CLEARBRIDGE ENERGY MIDSTREAM (EMO) Institutional Ownership Changes & 13F Activity

CLEARBRIDGE ENERGY MIDSTREAM (EMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Advisors Asset Management, Inc., Sit Investment Associates Inc, Nomura Holdings Inc, Morgan Stanley, and M&T Bank Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+17,521+1258.7%18,913$998.99KQ1 2026Sep 04, 2026
Arete Wealth Advisors, LlcSell-13,200-100.0%0$0.00Q1 2026Aug 11, 2026
Wells Fargo & Company/MnBuy+5,500+2.5%225,706$11.92MQ1 2026Jul 08, 2026
Soa Wealth Advisors, Llc.Buy+5+2.2%235$12.40KQ1 2026May 20, 2026
Bank Of America CorpSell-1,601-0.7%213,267$11.26MQ1 2026May 18, 2026
Centaurus Financial, Inc.Sell-110-1.2%9,412$497.00KQ1 2026May 18, 2026
Advisors Asset Management, Inc.Buy+244,836—244,836$12.93MQ1 2026May 15, 2026
Nomura Holdings IncSell-21,474-53.0%19,012$1.00MQ1 2026May 15, 2026
Morgan StanleyBuy+18,532+1.4%1,330,974$70.30MQ1 2026May 15, 2026
Wright Wealth LlcBuy+8,548+27.3%39,849$2.10MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+7,662—7,662$404.73KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+6,323—6,323$333.98KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+6,089+10.5%64,291$3.40MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+5,211—5,211$275.25KQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+4,923—4,923$260.03KQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+3,847—3,847$203.20KQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+2,319+50.0%6,957$367.47KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+2,281+0.9%270,443$14.28MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+548—548$28.95KQ1 2026May 15, 2026
Snowden Capital Advisors LlcSell-298-6.5%4,294$226.82KQ1 2026May 15, 2026
Mai Capital ManagementSell-225-2.3%9,578$505.91KQ1 2026May 15, 2026
&PartnersSell-81-1.3%6,292$332.34KQ1 2026May 15, 2026
Virtu Financial LlcBuy+6,609—6,609$349.00KQ1 2026May 14, 2026
Raymond James Financial IncBuy+6,084+12.1%56,455$2.98MQ1 2026May 14, 2026
Mgo One Seven LlcBuy+3,943—3,943$208.28KQ1 2026May 14, 2026
Ep Wealth Advisors, LlcSell-1,674-0.5%303,753$16.04MQ1 2026May 14, 2026
Cwm, LlcBuy+1,037+5185.0%1,057$55.82KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-258-0.6%39,509$2.09MQ1 2026May 14, 2026
Brown Brothers Harriman & CoBuy+102—102$5.39KQ1 2026May 14, 2026
Sit Investment Associates IncSell-243,393-31.3%534,295$28.22MQ1 2026May 13, 2026
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Frequently asked questions about EMO activity

  • Which institutional owners are buying EMO?

    Institutional owners buying EMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EMO activity?

    "Buy" means an investor increased their reported position in EMO compared to the prior reporting period. This reflects growing exposure to CLEARBRIDGE ENERGY MIDSTREAM (EMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EMO increasing?

    Institutional interest in EMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

EMO Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet