CLEARBRIDGE ENERGY MLP OPP F shareholder history

Current and past CLEARBRIDGE ENERGY MLP OPP F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 29290.00%0.00%0.00%Q2 2013Q2 202029
GUGGENHEIM CAPITAL LLC 29290.01%0.04%0.08%Q2 2013Q2 202029
US BANCORP \DE\ 29290.00%0.00%0.00%Q2 2013Q2 202029
Invesco Ltd. 29290.00%0.00%0.01%Q2 2013Q2 202029
CITIGROUP INC 29290.00%0.00%0.00%Q2 2013Q2 202029
RAYMOND JAMES & ASSOCIATES 29290.00%0.00%0.01%Q2 2013Q2 202029
Advisors Asset Management, Inc. 29290.02%0.17%0.31%Q2 2013Q2 202029
MORGAN STANLEY 29290.00%0.01%0.02%Q2 2013Q2 202029
ROYAL BANK OF CANADA 29290.00%0.00%0.00%Q2 2013Q2 202029
BANK OF AMERICA CORP /DE/ 29290.00%0.00%0.01%Q2 2013Q2 202029
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
STEPHENS INC /AR/ 17110.00%0.03%0.09%Q2 2013Q2 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Creative Planning 1880.00%0.00%0.00%Q2 2013Q4 201926
TERRIL BROTHERS, INC. 24240.47%1.79%2.95%Q3 2014Q2 202024
UBS Group AG 23230.00%0.00%0.01%Q4 2014Q2 202023
DOLIVER ADVISORS, LP 1510.04%0.52%1.84%Q1 2014Q2 202022
Raymond James Financial Services Advisors, Inc. 2010.00%0.02%0.11%Q2 2013Q2 202021
SIT INVESTMENT ASSOCIATES INC 21210.06%0.21%0.38%Q3 2015Q3 202021
D.A. DAVIDSON & CO. 20200.00%0.00%0.01%Q2 2013Q1 201820
Laurel Wealth Advisors, Inc. 17170.06%0.12%0.22%Q4 2015Q4 201917
COHEN & STEERS, INC. 17170.00%0.01%0.01%Q2 2013Q2 201717
Mosaic Family Wealth, LLC 17170.04%0.09%0.15%Q4 2015Q4 201917
AMERIPRISE FINANCIAL INC 1420.00%0.00%0.00%Q2 2013Q2 202016
KELLY LAWRENCE W & ASSOCIATES INC/CA 16160.00%0.00%0.00%Q4 2019Q3 202316
BANK OF MONTREAL /CAN/ 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
SeaBridge Investment Advisors LLC 15150.05%0.29%0.37%Q4 2016Q2 202015
PNC FINANCIAL SERVICES GROUP, INC. 1320.00%0.00%0.00%Q3 2015Q2 202015
Dorsey & Whitney Trust CO LLC 1050.02%0.07%0.12%Q2 2013Q4 201715
Janney Montgomery Scott LLC 14140.00%0.00%0.01%Q3 2016Q4 201914
IFP Advisors, Inc 14140.00%0.00%0.00%Q4 2015Q1 201914
WEDBUSH SECURITIES INC 13130.02%0.05%0.06%Q2 2013Q2 201613
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
BB&T SECURITIES, LLC 1110.00%0.00%0.01%Q3 2014Q3 201912
LPL Financial LLC 750.00%0.00%0.00%Q1 2016Q2 202012
Financial Architects, Inc 750.00%0.00%0.01%Q2 2014Q3 201712
YorkBridge Wealth Partners, LLC 11110.02%0.03%0.07%Q4 2016Q2 201911
Ford Financial Group, LLC 11110.02%0.07%0.10%Q4 2017Q2 202011
1832 Asset Management L.P. 650.01%0.01%0.02%Q2 2014Q4 201911
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q4 2016Q2 202011
Cambridge Investment Research Advisors, Inc. 1010.00%0.01%0.02%Q4 2016Q4 201911
CENTAURUS FINANCIAL, INC. 11110.03%0.24%0.72%Q4 2017Q2 202011
Quadrant Private Wealth Management, LLC 11110.18%2.36%3.32%Q4 2017Q2 202011
McGowan Group Asset Management, Inc. 11111.12%2.77%5.65%Q4 2017Q2 202011
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q2 2013Q3 201510
AMERICAN INTERNATIONAL GROUP, INC. 820.00%0.00%0.00%Q2 2013Q1 201610
Steward Partners Investment Advisory, LLC 990.00%0.01%0.01%Q2 2018Q2 20209
Commonwealth Equity Services, Inc 990.01%0.01%0.01%Q2 2013Q2 20159
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q1 2018Q1 20209
