Purchases and Sales Made in Q2 2024 in Clear Bridge Energy Midstream Opportunity Fund Inc. (EMO)
This table provides information about the institutional ownership of Clear Bridge Energy Midstream Opportunity Fund Inc. (EMO) during Q2 2024. The information is specifically focused on institutions that hold shares of ClearBridge Energy Midstream Opportunity Fund Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
48.8KNew |
$1.89M - $2.13M
|
48.8K
$2.24M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
45.1KNew |
$1.75M - $1.97M
|
45.1K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.96KNew |
$386K - $435K
|
9.96K
$458K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
8.8KNew |
$341K - $384K
|
8.8K
$405K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.95K+ 60.76% |
$308K - $347K
|
21K
$968K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.85K+ 39.97% |
$188K - $212K
|
17K
$781K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.66K+ 18.49% |
$64.3K - $72.4K
|
10.6K
$489K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
400New |
$15.5K - $17.5K
|
400
$18.4K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207+ 2.13% |
$8.03K - $9.04K
|
9.94K
$457K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
160+ 2.4% |
$6.2K - $6.98K
|
6.82K
$314K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23New |
$892 - $1K
|
23
$1.06K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21+ 0.03% |
$814 - $917
|
69.9K
$3.21M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17New |
$659 - $742
|
17
$782
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-28- 0.47% |
$1.09K - $1.22K
|
5.88K
$270K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32- 16.67% |
$1.24K - $1.4K
|
160
$7.36K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-176- 88.0% |
$6.83K - $7.68K
|
24
$1.1K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-176- 88.0% |
$6.83K - $7.68K
|
24
$1.1K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-400- 72.73% |
$15.5K - $17.5K
|
150
$6.9K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-567- 5.33% |
$22K - $24.7K
|
10.1K
$463K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-778- 3.38% |
$30.2K - $34K
|
22.3K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.02K- 11.97% |
$39.6K - $44.6K
|
7.51K
$345K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.18K- 88.07% |
$45.8K - $51.6K
|
160
$7.36K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.36K- 23.96% |
$52.6K - $59.2K
|
4.3K
$198K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 88.05% |
$65.7K - $73.9K
|
230
$10.6K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.7K- 15.17% |
$65.7K - $74K
|
9.48K
$436K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 30.28% |
$128K - $144K
|
7.59K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.68K- 6.37% |
$143K - $161K
|
54.1K
$2.49M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.5K- 54.7% |
$175K - $197K
|
3.73K
$172K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.92K- 76.95% |
$269K - $302K
|
2.07K
$95.4K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.98K- 48.3% |
$271K - $305K
|
7.47K
$343K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.61K- 59.64% |
$295K - $332K
|
5.15K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 58.15% |
$462K - $520K
|
8.57K
$394K
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-13.7K- 88.07% |
$533K - $600K
|
1.86K
$85.6K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25.7K- 85.47% |
$998K - $1.12M
|
4.38K
$201K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.5K- 9.07% |
$1.3M - $1.46M
|
336K
$15.4M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-35.3K- 88.07% |
$1.37M - $1.54M
|
4.78K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-52.1K- 22.52% |
$2.02M - $2.27M
|
179K
$8.24M
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-52.1K- 89.55% |
$2.02M - $2.27M
|
6.08K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-58.6K- 69.79% |
$2.27M - $2.56M
|
25.4K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.2K- 51.18% |
$2.8M - $3.15M
|
68.8K
$3.17M
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-102K- 87.58% |
$3.97M - $4.47M
|
14.5K
$668K
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-103K- 93.81% |
$3.98M - $4.48M
|
6.77K
$311K
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-127K- 88.07% |
$4.91M - $5.53M
|
17.2K
$789K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 30.97% |
$7.43M - $8.36M
|
427K
$19.6M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 30.97% |
$7.43M - $8.36M
|
427K
$19.6M
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-787K- 87.78% |
$30.5M - $34.3M
|
110K
$5.04M
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.74M- 91.16% |
$106M - $120M
|
266K
$12.2M
|