Ota Financial Group L.P. Clear Bridge Mlp & Midstream Fund Inc. Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$27.42 - $36.17 $325,667 - $429,591	11,877 Added 53.69%	33,999 $1.01 Million
Q2 2022 Jul 15, 2022	BUY	$27.34 - $37.86 $604,815 - $837,538	22,122 New	22,122 $635,000

Others Institutions Holding CEM

# of Institutions

10

Shares Held

46K

Call Options Held

0

Put Options Held

0

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
Icon Wealth Partners, LLC

6.79K
Shares

$352,636
0.03% 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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