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Get Institutions for : 
Clearbridge Energy Mlp Opportunity Fund Inc. (EMO)  
$43.27 0.54 (1.26%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    1
Total shares held : 
6,561,906  
% of shares held : 
45.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
438,604  
% of shares held change : 
  3.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$31.09  
Last Quarter's Ending Price : 
$34.92  
Last Quarter's Average Price
$32.61  
Change from last quarter's     
avg. price to the last closing  : 
10.66 (32.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 107,370
 1.64%
 
Increased Positions :
19
 904,366
 13.78%
 
Unchanged Positions :
21
 338,139
 5.15%
 
Decreased Positions :
14
-379,400
-5.78%
 
Closed Positions :
9
-193,732
-2.95%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SABA CAPITAL MANAGEMENT, L.P. 7 - 2023-12-31 3,007,117 $105,009,000 463,429
   SIT INVESTMENT ASSOCIATES INC 24 - 2023-12-31 896,205 $31,295,000 219,325
   MORGAN STANLEY 2557 - 2023-12-31 647,197 $22,600,000 -40,980
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 623 - 2024-03-31 369,405 $15,002,000 -8,375
   FIXED INCOME SECURITIES INC 136 - 2023-12-31 233,855 $8,166,000 -14,003
   Aristides Capital LLC 8 - 2023-12-31 143,878 $5,024,000 0
   ROYAL BANK OF CANADA 1889 - 2023-12-31 140,720 $4,913,000 -12,527
   BROOKLYN CAPITAL MANAGEMENT LLC 18 *New 2024-03-31 116,984 $4,751,000 116,984
   CLOUGH CAPITAL PARTNERS L P 58 - 2023-12-31 118,943 $4,153,000 64,715
   Woodline Partners LP 360 - 2023-12-31 77,679 $2,713,000 -265,252
   Alpine Partners VI LLC 25 - 2023-12-31 63,300 $2,210,000 19,000
   GOLDMAN SACHS GROUP INC/ 3069 - 2023-12-31 63,138 $2,205,000 9,522
   KAYNE ANDERSON CAPITAL ADVISORS LP 45 - 2024-03-31 53,260 $2,163,000 0
   BANK OF AMERICA CORP /DE/ 3558 - 2023-12-31 55,071 $1,923,000 -5,129
   HOLLENCREST SECURITIES LLC 98 - 2024-03-31 40,057 $1,627,000 0
   Quarry LP 35 - 2023-12-31 44,915 $1,568,000 23,715
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 65 - 2024-03-31 30,118 $1,223,000 22,329
   TERRIL BROTHERS INC. 27 - 2024-03-31 26,380 $1,071,000 -89,666
   CSS LLC/IL 89 - 2023-12-31 29,696 $1,037,000 22,475
   Atlas Wealth LLC 31 - 2024-03-31 24,077 $978,000 4,815
   Sea Otter Advisors LLC 26 - 2023-12-31 23,648 $826,000 20,000
   Steward Partners Investment Advisory LLC 804 - 2023-12-31 23,014 $804,000 -7,249
   INVESCO LTD 2915 - 2023-12-31 21,890 $764,000 -14,711
   Concorde Asset Management LLC 34 - 2023-12-31 34,984 $649,000 26,532
   COMMONWEALTH EQUITY SERVICES LLC. 2662 - 2024-03-31 14,450 $587,000 -11
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1534 - 2024-03-31 13,090 $532,000 4,190
   ROBINSON CAPITAL MANAGEMENT LLC 83 *New 2023-12-31 13,600 $473,000 13,600
   Integrated Wealth Concepts LLC 1022 - 2023-12-31 13,216 $462,000 0
   HPM Partners LLC - 2023-12-31 13,065 $456,000 46
   AMERIPRISE FINANCIAL INC 3409 - 2023-12-31 12,959 $453,000 315
   Quadrant Private Wealth Management LLC 134 - 2023-12-31 12,898 $450,000 -665
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 95 - 2024-03-31 10,651 $433,000 -14,849
   WELLS FARGO & CO/MN 3531 - 2024-03-31 9,737 $395,000 1,930
