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Salient Midstream & MLP FD

Q1 2022 vs Q2 2022

Comparing institutional holders between quarters

Quarters

Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Saba Capital Management, L.P.A
INCREASED
Shares4,216,057 from 3,722,254
Change+493,803 (+13%)
Value$31.9K (+$1.2K)
Filed 2022-08-15
SIT Investment Associates Inc
INCREASED
Shares1,007,673 from 641,247
Change+366,426 (+57%)
Value$7.6K (+$2.3K)
Filed 2022-08-11
Morgan Stanley
DECREASED
Shares596,349 from 642,051
Change-45,702 (-7%)
Value$4.5K (-$777)
Filed 2022-10-27
City of London Investment Management Co LTD
INCREASED
Shares475,165 from 439,399
Change+35,766 (+8%)
Value$3.6K (-$2)
Filed 2022-08-12
CSS LLC
INCREASED
Shares253,632 from 53,000
Change+200,632 (+379%)
Value$1.9K (+$1.5K)
Filed 2022-08-15
Zazove Associates LLC
INCREASED
Shares217,310 from 156,650
Change+60,660 (+39%)
Value$1.6K (+$354)
Filed 2022-12-06
Almitas Capital LLC
INCREASED
Shares217,168 from 122,613
Change+94,555 (+77%)
Value$1.6K (+$634)
Filed 2022-08-15
Kayne Anderson Capital Advisors LP
DECREASED
Shares209,112 from 225,100
Change-15,988 (-7%)
Value$1.6K (-$272)
Filed 2022-08-05
Royal Bank of Canada
INCREASED
Shares204,732 from 131,412
Change+73,320 (+56%)
Value$1.6K (+$467)
Filed 2022-08-15
Bank of America Corp
NEW
Shares181,063
Change+181,063
Value$1.4K
Filed 2022-08-12
Wells Fargo & Company
DECREASED
Shares161,907 from 172,599
Change-10,692 (-6%)
Value$1.2K (-$196)
Filed 2022-08-12
Clough Capital Partners L P
UNCHANGED
Shares132,832 from 132,832
Change0 (0%)
Value$1.0K (-$89)
Filed 2022-08-16
Commonwealth Equity Services, LLC
DECREASED
Shares108,243 from 118,093
Change-9,850 (-8%)
Value$819 (-$154)
Filed 2022-07-19
Logan Stone Capital, LLC
INCREASED
Shares101,577 from 43,670
Change+57,907 (+133%)
Value$769 (+$409)
Filed 2022-08-15
Advisors Asset Management, Inc.
NEW
Shares77,666
Change+77,666
Value$588
Filed 2026-08-27
First Trust Advisors LP
INCREASED
Shares71,541 from 28,626
Change+42,915 (+150%)
Value$542 (+$306)
Filed 2022-08-12
UBS Group AG
DECREASED
Shares66,525 from 75,465
Change-8,940 (-12%)
Value$503 (-$119)
Filed 2022-08-10
Nations Financial Group Inc,
DECREASED
Shares49,958 from 50,358
Change-400 (-1%)
Value$378 (-$37)
Filed 2022-08-15
Quantedge Capital Pte Ltd
DECREASED
Shares43,170 from 83,087
Change-39,917 (-48%)
Value$327 (-$358)
Filed 2022-08-12
Gill Capital Partners, LLC
UNCHANGED
Shares35,906 from 35,906
Change0 (0%)
Value$296 ($0)
Filed 2022-08-09
Wolverine Asset Management LLC
NEW
Shares32,611
Change+32,611
Value$246
Filed 2022-08-03
Karpus Management, Inc.
INCREASED
Shares30,200 from 26,450
Change+3,750 (+14%)
Value$229 (+$11)
Filed 2022-08-12
Boenning & Scattergood, Inc.
