Clearbridge Energy Mi-Rt (EMO-R)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

DECREASED

Shares20,466 from 24,297

Change-3,831 (-16%)

Value$129 (-$333)

Filed 2026-02-06

Morgan Stanley

CLOSED

Shares0 from 930,277

Change-930,277 (-100%)

Value$0 (-$17.7K)

Filed 2026-05-27

SIT Investment Associates Inc

CLOSED

Shares0 from 630,131

Change-630,131 (-100%)

Value$0 (-$12)

Filed 2026-02-25

Sculptor Capital LP

CLOSED

Shares0 from 372,001

Change-372,001 (-100%)

Value$0 (-$7.1K)

Filed 2026-02-13

Polar Asset Management Partners Inc.

CLOSED

Shares0 from 371,296

Change-371,296 (-100%)

Value$0 (-$7.1K)

Filed 2026-02-17

Equitec Proprietary Markets, LLC

CLOSED

Shares0 from 266,454

Change-266,454 (-100%)

Value$0 (-$5.1K)

Filed 2026-02-17

Wells Fargo & Company

CLOSED

Shares0 from 239,399

Change-239,399 (-100%)

Value$0 (-$4.5K)

Filed 2026-02-13

Bank of America Corp

CLOSED

Shares0 from 224,043

Change-224,043 (-100%)

Value$0 (-$4.3K)

Filed 2026-02-17

Yakira Capital Management, Inc.

CLOSED

Shares0 from 146,215

Change-146,215 (-100%)

Value$0 (-$2.8K)

Filed 2026-02-13

Marex Group Ltd

CLOSED

Shares0 from 114,501

Change-114,501 (-100%)

Value$0 (-$2.2K)

Filed 2026-02-12

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 109,527

Change-109,527 (-100%)

Value$0 (-$2.1K)

Filed 2026-02-12

UBS Group AG

CLOSED

Shares0 from 92,999

Change-92,999 (-100%)

Value$0 (-$1.8K)

Filed 2026-01-29

Almitas Capital LLC

CLOSED

Shares0 from 77,036

Change-77,036 (-100%)

Value$0 (-$1.5K)

Filed 2026-02-17

Royal Bank of Canada

CLOSED

Shares0 from 64,738

Change-64,738 (-100%)

Value$0 (-$1.0K)

Filed 2026-02-17

Boothbay Fund Management, LLC

CLOSED

Shares0 from 63,001

Change-63,001 (-100%)

Value$0 (-$1.2K)

Filed 2026-02-17

Oxbow Advisors, LLC

CLOSED

Shares0 from 50,610

Change-50,610 (-100%)

Value$0 (-$962)

Filed 2026-02-04

Alpine Global Management, LLC

CLOSED

Shares0 from 48,000

Change-48,000 (-100%)

Value$0 (-$912)

Filed 2026-02-26

Raymond James Financial Inc

CLOSED

Shares0 from 38,460

Change-38,460 (-100%)

Value$0 (-$731)

Filed 2026-02-18

LPL Financial LLC

CLOSED

Shares0 from 35,055

Change-35,055 (-100%)

Value$0 (-$666)

Filed 2026-02-11

Stifel Financial Corp

CLOSED

Shares0 from 30,860

Change-30,860 (-100%)

Value$0 (-$584)

Filed 2026-02-13

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 27,831

Change-27,831 (-100%)

Value$0 (-$278)

Filed 2026-01-08

Nations Financial Group Inc,

CLOSED

Shares0 from 27,225

Change-27,225 (-100%)

Value$0 (-$517)

Filed 2026-01-26

Virtu Financial LLC

CLOSED

Shares0 from 20,881

Change-20,881 (-100%)

Value$0 ($0)

Filed 2026-02-23

Citadel Advisors LLC

CLOSED

Shares0 from 20,436

Change-20,436 (-100%)

Value$0 (-$388)

Filed 2026-02-17

Davenport & Co LLC

CLOSED

Shares0 from 19,488

Change-19,488 (-100%)