MSI Financial Services Inc 620.00%0.00%0.01%Q3 2013Q4 20168
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2013Q2 20168
Palouse Capital Management, Inc. 880.09%0.12%0.16%Q3 2013Q2 20158
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 880.00%0.00%0.00%Q3 2018Q2 20208
RMB Capital Management, LLC 710.00%0.04%0.11%Q2 2015Q2 20208
CORNERSTONE ADVISORS INC 710.07%0.84%1.63%Q1 2014Q1 20198
CITY NATIONAL BANK 880.00%0.01%0.01%Q4 2013Q3 20158
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.02%0.06%Q3 2014Q1 20208
J.P. Morgan Private Wealth Advisors LLC 770.00%0.00%0.00%Q2 2018Q4 20197
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 770.18%0.42%1.24%Q4 2018Q2 20207
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.01%0.15%0.52%Q2 2015Q2 20207
CENTRAL TRUST Co 520.00%0.00%0.00%Q2 2013Q2 20207
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q3 2018Q1 20207
Rock Point Advisors, LLC 660.57%2.01%2.48%Q4 2018Q1 20206
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.00%0.40%0.55%Q4 2018Q1 20206
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.00%0.01%Q4 2016Q1 20186
TFS CAPITAL LLC 210.02%0.05%0.13%Q1 2014Q1 20166
STIFEL FINANCIAL CORP 660.00%0.00%0.00%Q2 2016Q3 20176
HighTower Advisors, LLC 660.00%0.02%0.03%Q4 2018Q1 20206
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
RIVERNORTH CAPITAL MANAGEMENT, LLC 410.08%0.21%0.40%Q2 2015Q2 20206
KAYNE ANDERSON CAPITAL ADVISORS LP 660.00%0.06%0.12%Q1 2019Q2 20206
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q3 2015Q1 20206
Thomas J. Herzfeld Advisors, Inc. 420.01%0.03%0.04%Q3 2015Q1 20196
STANSBERRY ASSET MANAGEMENT, LLC 550.07%0.08%0.08%Q4 2018Q4 20195
GEODE CAPITAL MANAGEMENT, LLC 410.00%0.00%0.00%Q4 2018Q1 20205
Walleye Trading LLC 410.00%0.00%0.00%Q1 2019Q2 20205
St. James Investment Company, LLC 550.02%0.02%0.03%Q4 2018Q4 20195
Weiss Asset Management LP 210.01%0.07%0.23%Q4 2015Q3 20195
Walleye Capital LLC 410.01%0.04%0.12%Q1 2019Q2 20205
GARRISON POINT ADVISORS, LLC 550.11%0.13%0.15%Q4 2018Q4 20195
Quad-Cities Investment Group, LLC 550.04%0.08%0.20%Q1 2018Q1 20195
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2017Q2 20194
HBK INVESTMENTS L P 440.02%0.05%0.07%Q4 2018Q3 20194
Glassman Wealth Services 310.02%0.04%0.05%Q4 2014Q4 20164
HITE Hedge Asset Management LLC 310.10%0.35%0.53%Q2 2013Q3 20194
Almitas Capital LLC 440.44%0.58%0.65%Q1 2019Q4 20194
OTA Financial Group L.P. 110.10%0.26%0.44%Q2 2013Q4 20184
BNP PARIBAS FINANCIAL MARKETS 440.00%0.00%0.00%Q1 2014Q4 20144
RAYMOND JAMES TRUST N.A. 440.00%0.00%0.01%Q3 2019Q2 20204
6 Meridian 310.01%0.09%0.18%Q2 2019Q2 20204
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2015Q2 20204
MGO ONE SEVEN LLC 210.02%0.03%0.04%Q4 2018Q4 20193
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Holloway Wealth Management, LLC 330.00%0.01%0.01%Q4 2016Q2 20173
Providence Capital Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q4 2019Q2 20203
NINE MASTS CAPITAL Ltd 110.01%0.07%0.20%Q2 2015Q2 20183
Concorde Asset Management, LLC 330.16%0.26%0.46%Q4 2018Q2 20193
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.00%0.00%0.00%Q3 2013Q1 20143
