Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ClearBridge Energy Midstream Opportunity Fund Inc includono Polar Asset Management Partners Inc., Future Financial Wealth Managment LLC, Jane Street Group, Llc, Wiley Bros.-aintree Capital, Llc, Motco, Thompson Investment Management, Inc., Allworth Financial LP, e Thurston, Springer, Miller, Herd & Titak, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 270.982 | 40,41 | 12.999 | 35,74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.775 | 0,17 | 469 | -3,31 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5.510 | 9,61 | 264 | 6,02 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 17.854 | 1,53 | 856 | -1,83 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74.508 | 15,55 | 3.574 | 11,72 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36.860 | 4,50 | 1.768 | 1,03 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 54.414 | 2.610 | ||||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 22.474 | 1.078 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 57 | 78,12 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16 | 6,67 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4.893 | 235 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 600 | 29 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11.934 | 9,05 | 572 | 5,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.263.900 | 2,41 | 60.629 | -0,99 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 19.075 | 8,53 | 915 | 4,93 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8.352 | 83,96 | 401 | 89,57 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 14.130 | 3,48 | 678 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 18 | 5,88 | 1 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 218 | 2,35 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 47.557 | 6,42 | 2.281 | 2,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 113.524 | 5,65 | 5.446 | 2,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27.395 | 3,23 | 1.306 | -0,76 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9.550 | 44,30 | 442 | 35,58 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 52.355 | 13,98 | 2.511 | 10,18 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8.282 | 397 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8.783 | 88,76 | 421 | 83,04 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8.848 | 18,91 | 424 | 14,91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 100.297 | 4,20 | 4.811 | 0,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 650.976 | 1,75 | 31.227 | -1,63 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39.353 | 0,14 | 1.888 | -3,23 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 16.221 | 778 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 25 | 4,17 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29.836 | 125,16 | 1.431 | 117,81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 58.066 | 8,97 | 2.785 | 5,33 | ||||
| 2025-08-01 | 13F | Motco | 886 | 42 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58.229 | 16,43 | 2.794 | 12,58 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 668 | 32 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9.204 | 9,01 | 442 | 5,50 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 405 | 19 |
