Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ClearBridge Energy Midstream Opportunity Fund Inc inkluderar NWF Advisory Services Inc., Beacon Pointe Advisors, LLC, Wsfs Capital Management, Llc, Private Advisor Group, LLC, Register Financial Advisors LLC, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, CoreCap Advisors, LLC, SageView Advisory Group, LLC, Sound Income Strategies, LLC, Dv Equities, Llc, och Ubs Asset Management Americas Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Calamos Advisors LLC | 16 296 | 13,51 | 861 | 34,38 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 59 023 | 5 709,35 | 3 118 | 6 826,67 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 64 291 | 10,46 | 3 396 | 30,72 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 270 443 | 0,85 | 14 284 | 19,30 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 177 881 | 24,04 | 9 | 50,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 19 792 | 86,98 | 1 045 | 121,40 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 56 455 | 12,08 | 2 982 | 32,55 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 110 | 6 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 409 | 42,51 | 21 | 66,67 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 200 | 9 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 992 | 211 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 537 | 24 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 9 191 | 8,56 | 485 | 28,65 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 6 609 | 0 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 102 | 5 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 662 | 405 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 330 974 | 1,41 | 70 302 | 19,97 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 8 765 | 10,94 | 463 | 31,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4 221 | 223 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4 923 | 260 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13 177 | 0,72 | 702 | 20,21 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 126 375 | 1,03 | 6 675 | 19,54 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 208 | 2,46 | 11 | 11,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3 847 | 203 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10 758 | 0,04 | 568 | 18,33 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 12 170 | 0,72 | 643 | 19,11 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6 957 | 50,00 | 367 | 77,29 | ||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 632 297 | 1,25 | 33 398 | 19,78 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 3 943 | 208 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 235 | 2,17 | 12 | 20,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 62 | 1,64 | 3 | 50,00 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 4 331 | 229 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5 560 | 14,47 | 294 | 35,65 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 5 050 | 267 | ||||||
| 2026-05-12 | 13F | Creative Planning | 9 852 | 17,96 | 520 | 39,78 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6 050 | 22,00 | 320 | 44,34 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 77 738 | 5,18 | 4 106 | 24,46 | ||||
| 2026-04-06 | 13F | CX Institutional | 364 | 2,25 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6 323 | 334 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 723 | 4,36 | 91 | 24,66 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 509 | 26 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 14 216 | 0,18 | 721 | 13,74 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11 355 | 43,73 | 600 | 70,17 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 606 | 85 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 5 211 | 275 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 67 | 4 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 39 515 | 0,13 | 2 087 | 18,44 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 7 295 | 14,67 | 385 | 35,56 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 4 022 | 212 | ||||||
| 2026-05-15 | 13F | Wright Wealth Llc | 39 849 | 27,31 | 2 105 | 50,61 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 111 030 | 2,58 | 5 865 | 21,36 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 5 508 | 7,31 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 1 057 | 5 185,00 | 56 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 10 571 | 5,23 | 558 | 24,55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 548 | 29 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 792 | 464 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 11 665 | 69,06 | 616 | 100,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 225 706 | 2,50 | 11 922 | 21,25 |