Kingsview Wealth Management, LLC 330.02%0.03%0.03%Q4 2019Q2 20203
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Platform Technology Partners 330.19%1.33%3.60%Q4 2019Q2 20203
AllSquare Wealth Management LLC 330.01%0.01%0.01%Q4 2014Q2 20153
NEXT Financial Group, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2019Q3 20193
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
MARINER INVESTMENT GROUP LLC 330.27%0.54%1.04%Q2 2019Q4 20193
CAMBRIDGE TRUST CO 330.04%0.04%0.04%Q2 2014Q4 20143
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2017Q1 20203
FMR LLC 210.00%0.00%0.00%Q4 2018Q1 20203
Merriman Wealth Management, LLC 210.02%0.13%0.20%Q4 2016Q1 20193
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
SUNTRUST BANKS INC 220.00%0.00%0.00%Q4 2018Q1 20192
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2018Q4 20182
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2014Q4 20182
OSAIC HOLDINGS, INC. 220.00%0.00%0.00%Q1 2020Q2 20202
WHITTIER TRUST CO 220.00%0.00%0.00%Q1 2017Q2 20172
WMS Partners, LLC 220.02%0.02%0.02%Q2 2015Q3 20152
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q1 2015Q2 20152
SHELTON CAPITAL MANAGEMENT 220.00%0.00%0.01%Q1 2020Q2 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q1 20202
ISLAY CAPITAL MANAGEMENT, LLC 220.08%0.24%0.39%Q4 2019Q1 20202
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
SG Americas Securities, LLC 110.00%0.01%0.02%Q4 2014Q4 20152
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
NEWGATE CAPITAL MANAGEMENT LLC 220.59%0.80%1.01%Q2 2014Q3 20142
Citadel Advisors 110.00%0.00%0.00%Q1 2019Q1 20202
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Edge Wealth Management LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Covington Capital Management 110.00%0.00%0.00%Q2 2020Q2 20201
Smithfield Trust Co 110.00%0.00%0.00%Q3 2017Q3 20171
Baird Financial Group, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Advisory Alpha, LLC 110.16%0.16%0.16%Q1 2017Q1 20171
Aristides Capital LLC 111.00%1.00%1.00%Q1 2020Q1 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2015Q3 20151
WESTPORT RESOURCES MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Round Table Services, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2013Q2 20131
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Homrich & Berg 110.03%0.03%0.03%Q4 2014Q4 20141
Pinnacle Bancorp, Inc. 110.06%0.06%0.06%Q1 2017Q1 20171
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Cornerstone Advisors, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
CLOUGH CAPITAL PARTNERS L P 110.02%0.02%0.02%Q4 2018Q4 20181
Matisse Capital 110.42%0.42%0.42%Q1 2020Q1 20201
Virtu Financial LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Alpine Global Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Gradient Investments LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20131
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Moors & Cabot, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
External links

This page lists all the filers that currently own CLEARBRIDGE ENERGY MLP OPP F or have owned CLEARBRIDGE ENERGY MLP OPP F in the past.