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 | 05/15/2026 | 1.33 M | $70.30 M | 1.41% | 6.65% |
| 05/07/2026 | 632.30 K | $33.40 M | 1.25% | 3.16% | |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 534.30 K | $28.22 M | -31.30% | 2.67% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 303.75 K | $16.04 M | -0.55% | 1.52% |
| ROYAL BANK OF CANADA | 05/15/2026 | 270.44 K | $14.28 M | 0.85% | 1.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 244.84 K | $12.93 M | -6.24% | 1.22% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 225.71 K | $11.92 M | 2.50% | 1.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 213.27 K | $11.26 M | -0.75% | 1.07% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 177.88 K | $9.40 M | 24.04% | 0.89% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 126.38 K | $6.68 M | 1.03% | 0.63% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 111.03 K | $5.86 M | 2.58% | 0.55% |
| UBS GROUP AG | 05/05/2026 | 88.76 K | $4.69 M | -7.76% | 0.44% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 81.72 K | $4.32 M | -5.40% | 0.41% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 05/13/2026 | 77.74 K | $4.11 M | 5.19% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 64.29 K | $3.40 M | 10.46% | 0.32% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 59.02 K | $3.12 M | 5,709.35% | 0.29% |
| OXBOW ADVISORS, LLC | 04/27/2026 | 58.48 K | $3.09 M | 0.00% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 56.46 K | $2.98 M | 12.08% | 0.28% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 47.80 K | $2.52 M | -2.41% | 0.24% |
| TERRIL BROTHERS, INC. | 05/07/2026 | 46.05 K | $2.43 M | -9.78% | 0.23% |
| LPL FINANCIAL LLC | 05/06/2026 | 45.93 K | $2.43 M | -5.26% | 0.23% |
| 05/15/2026 | 39.85 K | $2.10 M | 27.31% | 0.20% | |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 39.52 K | $2.09 M | 0.13% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 39.51 K | $2.09 M | -0.65% | 0.20% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 26.83 K | $1.42 M | 0.00% | 0.13% |
| INVESCO LTD. | 05/12/2026 | 24.65 K | $1.30 M | -31.44% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 23.05 K | $1.18 M | -15.75% | 0.12% |
| 05/11/2026 | 22.85 K | $1.21 M | -1.93% | 0.11% | |
| IFP ADVISORS, INC | 04/13/2026 | 21.79 K | $1.15 M | -10.35% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.79 K | $1.05 M | 86.98% | 0.10% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 19.29 K | $1.02 M | 0.00% | 0.10% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2026 | 19.07 K | $1.01 M | 0.00% | 0.10% |
| NOMURA HOLDINGS INC | 05/15/2026 | 19.01 K | $1.00 M | -53.04% | 0.10% |
| M&T BANK CORP | 05/12/2026 | 18.91 K | $998.99 K | 0.00% | 0.09% |
| STEPHENS INC /AR/ | 04/28/2026 | 17.99 K | $949.98 K | -0.23% | 0.09% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 16.30 K | $860.76 K | 13.51% | 0.08% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/16/2026 | 15.43 K | $757.52 K | -2.49% | 0.08% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 14.99 K | $791.72 K | 0.00% | 0.07% |
| ICON WEALTH ADVISORS, LLC | 05/12/2026 | 14.22 K | $720.76 K | 0.18% | 0.07% |
| JPMORGAN CHASE & CO | 05/13/2026 | 13.18 K | $702.47 K | 0.72% | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 12.49 K | $659.72 K | 0.00% | 0.06% |
| 04/30/2026 | 12.17 K | $642.85 K | 0.72% | 0.06% | |
| HICKORY POINT BANK & TRUST | 04/03/2026 | 11.67 K | $616.15 K | 69.06% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 11.36 K | $599.75 K | 43.73% | 0.06% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 10.76 K | $568.27 K | 0.04% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 10.57 K | $558.37 K | 5.23% | 0.05% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 10.07 K | $531.85 K | 0.00% | 0.05% |
| CREATIVE PLANNING | 05/12/2026 | 9.85 K | $520.37 K | 17.96% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 9.77 K | $515.79 K | 2.28% | 0.05% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 9.58 K | $505.91 K | -2.30% | 0.05% |
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ClearBridge Energy Midstream Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 153 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
SIT INVESTMENT ASSOCIATES INC: 534,295
EP Wealth Advisors, LLC: 303,753
ROYAL BANK OF CANADA: 270,443
Advisors Asset Management, Inc.: 244,836
WELLS FARGO & COMPANY/MN: 225,706
27.89% of ClearBridge Energy Midstream Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.63 M shares in the last 24 months. This purchase volume represents approximately $289.02 M in transactions.