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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 18469P118

CLEARBRIDGE ENERGY MIDSTRM O

74 institutions · $28.3M total · 5,114,048 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO862,963$28.3M16.87%2025-12-31
2MORGAN STANLEY930,249$17.7K18.19%2025-09-30
3Polar Asset Management Partners Inc.371,296$7.1K7.26%2025-12-31
4Sculptor Capital LP372,001$7.1K7.27%2025-09-30
5EQUITEC PROPRIETARY MARKETS, LLC266,454$5.1K5.21%2025-09-30
6BANK OF AMERICA CORP /DE/222,656$4.2K4.35%2025-12-31
7WELLS FARGO & COMPANY/MN164,673$3.1K3.22%2025-09-30
8Yakira Capital Management, Inc.146,215$2.8K2.85%2025-09-30
9Marex Group plc114,501$2.2K2.23%2025-09-30
10Steward Partners Investment Advisory, LLC109,527$2.1K2.14%2025-09-30
11UBS Group AG90,084$1.7K1.76%2025-09-30
12Almitas Capital LLC77,036$1.5K1.50%2025-09-30
13BOOTHBAY FUND MANAGEMENT, LLC63,001$1.2K1.23%2025-09-30
14Royal Bank of Canada63,738$1.0K1.24%2025-09-30
15Oxbow Advisors, LLC50,610$9620.98%2025-09-30
16Alpine Global Management, LLC48,000$9120.93%2025-09-30
17LPL Financial LLC35,055$6660.68%2025-09-30
18AMERIPRISE FINANCIAL INC32,540$6160.63%2025-09-30
19RAYMOND JAMES FINANCIAL INC31,305$5950.61%2025-09-30
20STIFEL FINANCIAL CORP30,860$5840.60%2025-09-30
21NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,225$5170.53%2025-09-30
22IFP Advisors, Inc24,297$4620.47%2025-12-31
23CITADEL ADVISORS LLC20,436$3880.39%2025-09-30
24DAVENPORT & Co LLC19,488$3700.38%2025-09-30
25CAPSTONE INVESTMENT ADVISORS, LLC19,074$3620.37%2025-09-30
26M&T Bank Corp18,913$3590.36%2025-09-30
27TWO SIGMA SECURITIES, LLC18,335$3480.35%2025-09-30
28GTS SECURITIES LLC17,253$3280.33%2025-09-30
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27,831$2780.54%2025-09-30
30STEPHENS INC /AR/14,415$2740.28%2025-09-30
31ADVISOR GROUP HOLDINGS, INC.13,341$2540.26%2025-09-30
32MML INVESTORS SERVICES, LLC13,278$2520.25%2025-09-30
33Cerity Partners LLC13,020$2470.25%2025-09-30
34Sanctuary Advisors, LLC12,354$2350.24%2025-12-31
35CARY STREET PARTNERS FINANCIAL LLC12,237$2330.23%2025-09-30
36D.A. DAVIDSON & CO.12,216$2320.23%2025-09-30
37ENVESTNET ASSET MANAGEMENT INC10,860$2060.21%2025-09-30
38HOLLENCREST CAPITAL MANAGEMENT10,596$2010.20%2025-09-30
39RITHOLTZ WEALTH MANAGEMENT10,071$1910.19%2025-09-30
40MAI Capital Management9,810$1870.19%2025-09-30
41Sunbelt Securities, Inc.5,166$980.10%2025-09-30
42PRIVATE TRUST CO NA4,311$820.08%2025-09-30
43PNC Financial Services Group, Inc.2,800$530.05%2025-09-30
44Activest Wealth Management2,247$430.04%2025-09-30
45HARBOR INVESTMENT ADVISORY, LLC2,115$400.04%2025-09-30
46Rockefeller Capital Management L.P.1,629$310.03%2025-09-30
47Wealthspire Advisors, LLC891$170.01%2025-09-30
48UMA Financial Services, Inc.846$170.01%2025-09-30
49Bogart Wealth, LLC867$160.01%2025-09-30
50SIT INVESTMENT ASSOCIATES INC630,131$1212.32%2025-09-30
51Allworth Financial LP603$120.01%2025-12-31
52Advisory Services Network, LLC552$100.01%2025-09-30
53CULLEN/FROST BANKERS, INC.492$90.00%2025-09-30
54LRI Investments, LLC456$90.00%2025-09-30
55Abound Wealth Management381$80.00%2025-09-30
56NewEdge Advisors, LLC366$70.00%2025-09-30
57SOA Wealth Advisors, LLC.225$40.00%2025-09-30
58Plante Moran Financial Advisors, LLC150$30.00%2025-09-30
59PRINCIPAL SECURITIES, INC.90$20.00%2025-09-30
60GPS Wealth Strategies Group, LLC51$10.00%2025-09-30
61SALEM INVESTMENT COUNSELORS INC36$10.00%2025-09-30
62Atlantic Union Bankshares Corp48$10.00%2025-09-30
63Colonial Trust Co / SC78$10.00%2025-09-30
64ARMSTRONG ADVISORY GROUP, INC27$10.00%2025-09-30
65BARCLAYS PLC35$10.00%2025-09-30
66Virtu Financial LLC20,881$00.40%2025-09-30
67COHEN & STEERS, INC.5,000$00.09%2025-09-30
68JPMORGAN CHASE & CO25$00.00%2025-09-30
69CIBC Private Wealth Group, LLC18$00.00%2025-09-30
70CWM, LLC21$00.00%2025-09-30
71Arete Wealth Advisors, LLC10,188$00.19%2025-09-30
72COMMONWEALTH EQUITY SERVICES, LLC15,186$00.29%2025-09-30
73Avion Wealth222$00.00%2025-09-30
74FNY Investment Advisers, LLC100$00.00%2025-12-31