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Clearbridge MLP and Midstrm

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares54,886 from 31,572
Change+23,314 (+74%)
Value$2.5M (+$954.9K)
Filed 2025-02-04
Morgan Stanley
CLOSED
Shares0 from 562,973
Change-562,973 (-100%)
Value$0 (-$26.7M)
Filed 2025-05-14
Penserra Capital Management LLC
CLOSED
Shares0 from 273,893
Change-273,893 (-100%)
Value$0 (-$13.0K)
Filed 2024-11-12
Bank of America Corp
CLOSED
Shares0 from 204,248
Change-204,248 (-100%)
Value$0 (-$9.7M)
Filed 2025-03-18
Advisors Asset Management, Inc.
CLOSED
Shares0 from 166,228
Change-166,228 (-100%)
Value$0 (-$7.9M)
Filed 2026-08-21
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 126,068
Change-126,068 (-100%)
Value$0 (-$6.0M)
Filed 2024-10-18
Wells Fargo & Company
CLOSED
Shares0 from 100,788
Change-100,788 (-100%)
Value$0 (-$4.8M)
Filed 2024-11-13
UBS Group AG
CLOSED
Shares0 from 76,032
Change-76,032 (-100%)
Value$0 (-$3.6M)
Filed 2024-11-14
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 60,329
Change-60,329 (-100%)
Value$0 (-$2.9M)
Filed 2024-11-14
Tradewinds, Llc.
CLOSED
Shares0 from 44,762
Change-44,762 (-100%)
Value$0 (-$2.1M)
Filed 2024-11-08
Ameriprise Financial Inc
CLOSED
Shares0 from 43,088
Change-43,088 (-100%)
Value$0 (-$2.1M)
Filed 2024-11-14
Royal Bank of Canada
CLOSED
Shares0 from 41,004
Change-41,004 (-100%)
Value$0 (-$1.9M)
Filed 2024-11-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 36,909
Change-36,909 (-100%)
Value$0 (-$1.7M)
Filed 2024-11-13
Guggenheim Capital LLC
CLOSED
Shares0 from 34,765
Change-34,765 (-100%)
Value$0 (-$1.6M)
Filed 2024-11-13
Delphi Financial Group, Inc.
CLOSED
Shares0 from 33,150
Change-33,150 (-100%)
Value$0 (-$1.6M)
Filed 2024-11-01
Sanctuary Advisors, LLC
CLOSED
Shares0 from 19,525
Change-19,525 (-100%)
Value$0 (-$894.8K)
Filed 2024-11-25
Invesco Ltd.
CLOSED
Shares0 from 17,595
Change-17,595 (-100%)
Value$0 (-$834.2K)
Filed 2024-11-12
LPL Financial LLC
CLOSED
Shares0 from 17,379
Change-17,379 (-100%)
Value$0 (-$823.9K)
Filed 2024-11-08
M&T Bank Corp
CLOSED
Shares0 from 17,000
Change-17,000 (-100%)
Value$0 (-$806.0K)
Filed 2024-11-19
Raymond James & Associates
CLOSED
Shares0 from 15,475
Change-15,475 (-100%)
Value$0 (-$733.7K)
Filed 2024-10-18
Transcend Capital Advisors, LLC
CLOSED
Shares0 from 11,228
Change-11,228 (-100%)
Value$0 (-$532.3K)
Filed 2024-10-15
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 8,905
Change-8,905 (-100%)
Value$0 (-$422)
Filed 2024-10-18
Oxbow Advisors, LLC
CLOSED
Shares0 from 8,530
Change-8,530 (-100%)
Value$0 (-$404.4K)
Filed 2024-11-01
Focus Partners Wealth
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$379)
Filed 2024-11-14
D.A. Davidson & Co.
CLOSED
Shares0 from 7,664
Change-7,664 (-100%)
Value$0 (-$363.4K)
Filed 2024-11-13
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 7,336
Change-7,336 (-100%)
Value$0 (-$347.8K)
Filed 2024-11-08
JPMorgan Chase & Co
CLOSED
Shares0 from 6,646
Change-6,646 (-100%)
Value$0 (-$315.1K)
Filed 2024-12-26
Icon Wealth Advisors, LLC
CLOSED
Shares0 from 6,637
Change-6,637 (-100%)
Value$0 (-$294.5K)
Filed 2024-11-14
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 4,873
Change-4,873 (-100%)
Value$0 (-$231)
Filed 2024-10-28
Sunbelt Securities, Inc.
