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ClearBridge Energy MLP Fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in ClearBridge Energy MLP Fund

Tip: Access up to 7 years of quarterly data

All positions including ClearBridge Energy MLP Fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ClearBridge Energy MLP Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $456k 9.8k 46.54
2024-09-30 $230k 5.5k 42.20

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View all positions for MAI Wealth Advisors

Top funds holding ClearBridge Energy MLP Fund

Morgan Stanley
Raymond James Financial
Raymond James Financial Services Advisors
Advisors Asset Management
EP Wealth Advisors
Royal Bank of Canada
Bank of America Corporation
Saba Capital Management
Wells Fargo & Company
Steward Partners Investment Advisory
Thomas J. Herzfeld Advisors
Stifel Financial
UBS Group
Ameriprise Financial
Invesco

View all funds holding ClearBridge Energy MLP Fund