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 | 02/13/2026 | 1.31 M | $58.60 M | 6.78% | 6.56% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 777.69 K | $34.72 M | 1,883.29% | 3.89% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 305.43 K | $13.64 B | 100.00% | 1.53% |
| ROYAL BANK OF CANADA | 02/17/2026 | 268.16 K | $11.97 M | 19.32% | 1.34% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 261.13 K | $11.66 M | -10.98% | 1.30% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 220.21 K | $9.83 M | -14.32% | 1.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 214.87 K | $9.59 B | -5.92% | 1.07% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 143.41 K | $6.40 M | 10.23% | 0.72% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 125.08 K | $5.58 M | 12.13% | 0.63% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 108.24 K | $4.83 B | -0.93% | 0.54% |
| UBS GROUP AG | 01/29/2026 | 96.23 K | $4.30 B | 3.56% | 0.48% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 84.28 K | $3.75 M | 100.00% | 0.42% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 02/10/2026 | 73.91 K | $3.30 M | 36.85% | 0.37% |
| OXBOW ADVISORS, LLC | 02/04/2026 | 58.48 K | $2.61 M | 12.89% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 58.20 K | $2.60 B | -3.78% | 0.29% |
| TERRIL BROTHERS, INC. | 02/09/2026 | 51.05 K | $2.28 M | 124.64% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.37 K | $2.25 M | 16.78% | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 48.98 K | $2.19 M | 845.40% | 0.24% |
| LPL FINANCIAL LLC | 02/11/2026 | 48.48 K | $2.16 M | 1.34% | 0.24% |
| NOMURA HOLDINGS INC | 02/17/2026 | 40.49 K | $1.81 M | -74.33% | 0.20% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 39.46 K | $1.76 B | 0.14% | 0.20% |
| QUARRY LP | 02/13/2026 | 35.24 K | $1.57 M | 127.35% | 0.18% |
| 02/13/2026 | 31.30 K | $1.40 M | 100.00% | 0.16% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 27.36 K | $1.21 M | 0.18% | 0.14% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 26.83 K | $1.20 M | -1.34% | 0.13% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2026 | 25.64 K | $1.14 M | -78.74% | 0.13% |
| IFP ADVISORS, INC | 02/06/2026 | 24.31 K | $1.09 B | 0.14% | 0.12% |
| 02/11/2026 | 23.30 K | $1.04 B | 100.00% | 0.12% | |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 19.29 K | $861.08 K | 82.02% | 0.10% |
| M&T BANK CORP | 01/30/2026 | 18.91 K | $844.47 K | 0.00% | 0.09% |
| STEPHENS INC /AR/ | 02/05/2026 | 18.03 K | $804.91 K | 21.21% | 0.09% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/21/2026 | 15.82 K | $739.36 K | -27.65% | 0.08% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 14.99 K | $669.26 M | 3.02% | 0.07% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 14.36 K | $641.00 K | 73.05% | 0.07% |
| ICON WEALTH ADVISORS, LLC | 02/13/2026 | 14.19 K | $633.65 K | 0.25% | 0.07% |
| CERITY PARTNERS LLC | 02/11/2026 | 13.70 K | $611.62 K | -1.79% | 0.07% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 13.20 K | $589.00 K | 29.68% | 0.07% |
| JPMORGAN CHASE & CO | 02/11/2026 | 13.08 K | $584.16 K | 8.82% | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 12.49 K | $557.68 K | 2.07% | 0.06% |
| 02/03/2026 | 12.08 K | $539.52 K | 100.00% | 0.06% | |
| D.A. DAVIDSON & CO. | 01/29/2026 | 10.75 K | $480.20 K | -11.87% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 10.59 K | $472.60 M | 13.51% | 0.05% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 10.07 K | $449.58 K | 0.00% | 0.05% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 10.07 K | $449.38 K | 31.65% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 10.05 K | $448.56 K | 2.68% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 9.96 K | $445.00 K | 8.14% | 0.05% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 9.80 K | $437.70 K | 0.00% | 0.05% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 9.52 K | $425.00 K | -0.37% | 0.05% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 9.22 K | $411.76 M | 0.00% | 0.05% |
| ARGENTARII, LLC | 01/13/2026 | 9.07 K | $404.78 K | 0.00% | 0.05% |
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ClearBridge Energy Midstream Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of ClearBridge Energy Midstream Opportunity Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.31 M
SIT INVESTMENT ASSOCIATES INC: 777,688
ROYAL BANK OF CANADA: 268,162
Advisors Asset Management, Inc.: 261,128
WELLS FARGO & COMPANY/MN: 220,206
Penserra Capital Management LLC: 143,408
20.32% of ClearBridge Energy Midstream Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.46 M shares in the last 24 months. This purchase volume represents approximately $277.88 M in transactions.