Coastal Investment Advisors, Inc. Clear Bridge Mlp & Midstream Fund Inc. Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$30.9 - $34.67 $618 - $693	20 Added 0.32%	6,341 $219,000
Q1 2023 May 05, 2023	SELL	$29.95 - $36.98 $32,855 - $40,567	-1,097 Reduced 14.79%	6,321 $204,000
Q4 2022 Feb 10, 2023	BUY	$30.87 - $36.01 $228,993 - $267,122	7,418 New	7,418 $247,000

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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