Value$0 (-$370)

Filed 2026-01-12

Capstone Investment Advisors, LLC

CLOSED

Shares0 from 19,074

Change-19,074 (-100%)

Value$0 (-$362)

Filed 2026-02-17

M&T Bank Corp

CLOSED

Shares0 from 18,913

Change-18,913 (-100%)

Value$0 (-$359)

Filed 2026-01-30

Two Sigma Securities, LLC

CLOSED

Shares0 from 18,335

Change-18,335 (-100%)

Value$0 (-$348)

Filed 2026-02-17

GTS Securities LLC

CLOSED

Shares0 from 17,253

Change-17,253 (-100%)

Value$0 (-$328)

Filed 2026-02-13

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 15,186

Change-15,186 (-100%)

Value$0 ($0)

Filed 2026-02-12

Stephens Inc

CLOSED

Shares0 from 14,415

Change-14,415 (-100%)

Value$0 (-$274)

Filed 2026-02-05

Osaic Holdings, Inc.

CLOSED

Shares0 from 13,341

Change-13,341 (-100%)

Value$0 (-$254)

Filed 2026-02-17

MML Investors Services, LLC

CLOSED

Shares0 from 13,278

Change-13,278 (-100%)

Value$0 (-$252)

Filed 2026-02-13

Cerity Partners LLC

CLOSED

Shares0 from 13,020

Change-13,020 (-100%)

Value$0 (-$247)

Filed 2026-02-11

Sanctuary Advisors, LLC

CLOSED

Shares0 from 12,354

Change-12,354 (-100%)

Value$0 (-$235)

Filed 2026-01-29

Cary Street Partners Financial LLC

CLOSED

Shares0 from 12,237

Change-12,237 (-100%)

Value$0 (-$233)

Filed 2026-02-09

D.A. Davidson & Co.

CLOSED

Shares0 from 12,216

Change-12,216 (-100%)

Value$0 (-$232)

Filed 2026-01-29

Envestnet Asset Management Inc

CLOSED

Shares0 from 10,860

Change-10,860 (-100%)

Value$0 (-$206)

Filed 2026-02-10

Hollencrest Capital Management

CLOSED

Shares0 from 10,596

Change-10,596 (-100%)

Value$0 (-$201)

Filed 2026-02-12

Ritholtz Wealth Management

CLOSED

Shares0 from 10,071

Change-10,071 (-100%)

Value$0 (-$191)

Filed 2026-01-23

MAI Capital Management

CLOSED

Shares0 from 9,810

Change-9,810 (-100%)

Value$0 (-$187)

Filed 2026-02-13

Sunbelt Securities, Inc.

CLOSED

Shares0 from 5,166

Change-5,166 (-100%)

Value$0 (-$98)

Filed 2026-02-20

Cohen & Steers, Inc.

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 ($0)

Filed 2026-02-13

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 4,464

Change-4,464 (-100%)

Value$0 (-$85)

Filed 2026-02-10

Private Trust Co NA

CLOSED

Shares0 from 4,311

Change-4,311 (-100%)

Value$0 (-$82)

Filed 2026-01-26

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 2,800

Change-2,800 (-100%)

Value$0 (-$53)

Filed 2026-02-06

Activest Wealth Management

CLOSED

Shares0 from 2,247

Change-2,247 (-100%)

Value$0 (-$43)

Filed 2026-01-30

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 2,115

Change-2,115 (-100%)

Value$0 (-$40)

Filed 2026-01-07

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 1,629

Change-1,629 (-100%)

Value$0 (-$31)

Filed 2026-03-17

Wealthspire Advisors, LLC

CLOSED

Shares0 from 891

Change-891 (-100%)

Value$0 (-$17)

Filed 2026-02-13

Bogart Wealth, LLC

CLOSED

Shares0 from 867

Change-867 (-100%)

Value$0 (-$16)

Filed 2026-01-30

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 846

Change-846 (-100%)

Value$0 (-$17)

Filed 2026-01-29

Allworth Financial LP

CLOSED

Shares0 from 603

Change-603 (-100%)

Value$0 (-$12)

Filed 2026-02-05

Advisory Services Network, LLC

CLOSED

Shares0 from 552

Change-552 (-100%)

Value$0 (-$10)

Filed 2026-02-17

Cullen T Bankers, Inc.

