Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ClearBridge Energy Midstream Opportunity Fund Inc include Polar Asset Management Partners Inc., Future Financial Wealth Managment LLC, Jane Street Group, Llc, Wiley Bros.-aintree Capital, Llc, Motco, Thompson Investment Management, Inc., Allworth Financial LP, and Thurston, Springer, Miller, Herd & Titak, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 270,982 | 40.41 | 12,999 | 35.74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,775 | 0.17 | 469 | -3.31 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5,510 | 9.61 | 264 | 6.02 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 17,854 | 1.53 | 856 | -1.83 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74,508 | 15.55 | 3,574 | 11.72 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36,860 | 4.50 | 1,768 | 1.03 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 54,414 | 2,610 | ||||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 22,474 | 1,078 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 57 | 78.12 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16 | 6.67 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,893 | 235 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 600 | 29 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11,934 | 9.05 | 572 | 5.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,263,900 | 2.41 | 60,629 | -0.99 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 19,075 | 8.53 | 915 | 4.93 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,352 | 83.96 | 401 | 89.57 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 14,130 | 3.48 | 678 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 18 | 5.88 | 1 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 218 | 2.35 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47,557 | 6.42 | 2,281 | 2.89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 113,524 | 5.65 | 5,446 | 2.12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27,395 | 3.23 | 1,306 | -0.76 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,550 | 44.30 | 442 | 35.58 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 52,355 | 13.98 | 2,511 | 10.18 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8,282 | 397 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,783 | 88.76 | 421 | 83.04 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,848 | 18.91 | 424 | 14.91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 100,297 | 4.20 | 4,811 | 0.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650,976 | 1.75 | 31,227 | -1.63 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39,353 | 0.14 | 1,888 | -3.23 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 16,221 | 778 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 25 | 4.17 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29,836 | 125.16 | 1,431 | 117.81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 58,066 | 8.97 | 2,785 | 5.33 | ||||
| 2025-08-01 | 13F | Motco | 886 | 42 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58,229 | 16.43 | 2,794 | 12.58 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 668 | 32 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9,204 | 9.01 | 442 | 5.50 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 405 | 19 |
