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Get Institutions for : 
Clearbridge Energy Mlp Opportunity Fund Inc. (EMO)  
$47.68 0.31 (0.65%) as of 4:30 Thu 7/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    1
Total shares held : 
5,193,727  
% of shares held : 
36.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
-17,164  
% of shares held change : 
  -0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$46.72  
Last Quarter's Ending Price : 
$49.62  
Last Quarter's Average Price
$48.99  
Change from last quarter's     
avg. price to the last closing  : 
1.31 (2.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 30,076
 0.58%
 
Increased Positions :
37
 149,173
 2.87%
 
Unchanged Positions :
36
 213,305
 4.11%
 
Decreased Positions :
28
-127,158
-2.45%
 
Closed Positions :
9
-69,255
-1.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 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
   MORGAN STANLEY 1626 - 2025-03-31 1,234,141 $61,238,000 59,029
   RAYMOND JAMES FINANCIAL INC 981 - 2025-03-31 639,788 $31,746,000 -2,345
   FIXED INCOME SECURITIES INC 21 - 2025-03-31 634,703 $31,494,000 34,525
   EP WEALTH ADVISORS, INC. 126 - 2025-03-31 306,580 $15,213,000 -1,063
   ROYAL BANK OF CANADA 1419 - 2025-03-31 255,113 $12,659,000 -8,993
   BANK OF AMERICA CORP /DE/ 2479 - 2025-03-31 242,014 $12,009,000 -16,128
   WELLS FARGO & CO/MN 1639 - 2025-03-31 192,992 $9,576,000 4,177
   SABA CAPITAL MANAGEMENT, L.P. 63 - 2025-03-31 181,841 $9,023,000 -18,399
   Steward Partners Investment Advisory LLC 374 - 2025-03-31 107,457 $5,332,000 1,256
   STIFEL FINANCIAL CORP 1182 - 2025-03-31 102,972 $5,109,000 480
   UBS Group AG 2959 - 2025-03-31 96,255 $4,776,000 -4,544
   THOMAS J. HERZFELD ADVISORS, INC. 17 - 2025-03-31 89,770 $4,454,000 -15,877
   AMERIPRISE FINANCIAL INC 2553 - 2025-03-31 64,482 $3,200,000 921
   INVESCO LTD 2362 - 2025-03-31 53,288 $2,644,000 -3,564
   IFP Advisors Inc 288 - 2025-03-31 51,943 $2,577,000 3,847
   OXBOW ADVISORS, LLC 75 - 2025-03-31 51,805 $2,571,000 0
   Advisor Group Holdings Inc. 1485 - 2025-03-31 50,010 $2,482,000 4,693
   Tradewinds LLC. 40 - 2025-03-31 46,965 $2,330,000 -278
   EDGEMOOR CAPITAL MANAGEMENT INC 68 - 2025-03-31 45,932 $2,279,000 2,585
   LPL FINANCIAL CORP 2798 - 2025-03-31 44,689 $2,217,000 1,272
   Kingsview Wealth Management LLC 386 - 2025-03-31 39,299 $1,950,000 31
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 196 - 2025-03-31 36,845 $1,828,000 -13,867
   Rockefeller Capital Management L.P. 1075 - 2025-03-31 35,273 $1,750,000 314
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1443 - 2025-03-31 26,537 $1,317,000 729
   CAPSTONE INVESTMENT ADVISORS LLC 248 - 2025-03-31 19,073 $946,000 0
   M&T BANK CORP 846 - 2025-03-31 18,913 $938,000 0
   FIRST TRUST ADVISORS LP 2089 - 2025-03-31 17,585 $873,000 12,840
   DAVENPORT & CO LLC 670 - 2025-03-31 17,575 $872,000 3,700
   MML INVESTORS SERVICES LLC 1691 - 2025-03-31 16,447 $816,000 1,123
   Aristides Capital LLC 62 - 2025-03-31 16,432 $815,000 -3,204
   DAVIDSON D A & CO 853 - 2025-03-31 15,774 $783,000 81
   CF Capital LLC 29 - 2025-03-31 16,766 $763,000 266
   COMMONWEALTH EQUITY SERVICES LLC. 2621 - 2025-03-31 15,064 $747,000 765
   Deschutes Portfolio Strategy LLC 79 - 2025-03-31 14,835 $736,000 0
   KINGSWOOD WEALTH ADVISORS LLC 375 - 2025-03-31 14,549 $722,000 0
   SIT INVESTMENT ASSOCIATES INC 391 - 2025-03-31 14,259 $708,000 -9,509
   Icon Wealth Advisors LLC 185 - 2025-03-31 13,655 $678,000 2,171
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 364 - 2025-03-31 13,251 $658,000 -300
   WOLVERINE ASSET MANAGEMENT LLC 387 - 2025-03-31 13,206 $655,000 -16,275
   HPM Partners LLC 1623 - 2025-03-31 13,065 $648,000 0
   CALAMOS ADVISORS LLC 458 - 2025-03-31 12,800 $635,000 -512
   CARY STREET PARTNERS FINANCIAL LLC 482 - 2025-03-31 12,237 $607,000 0
   Arete Wealth Advisors LLC 337 - 2025-03-31 12,085 $600,000 -840
