Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
463K+ 18.22% |
$13.7M - $16.2M
|
3.01M
$138M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
220K+ 51.54% |
$6.53M - $7.71M
|
647K
$29.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
219K+ 32.4% |
$6.5M - $7.69M
|
896K
$41.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
69.9KNew |
$2.07M - $2.45M
|
69.9K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
64.7K+ 119.34% |
$1.92M - $2.27M
|
119K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
32.6K+ 16.22% |
$968K - $1.14M
|
234K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
26.5K+ 313.91% |
$787K - $930K
|
35K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
23.7K+ 111.86% |
$703K - $831K
|
44.9K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
22.5K+ 311.24% |
$666K - $788K
|
29.7K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
20K+ 548.25% |
$593K - $701K
|
23.6K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19K+ 42.89% |
$563K - $666K
|
63.3K
$2.91M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
19K+ 42.89% |
$563K - $666K
|
63.3K
$2.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.2K+ 5.05% |
$539K - $637K
|
378K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
13.6KNew |
$403K - $477K
|
13.6K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.52K+ 17.76% |
$282K - $334K
|
63.1K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.2KNew |
$273K - $322K
|
9.2K
$423K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.9KNew |
$264K - $312K
|
8.9K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$231K - $273K
|
7.79K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
7.78KNew |
$231K - $273K
|
7.78K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.4KNew |
$190K - $224K
|
6.4K
$294K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.9KNew |
$175K - $207K
|
5.9K
$271K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82KNew |
$172K - $204K
|
5.82K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.46K+ 62.89% |
$162K - $191K
|
14.1K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.43K+ 45.67% |
$72.2K - $85.3K
|
7.76K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
721New |
$21.4K - $25.3K
|
721
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
720+ 10.58% |
$21.3K - $25.2K
|
7.53K
$346K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
491+ 3.88% |
$14.6K - $17.2K
|
13.2K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
315+ 2.49% |
$9.34K - $11K
|
13K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
222+ 19.84% |
$6.58K - $7.78K
|
1.34K
$61.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209New |
$6.2K - $7.32K
|
209
$9.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
59New |
$1.75K - $2.07K
|
59
$2.71K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46+ 0.35% |
$1.36K - $1.61K
|
13.1K
$601K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35New |
$1.04K - $1.23K
|
35
$1.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
9+ 0.12% |
$267 - $315
|
7.28K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-596- 6.85% |
$17.7K - $20.9K
|
8.1K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-665- 4.9% |
$19.7K - $23.3K
|
12.9K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1K- 12.3% |
$32.5K - $38.4K
|
7.81K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.53K- 66.96% |
$45.3K - $53.5K
|
754
$34.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.98K- 14.0% |
$58.8K - $69.4K
|
12.2K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.7K- 6.3% |
$110K - $130K
|
55.1K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-5.66K- 4.65% |
$168K - $198K
|
116K
$5.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.25K- 23.95% |
$215K - $254K
|
23K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.02K- 35.68% |
$238K - $281K
|
14.5K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.5K- 8.17% |
$371K - $439K
|
141K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.7K- 40.19% |
$436K - $515K
|
21.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 5.95% |
$1.22M - $1.44M
|
647K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-265K- 77.35% |
$7.86M - $9.29M
|
77.7K
$3.57M
|