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Disclosery

EMO CLEARBRIDGE ENERGY MIDSTREAM

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COM (fund), issuer CIK 1517518

110 managers (110 13F filers) reported a position in EMO shares at 2025-03-31, 5,194,230 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
110
13F filers
110
New
9
Added
36
Reduced
28
Sold out
9
Shares held by filers
5,194,230

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,234,141$61.2M<0.01%+59,02913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC639,788$31.7M0.01%-2,34513F-HRTimelineGroup
Advisors Asset Management, Inc.634,976$31.5M0.59%+34,47413F-HR/ATimeline
EP Wealth Advisors, LLC306,580$15.2M0.12%-1,06313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,113$12.7M<0.01%-8,99313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/242,014$12M<0.01%-16,12813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,992$9.58M<0.01%+4,17713F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.181,841$9.02M0.25%-18,39913F-HRTimelineGroup
Steward Partners Investment Advisory, L…107,457$5.33M0.05%+1,25613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,972$5.11M0.01%+48013F-HRTimelineGroup
UBS Group AGin group UBS Group AG96,255$4.78M<0.01%-4,54413F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.89,770$4.45M1.52%-15,87713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,482$3.2M<0.01%+92113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.53,288$2.64M<0.01%-3,56413F-HRTimelineGroup
IFP Advisors, Inc51,943$2.58M0.08%+3,84713F-HRTimeline
Oxbow Advisors, LLC51,805$2.57M0.27%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,010$2.48M0.01%+1,34813F-HRTimelineGroup
Tradewinds, LLC.46,965$2.33M0.66%-27813F-HRTimeline
Edgemoor Investment Advisors, Inc.45,932$2.28M0.21%+2,58513F-HRTimeline
LPL Financial LLC44,689$2.22M<0.01%+1,27213F-HRTimeline
Kingsview Wealth Management, LLC39,299$1.95M0.04%+3113F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…36,845$1.83M0.16%-13,86713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,273$1.75M<0.01%+31413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,537$1.32M<0.01%+72913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,073$946K0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp18,913$938K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,585$873K<0.01%+12,84013F-HRTimelineGroup
DAVENPORT & Co LLC17,575$872K0.01%+3,70013F-HRTimeline
MML INVESTORS SERVICES, LLC16,447$816K<0.01%+1,12313F-HRTimeline
Aristides Capital LLC16,432$815K0.3%-3,20413F-HRTimeline
D.A. DAVIDSON & CO.15,774$783K0.01%+8113F-HRTimeline
North Ground Capital16,766$763K0.78%+26613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,064$747K<0.01%+76513F-HRTimeline
Matisse Capital14,835$736K0.39%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,549$722K0.07%013F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC14,259$708K0.02%-9,50913F-HRTimelineGroup
Icon Wealth Advisors, LLC13,655$678K0.06%+2,17113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,251$658K0.05%-30013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC13,206$655K0.01%-16,27513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,065$648K<0.01%013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC12,800$635K<0.01%-51213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,237$607K0.02%013F-HRTimelineGroup
Arete Wealth Advisors, LLC12,085$600K0.05%-84013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,944$543K<0.01%-1,58613F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC10,870$539K0.01%+6813F-HRTimelineGroup
NewEdge Advisors, LLC10,642$528K<0.01%+14813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,595$526K0.02%+5,81813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,069$500K0.01%new13F-HRTimeline
MAI Capital Management9,803$486K<0.01%013F-HRTimeline
HighTower Advisors, LLC9,758$484K<0.01%-2,37113F-HRTimeline
CENTAURUS FINANCIAL, INC.9,717$482K0.03%-39013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,222$458K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,163$455K<0.01%+17513F-HRTimelineGroup
Argentarii, LLC9,065$450K0.22%-113F-HRTimeline
Cetera Investment Advisers8,443$419K<0.01%-16013F-HRTimeline
Cambridge Investment Research Advisors,…8,359$415K<0.01%+913F-HRTimeline
XML Financial, LLC7,505$372K0.03%+2,55513F-HRTimeline
Integrated Wealth Concepts LLC7,487$372K<0.01%013F-HRTimeline
COMERICA BANK7,441$369K<0.01%+413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,665$331K0.06%-5913F-HRTimeline
LexAurum Advisors, LLC6,357$315K0.06%013F-HRTimeline
Concorde Asset Management, LLC6,203$303K0.16%-7913F-HRTimeline
Chicago Partners Investment Group LLC6,624$298K0.01%013F-HRTimeline
CHOREO, LLC5,991$297K<0.01%-25313F-HRTimeline
Compound Planning, Inc.5,819$289K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,716$284K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC5,709$283K0.01%+2113F-HRTimeline
Snowden Capital Advisors LLC5,625$281K0.01%+4513F-HRTimeline
Quantedge Capital Pte Ltd5,620$279K0.09%-6,30013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,612$278K<0.01%+79213F-HRTimelineGroup
PRIVATE TRUST CO NA5,506$273K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.5,218$259K<0.01%+37113F-HRTimeline
Sunbelt Securities, Inc.5,163$256K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,027$249K<0.01%new13F-HRTimeline
Peregrine Asset Advisers, Inc.4,670$232K0.09%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,653$231K<0.01%+26913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,624$229K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,476$222K<0.01%+17013F-HRTimelineGroup
Noble Wealth Management PBC3,332$165K0.11%-3813F-HRTimeline
LANARK FINANCIAL, INC.3,173$157K0.01%+3,17013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,800$139K<0.01%new13F-HRTimelineGroup
Activest Wealth Management2,245$111K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,112$105K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL899$44.6K0.01%013F-HRTimeline
Bogart Wealth, LLC865$42.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.844$41.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC694$34.4K<0.01%-18213F-HRTimeline
FNY Investment Advisers, LLC700$34K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.491$24.4K<0.01%013F-HRTimelineGroup
LRI Investments, LLC455$22.6K<0.01%013F-HRTimeline
CX Institutional345$17K<0.01%new13F-HRTimeline
Covestor Ltd338$17K0.01%013F-HRTimeline
Elequin Capital, LP268$13.3K<0.01%new13F-HRTimeline
Piscataqua Savings Bank238$11.8K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC230$11.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.213$10.6K<0.01%+313F-HRTimeline
Avion Wealth222$10K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC150$7.44K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152$7.07K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO130$6.45K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC99$5K<0.01%-4113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors76$3.77K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC73$3.64K<0.01%+5013F-HRTimeline
Geneos Wealth Management Inc.64$3.18K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$1.75K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC32$1.59K<0.01%new13F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC24$1.12K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.15$764<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17$699<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.