CLEARBRIDGE ENERGY MIDSTRM O shareholder history

Current and past CLEARBRIDGE ENERGY MIDSTRM O shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
OSAIC HOLDINGS, INC. 16160.00%0.00%0.00%Q3 2020Q2 202416
MORGAN STANLEY 16160.00%0.00%0.00%Q3 2020Q2 202416
AMERIPRISE FINANCIAL INC 16160.00%0.00%0.00%Q3 2020Q2 202416
Aristides Capital LLC 16160.20%1.83%3.39%Q3 2020Q2 202416
SIT INVESTMENT ASSOCIATES INC 16160.04%0.34%0.84%Q3 2020Q2 202416
ROYAL BANK OF CANADA 16160.00%0.00%0.00%Q3 2020Q2 202416
BANK OF AMERICA CORP /DE/ 16160.00%0.00%0.00%Q3 2020Q2 202416
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.01%0.02%Q3 2020Q2 202416
Kingsview Wealth Management, LLC 16160.01%0.02%0.02%Q3 2020Q2 202416
Advisors Asset Management, Inc. 16160.01%0.08%0.18%Q3 2020Q2 202416
Raymond James Financial Services Advisors, Inc. 16160.00%0.01%0.02%Q3 2020Q2 202416
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.00%Q3 2020Q2 202416
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.00%0.00%0.00%Q3 2020Q2 202416
Invesco Ltd. 16160.00%0.00%0.00%Q3 2020Q2 202416
Steward Partners Investment Advisory, LLC 16160.00%0.01%0.02%Q3 2020Q2 202416
UBS Group AG 16160.00%0.00%0.00%Q3 2020Q2 202416
TERRIL BROTHERS, INC. 15150.34%0.96%2.02%Q3 2020Q1 202415
RAYMOND JAMES & ASSOCIATES 15150.00%0.00%0.00%Q3 2020Q1 202415
CENTAURUS FINANCIAL, INC. 15150.02%0.03%0.04%Q3 2020Q1 202415
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 15150.02%0.06%0.19%Q3 2020Q1 202415
KAYNE ANDERSON CAPITAL ADVISORS LP 15150.04%0.05%0.07%Q3 2020Q1 202415
Quadrant Private Wealth Management, LLC 870.05%0.14%0.22%Q3 2020Q2 202415
HOLLENCREST CAPITAL MANAGEMENT 770.01%0.09%0.14%Q4 2020Q2 202414
McGowan Group Asset Management, Inc. 13130.75%2.20%3.15%Q3 2020Q3 202313
US BANCORP \DE\ 850.00%0.00%0.00%Q3 2020Q4 202313
Bogart Wealth, LLC 12120.00%0.00%0.00%Q2 2021Q1 202412
WOLVERINE ASSET MANAGEMENT LLC 820.00%0.01%0.04%Q3 2020Q2 202412
Quantedge Capital Pte Ltd 12120.18%1.14%2.63%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.00%0.00%0.00%Q2 2020Q3 202312
STEPHENS INC /AR/ 920.00%0.00%0.01%Q2 2021Q1 202411
SITTNER & NELSON, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Saba Capital Management, L.P. 11110.05%0.96%2.11%Q4 2021Q2 202411
ClearBridge Investments 1010.00%0.00%0.00%Q3 2020Q2 202311
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q4 2021Q2 202411
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q4 2021Q2 202411
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
Tradition Wealth Management, LLC 910.00%0.00%0.00%Q4 2020Q2 202310
Plante Moran Financial Advisors, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Thomas J. Herzfeld Advisors, Inc. 810.08%0.63%0.93%Q1 2021Q2 20249
Covington Capital Management 990.00%0.00%0.01%Q3 2020Q3 20229
Tyler-Stone Wealth Management 540.01%0.01%0.01%Q1 2022Q2 20249
RIVERNORTH CAPITAL MANAGEMENT, LLC 810.08%0.39%0.61%Q4 2020Q1 20249
Platform Technology Partners 720.11%0.20%0.26%Q3 2020Q4 20229
Cornerstone Advisors, LLC 710.05%0.27%0.50%Q3 2020Q3 20228
Laurel Wealth Advisors, Inc. 880.02%0.03%0.05%Q1 2021Q4 20228
Rock Point Advisors, LLC 880.07%0.51%0.83%Q2 2020Q1 20228
Cetera Advisor Networks LLC 880.00%0.00%0.00%Q1 2022Q4 20238
ISLAY CAPITAL MANAGEMENT, LLC 880.03%0.07%0.20%Q3 2020Q2 20228
Matisse Capital 880.42%1.26%2.23%Q4 2020Q3 20228
Almitas Capital LLC 410.12%0.75%1.22%Q4 2020Q3 20237
Logan Stone Capital, LLC 770.15%1.07%1.72%Q4 2021Q2 20237
CLOUGH CAPITAL PARTNERS L P 610.03%0.12%0.46%Q1 2022Q4 20237
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Concorde Asset Management, LLC 770.17%0.25%0.44%Q4 2022Q2 20247
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q2 2020Q4 20217
Cerity Partners LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Arete Wealth Advisors, LLC 770.02%0.03%0.08%Q4 2022Q2 20247
CENTRAL TRUST Co 770.00%0.00%0.00%Q3 2020Q1 20227
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q3 2020Q2 20247
IFP Advisors, Inc 410.00%0.00%0.00%Q1 2022Q2 20247
6 Meridian 660.06%0.08%0.10%Q3 2020Q4 20216
Lindbrook Capital, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q3 2020Q1 20246
GUGGENHEIM CAPITAL LLC 660.00%0.01%0.01%Q3 2020Q4 20216
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q4 20236
Covestor Ltd 550.01%0.02%0.03%Q2 2023Q2 20245
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.04%0.17%0.43%Q3 2020Q2 20245
