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $16.9K | 338 | 0.00% | 2q | +207.3%+$11.4K |
| MCGUIRE CAPITAL ADVISORS INC | $13.9K | 278 | 0.01% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | Corebridge Financial, Inc. | 9.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 112 | $254.0M | 5,068,905 | 13 | 30 | 24 | 0.0% |
| Q1 2026 | 110 | $270.8M | 5,129,794 | 18 | 31 | 28 | 0.0% |
| Q4 2025 | 111 | $231.6M | 5,199,840 | 15 | 31 | 20 | 0.0% |
| Q3 2025 | 101 | $178.1M | 3,960,585 | 13 | 18 | 28 | 0.0% |
| Q2 2025 | 96 | $246.4M | 5,136,973 | 9 | 27 | 21 | 0.0% |
| Q1 2025 | 98 | $253.6M | 5,113,215 | 7 | 28 | 22 | 0.0% |
| Q4 2024 | 103 | $267.5M | 5,744,322 | 16 | 20 | 32 | 0.0% |
| Q3 2024 | 94 | $249.7M | 5,913,431 | 50 | 28 | 3 | 0.0% |
| Q2 2024 | 51 | $79.5M | 1,929,331 | 7 | 6 | 26 | 0.0% |
| Q1 2024 | 63 | $281.6M | 6,934,765 | 14 | 14 | 16 | 0.0% |
| Q4 2023 | 58 | $219.7M | 6,310,055 | 9 | 15 | 12 | 0.0% |
| Q3 2023 | 56 | $173.3M | 5,465,995 | 6 | 12 | 18 | 0.0% |
| Q2 2023 | 55 | $158.1M | 5,291,211 | 7 | 9 | 18 | 0.0% |
| Q1 2023 | 49 | $142.8M | 5,055,205 | 3 | 12 | 16 | 0.0% |
| Q4 2022 | 49 | $149.6M | 5,231,865 | 12 | 8 | 17 | 0.0% |
| Q3 2022 | 53 | $134.0M | 5,355,449 | 2 | 12 | 20 | 0.0% |
| Q2 2022 | 61 | $121.5M | 5,141,221 | 5 | 16 | 19 | 0.0% |
| Q1 2022 | 61 | $142.2M | 5,031,644 | 11 | 12 | 20 | 0.0% |
| Q4 2021 | 56 | $106.0M | 4,859,952 | 7 | 10 | 24 | 0.0% |
| Q3 2021 | 53 | $98.8M | 4,509,740 | 2 | 17 | 18 | 0.0% |
| Q2 2021 | 57 | $100.8M | 4,368,587 | 5 | 12 | 20 | 0.0% |
| Q1 2021 | 56 | $85.5M | 4,576,132 | 10 | 9 | 22 | 0.0% |
| Q4 2020 | 55 | $60.5M | 4,507,142 | 8 | 9 | 23 | 0.0% |
| Q3 2020 | 53 | $36.5M | 4,160,638 | 50 | 0 | 2 | 0.0% |
| Q2 2020 | 3 | $1.8M | 757,823 | 3 | 0 | 0 | 0.0% |