Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ClearBridge Energy Midstream Opportunity Fund Inc comprennent 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, et Thurston, Springer, Miller, Herd & Titak, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
