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 $121.3M 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
- −222.4K (−4.9%) vs. Q1 2021
- Total value
- $62.8M
- +$4.67M (+8.0%) 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 | $121.3M |
| Q1 2026 | 54 | $117.9M |
| Q4 2025 | 61 | $119.9M |
| Q3 2025 | 56 | $127.5M |
| Q2 2025 | 53 | $73.9M |
| Q1 2025 | 45 | $66.2M |
| Q4 2024 | 41 | $68.4M |
| Q3 2024 | 40 | $68.3M |
| Q2 2024 | 42 | $63.6M |
| Q1 2024 | 43 | $65.8M |
| Q4 2023 | 46 | $59.4M |
| 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 | $58.1M |
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 |
|---|---|---|---|---|---|
| CWM, LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 200 | $3.00K | 0.00% | +200 | New |
| Huntington National Bank | – | $4.00K | 0.00% | – | – |
| Allworth Financial LP | 503 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,612 | $38.0K | 0.00% | +2,612 | New |
| FNY Investment Advisers, LLC | 3,000 | $43.0K | 0.02% | +3,000 | New |
| UBS Group AG | 4,105 | $60.0K | 0.00% | +55+1.4% | Added |
| Spire Wealth Management | 4,200 | $61.0K | 0.00% | −722−14.7% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 7,600 | $110.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 8,207 | $118.0K | 0.00% | +32+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,429 | $122.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,779 | $170.0K | 0.01% | +11,779 | New |
| Truist Financial Corp | 14,160 | $204.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,600 | $211.0K | 0.01% | +400+2.8% | Added |
| AlphaStar Capital Management, LLC | 16,353 | $240.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 17,875 | $258.0K | 0.00% | −7,249−28.9% | Reduced |
| LPL Financial LLC | 22,394 | $323.0K | 0.00% | +5,640+33.7% | Added |
| CNH Partners LLC | 23,261 | $335.0K | 0.01% | −24,775−51.6% | Reduced |
| Guggenheim Capital LLC | 26,382 | $381.0K | 0.00% | +6,514+32.8% | Added |
| XML Financial, LLC | 27,378 | $395.0K | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 29,139 | $420.0K | 0.00% | +29,139 | New |
| IHT Wealth Management, LLC | 29,768 | $429.0K | 0.03% | +29,768 | New |
| Avantax Advisory Services, Inc. | 30,668 | $442.0K | 0.01% | +1,100+3.7% | Added |
| Rivernorth Capital Management, LLC | 30,742 | $443.0K | 0.03% | −12,202−28.4% | Reduced |
| PFG Advisors | 31,275 | $451.0K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 33,570 | $484.0K | 0.00% | −1,861−5.3% | Reduced |
| Royal Bank of Canada | 52,816 | $761.0K | 0.00% | +7,090+15.5% | Added |
| Shaker Financial Services, LLC | 54,315 | $783.0K | 0.29% | +54,315 | New |
| 1607 Capital Partners, LLC | 60,323 | $870.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 65,830 | $950.0K | 0.00% | +5,058+8.3% | Added |
| Advisor Resource Council | 80,100 | $1.16M | 0.12% | +80,100 | New |
| Parametric Portfolio Associates LLC | 115,342 | $1.66M | 0.00% | −3,590−3.0% | Reduced |
| Karpus Management, Inc. | 245,911 | $3.55M | 0.11% | −116,759−32.2% | Reduced |
| Cornerstone Advisors, LLC | 274,640 | $3.96M | 0.23% | −116,478−29.8% | Reduced |
| Wells Fargo & Company | 336,890 | $4.86M | 0.00% | −88,340−20.8% | Reduced |
| Morgan Stanley | 427,049 | $6.16M | 0.00% | +3,670+0.9% | Added |
| Advisors Asset Management, Inc. | 520,545 | $7.51M | 0.11% | +37,756+7.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 803,110 | $11.6M | 0.02% | +24,780+3.2% | Added |
| Raymond James & Associates | 903,716 | $13.0M | 0.01% | +32,999+3.8% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −186,248−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |