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Fiduciary/Claymore Energy Infrastructure Fund Institutional Ownership

FMO 
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 18.23%
Total Shares Outstanding (millions) 35
Total Value of Holdings (millions) $63

Active Positions

Holders Shares
Increased Positions 34 447,661
Decreased Positions 28 481,293
Held Positions 17 5,531,707
Total Institutional Shares 79 6,460,661

New and Sold Out Positions


Holders Shares
New Positions 16 220,023
Sold Out Positions 5 111,506

79 Institutional Holders
6,460,661 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
SIT INVESTMENT ASSOCIATES INC 09/30/2018 1,203,729 (104,336) (7.98) 11,785
BANK OF AMERICA CORP /DE/ 09/30/2018 658,702 (7,826) (1.17) 6,449
MORGAN STANLEY 09/30/2018 613,074 24,030 4.08 6,002
ADVISORS ASSET MANAGEMENT, INC. 09/30/2018 610,403 104,986 20.77 5,976
LADENBURG THALMANN FINANCIAL SERVICES INC. 09/30/2018 586,629 (110,594) (15.86) 5,743
RAYMOND JAMES & ASSOCIATES 09/30/2018 272,252 (30,345) (10.03) 2,665
RMB CAPITAL MANAGEMENT, LLC 09/30/2018 267,609 (3,718) (1.37) 2,620
THOMAS J. HERZFELD ADVISORS, INC. 09/30/2018 229,459 (6,296) (2.67) 2,246
UBS GROUP AG 09/30/2018 216,947 (1,031) (0.47) 2,124
COHEN & STEERS INC 09/30/2018 148,812 13,180 9.72 1,457
IMA WEALTH, INC. 09/30/2018 116,633 (13,818) (10.59) 1,142
UNITED CAPITAL FINANCIAL ADVISERS, LLC 09/30/2018 110,263 (1,315) (1.18) 1,079
INVESCO LTD. 09/30/2018 98,224 (31,970) (24.56) 962
BBVA COMPASS BANCSHARES, INC 09/30/2018 88,624 2,272 2.63 868
PRIVATE ADVISOR GROUP, LLC 09/30/2018 76,015 42,070 123.94 744

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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