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Disclosery

EMO CLEARBRIDGE ENERGY MIDSTREAM

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COM (fund), issuer CIK 1517518

112 managers (112 13F filers) reported a position in EMO shares at 2024-12-31, 5,219,343 shares in all. 16 filers opened a position and 14 filers sold out during the quarter.

Managers
112
13F filers
112
New
16
Added
25
Reduced
36
Sold out
14
Shares held by filers
5,219,343

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,175,112$54.7M<0.01%+114,34113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC642,133$29.9M0.01%13F-HR/ATimelineGroup
Advisors Asset Management, Inc.600,502$27.9M0.51%-70,77413F-HR/ATimeline
EP Wealth Advisors, LLC307,643$14.3M0.12%-98713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA264,106$12.3M<0.01%+56,30313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/258,142$12M<0.01%-14,05913F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.200,240$9.32M0.23%-55,76513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN188,815$8.79M<0.01%+1,79513F-HRTimelineGroup
Steward Partners Investment Advisory, L…106,201$4.94M0.04%+2,92313F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.105,647$4.92M1.58%+24,61613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,492$4.77M<0.01%-5,14313F-HRTimelineGroup
UBS Group AGin group UBS Group AG100,799$4.69M<0.01%-13,04613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,561$2.96M<0.01%-4,59313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.56,852$2.65M<0.01%-1,50813F-HRTimelineGroup
Oxbow Advisors, LLC51,805$2.41M0.28%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…50,712$2.36M0.25%-18,80413F-HRTimelineGroup
Tradewinds, LLC.47,243$2.32M0.65%-1,26013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,662$2.26M0.01%+3,12913F-HR/ATimelineGroup
IFP Advisors, Inc48,096$2.24M0.07%+17713F-HRTimeline
LPL Financial LLC43,417$2.02M<0.01%+5,72313F-HRTimeline
Edgemoor Investment Advisors, Inc.43,347$2.02M0.18%-2,33913F-HRTimeline
Kingsview Wealth Management, LLC39,268$1.83M0.04%-7513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,959$1.63M<0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC29,481$1.37M0.02%-2,08713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,808$1.2M<0.01%+4,69913F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC23,768$1.11M0.03%-6,97313F-HRTimelineGroup
Aristides Capital LLC19,636$914K0.29%+2,12013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,073$888K0.01%+11,65113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp18,913$880K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources18,476$860K<0.01%-55,04313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC17,341$807K0.01%-5,20713F-HRTimelineGroup
North Ground Capital16,500$768K0.83%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,718$732K<0.01%-13,83213F-HRTimelineGroup
D.A. DAVIDSON & CO.15,693$730K0.01%+6,58313F-HRTimeline
MML INVESTORS SERVICES, LLC15,324$713K<0.01%+1,60213F-HRTimeline
Matisse Capital14,835$690K0.35%-13,81813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,549$677K0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,299$665K<0.01%-1,04613F-HRTimeline
DAVENPORT & Co LLC13,875$646K<0.01%+90013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,551$631K0.05%-1,45913F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC13,312$620K<0.01%+2,56013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,065$608K<0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC12,925$602K0.04%+4,84213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,530$583K<0.01%-17513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,237$570K0.02%13F-HRTimelineGroup
HighTower Advisors, LLC12,129$564K<0.01%-12,32013F-HRTimeline
Quantedge Capital Pte Ltd11,920$555K0.2%-31,90013F-HRTimeline
Icon Wealth Advisors, LLC11,484$534K0.04%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,802$503K<0.01%-10,02913F-HRTimelineGroup
NewEdge Advisors, LLC10,494$488K<0.01%+69013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,107$470K0.03%013F-HRTimeline
MAI Capital Management9,803$456K<0.01%+4,34613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,222$429K<0.01%013F-HRTimelineGroup
Argentarii, LLC9,066$422K0.21%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,988$418K<0.01%+97613F-HRTimelineGroup
Schechter Investment Advisors, LLC8,901$414K0.03%013F-HRTimeline
Cetera Investment Advisers8,603$400K<0.01%-3,48113F-HRTimeline
Cambridge Investment Research Advisors,…8,350$389K<0.01%+2813F-HRTimeline
Integrated Wealth Concepts LLC7,487$348K<0.01%-20713F-HRTimeline
COMERICA BANK7,437$346K<0.01%+6,25113F-HR/ATimeline
Chicago Partners Investment Group LLC6,624$313K0.01%-3,65913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,724$313K0.06%-10013F-HRTimeline
LexAurum Advisors, LLC6,357$296K0.06%013F-HRTimeline
Concorde Asset Management, LLC6,282$292K0.15%-54013F-HRTimeline
CHOREO, LLC6,244$289K<0.01%-27413F-HRTimeline
MGO ONE SEVEN LLC5,688$265K0.01%+15113F-HRTimeline
Snowden Capital Advisors LLC5,580$260K0.01%-43213F-HRTimeline
PRIVATE TRUST CO NA5,506$256K0.03%013F-HRTimeline
Sunbelt Securities, Inc.5,163$236K0.02%013F-HRTimeline
XML Financial, LLC4,950$230K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,847$226K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,820$224K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,777$222K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,745$221K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,728$220K<0.01%new13F-HRTimeline
Peregrine Asset Advisers, Inc.4,670$217K0.08%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,624$215K<0.01%-5,31013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…4,540$211K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,384$204K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,306$200K<0.01%+14513F-HRTimelineGroup
Eagle Bay Advisors LLC3,665$171K0.11%-12713F-HRTimeline
Noble Wealth Management PBC3,370$157K0.11%13F-HRTimeline
Activest Wealth Management2,245$104K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,112$98.3K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL899$41.8K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC876$40.8K0.01%-1,54613F-HRTimeline
Bogart Wealth, LLC865$40.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.844$39.3K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.491$22.9K<0.01%013F-HRTimelineGroup
LRI Investments, LLC455$21.2K<0.01%013F-HRTimeline
GeoWealth Management, LLC350$16.3K<0.01%new13F-HRTimeline
Covestor Ltd338$16K0.01%+6013F-HRTimeline
Piscataqua Savings Bank238$11.1K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC230$10.7K<0.01%013F-HRTimeline
Avion Wealth222$10K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.210$9.77K<0.01%+613F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152$7.07K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC140$7K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC150$6.98K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO130$6.05K<0.01%-15013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors76$3.54K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.75$3.49K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.64$2.98K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$1.63K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC24$1.12K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC23$1.07K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17$804<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.15$702<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.13$605<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$1470.01%-22013F-HRTimeline
FMR LLCin group FMR LLC1$47<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.