   J P MORGAN CHASE & CO 3699 - 2025-03-31 10,944 $543,000 -1,586
   Walleye Trading Advisors LLC 986 - 2025-03-31 10,870 $539,000 68
   Goss Wealth Management LLC 1530 - 2025-03-31 10,642 $528,000 148
   HOLLENCREST SECURITIES LLC 179 - 2025-03-31 10,595 $526,000 5,818
   Comprehensive Portfolio Management LLC 588 *New 2025-03-31 10,069 $500,000 10,069
   MCCORMACK ADVISORS INTERNATIONAL 810 - 2025-03-31 9,803 $486,000 0
   HIGHTOWER ADVISORS, LLC 2417 - 2025-03-31 9,758 $484,000 -2,371
   CENTAURUS FINANCIAL INC. 451 - 2025-03-31 9,717 $482,000 -390
   Pathstone Holdings LLC 1747 - 2025-03-31 9,222 $458,000 0
   ENVESTNET ASSET MANAGEMENT INC 3583 - 2025-03-31 9,163 $455,000 175
   Argentarii LLC 96 - 2025-03-31 9,065 $450,000 -1
   Cetera Investment Advisers 2913 - 2025-03-31 8,443 $419,000 -160
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2525 - 2025-03-31 8,359 $415,000 9
   XML Financial LLC 260 - 2025-03-31 7,505 $372,000 2,555
   Integrated Wealth Concepts LLC 1263 - 2025-03-31 7,487 $372,000 0
   COMERICA BANK 1994 - 2025-03-31 7,441 $369,000 4
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 166 - 2025-03-31 6,665 $331,000 -59
   LexAurum Advisors LLC 258 - 2025-03-31 6,357 $315,000 0
   Concorde Asset Management LLC 109 - 2025-03-31 6,203 $303,000 -79
   Chicago Partners Investment Group LLC 683 - 2025-03-31 6,624 $298,000 0
   RSM US WEALTH MANAGEMENT LLC 1092 - 2025-03-31 5,991 $297,000 -253
   Atomi Financial Group Inc. 783 *New 2025-03-31 5,819 $289,000 5,819
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4841 *New 2025-03-31 5,716 $284,000 5,716
   We Are One Seven LLC 833 - 2025-03-31 5,709 $283,000 21
   Snowden Capital Advisors LLC 990 - 2025-03-31 5,625 $281,000 45
   Quantedge Capital Pte Ltd 92 - 2025-03-31 5,620 $279,000 -6,300
   BENJAMIN EDWARDS INC 941 - 2025-03-31 5,612 $278,000 792
   PRIVATE TRUST CO NA 588 - 2025-03-31 5,506 $273,000 0
   Atria Wealth Solutions Inc. 1538 - 2025-03-31 5,218 $259,000 371
   Sunbelt Securities Inc. 493 - 2025-03-31 5,163 $256,000 0
   CAPTRUST FINANCIAL ADVISORS 2030 *New 2025-03-31 5,027 $249,000 5,027
   PEREGRINE ASSET ADVISERS, INC. 145 - 2025-03-31 4,670 $232,000 0
   STEPHENS INC /AR/ 1077 - 2025-03-31 4,653 $231,000 269
   GOLDMAN SACHS GROUP INC/ 4445 - 2025-03-31 4,624 $229,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1604 - 2025-03-31 4,476 $222,000 170
   WETHERBY ASSET MANAGEMENT INC 818 *New 2024-12-31 4,540 $211,000 4,540
   Noble Wealth Management PBC 133 - 2025-03-31 3,332 $165,000 -38
   NBC SECURITIES INC. 857 - 2025-03-31 3,173 $157,000 3,170
   PNC FINANCIAL SERVICES GROUP INC 2419 *New 2025-03-31 2,800 $139,000 2,800
   Activest Wealth Management 125 - 2025-03-31 2,245 $111,000 0
   HARBOR INVESTMENT ADVISORY LLC 461 - 2025-03-31 2,112 $105,000 0
   Strategic Investment Solutions Inc. /IL 208 - 2025-03-31 899 $45,000 0
   Bogart Wealth LLC 439 - 2025-03-31 865 $43,000 0
   UMA Financial Services Inc. 351 - 2025-03-31 844 $42,000 0
   FNY Investment Advisers LLC 329 - 2025-03-31 700 $34,000 700
   GPS Wealth Strategies Group LLC 697 - 2025-03-31 694 $34,000 -182
   CULLEN FROST BANKERS INC 821 - 2025-03-31 491 $24,000 0
   LRI Investments LLC 645 - 2025-03-31 455 $23,000 0
   CX Institutional 962 *New 2025-03-31 345 $17,000 345
   Covestor Ltd 1243 - 2025-03-31 338 $17,000 0
   ELEQUIN CAPITAL LP 233 *New 2025-03-31 268 $13,000 268
   Piscataqua Savings Bank 259 - 2025-03-31 238 $12,000 0
   CAROLINAS WEALTH CONSULTING LLC 531 - 2024-12-31 230 $11,000 0
   SOA Wealth Advisors LLC. 547 - 2025-03-31 213 $11,000 3
   Efficient Wealth Management LLC 403 - 2025-03-31 222 $10,000 0
   PRINCIPAL SECURITIES INC. 2643 - 2025-03-31 152 $7,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 621 - 2025-03-31 150 $7,000 0

  100 Records found
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