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ClearBridge Energy Midstream Opportunity Fund
EMO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 66.4 M -USD 234 k -4,652 -0.3%
ZCP
2
Z3 Capital Partners
Virginia
USD 31.6 M -USD 125 k -2,483 -0.4%
EP Wealth Advisors
3
EP Wealth Advisors
California
USD 14.9 M -USD 316 k -6,296 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 13.8 M +USD 292 k +5,807 +2%
Wells Fargo
5
Wells Fargo
California
USD 12 M +USD 708 k +14,089 +6%
Advisors Asset Management
6
Advisors Asset Management
Colorado
USD 11 M -USD 1.31 M -26,025 -11%
Bank of America
7
Bank of America
North Carolina
USD 9.8 M -USD 915 k -18,224 -9%
Penserra Capital Management
8
Penserra Capital Management
California
USD 9.26 M +USD 353 k +7,032 +4%
Saba Capital Management
9
Saba Capital Management
New York
USD 6.32 M +USD 6.34 M +126,112 Nuevas
Stifel Financial
10
Stifel Financial
Missouri
USD 6.16 M -USD 172 k -3,422 -3%
Steward Partners Investment Advisory
11
Steward Partners Investment Advisory
New York
USD 5.57 M +USD 4.22 k +84 +0.1%
Sit Investment Associates
12
Sit Investment Associates
Minnesota
USD 4.37 M -USD 22.5 M -447,017 -84%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 4.29 M +USD 1.07 M +21,294 +33%
Ameriprise
14
Ameriprise
Minnesota
USD 4.24 M +USD 158 k +3,142 +4%
UBS Group
15
UBS Group
Switzerland
USD 4.16 M -USD 283 k -5,638 -6%
Edgemoor Investment Advisors
16
Edgemoor Investment Advisors
Maryland
USD 3.87 M -USD 20.5 k -409 -0.5%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
USD 3.66 M +USD 709 k +14,107 +24%
Raymond James Financial
18
Raymond James Financial
Florida
USD 3.42 M +USD 596 k +11,872 +21%
Oxbow Advisors
19
Oxbow Advisors
Texas
USD 2.93 M – – –
Blue Bell Private Wealth Management
20
Blue Bell Private Wealth Management
Pennsylvania
USD 2.44 M +USD 46.3 k +921 +2%
TB
21
Terril Brothers
Missouri
USD 2.25 M -USD 59 k -1,175 -3%
LPL Financial
22
LPL Financial
California
USD 2.16 M -USD 146 k -2,900 -6%
WW
23
Wright Wealth
Georgia
USD 2 M -USD 754 -15 -0%
Kingsview Wealth Management
24
Kingsview Wealth Management
Oregon
USD 1.98 M +USD 2.46 k +49 +0.1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
USD 1.98 M – – –
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