CLEARBRIDGE MLP AND MIDSTRM shareholder history

Current and past CLEARBRIDGE MLP AND MIDSTRM shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Advisors Asset Management, Inc. 13130.02%0.08%0.18%Q3 2020Q3 202313
CULLEN/FROST BANKERS, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
ROYAL BANK OF CANADA 13130.00%0.00%0.00%Q3 2020Q3 202313
Raymond James Financial Services Advisors, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
Oxbow Advisors, LLC 13130.13%0.24%0.39%Q3 2020Q3 202313
BANK OF AMERICA CORP /DE/ 13130.00%0.00%0.00%Q3 2020Q3 202313
SIT INVESTMENT ASSOCIATES INC 13130.01%0.08%0.33%Q3 2020Q3 202313
TSFG, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Invesco Ltd. 13130.00%0.00%0.00%Q3 2020Q3 202313
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
MORGAN STANLEY 13130.00%0.00%0.00%Q3 2020Q3 202313
JPMORGAN CHASE & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
UBS Group AG 13130.00%0.00%0.00%Q3 2020Q3 202313
OSAIC HOLDINGS, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
STEPHENS INC /AR/ 13130.00%0.01%0.01%Q3 2020Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.00%0.00%Q3 2020Q3 202313
STIFEL FINANCIAL CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
GUGGENHEIM CAPITAL LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Kingsview Wealth Management, LLC 660.03%0.04%0.05%Q3 2020Q3 202312
Quantedge Capital Pte Ltd 12120.22%0.69%1.60%Q4 2020Q3 202312
WOLVERINE ASSET MANAGEMENT LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
Cornerstone Advisors, LLC 1010.06%0.14%0.24%Q3 2020Q2 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BDO Wealth Advisors, LLC 10100.03%0.04%0.06%Q1 2021Q2 202310
Thomas J. Herzfeld Advisors, Inc. 10100.05%0.62%1.03%Q2 2021Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Pegasus Partners Ltd. 990.06%0.09%0.11%Q3 2020Q3 20229
Matisse Capital 880.52%1.09%1.67%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Cetera Advisors LLC 880.00%0.01%0.01%Q2 2021Q1 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
LPL Financial LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.04%0.04%0.05%Q1 2022Q3 20237
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q2 2020Q4 20217
Almitas Capital LLC 771.14%1.53%2.12%Q1 2022Q3 20237
Saba Capital Management, L.P. 770.03%0.37%0.79%Q1 2022Q3 20237
BESSEMER GROUP INC 770.00%0.00%0.00%Q4 2021Q2 20237
AMERIPRISE FINANCIAL INC 770.00%0.00%0.00%Q3 2020Q1 20227
LexAurum Advisors, LLC 420.06%0.07%0.08%Q1 2022Q3 20236
6 Meridian 660.03%0.05%0.05%Q3 2020Q4 20216
RAYMOND JAMES & ASSOCIATES 660.00%0.00%0.00%Q3 2020Q4 20216
PRIVATE TRUST CO NA 660.02%0.03%0.03%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q3 2020Q3 20236
Private Advisor Group, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
CLOUGH CAPITAL PARTNERS L P 510.03%0.08%0.17%Q1 2022Q3 20236
KAYNE ANDERSON CAPITAL ADVISORS LP 310.01%0.01%0.01%Q3 2020Q1 20235
HORIZON KINETICS ASSET MANAGEMENT LLC 550.01%0.01%0.01%Q3 2020Q3 20215
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q3 2022Q3 20235
Private Capital Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
CSS LLC/IL 440.01%0.02%0.03%Q4 2022Q3 20234
CITIGROUP INC 440.00%0.00%0.00%Q3 2020Q2 20214
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
FNY Investment Advisers, LLC 440.01%0.02%0.02%Q4 2020Q3 20214
Woodline Partners LP 440.04%0.05%0.08%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 330.06%0.08%0.10%Q3 2020Q1 20213
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.01%Q1 2023Q3 20233
Sessa Capital IM, L.P. 330.08%0.11%0.17%Q1 2023Q3 20233
Pinnacle Bancorp, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
Schechter Investment Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Icon Wealth Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
RMB Capital Management, LLC 220.02%0.03%0.03%Q3 2020Q4 20202
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Sea Otter Advisors LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q1 20232
Covestor Ltd 220.03%0.03%0.03%Q2 2023Q3 20232
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HighTower Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2021Q1 20211
Walleye Capital LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Hightower 6M Holding, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q3 2020Q3 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Quarry LP 110.08%0.08%0.08%Q3 2023Q3 20231
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
OTA Financial Group L.P. 110.44%0.44%0.44%Q4 2022Q4 20221
External links

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