NEW
Shares26,700
Change+26,700
Value$202
Filed 2022-07-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares26,160 from 26,160
Change0 (0%)
Value$198 (-$18)
Filed 2022-08-12
Shepherd Kaplan Krochuk, LLC
DECREASED
Shares23,850 from 60,300
Change-36,450 (-60%)
Value$181 (-$316)
Filed 2022-08-12
Snowden Capital Advisors LLC
INCREASED
Shares22,056 from 22,040
Change+16 (+0%)
Value$166 (-$15)
Filed 2022-08-12
Stifel Financial Corp
INCREASED
Shares21,311 from 21,222
Change+89 (+0%)
Value$161 (-$14)
Filed 2022-08-15
Wetherby Asset Management Inc
NEW
Shares18,500
Change+18,500
Value$140
Filed 2022-08-15
Perigon Wealth Management, LLC
DECREASED
Shares17,210 from 22,910
Change-5,700 (-25%)
Value$130 (-$59)
Filed 2022-08-11
LPL Financial LLC
UNCHANGED
Shares16,575 from 16,575
Change0 (0%)
Value$125 (-$12)
Filed 2022-08-12
Powell Investment Advisors, LLC
UNCHANGED
Shares16,322 from 16,322
Change0 (0%)
Value$124 (-$10)
Filed 2022-08-02
Kingsview Wealth Management, LLC
UNCHANGED
Shares16,073 from 16,073
Change0 (0%)
Value$122 (-$132.3K)
Filed 2022-08-16
Regent Investment Management LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$121 (-$11)
Filed 2022-07-15
Moors & Cabot, Inc.
UNCHANGED
Shares15,496 from 15,496
Change0 (0%)
Value$117 (-$11)
Filed 2022-08-08
HighTower Advisors, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$83 (-$7)
Filed 2022-08-10
Brown Advisory Securities, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$83 (-$8)
Filed 2022-08-02
Venturi Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$76 (-$6)
Filed 2022-08-12
Thomas J. Herzfeld Advisors, Inc.
DECREASED
Shares5,000 from 106,934
Change-101,934 (-95%)
Value$38 (-$843)
Filed 2022-08-10
Venture Visionary Partners LLC
NEW
Shares4,793
Change+4,793
Value$36.3K
Filed 2022-07-26
Osaic Holdings, Inc.
DECREASED
Shares4,398 from 8,288
Change-3,890 (-47%)
Value$34 (-$35)
Filed 2022-08-10
FourThought Financial, LLC
DECREASED
Shares3,667 from 4,079
Change-412 (-10%)
Value$28 (-$6)
Filed 2022-08-12
Rockefeller Capital Management L.P.
INCREASED
Shares553 from 547
Change+6 (+1%)
Value$4 ($0)
Filed 2022-08-12
McIlrath & Eck, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$2 ($0)
Filed 2022-07-29
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 57,850
Change-57,850 (-100%)
Value$0 (-$477)
Filed 2022-07-19
Hightower 6M Holding, LLC
CLOSED
Shares0 from 23,740
Change-23,740 (-100%)
Value$0 (-$196)
Filed 2022-07-27
Bessemer Group Inc
CLOSED
Shares0 from 372
Change-372 (-100%)
Value$0 (-$3)
Filed 2022-08-10
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2022-08-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-08-09
Status
Saba Capital Management, L.P.A
INCREASED4,216,0573,722,254+493,803+13%$30.7K$31.9K+$1.2K2022-08-15
SIT Investment Associates Inc
INCREASED1,007,673641,247+366,426+57%$5.3K$7.6K+$2.3K2022-08-11
Morgan Stanley
DECREASED596,349642,051-45,702-7%$5.3K$4.5K-$7772022-10-27
City of London Investment Management Co LTD
INCREASED475,165439,399+35,766+8%$3.6K$3.6K-$22022-08-12
CSS LLC
INCREASED253,63253,000+200,632+379%$437$1.9K+$1.5K2022-08-15
Zazove Associates LLC
INCREASED217,310156,650+60,660+39%$1.3K$1.6K+$3542022-12-06
Almitas Capital LLC
INCREASED217,168122,613+94,555+77%$1.0K$1.6K+$6342022-08-15
Kayne Anderson Capital Advisors LP
DECREASED209,112225,100-15,988-7%$1.9K$1.6K-$2722022-08-05
Royal Bank of Canada
INCREASED204,732131,412+73,320+56%$1.1K$1.6K+$4672022-08-15
Bank of America Corp
NEW181,063—+181,063——$1.4K—2022-08-12
Wells Fargo & Company
DECREASED161,907172,599-10,692-6%$1.4K$1.2K-$1962022-08-12
Clough Capital Partners L P
UNCHANGED132,832132,83200%$1.1K$1.0K-$892022-08-16
Commonwealth Equity Services, LLC
DECREASED108,243118,093-9,850-8%$973$819-$1542022-07-19
Logan Stone Capital, LLC
INCREASED101,57743,670+57,907+133%$360$769+$4092022-08-15
Advisors Asset Management, Inc.