CLOSED
Shares0 from 4,642
Change-4,642 (-100%)
Value$0 (-$220.1K)
Filed 2024-11-18
Eagle Bay Advisors LLC
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$137.5K)
Filed 2024-10-22
GPS Wealth Strategies Group, LLC
CLOSED
Shares0 from 2,801
Change-2,801 (-100%)
Value$0 (-$132.8K)
Filed 2024-10-29
Hobbs Group Advisors, LLC
CLOSED
Shares0 from 2,679
Change-2,679 (-100%)
Value$0 (-$127.0K)
Filed 2024-11-18
Mather Group, Llc.
CLOSED
Shares0 from 2,130
Change-2,130 (-100%)
Value$0 (-$97.5K)
Filed 2024-10-07
Activest Wealth Management
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$94.8K)
Filed 2024-11-12
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 1,893
Change-1,893 (-100%)
Value$0 (-$89.7K)
Filed 2024-10-04
Comerica Bank
CLOSED
Shares0 from 1,670
Change-1,670 (-100%)
Value$0 (-$79.2K)
Filed 2024-11-14
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 907
Change-907 (-100%)
Value$0 (-$43.0K)
Filed 2024-11-12
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$39.0K)
Filed 2024-10-29
Gilliland Jeter Wealth Management LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$30.8K)
Filed 2024-10-21
Bogart Wealth, LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$29.6K)
Filed 2024-10-23
Asset Dedication, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$23.7K)
Filed 2024-10-15
LRI Investments, LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$19.4K)
Filed 2024-11-15
CWM, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$14)
Filed 2024-10-08
Piscataqua Savings Bank
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$10.1K)
Filed 2024-10-15
Lanark Financial, Inc.
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$9)
Filed 2024-10-15
Avion Wealth
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$9)
Filed 2024-10-18
SOA Wealth Advisors, Llc.
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$8.6K)
Filed 2024-11-20
Clear Point Advisors Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.1K)
Filed 2024-11-12
Geneos Wealth Management Inc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$2.7K)
Filed 2024-11-14
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$47)
Filed 2026-11-05
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
IFP Advisors, Inc
INCREASED54,88631,572+23,314+74%$1.5M$2.5M+$954.9K2025-02-04
Morgan Stanley
CLOSED0562,973-562,973-100%$26.7M$0-$26.7M2025-05-14
Penserra Capital Management LLC
CLOSED0273,893-273,893-100%$13.0K$0-$13.0K2024-11-12
Bank of America Corp
CLOSED0204,248-204,248-100%$9.7M$0-$9.7M2025-03-18
Advisors Asset Management, Inc.
CLOSED0166,228-166,228-100%$7.9M$0-$7.9M2026-08-21
Raymond James Financial Services Advisors, Inc.
CLOSED0126,068-126,068-100%$6.0M$0-$6.0M2024-10-18
Wells Fargo & Company
CLOSED0100,788-100,788-100%$4.8M$0-$4.8M2024-11-13
UBS Group AG
CLOSED076,032-76,032-100%$3.6M$0-$3.6M2024-11-14
Steward Partners Investment Advisory, LLC
CLOSED060,329-60,329-100%$2.9M$0-$2.9M2024-11-14
Tradewinds, Llc.
CLOSED044,762-44,762-100%$2.1M$0-$2.1M2024-11-08
Ameriprise Financial Inc
CLOSED043,088-43,088-100%$2.1M$0-$2.1M2024-11-14
Royal Bank of Canada
CLOSED041,004-41,004-100%$1.9M$0-$1.9M2024-11-14
Osaic Holdings, Inc.
CLOSED036,909-36,909-100%$1.7M$0-$1.7M2024-11-13
Guggenheim Capital LLC
CLOSED034,765-34,765-100%$1.6M$0-$1.6M2024-11-13
Delphi Financial Group, Inc.
CLOSED033,150-33,150-100%$1.6M$0-$1.6M2024-11-01
Sanctuary Advisors, LLC
CLOSED019,525-19,525-100%$894.8K$0-$894.8K2024-11-25
Invesco Ltd.