ARMSTRONG ADVISORY GROUP, INC 550.00%0.00%0.00%Q2 2023Q2 20245
CoreFirst Bank & Trust 550.00%0.00%0.01%Q4 2020Q4 20215
Colonial Trust Co / SC 550.00%0.00%0.00%Q2 2023Q2 20245
MILLENNIUM MANAGEMENT LLC 320.00%0.00%0.00%Q3 2020Q2 20235
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
PATHSTONE FAMILY OFFICE, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
BESSEMER GROUP INC 410.00%0.00%0.00%Q4 2021Q3 20235
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Woodline Partners LP 550.03%0.11%0.13%Q4 2022Q4 20235
KINGSWOOD WEALTH ADVISORS, LLC 550.03%0.04%0.08%Q2 2023Q2 20245
American Portfolios Advisors 550.00%0.00%0.00%Q4 2020Q4 20215
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 320.00%0.07%0.26%Q1 2023Q2 20245
Integrated Wealth Concepts LLC 550.01%0.01%0.01%Q1 2023Q1 20245
Quarry LP 440.04%0.15%0.24%Q2 2023Q1 20244
FNY Investment Advisers, LLC 440.02%0.03%0.03%Q4 2020Q3 20214
1832 Asset Management L.P. 440.00%0.01%0.01%Q1 2022Q4 20224
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q3 2020Q3 20214
CSS LLC/IL 440.01%0.09%0.26%Q3 2023Q2 20244
CITIGROUP INC 440.00%0.00%0.00%Q3 2020Q2 20214
WR Wealth Planners, LLC 310.00%0.00%0.00%Q1 2023Q1 20244
HighTower Advisors, LLC 220.00%0.00%0.00%Q3 2020Q1 20234
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Newbridge Financial Services Group, Inc. 440.00%0.00%0.00%Q3 2020Q2 20214
Alpine Global Management, LLC 330.34%0.60%0.80%Q3 2023Q1 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Chicago Partners Investment Group LLC 330.01%0.01%0.01%Q4 2023Q2 20243
ROBINSON CAPITAL MANAGEMENT, LLC 330.03%0.14%0.23%Q4 2023Q2 20243
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2020Q1 20243
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Sea Otter Advisors LLC 330.05%0.22%0.55%Q2 2023Q4 20233
Yakira Capital Management, Inc. 330.09%0.50%1.03%Q4 2023Q2 20243
Spire Wealth Management 210.00%0.01%0.01%Q1 2021Q1 20223
Hightower 6M Holding, LLC 330.02%0.03%0.04%Q1 2022Q3 20223
Atlas Wealth LLC 330.11%0.31%0.48%Q3 2023Q1 20243
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q4 2023Q2 20243
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q4 2023Q2 20243
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2024Q2 20242
DAVENPORT & Co LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Blackstone Inc. 220.00%0.00%0.00%Q3 2023Q4 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Bulldog Investors, LLP 220.22%0.90%1.57%Q1 2024Q2 20242
OTA Financial Group L.P. 220.24%0.49%0.74%Q2 2022Q3 20222
Curi RMB Capital, LLC 220.04%0.06%0.07%Q3 2020Q4 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
LPL Financial LLC 220.00%0.00%0.00%Q3 2021Q4 20212
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q1 2022Q2 20222
Edgemoor Investment Advisors, Inc. 110.17%0.17%0.17%Q2 2024Q2 20241
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
SeaBridge Investment Advisors LLC 110.05%0.05%0.05%Q3 2020Q3 20201
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MARINER INVESTMENT GROUP LLC 110.76%0.76%0.76%Q1 2021Q1 20211
Virtu Financial LLC 110.02%0.02%0.02%Q4 2023Q4 20231
CX Institutional 110.00%0.00%0.00%Q3 2020Q3 20201
BlackRock Finance, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CIBC Private Wealth Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2024Q1 20241
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2021Q3 20211
Walleye Capital LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2021Q1 20211
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
ADVISOR PARTNERS LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Citadel Advisors 110.00%0.00%0.00%Q4 2023Q4 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2021Q4 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Gratus Capital, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Pasadena Private Wealth, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Merriman Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Calamos Advisors LLC 110.00%0.00%0.00%Q1 2024Q1 20241
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
ASSETMARK, INC 110.00%0.00%0.00%Q4 2020Q4 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Oxbow Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
External links

This page lists all the filers that currently own CLEARBRIDGE ENERGY MIDSTRM O or have owned CLEARBRIDGE ENERGY MIDSTRM O in the past.