CLOSED

Shares0 from 492

Change-492 (-100%)

Value$0 (-$9)

Filed 2026-02-06

LRI Investments, LLC

CLOSED

Shares0 from 456

Change-456 (-100%)

Value$0 (-$9)

Filed 2026-02-04

Abound Wealth Management

CLOSED

Shares0 from 381

Change-381 (-100%)

Value$0 (-$8)

Filed 2026-01-12

NewEdge Advisors, LLC

CLOSED

Shares0 from 366

Change-366 (-100%)

Value$0 (-$7)

Filed 2026-02-18

SOA Wealth Advisors, Llc.

CLOSED

Shares0 from 225

Change-225 (-100%)

Value$0 (-$4)

Filed 2026-01-20

Avion Wealth

CLOSED

Shares0 from 222

Change-222 (-100%)

Value$0 ($0)

Filed 2026-01-23

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 204

Change-204 (-100%)

Value$0 (-$4)

Filed 2026-10-30

BFC Planning, Inc.

CLOSED

Shares0 from 204

Change-204 (-100%)

Value$0 (-$4)

Filed 2026-10-29

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$3)

Filed 2026-02-05

FNY Investment Advisers, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 ($0)

Filed 2026-01-16

Principal Securities, Inc.

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$2)

Filed 2026-02-12

Colonial Trust Co / SC

CLOSED

Shares0 from 78

Change-78 (-100%)

Value$0 (-$1)

Filed 2026-02-12

GPS Wealth Strategies Group, LLC

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$1)

Filed 2026-02-06

Atlantic Union Bankshares Corp

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$1)

Filed 2026-02-04

Salem Investment Counselors Inc

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$1)

Filed 2026-01-12

Barclays PLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$1)

Filed 2026-02-13

Armstrong Advisory Group, Inc

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$1)

Filed 2026-01-08

JPMorgan Chase & Co

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 ($0)

Filed 2026-02-11

CWM, LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 ($0)

Filed 2026-01-26

Atlantic Trust Group, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 ($0)

Filed 2026-02-12

Ameriprise Financial Inc

N/A

Shares— from 32,540

Change-32,540 (-100%)

