ClearBridge Energy Midstream Opportunity Fund Inc. - EMO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,326,322 | 66,448 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Z3 Capital Partners, LLC | History | No change | 629,814 | 31,553 | 6.62% | 6.62% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 297,457 | 14,902 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 276,250 | 13,840 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 239,795 | 12,013 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 218,811 | 10,962 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 195,043 | 9,771 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 184,913 | 9,264 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saba Capital Management, L.P. | History | No change | 126,112 | 6,318 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 122,953 | 6,160 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 111,114 | 5,566 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 87,278 | 4,373 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 85,585 | 4,287 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 84,862 | 4,244 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 83,120 | 4,164 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 78,029 | 3,910 | 0.27% | 0.26% | 16 | +700 | 0.91% | Q3 2026 | Nov 03, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 73,130 | 3,663 | 1.12% | 1.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 68,327 | 3,423 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 58,484 | 2,930 | 0.24% | 0.24% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 49,204 | 2,466 | 0.29% | 0.3% | 20 | +480 | 0.99% | Q3 2026 | Oct 29, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 44,879 | 2,248 | 0.58% | 0.58% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | No change | 43,025 | 2,155 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 39,564 | 1,982 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39,509 | 1,979 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wright Wealth LLC | History | Reduced | 38,748 | 1,942 | 1.12% | 1.2% | 25 | -1,086 | -2.73% | Q3 2026 | Oct 29, 2026 |
| Waterloo Capital, L.P. | History | No change | 29,152 | 1,460 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sculptor Capital LP | History | No change | 27,500 | 1,377 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,486 | 1,344 | 0.0% | 0.0% | 28 | +3,525 | 15.35% | Q3 2026 | Oct 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 26,728 | 1,339 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 24,200 | 1,212 | 0.92% | 0.92% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 23,518 | 1,178 | 0.01% | — | 31 | +23,518 | New | Q3 2026 | Oct 16, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 23,462 | 1,175 | 1.22% | 1.12% | 32 | +577 | 2.52% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 20,323 | 1,018 | 0.02% | 0.02% | 33 | -718 | -3.41% | Q3 2026 | Oct 16, 2026 |
| Calamos Advisors LLC | History | Added to | 20,051 | 1,004 | 0.0% | 0.0% | 34 | +2,591 | 14.84% | Q3 2026 | Nov 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,285 | 966 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 19,073 | 955 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NOMURA HOLDINGS INC | History | No change | 19,012 | 952 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 18,913 | 947 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,006 | 902 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,623 | 783 | 0.0% | 0.0% | 40 | +890 | 6.04% | Q3 2026 | Nov 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 14,989 | 751 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,835 | 743 | 0.01% | 0.01% | 42 | +563 | 3.94% | Q3 2026 | Oct 26, 2026 |
| HighTower Advisors, LLC | History | No change | 14,714 | 737 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 14,292 | 716 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 14,242 | 713 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 13,235 | 663 | 0.41% | 0.45% | 46 | -475 | -3.46% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,162 | 654 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 13,052 | 653 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,490 | 625 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Indivisible Partners | History | Added to | 12,354 | 619 | 0.03% | 0.03% | 50 | +93 | 0.76% | Q3 2026 | Oct 26, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,877 | 545 | 0.0% | 0.0% | 51 | +4 | 0.04% | Q3 2026 | Oct 27, 2026 |
| XML Financial, LLC | History | Added to | 10,267 | 514 | 0.04% | 0.04% | 52 | +460 | 4.69% | Q3 2026 | Oct 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,069 | 504 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hickory Point Bank & Trust | History | No change | 9,990 | 500 | 0.3% | 0.3% | 54 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| PFG Investments, LLC | History | No change | 9,765 | 489 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,412 | 472 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,429 | 472 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,222 | 462 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,144 | 458 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MAI Capital Management | History | No change | 9,098 | 455 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argentarii, LLC | History | No change | 9,066 | 454 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CHOREO, LLC | History | Added to | 9,027 | 452 | 0.0% | 0.0% | 62 | +95 | 1.06% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,784 | 440 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,254 | 413 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Reduced | 7,654 | 383 | 0.0% | 0.0% | 65 | -3 | -0.04% | Q3 2026 | Nov 02, 2026 |
| Concorde Asset Management, LLC | History | No change | 7,255 | 363 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,002 | 350 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,624 | 342 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| &PARTNERS | History | No change | 6,693 | 335 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 6,560 | 328 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | No change | 6,357 | 318 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,579 | 280 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | New | 5,477 | 274 | 0.0% | — | 73 | +5,477 | New | Q3 2026 | Oct 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,390 | 270 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,282 | 264 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,909 | 245 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,750 | 238 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Private Advisor Group, LLC | History | No change | 4,693 | 235 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 4,670 | 233 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 4,637 | 232 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 4,509 | 226 | 0.01% | 0.01% | 82 | +90 | 2.04% | Q3 2026 | Nov 03, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 4,525 | 226 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 4,320 | 216 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,257 | 213 | 0.0% | 0.0% | 84 | -1,202 | -22.02% | Q3 2026 | Nov 02, 2026 |
| Register Financial Advisors LLC | History | No change | 4,022 | 201 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,001 | 200 | 0.0% | — | 86 | +4,001 | New | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,933 | 197 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,581 | 179 | 0.01% | 0.02% | 88 | -725 | -16.84% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,700 | 135 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,884 | 94 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,723 | 86 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Activest Wealth Management | History | No change | 1,474 | 73 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Noble Wealth Management PBC | History | No change | 1,332 | 66 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,119 | 56 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 854 | 42 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 772 | 38 | 0.01% | 0.02% | 96 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 668 | 33 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bogart Wealth, LLC | History | No change | 665 | 33 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 600 | 30 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 582 | 29 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 380 | 19 | 0.0% | 0.0% | 101 | +8 | 2.15% | Q3 2026 | Oct 02, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 360 | 18 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 355 | 17 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 330 | 16 | 0.0% | 0.0% | 104 | -73 | -18.11% | Q3 2026 | Oct 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 278 | 13 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 240 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Piscataqua Savings Bank | History | No change | 238 | 11 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| West Branch Capital LLC | History | Added to | 217 | 10 | 0.0% | 0.0% | 109 | +5 | 2.36% | Q3 2026 | Oct 20, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 204 | 10 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 204 | 10 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 167 | 8 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 155 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 100 | 5 | 0.0% | — | 115 | +100 | New | Q3 2026 | Oct 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 102 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 64 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 64 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 76 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | No change | 40 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,439 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Arlington Capital Management INC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,093 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 21, 2026 |