LMP Capital & Income Fund Inc.
SCD- Exchange
- NYSE
- SEC CIK
- 0001270131
No open-market purchases or sales by LMP Capital & Income Fund Inc. insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $121.6M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in LMP Capital & Income Fund Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- +6 vs. Q1 2021
- Shares held
- 4.35M
- −227.0K (−5.0%) vs. Q1 2021
- Total value
- $62.8M
- +$4.61M (+7.9%) vs. Q1 2021
- New holders
- 9
- 13 more added
- Sold out
- 3
- 9 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 58 | $121.6M |
| Q1 2026 | 54 | $117.9M |
| Q4 2025 | 61 | $119.9M |
| Q3 2025 | 56 | $127.7M |
| Q2 2025 | 53 | $74.8M |
| Q1 2025 | 45 | $66.2M |
| Q4 2024 | 41 | $68.4M |
| Q3 2024 | 40 | $81.5M |
| Q2 2024 | 42 | $64.8M |
| Q1 2024 | 43 | $79.7M |
| Q4 2023 | 46 | $65.9M |
| Q3 2023 | 39 | $52.9M |
| Q2 2023 | 42 | $55.4M |
| Q1 2023 | 45 | $55.5M |
| Q4 2022 | 42 | $54.2M |
| Q3 2022 | 36 | $61.1M |
| Q2 2022 | 38 | $54.2M |
| Q1 2022 | 39 | $59.1M |
| Q4 2021 | 46 | $69.9M |
| Q3 2021 | 37 | $61.2M |
| Q2 2021 | 43 | $62.8M |
| Q1 2021 | 37 | $58.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 903,716 | $13.0M | 0.01% | +32,999+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 803,110 | $11.6M | 0.02% | +24,780+3.2% | Added |
| Advisors Asset Management, Inc. | 520,545 | $7.51M | 0.11% | +37,756+7.8% | Added |
| Morgan Stanley | 427,049 | $6.16M | 0.00% | +3,670+0.9% | Added |
| Wells Fargo & Company | 336,890 | $4.86M | 0.00% | −88,340−20.8% | Reduced |
| Cornerstone Advisors, LLC | 274,640 | $3.96M | 0.23% | −116,478−29.8% | Reduced |
| Karpus Management, Inc. | 245,911 | $3.55M | 0.11% | −116,759−32.2% | Reduced |
| Parametric Portfolio Associates LLC | 115,342 | $1.66M | 0.00% | −3,590−3.0% | Reduced |
| Advisor Resource Council | 80,100 | $1.16M | 0.12% | +80,100 | New |
| Advisor Group Holdings, Inc. | 65,830 | $950.0K | 0.00% | +5,058+8.3% | Added |
| 1607 Capital Partners, LLC | 60,323 | $870.0K | 0.04% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 54,315 | $783.0K | 0.29% | +54,315 | New |
| Royal Bank of Canada | 52,816 | $761.0K | 0.00% | +7,090+15.5% | Added |
| Ameriprise Financial Inc | 33,570 | $484.0K | 0.00% | −1,861−5.3% | Reduced |
| PFG Advisors | 31,275 | $451.0K | 0.05% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 30,742 | $443.0K | 0.03% | −12,202−28.4% | Reduced |
| Avantax Advisory Services, Inc. | 30,668 | $442.0K | 0.01% | +1,100+3.7% | Added |
| IHT Wealth Management, LLC | 29,768 | $429.0K | 0.03% | +29,768 | New |
| Invesco Ltd. | 29,139 | $420.0K | 0.00% | +29,139 | New |
| XML Financial, LLC | 27,378 | $395.0K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 26,382 | $381.0K | 0.00% | +6,514+32.8% | Added |
| CNH Partners LLC | 23,261 | $335.0K | 0.01% | −24,775−51.6% | Reduced |
| LPL Financial LLC | 22,394 | $323.0K | 0.00% | +5,640+33.7% | Added |
| Bank of America Corp | 17,875 | $258.0K | 0.00% | −7,249−28.9% | Reduced |
| AlphaStar Capital Management, LLC | 16,353 | $240.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,600 | $211.0K | 0.01% | +400+2.8% | Added |
| Truist Financial Corp | 14,160 | $204.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,779 | $170.0K | 0.01% | +11,779 | New |
| Graves-Light Private Wealth Management, Inc. | 8,429 | $122.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 8,207 | $118.0K | 0.00% | +32+0.4% | Added |
| AdvisorNet Financial, Inc | 7,600 | $110.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,870 | $85.0K | 0.03% | +120+2.1% | Added |
| Wealth Quarterback LLC | 5,856 | $85.0K | 0.05% | +5,856 | New |
| Spire Wealth Management | 4,200 | $61.0K | 0.00% | −722−14.7% | Reduced |
| UBS Group AG | 4,105 | $60.0K | 0.00% | +55+1.4% | Added |
| FNY Investment Advisers, LLC | 3,000 | $43.0K | 0.02% | +3,000 | New |
| Advisory Services Network, LLC | 2,612 | $38.0K | 0.00% | +2,612 | New |
| Geneos Wealth Management Inc. | 1,400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4.00K | 0.00% | – | – |
| JPMorgan Chase & Co | 200 | $3.00K | 0.00% | +200 | New |
| CWM, LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −186,248−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |