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Clearbridge MLP and Midstrm

CUSIP: 18469Q207 | 105 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Advisors Asset Management, Inc.301,136
0.2% of portfolio›$12.3M
Raymond James Financial Services Advisors, Inc.157,089
0.0% of portfolio›$6.4M
Franklin Resources Inc73,014
0.0% of portfolio›$3.0M
Morgan Stanley70,856
0.0% of portfolio›$2.9M
Stifel Financial Corp67,906
0.0% of portfolio›$2.8M
Saba Capital Management, L.P.A60,814
0.0% of portfolio›$2.5M
Royal Bank of Canada43,235
0.0% of portfolio›$1.8M
Wells Fargo & Company42,053
0.0% of portfolio›$1.7M
Oxbow Advisors, LLC33,277
0.2% of portfolio›$1.4M
Kingsview Wealth Management, LLC32,189
0.0% of portfolio›$1.3M
Delphi Financial Group, Inc.25,700
0.6% of portfolio›$1.0M
UBS Group AG23,339
0.0% of portfolio›$949.4K
SIT Investment Associates Inc20,301
0.0% of portfolio›$826
MML Investors Services, LLC15,507
0.0% of portfolio›$631
LPL Financial LLC15,031
0.0% of portfolio›$611.5K
Steward Partners Investment Advisory, LLC13,595
0.0% of portfolio›$553.0K
Nations Financial Group Inc,13,316
0.0% of portfolio›$541.7K
Thomas J. Herzfeld Advisors, Inc.12,420
0.2% of portfolio›$505.2K
Sanctuary Advisors, LLC11,676
0.0% of portfolio›$486.7K
CSS LLC11,312
0.0% of portfolio›$460.2K
Schechter Investment Advisors, LLC8,840
0.0% of portfolio›$359.6K
Wolverine Asset Management LLC8,727
0.0% of portfolio›$355.0K
Invesco Ltd.7,668
0.0% of portfolio›$311.9K
Envestnet Asset Management Inc6,741
0.0% of portfolio›$274.2K
Comerica Bank6,400
0.0% of portfolio›$260.4K
Private Trust Co NA5,470
0.0% of portfolio›$222.5K
Landscape Capital Management, L.L.C.5,465
0.0% of portfolio›$222.3K
Bank of America Corp5,432
0.0% of portfolio›$221.0K
Bulldog Investors, LLPA5,344
0.1% of portfolio›$217.4K
Choreo, LLC5,124
0.0% of portfolio›$207.9K
Icon Wealth Advisors, LLC4,075
0.0% of portfolio›$164.1K
Northwestern Mutual Wealth Management Co3,053
0.0% of portfolio›$124.2K
JPMorgan Chase & Co2,732
0.0% of portfolio›$111.1K
Blue Bell Private Wealth Management, LLC1,639
0.0% of portfolio›$66.7K
Osaic Holdings, Inc.615
0.0% of portfolio›$25.0K
Robinson Capital Management, LLC535
0.0% of portfolio›$21.8K
Cullen T Bankers, Inc.489
0.0% of portfolio›$19.9K
Tsfg, LLC295
0.0% of portfolio›$12
Bogart Wealth, LLC169
0.0% of portfolio›$6.9K
CWM, LLC140
0.0% of portfolio›$6
Covestor Ltd118
0.0% of portfolio›$5
Sanctuary Wealth Management, L.L.C.13
0.0% of portfolio›$529
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Advisors Asset Management, Inc.
301,136$12.3M0.2%ValueMediumMonument, CO2026-08-21
Raymond James Financial Services Advisors, Inc.
157,089$6.4M0.0%GrowthVery LowSt. Petersburg, FL2024-07-19
Franklin Resources Inc
73,014$3.0M0.0%CoreMediumSan Mateo, CA2024-08-14
Morgan Stanley
70,856$2.9M0.0%CoreLowNew York, NY2025-05-14
Stifel Financial Corp
67,906$2.8M0.0%CoreLowSt. Louis, MO2024-08-13
Saba Capital Management, L.P.Activist
60,814$2.5M0.0%YieldMediumNew York, NY2024-08-14
Royal Bank of Canada
43,235$1.8M0.0%CoreLowToronto, Australia2024-11-06
Wells Fargo & Company
42,053$1.7M0.0%CoreLowSan Francisco, CA2024-08-13
Oxbow Advisors, LLC
33,277$1.4M0.2%CoreMediumAustin, TX2024-08-06
Kingsview Wealth Management, LLC
32,189$1.3M0.0%ETFMediumGrants Pass, OR2024-08-14
Delphi Financial Group, Inc.
