EMO — CLEARBRIDGE ENERGY MIDSTRM OPP COM

Ownership history in Schechter Investment Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in CLEARBRIDGE ENERGY MIDSTRM OPP COM (EMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q4)
Avg. % of fund
0.03%
First filed
2024 Q3
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 8,901 — 0% 0.03% $414K $41.88
2024 Q3 INITIATED 8,901 — — 0.03% $376K $37.18
% of Fund (quarterly)    EMO price (monthly, adj. close)

Other funds also holding EMO

As of 2025 Q4 — sorted by position size

Wright Wealth LLC 0.91% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.69% TERRIL BROTHERS, INC. 3Y 7Y 0.6% Future Financial Wealth Managment LLC 3Y 0.5% ABSOLUTE INVESTMENT ADVISERS, LLC 0.43% Yakira Capital Management, Inc. 3Y 7Y 0.39% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.32% Edgemoor Investment Advisors, Inc. 3Y 7Y 0.26% Quarry LP 3Y 0.25% Oxbow Advisors, LLC 3Y 7Y 0.23%
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