Institutional Ownership
Clearbridge Energy Midstrm O
CUSIP 18469P209COMEMOQ1 2026
Institutional Holders
117
13F filers
Shares Held
5.57M
Aggregate institutional
Institutional Value
$254.61M
Q1 2026
Net New Holders
+4
20 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased36
Decreased32
Sold out16
Institutional Holders
117 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.33M | $70.30M | +18.5K | Added |
| 2 | Z3 Capital Partners, LLC | 632.3K | $33.40M | +7.8K | Added |
| 3 | Ep Wealth Advisors, LLC | 303.8K | $16.04M | −1.7K | Reduced |
| 4 | Royal Bank Of Canada | 270.4K | $14.28M | +2.3K | Added |
| 5 | Advisors Asset Management, Inc. | 244.8K | $12.93M | −16.3K | Reduced |
| 6 | Wells Fargo & Company/Mn | 225.7K | $11.92M | +5.5K | Added |
| 7 | Bank Of America Corp /De/ | 213.3K | $11.26M | −1.6K | Reduced |
| 8 | Stifel Financial Corp | 126.4K | $6.68M | +1.3K | Added |
| 9 | Steward Partners Investment Advisory, LLC | 111.0K | $5.86M | +2.8K | Added |
| 10 | Ubs Group AG | 88.8K | $4.69M | −7.5K | Reduced |
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