25,700$1.0M0.6%YieldMediumWilmington, DE2024-08-06
UBS Group AG
23,339$949.4K0.0%CoreMediumZurich, Switzerland2024-08-14
SIT Investment Associates Inc
20,301$8260.0%YieldLowMinneapolis, MN2024-08-14
MML Investors Services, LLC
15,507$6310.0%IndexLowSpringfield, MA2024-08-14
LPL Financial LLC
15,031$611.5K0.0%IndexVery LowFort Mill, SC2024-08-07
Steward Partners Investment Advisory, LLC
13,595$553.0K0.0%CoreLowStamford, CT2024-08-08
Nations Financial Group Inc,
13,316$541.7K0.0%CoreLowCedar Rapids, IA2024-07-29
Thomas J. Herzfeld Advisors, Inc.
12,420$505.2K0.2%YieldHighMiami Beach, FL2024-08-13
Sanctuary Advisors, LLC
11,676$486.7K0.0%CoreLowIndianapolis, IN2024-09-05
CSS LLC
11,312$460.2K0.0%Deep ValueHighChicago, IL2024-08-14
Schechter Investment Advisors, LLC
8,840$359.6K0.0%GrowthLowBirmingham, MI2024-08-12
Wolverine Asset Management LLC
8,727$355.0K0.0%Deep ValueVery HighChicago, IL2024-08-01
Invesco Ltd.
7,668$311.9K0.0%GrowthLowAtlanta, GA2024-08-13
Envestnet Asset Management Inc
6,741$274.2K0.0%ETFLowBerwyn, PA2024-08-08
Comerica Bank
6,400$260.4K0.0%GrowthVery LowDetroit, MI2024-08-15
Private Trust Co NA
5,470$222.5K0.0%CoreLowCleveland, OH2024-07-23
Landscape Capital Management, L.L.C.
5,465$222.3K0.0%ValueVery HighEnglewood, NJ2024-08-12
Bank of America Corp
5,432$221.0K0.0%CoreLowCharlotte, NC2024-08-14
Bulldog Investors, LLPActivist
5,344$217.4K0.1%YieldHighSaddle Brook, NJ2024-08-09
Choreo, LLC
5,124$207.9K0.0%IndexLowRockford, IL2024-08-07
Icon Wealth Advisors, LLC
4,075$164.1K0.0%GARPMediumHouston, TX2024-08-14
Northwestern Mutual Wealth Management Co
3,053$124.2K0.0%IndexVery LowMilwaukee, WI2024-08-16
JPMorgan Chase & Co
2,732$111.1K0.0%GrowthMediumNew York, NY2024-12-26
Blue Bell Private Wealth Management, LLC
1,639$66.7K0.0%YieldVery LowBlue Bell, PA2024-08-05
Osaic Holdings, Inc.
615$25.0K0.0%IndexLowScottsdale, AZ2024-08-13
Robinson Capital Management, LLC
535$21.8K0.0%YieldMediumGrosse Pointe Farms, MI2024-08-14
Cullen T Bankers, Inc.
489$19.9K0.0%GrowthLowSan Antonio, TX2024-08-05
Tsfg, LLC
295$120.0%ETFLowLake Forest, IL2024-07-16
Bogart Wealth, LLC
169$6.9K0.0%GARPMediumMclean, VA2024-07-31
CWM, LLC
140$60.0%GrowthVery LowOmaha, NE2024-07-10
Covestor Ltd
118$50.0%ValueHighLondon, United Kingdom2024-08-09
Sanctuary Wealth Management, L.L.C.
13$5290.0%Agg GrowthHighPocatello, ID2024-08-08
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23