Value—

	Status
IFP Advisors, Inc	DECREASED	20,466	24,297	-3,831	-16%	$462	$129	-$333	2026-02-06
Morgan Stanley	CLOSED	0	930,277	-930,277	-100%	$17.7K	$0	-$17.7K	2026-05-27
SIT Investment Associates Inc	CLOSED	0	630,131	-630,131	-100%	$12	$0	-$12	2026-02-25
Sculptor Capital LP	CLOSED	0	372,001	-372,001	-100%	$7.1K	$0	-$7.1K	2026-02-13
Polar Asset Management Partners Inc.	CLOSED	0	371,296	-371,296	-100%	$7.1K	$0	-$7.1K	2026-02-17
Equitec Proprietary Markets, LLC	CLOSED	0	266,454	-266,454	-100%	$5.1K	$0	-$5.1K	2026-02-17
Wells Fargo & Company	CLOSED	0	239,399	-239,399	-100%	$4.5K	$0	-$4.5K	2026-02-13
Bank of America Corp	CLOSED	0	224,043	-224,043	-100%	$4.3K	$0	-$4.3K	2026-02-17
Yakira Capital Management, Inc.	CLOSED	0	146,215	-146,215	-100%	$2.8K	$0	-$2.8K	2026-02-13
Marex Group Ltd	CLOSED	0	114,501	-114,501	-100%	$2.2K	$0	-$2.2K	2026-02-12
Steward Partners Investment Advisory, LLC	CLOSED	0	109,527	-109,527	-100%	$2.1K	$0	-$2.1K	2026-02-12
UBS Group AG	CLOSED	0	92,999	-92,999	-100%	$1.8K	$0	-$1.8K	2026-01-29
Almitas Capital LLC	CLOSED	0	77,036	-77,036	-100%	$1.5K	$0	-$1.5K	2026-02-17
Royal Bank of Canada	CLOSED	0	64,738	-64,738	-100%	$1.0K	$0	-$1.0K	2026-02-17
Boothbay Fund Management, LLC	CLOSED	0	63,001	-63,001	-100%	$1.2K	$0	-$1.2K	2026-02-17
Oxbow Advisors, LLC	CLOSED	0	50,610	-50,610	-100%	$962	$0	-$962	2026-02-04
Alpine Global Management, LLC	CLOSED	0	48,000	-48,000	-100%	$912	$0	-$912	2026-02-26
Raymond James Financial Inc	CLOSED	0	38,460	-38,460	-100%	$731	$0	-$731	2026-02-18
LPL Financial LLC	CLOSED	0	35,055	-35,055	-100%	$666	$0	-$666	2026-02-11
Stifel Financial Corp	CLOSED	0	30,860	-30,860	-100%	$584	$0	-$584	2026-02-13
Wealth Enhancement Advisory Services, LLC	CLOSED	0	27,831	-27,831	-100%	$278	$0	-$278	2026-01-08
Nations Financial Group Inc,	CLOSED	0	27,225	-27,225	-100%	$517	$0	-$517	2026-01-26
Virtu Financial LLC	CLOSED	0	20,881	-20,881	-100%	$0	$0	$0	2026-02-23
Citadel Advisors LLC	CLOSED	0	20,436	-20,436	-100%	$388	$0	-$388	2026-02-17
Davenport & Co LLC	CLOSED	0	19,488	-19,488	-100%	$370	$0	-$370	2026-01-12
Capstone Investment Advisors, LLC	CLOSED	0	19,074	-19,074	-100%	$362	$0	-$362	2026-02-17
M&T Bank Corp	CLOSED	0	18,913	-18,913	-100%	$359	$0	-$359	2026-01-30
Two Sigma Securities, LLC	CLOSED	0	18,335	-18,335	-100%	$348	$0	-$348	2026-02-17
GTS Securities LLC	CLOSED	0	17,253	-17,253	-100%	$328	$0	-$328	2026-02-13
Commonwealth Equity Services, LLC	CLOSED	0	15,186	-15,186	-100%	$0	$0	$0	2026-02-12
Stephens Inc	CLOSED	0	14,415	-14,415	-100%	$274	$0	-$274	2026-02-05
Osaic Holdings, Inc.	CLOSED	0	13,341	-13,341	-100%	$254	$0	-$254	2026-02-17
MML Investors Services, LLC	CLOSED	0	13,278	-13,278	-100%	$252	$0	-$252	2026-02-13
Cerity Partners LLC	CLOSED	0	13,020	-13,020	-100%	$247	$0	-$247	2026-02-11
Sanctuary Advisors, LLC	CLOSED	0	12,354	-12,354	-100%	$235	$0	-$235	2026-01-29
Cary Street Partners Financial LLC	CLOSED	0	12,237	-12,237	-100%	$233	$0	-$233	2026-02-09
