Carolinas Wealth Consulting LLC Clear Bridge Mlp & Midstream Fund Inc. Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$25.02 - $30.0 $26,070 - $31,260	-1,042 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$10.79 - $19.05 $1,381 - $2,438	-128 Reduced 10.94%	1,042 $17,000
Q3 2020 Nov 12, 2020	BUY	$10.94 - $17.14 $12,799 - $20,053	1,170 New	1,170 $13,000

Others Institutions Holding CEM

# of Institutions

12

Shares Held

78.2K

Call Options Held

0

Put Options Held

0

Ifp Advisors, Inc

31.6K
Shares

$1.64 Million
0.06% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

9.73K
Shares

$505,369
0.03% of portfolio
Hightower 6 M Holding, LLC

9.69K
Shares

$503,551
0.03% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

8K
Shares

$415,600
0.01% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

7.4K
Shares

$384,533
0.0% of portfolio

About ClearBridge MLP & Midstream Fund Inc.

Ticker CEM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
ClearBridge Energy MLP Fund Inc. is a closed-ended equity mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Clearbridge Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the energy sector. The fund primarily invest...

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