ClearBridge Energy Midstream Opportunity Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.33 M | $66.45 M | -0.35% | 6.63% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 629.81 K | $31.55 M | -0.39% | 3.15% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 297.46 K | $14.90 M | -2.07% | 1.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 276.25 K | $13.84 M | 2.15% | 1.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 239.80 K | $12.01 M | 6.24% | 1.20% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 218.81 K | $10.96 M | -10.63% | 1.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 195.04 K | $9.77 M | -8.55% | 0.97% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 184.91 K | $9.26 M | 3.95% | 0.92% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 126.11 K | $6.32 M | 100.00% | 0.63% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 122.95 K | $6.16 M | -2.71% | 0.61% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 111.11 K | $5.57 M | 0.08% | 0.56% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 87.28 K | $4.37 M | -83.66% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 85.59 K | $4.29 M | 33.12% | 0.43% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 84.86 K | $4.24 M | 3.84% | 0.42% |
| UBS GROUP AG | 08/13/2026 | 83.12 K | $4.16 M | -6.35% | 0.42% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 08/07/2026 | 77.33 K | $3.87 M | -0.53% | 0.39% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 73.13 K | $3.66 M | 23.90% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 68.33 K | $3.42 M | 21.03% | 0.34% |
| OXBOW ADVISORS, LLC | 08/07/2026 | 58.48 K | $2.93 M | 0.00% | 0.29% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 48.72 K | $2.44 M | 1.93% | 0.24% |
| TERRIL BROTHERS, INC. | 07/24/2026 | 44.88 K | $2.25 M | -2.55% | 0.22% |
| LPL FINANCIAL LLC | 08/07/2026 | 43.03 K | $2.16 M | -6.31% | 0.22% |
| WRIGHT WEALTH LLC | 07/29/2026 | 39.83 K | $2.00 M | -0.04% | 0.20% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 39.56 K | $1.98 M | 0.12% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 39.51 K | $1.98 M | 0.00% | 0.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 33.44 K | $1.68 M | 100.00% | 0.17% |
| WATERLOO CAPITAL, L.P. | 07/29/2026 | 29.15 K | $1.46 M | 100.00% | 0.15% |
| SCULPTOR CAPITAL LP | 08/14/2026 | 27.50 K | $1.38 M | 100.00% | 0.14% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 26.73 K | $1.34 M | -0.37% | 0.13% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 24.20 K | $1.21 M | 100.00% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 22.96 K | $1.16 M | -0.40% | 0.11% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 22.89 K | $1.15 M | 0.14% | 0.11% |
| IFP ADVISORS, INC | 07/20/2026 | 21.04 K | $1.05 M | -3.45% | 0.11% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 19.29 K | $966.18 K | 0.00% | 0.10% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 19.07 K | $955.56 K | 0.00% | 0.10% |
| NOMURA HOLDINGS INC | 08/14/2026 | 19.01 K | $952.50 K | 0.00% | 0.10% |
| M&T BANK CORP | 08/04/2026 | 18.91 K | $947.54 K | 0.00% | 0.09% |
| STEPHENS INC /AR/ | 07/29/2026 | 18.01 K | $902.11 K | 0.12% | 0.09% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 17.46 K | $874.75 K | 7.14% | 0.09% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 14.99 K | $750.95 K | 0.00% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 14.73 K | $738.00 K | 58.80% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 14.71 K | $737.18 K | 39.19% | 0.07% |
| INVESCO LTD. | 08/14/2026 | 14.29 K | $716.03 K | -42.03% | 0.07% |
| OPPENHEIMER & CO INC | 08/03/2026 | 14.27 K | $715.03 K | 62.83% | 0.07% |
| ICON WEALTH ADVISORS, LLC | 08/05/2026 | 14.24 K | $713.52 K | 0.18% | 0.07% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07/24/2026 | 13.71 K | $726.49 K | -11.14% | 0.07% |
| JPMORGAN CHASE & CO | 08/12/2026 | 13.16 K | $654.68 K | -0.11% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 13.05 K | $653.91 K | 100.00% | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 12.49 K | $625.75 K | 0.00% | 0.06% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 12.26 K | $614.27 K | 0.75% | 0.06% |
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ClearBridge Energy Midstream Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of ClearBridge Energy Midstream Opportunity Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.33 M
Z3 Capital Partners, LLC: 629,814
EP Wealth Advisors, LLC: 297,457
ROYAL BANK OF CANADA: 276,250
WELLS FARGO & COMPANY/MN: 239,795
Advisors Asset Management, Inc.: 218,811
26.74% of ClearBridge Energy Midstream Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.11 M shares in the last 24 months. This purchase volume represents approximately $313.76 M in transactions.