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

13F Institutional Holders and Ownership History from Q2 2020 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EMO on NYSE
Shares outstanding
18,189,264
Price per share
$48.31
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,245,871
Total reported value
$234,250,042
% of total 13F portfolios
0%
Share change
+723,923
Value change
+$32,257,044
Number of holders
116
Price from insider filings
$48.31
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock (EMO) based on Schedule 13D/G filings

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 Dec 2025, 116 institutional investors reported holding 5,245,871 shares of ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock (EMO). This represents 29% of the company’s total 18,189,264 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock (EMO) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 7.2% 1,312,442 +6.8% 0% $58,600,558
SIT INVESTMENT ASSOCIATES INC 4.3% 777,688 +1883% 0.69% $34,724,000
EP Wealth Advisors, LLC 1.7% 305,427 +4.1% 0.07% $13,637,316
ROYAL BANK OF CANADA 1.5% 268,162 +19% 0% $11,973,000
Advisors Asset Management, Inc. 1.4% 261,128 -11% 0.2% $11,659,365
WELLS FARGO & COMPANY/MN 1.2% 220,206 -14% 0% $9,832,198
BANK OF AMERICA CORP /DE/ 1.2% 214,868 -5.9% 0% $9,593,844
Penserra Capital Management LLC 0.79% 143,408 +10% 0.08% $6,403,000
STIFEL FINANCIAL CORP 0.69% 125,082 +12% 0.01% $5,584,915
Steward Partners Investment Advisory, LLC 0.6% 108,238 -0.93% 0.03% $4,832,825
UBS Group AG 0.53% 96,227 +3.6% 0% $4,296,536
AMERIPRISE FINANCIAL INC 0.47% 86,386 +15% 0% $3,857,225
ABSOLUTE INVESTMENT ADVISERS, LLC 0.46% 84,275 0.43% $3,745,939
Edgemoor Investment Advisors, Inc. 0.41% 73,906 +37% 0.26% $3,299,903
Oxbow Advisors, LLC 0.32% 58,484 +13% 0.23% $2,611,311
OSAIC HOLDINGS, INC. 0.32% 58,202 -3.8% 0% $2,598,856
Terril Brothers, Inc. 0.28% 51,047 +125% 0.6% $2,279,249
RAYMOND JAMES FINANCIAL INC 0.28% 50,371 +17% 0% $2,249,075
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.27% 48,981 +845% 0.32% $2,186,990
LPL Financial LLC 0.27% 48,477 +1.3% 0% $2,164,510
NOMURA HOLDINGS INC 0.22% 40,486 -74% 0.01% $1,807,700
Rockefeller Capital Management L.P. 0.22% 39,767 +8.3% 0% $1,775,597
Kingsview Wealth Management, LLC 0.22% 39,463 +0.14% 0.03% $1,762,006
Invesco Ltd. 0.2% 35,959 -27% 0% $1,605,569
Quarry LP 0.19% 35,239 +127% 0.38% $1,573,421

Institutional Holders of ClearBridge Energy Midstream Opportunity Fund Inc. - Common Stock (EMO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 5,245,871 $234,250,042 +$32,257,044 $44.65 116
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