   BLACKSTONE GROUP L.P. 136 - 2023-12-31 11,300 $395,000 0
   RAYMOND JAMES & ASSOCIATES 3182 - 2024-03-31 9,514 $386,000 -3,640
   CENTAURUS FINANCIAL INC. 421 - 2023-12-31 10,680 $373,000 0
   J P MORGAN CHASE & CO 3902 - 2024-03-31 8,998 $365,000 -5,131
   DAVENPORT & CO LLC 872 *New 2024-03-31 8,967 $364,000 8,967
   Kingsview Wealth Management LLC 763 - 2024-03-31 8,533 $347,000 -3,643
   FINANCIAL NETWORK 2137 - 2023-12-31 9,896 $346,000 0
   Laurel Wealth Advisors Inc. 459 - 2022-12-31 12,057 $345,000 0
   CALAMOS ADVISORS LLC 501 *New 2024-03-31 8,371 $340,000 8,371
   Advisor Group Holdings Inc. 3237 - 2024-03-31 8,234 $334,000 132
   Pathstone Holdings LLC 1777 - 2023-12-31 9,200 $321,000 0
   KINGSWOOD WEALTH ADVISORS LLC 473 - 2024-03-31 7,400 $301,000 0
   ADVISOR PARTNERS II LLC 972 - 2023-09-30 9,200 $292,000 0
   Yakira Capital Management Inc. 114 *New 2023-12-31 7,778 $272,000 7,778
   UBS Group AG 4374 - 2023-12-31 7,763 $271,000 2,434
   Arete Wealth Advisors LLC 586 - 2023-12-31 7,525 $263,000 720
   STEPHENS INC /AR/ 994 - 2023-12-31 7,276 $254,000 9
   Chicago Partners Investment Group LLC 629 - 2024-03-31 5,904 $242,000 87
   CITADEL ADVISORS LLC 4317 *New 2023-12-31 6,402 $224,000 6,402
   Pasadena Private Wealth LLC 130 *New 2024-03-31 5,480 $223,000 5,480
   VIRTU FINANCIAL LLC 801 *New 2023-12-31 5,903 $206,000 5,903
   BANK OF NEW YORK MELLON CORP 3792 *New 2024-03-31 5,002 $203,000 5,002
   MERCER GLOBAL ADVISORS INC /ADV 1933 *New 2023-12-31 69,875 $70,000 69,875
   CAROLINAS WEALTH CONSULTING LLC 296 - 2023-12-31 1,924 $67,000 0
   Covestor Ltd 854 - 2024-03-31 1,341 $54,000 0
   COMERICA BANK 2836 - 2023-12-31 887 $31,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 487 - 2024-03-31 550 $22,000 0
   Tyler-Stone Wealth Management 530 - 2023-12-31 469 $16,000 0
   KELLY LAWRENCE W & ASSOCIATES INC/CA 128 - 2023-12-31 414 $14,000 0
   Goss Wealth Management LLC 2822 - 2023-12-31 300 $10,000 0
   PNC FINANCIAL SERVICES GROUP INC 3731 *New 2024-03-31 224 $9,000 224
   M&R CAPITAL MANAGEMENT INC 383 *New 2024-03-31 200 $8,000 200
   PRINCIPAL SECURITIES INC. 2405 - 2024-03-31 192 $8,000 -17
   ARMSTRONG ADVISORY GROUP INC 613 - 2024-03-31 200 $7,000 0
   Bogart Wealth LLC 706 - 2024-03-31 169 $7,000 0
   Colonial Trust Co / SC 882 - 2023-12-31 48 $2,000 0
   SALEM INVESTMENT COUNSELORS INC 1073 - 2024-03-31 35 $1,000 0
   BESSEMER GROUP INC 2136 *Closed 2023-12-31 0 $0 -74
   GRADIENT INVESTMENTS LLC 1287 *Closed 2024-03-31 0 $0 -59
   PROEQUITIES INC. 5094 - 2024-03-31 0 $0 0
   Stonebridge Capital Advisors LLC 640 *Closed 2023-12-31 0 $0 -318
   Almitas Capital LLC 119 *Closed 2023-12-31 0 $0 -21,953
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3466 *Closed 2023-12-31 0 $0 -210
   McGowan Group Asset Management Inc. 111 *Closed 2023-12-31 0 $0 -149,162
   PATHSTONE FAMILY OFFICE, LLC 1691 *Closed 2023-09-30 0 $0 -9,200
   ADVISORY SERVICES NETWORK, LLC 3426 *Closed 2024-03-31 0 $0 -721
   US BANCORP 4012 *Closed 2024-03-31 0 $0 -754
   Quantedge Capital Pte Ltd 135 *Closed 2023-12-31 0 $0 -10,219
   WOLVERINE ASSET MANAGEMENT LLC 1380 *Closed 2023-12-31 0 $0 -11,408

  82 Records found
  1    
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