D.A. Davidson & Co.	CLOSED	0	12,216	-12,216	-100%	$232	$0	-$232	2026-01-29
Envestnet Asset Management Inc	CLOSED	0	10,860	-10,860	-100%	$206	$0	-$206	2026-02-10
Hollencrest Capital Management	CLOSED	0	10,596	-10,596	-100%	$201	$0	-$201	2026-02-12
Ritholtz Wealth Management	CLOSED	0	10,071	-10,071	-100%	$191	$0	-$191	2026-01-23
MAI Capital Management	CLOSED	0	9,810	-9,810	-100%	$187	$0	-$187	2026-02-13
Sunbelt Securities, Inc.	CLOSED	0	5,166	-5,166	-100%	$98	$0	-$98	2026-02-20
Cohen & Steers, Inc.	CLOSED	0	5,000	-5,000	-100%	$0	$0	$0	2026-02-13
Northwestern Mutual Wealth Management Co	CLOSED	0	4,464	-4,464	-100%	$85	$0	-$85	2026-02-10
Private Trust Co NA	CLOSED	0	4,311	-4,311	-100%	$82	$0	-$82	2026-01-26
PNC Financial Services Group, Inc.	CLOSED	0	2,800	-2,800	-100%	$53	$0	-$53	2026-02-06
Activest Wealth Management	CLOSED	0	2,247	-2,247	-100%	$43	$0	-$43	2026-01-30
Harbor Investment Advisory, LLC	CLOSED	0	2,115	-2,115	-100%	$40	$0	-$40	2026-01-07
Rockefeller Capital Management L.P.	CLOSED	0	1,629	-1,629	-100%	$31	$0	-$31	2026-03-17
Wealthspire Advisors, LLC	CLOSED	0	891	-891	-100%	$17	$0	-$17	2026-02-13
Bogart Wealth, LLC	CLOSED	0	867	-867	-100%	$16	$0	-$16	2026-01-30
Physician Wealth Advisors, Inc.	CLOSED	0	846	-846	-100%	$17	$0	-$17	2026-01-29
Allworth Financial LP	CLOSED	0	603	-603	-100%	$12	$0	-$12	2026-02-05
Advisory Services Network, LLC	CLOSED	0	552	-552	-100%	$10	$0	-$10	2026-02-17
Cullen T Bankers, Inc.	CLOSED	0	492	-492	-100%	$9	$0	-$9	2026-02-06
LRI Investments, LLC	CLOSED	0	456	-456	-100%	$9	$0	-$9	2026-02-04
Abound Wealth Management	CLOSED	0	381	-381	-100%	$8	$0	-$8	2026-01-12
NewEdge Advisors, LLC	CLOSED	0	366	-366	-100%	$7	$0	-$7	2026-02-18
SOA Wealth Advisors, Llc.	CLOSED	0	225	-225	-100%	$4	$0	-$4	2026-01-20
Avion Wealth	CLOSED	0	222	-222	-100%	$0	$0	$0	2026-01-23
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	204	-204	-100%	$4	$0	-$4	2026-10-30
BFC Planning, Inc.	CLOSED	0	204	-204	-100%	$4	$0	-$4	2026-10-29
Plante Moran Financial Advisors, LLC	CLOSED	0	150	-150	-100%	$3	$0	-$3	2026-02-05
FNY Investment Advisers, LLC	CLOSED	0	100	-100	-100%	$0	$0	$0	2026-01-16
Principal Securities, Inc.	CLOSED	0	90	-90	-100%	$2	$0	-$2	2026-02-12
Colonial Trust Co / SC	CLOSED	0	78	-78	-100%	$1	$0	-$1	2026-02-12
GPS Wealth Strategies Group, LLC	CLOSED	0	51	-51	-100%	$1	$0	-$1	2026-02-06
Atlantic Union Bankshares Corp	CLOSED	0	48	-48	-100%	$1	$0	-$1	2026-02-04
Salem Investment Counselors Inc	CLOSED	0	36	-36	-100%	$1	$0	-$1	2026-01-12
Barclays PLC	CLOSED	0	35	-35	-100%	$1	$0	-$1	2026-02-13
Armstrong Advisory Group, Inc	CLOSED	0	27	-27	-100%	$1	$0	-$1	2026-01-08
JPMorgan Chase & Co	CLOSED	0	25	-25	-100%	$0	$0	$0	2026-02-11
CWM, LLC	CLOSED	0	21	-21	-100%	$0	$0	$0	2026-01-26
Atlantic Trust Group, LLC	CLOSED	0	18	-18	-100%	$0	$0	$0	2026-02-12
Ameriprise Financial Inc	N/A	—	32,540	-32,540	-100%	$616	—	—	—

Showing 75 of 75 institutions