CLOSED017,595-17,595-100%$834.2K$0-$834.2K2024-11-12
LPL Financial LLC
CLOSED017,379-17,379-100%$823.9K$0-$823.9K2024-11-08
M&T Bank Corp
CLOSED017,000-17,000-100%$806.0K$0-$806.0K2024-11-19
Raymond James & Associates
CLOSED015,475-15,475-100%$733.7K$0-$733.7K2024-10-18
Transcend Capital Advisors, LLC
CLOSED011,228-11,228-100%$532.3K$0-$532.3K2024-10-15
Commonwealth Equity Services, LLC
CLOSED08,905-8,905-100%$422$0-$4222024-10-18
Oxbow Advisors, LLC
CLOSED08,530-8,530-100%$404.4K$0-$404.4K2024-11-01
Focus Partners Wealth
CLOSED08,000-8,000-100%$379$0-$3792024-11-14
D.A. Davidson & Co.
CLOSED07,664-7,664-100%$363.4K$0-$363.4K2024-11-13
Landscape Capital Management, L.L.C.
CLOSED07,336-7,336-100%$347.8K$0-$347.8K2024-11-08
JPMorgan Chase & Co
CLOSED06,646-6,646-100%$315.1K$0-$315.1K2024-12-26
Icon Wealth Advisors, LLC
CLOSED06,637-6,637-100%$294.5K$0-$294.5K2024-11-14
Cambridge Investment Research Advisors, Inc.
CLOSED04,873-4,873-100%$231$0-$2312024-10-28
Sunbelt Securities, Inc.
CLOSED04,642-4,642-100%$220.1K$0-$220.1K2024-11-18
Eagle Bay Advisors LLC
CLOSED02,900-2,900-100%$137.5K$0-$137.5K2024-10-22
GPS Wealth Strategies Group, LLC
CLOSED02,801-2,801-100%$132.8K$0-$132.8K2024-10-29
Hobbs Group Advisors, LLC
CLOSED02,679-2,679-100%$127.0K$0-$127.0K2024-11-18
Mather Group, Llc.
CLOSED02,130-2,130-100%$97.5K$0-$97.5K2024-10-07
Activest Wealth Management
CLOSED02,000-2,000-100%$94.8K$0-$94.8K2024-11-12
Harbor Investment Advisory, LLC
CLOSED01,893-1,893-100%$89.7K$0-$89.7K2024-10-04
Comerica Bank
CLOSED01,670-1,670-100%$79.2K$0-$79.2K2024-11-14
Northwestern Mutual Wealth Management Co
CLOSED0907-907-100%$43.0K$0-$43.0K2024-11-12
Blue Bell Private Wealth Management, LLC
CLOSED0822-822-100%$39.0K$0-$39.0K2024-10-29
Gilliland Jeter Wealth Management LLC
CLOSED0650-650-100%$30.8K$0-$30.8K2024-10-21
Bogart Wealth, LLC
CLOSED0625-625-100%$29.6K$0-$29.6K2024-10-23
Asset Dedication, LLC
CLOSED0500-500-100%$23.7K$0-$23.7K2024-10-15
LRI Investments, LLC
CLOSED0409-409-100%$19.4K$0-$19.4K2024-11-15
CWM, LLC
CLOSED0300-300-100%$14$0-$142024-10-08
Piscataqua Savings Bank
CLOSED0214-214-100%$10.1K$0-$10.1K2024-10-15
Lanark Financial, Inc.
CLOSED0201-201-100%$9$0-$92024-10-15
Avion Wealth
CLOSED0200-200-100%$9$0-$92024-10-18
SOA Wealth Advisors, Llc.
CLOSED0181-181-100%$8.6K$0-$8.6K2024-11-20
Clear Point Advisors Inc.
CLOSED0150-150-100%$7.1K$0-$7.1K2024-11-12
Geneos Wealth Management Inc.
CLOSED057-57-100%$2.7K$0-$2.7K2024-11-14
FMR LLC
CLOSED01-1-100%$47$0-$472026-11-05
Proequities, Inc.
CLOSED000—$0$0$02024-10-10
Showing 52 of 52 institutions