Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em ClearBridge Energy Midstream Opportunity Fund Inc incluem 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, e Ubs Asset Management Americas Inc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
