Security Snapshot

ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock (EMO) Institutional Ownership

CUSIP: 18469P209

13F Institutional Holders and Ownership History from Q2 2020 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

120

Shares (Excl. Options)

5,582,997

Price

$52.82

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-285,236
Value change
-$13,327,370
Number of holders
120
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
18,189,264
SEC-reported price per share
$50.30
Insider filing price
$50.30
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • EMO - ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock is tracked under CUSIP 18469P209.
  • 120 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 120 to 120 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $262,190,814 to $294,747,598.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 120 institutions filings for Q1 2026.

Open SEC evidence

Security key

18469P209

Latest holder period

Q1 2026

13F holders

120

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
EMO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 7.2% -14% $58,199,824 -$10,051,350 1,309,627 -15% Morgan Stanley 31 Dec 2025

As of 31 Mar 2026, 120 institutional investors reported holding 5,582,997 shares of ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock (EMO). This represents 31% of the company’s total 18,189,264 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
27%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 7.3% 1,330,974 +1.4% 0% $70,302,074
Z3 Capital Partners, LLC 3.5% 632,297 +1.2% 8.5% $33,397,932
SIT INVESTMENT ASSOCIATES INC 2.9% 534,295 -31% 0.57% $28,221,000
EP Wealth Advisors, LLC 1.7% 303,753 -0.55% 0.08% $16,044,233
ROYAL BANK OF CANADA 1.5% 270,443 +0.85% 0% $14,284,000
Advisors Asset Management, Inc. 1.3% 244,836 -6.2% 0.22% $12,932,238
WELLS FARGO & COMPANY/MN 1.2% 225,706 +2.5% 0% $11,921,801
BANK OF AMERICA CORP /DE/ 1.2% 213,267 -0.75% 0% $11,264,762
Penserra Capital Management LLC 0.98% 177,881 +24% 0.11% $9,395,000
STIFEL FINANCIAL CORP 0.69% 126,375 +1% 0.01% $6,675,314
Steward Partners Investment Advisory, LLC 0.61% 111,030 +2.6% 0.03% $5,864,612
UBS Group AG 0.49% 88,758 -7.8% 0% $4,688,198
AMERIPRISE FINANCIAL INC 0.45% 81,720 -5.4% 0% $4,316,460
Edgemoor Investment Advisors, Inc. 0.43% 77,738 +5.2% 0.32% $4,106,121
OSAIC HOLDINGS, INC. 0.35% 64,291 +10% 0% $3,396,062
Thomas J. Herzfeld Advisors, Inc. 0.32% 59,023 +5709% 1.1% $3,117,595
Oxbow Advisors, LLC 0.32% 58,484 0% 0.26% $3,089,125
RAYMOND JAMES FINANCIAL INC 0.31% 56,455 +12% 0% $2,981,956
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.26% 47,803 -2.4% 0.36% $2,524,940
Terril Brothers, Inc. 0.25% 46,054 -9.8% 0.67% $2,432,572
LPL Financial LLC 0.25% 45,925 -5.3% 0% $2,425,746
Wright Wealth LLC 0.22% 39,849 +27% 1.4% $2,104,824
Kingsview Wealth Management, LLC 0.22% 39,515 +0.13% 0.03% $2,087,159
Rockefeller Capital Management L.P. 0.22% 39,509 -0.65% 0% $2,086,865
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.15% 26,828 0% 0.07% $1,417,055

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
24
Latest
Q1 2026
Rows shown
1-24 of 24
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,582,997 $294,747,598 -$13,327,370 $52.82 120
2025 Q4 5,871,644 $262,190,814 +$32,257,044 $44.65 120
2025 Q3 4,173,122 $187,600,210 -$22,962,024 $44.92 113
2025 Q2 4,954,471 $237,643,148 -$11,734,428 $47.97 106
2025 Q1 5,193,959 $257,620,480 -$1,504,689 $49.62 110
2024 Q4 5,234,020 $243,713,862 -$5,561,278 $46.54 113
2024 Q3 5,318,659 $224,589,901 +$146,247,677 $42.20 107
2024 Q2 1,866,653 $76,939,991 -$193,290,165 $41.22 56
2024 Q1 6,521,026 $264,823,644 +$3,129,392 $40.61 67
2023 Q4 6,479,753 $226,207,738 +$12,709,493 $34.92 63
2023 Q3 6,177,701 $195,832,824 +$8,479,218 $31.70 63
2023 Q2 5,915,879 $176,730,647 +$6,068,968 $29.86 62
2023 Q1 5,702,896 $161,051,132 +$3,373,554 $28.24 58
2022 Q4 5,592,231 $159,926,086 +$8,987,647 $28.60 60
2022 Q3 5,346,249 $133,724,092 +$5,800,797 $25.01 53
2022 Q2 5,141,221 $121,478,212 +$2,174,106 $23.61 61
2022 Q1 5,030,384 $141,885,605 +$3,537,378 $28.20 59
2021 Q4 4,859,952 $106,022,342 +$6,558,565 $21.84 56
2021 Q3 4,481,841 $98,061,343 +$2,453,498 $21.85 52
2021 Q2 4,368,269 $100,776,530 +$1,985,202 $23.07 57
2021 Q1 4,267,838 $79,716,281 -$2,076,835 $18.68 56
2020 Q4 4,507,002 $60,527,055 +$1,905,276 $13.43 53
2020 Q3 4,160,466 $36,488,000 +$29,846,737 $8.77 52
2020 Q2 757,823 $1,789,000 +$1,789,000 $2.36 3
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