NEW77,666—+77,666——$588—2026-08-27
First Trust Advisors LP
INCREASED71,54128,626+42,915+150%$236$542+$3062022-08-12
UBS Group AG
DECREASED66,52575,465-8,940-12%$622$503-$1192022-08-10
Nations Financial Group Inc,
DECREASED49,95850,358-400-1%$415$378-$372022-08-15
Quantedge Capital Pte Ltd
DECREASED43,17083,087-39,917-48%$685$327-$3582022-08-12
Gill Capital Partners, LLC
UNCHANGED35,90635,90600%$296$296$02022-08-09
Wolverine Asset Management LLC
NEW32,611—+32,611——$246—2022-08-03
Karpus Management, Inc.
INCREASED30,20026,450+3,750+14%$218$229+$112022-08-12
Boenning & Scattergood, Inc.
NEW26,700—+26,700——$202—2022-07-13
PNC Financial Services Group, Inc.
UNCHANGED26,16026,16000%$216$198-$182022-08-12
Shepherd Kaplan Krochuk, LLC
DECREASED23,85060,300-36,450-60%$497$181-$3162022-08-12
Snowden Capital Advisors LLC
INCREASED22,05622,040+16+0%$181$166-$152022-08-12
Stifel Financial Corp
INCREASED21,31121,222+89+0%$175$161-$142022-08-15
Wetherby Asset Management Inc
NEW18,500—+18,500——$140—2022-08-15
Perigon Wealth Management, LLC
DECREASED17,21022,910-5,700-25%$189$130-$592022-08-11
LPL Financial LLC
UNCHANGED16,57516,57500%$137$125-$122022-08-12
Powell Investment Advisors, LLC
UNCHANGED16,32216,32200%$134$124-$102022-08-02
Kingsview Wealth Management, LLC
UNCHANGED16,07316,07300%$132.4K$122-$132.3K2022-08-16
Regent Investment Management LLC
UNCHANGED16,00016,00000%$132$121-$112022-07-15
Moors & Cabot, Inc.
UNCHANGED15,49615,49600%$128$117-$112022-08-08
HighTower Advisors, LLC
UNCHANGED11,00011,00000%$90$83-$72022-08-10
Brown Advisory Securities, LLC
UNCHANGED11,00011,00000%$91$83-$82022-08-02
Venturi Wealth Management, LLC
UNCHANGED10,00010,00000%$82$76-$62022-08-12
Thomas J. Herzfeld Advisors, Inc.
DECREASED5,000106,934-101,934-95%$881$38-$8432022-08-10
Venture Visionary Partners LLC
NEW4,793—+4,793——$36.3K—2022-07-26
Osaic Holdings, Inc.
DECREASED4,3988,288-3,890-47%$69$34-$352022-08-10
FourThought Financial, LLC
DECREASED3,6674,079-412-10%$34$28-$62022-08-12
Rockefeller Capital Management L.P.
INCREASED553547+6+1%$4$4$02022-08-12
McIlrath & Eck, LLC
UNCHANGED29029000%$2$2$02022-07-29
Pettinga Financial Advisors LLC
CLOSED057,850-57,850-100%$477$0-$4772022-07-19
Hightower 6M Holding, LLC
CLOSED023,740-23,740-100%$196$0-$1962022-07-27
Bessemer Group Inc
CLOSED0372-372-100%$3$0-$32022-08-10
Tower Research Capital LLC (TRC)
CLOSED01-1-100%$0$0$02022-08-15
Proequities, Inc.
UNCHANGED000—$0$0$02022-08-09
Showing 48 of 48 institutions