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