Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di ClearBridge Energy Midstream Opportunity Fund Inc termasuk 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, dan Ubs Asset Management Americas Inc .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
