Latest Institutional Transactions on Clear Bridge Mlp & Midstream Total Return Fund Inc. (CTR)
This table provides information on the latest institutional transactions involving Clear Bridge Mlp & Midstream Total Return Fund Inc. (CTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.7K- 73.51% |
$560K - $679K
|
6.73K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
25.7KNew |
$771K - $934K
|
25.7K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.1KNew |
$213K - $258K
|
7.1K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.79KNew |
$174K - $210K
|
5.79K
$272K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-758- 2.23% |
$23.6K - $26.1K
|
33.3K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 25.57% |
$43.7K - $48.1K
|
4.08K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
150New |
$4.68K - $5.16K
|
150
$7.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.48KNew |
$77.4K - $85.3K
|
2.48K
$117K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1K- 13.42% |
$31.2K - $34.4K
|
6.45K
$303K
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-14.4K- 28.87% |
$450K - $496K
|
35.6K
$1.67M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.35KNew |
$202K - $233K
|
7.35K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
- |
129K+ 182.92% |
$3.56M - $4.1M
|
200K
$9.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-96.8K- 65.81% |
$2.66M - $3.07M
|
50.3K
$2.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 14.39% |
$551 - $635
|
159
$7.48K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
34+ 32.08% |
$936 - $1.08K
|
140
$6.58K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-228- 2.61% |
$6.28K - $7.23K
|
8.5K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
690+ 125.0% |
$19K - $21.9K
|
1.24K
$58.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-340- 4.07% |
$8.99K - $10.7K
|
8.02K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.9KNew |
$659K - $787K
|
24.9K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.84KNew |
$234K - $279K
|
8.84K
$416K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
910New |
$24.4K - $28.7K
|
910
$42.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
15.6KNew |
$418K - $493K
|
15.6K
$734K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.2% |
$53.6 - $63.1
|
169
$7.95K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111New |
$2.72K - $3.67K
|
111
$5.22K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.3KClosed |
$227K - $307K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-187Closed |
$4.57K - $6.18K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-105Closed |
$2.57K - $3.47K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-9.34KClosed |
$229K - $309K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
161New |
$3.94K - $5.32K
|
161
$7.57K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.7KClosed |
$334K - $451K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 6.98% |
$540 - $645
|
293
$13.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-100Closed |
$2.46K - $2.93K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-60Closed |
$1.47K - $1.76K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
360New |
$7.89K - $10.2K
|
360
$16.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-9.79KClosed |
$215K - $276K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9KClosed |
$197K - $254K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.75KClosed |
$38.4K - $49.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-130Closed |
$2.85K - $3.36K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-110Closed |
$2.23K - $3.01K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-258Closed |
$5.23K - $7.06K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-11.3KClosed |
$164K - $235K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-883Closed |
$12.8K - $18.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1K+ 5.38% |
$14.5K - $20.8K
|
19.6K
$922K
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-53.4KClosed |
$775K - $1.11M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-220Closed |
$3.19K - $4.58K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-88Closed |
$858 - $1.48K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-154KClosed |
$1.5M - $2.6M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-380Closed |
$3.71K - $6.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
BUY
|
- |
295New |
$2.88K - $4.34K
|
295
$13.9K
|
|