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, Q4 2022
Institutional positions in LMP Capital & Income Fund Inc. as of Dec 31, 2022. 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
- 42
- +6 vs. Q3 2022
- Shares held
- 4.50M
- −52.0K (−1.1%) vs. Q3 2022
- Total value
- $54.2M
- −$6.94M (−11.4%) vs. Q3 2022
- New holders
- 8
- 16 more added
- Sold out
- 2
- 9 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 106 | $1.00K | 0.00% | +6+6.0% | Added |
| Huntington National Bank | – | $3.01K | 0.00% | – | – |
| Tyler-Stone Wealth Management | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $6.06K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $14.4K | 0.00% | +1,200 | New |
| Column Capital Advisors, LLC | 1,432 | $17.2K | 0.00% | +1,432 | New |
| Rockefeller Capital Management L.P. | 2,827 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,200 | $51.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,347 | $64.4K | 0.02% | +2,030+61.2% | Added |
| Almitas Capital LLC | 5,575 | $67.1K | 0.03% | +5,575 | New |
| UBS Group AG | 5,608 | $67.5K | 0.00% | +159+2.9% | Added |
| Raymond James Trust N.A. | 11,478 | $138.0K | 0.00% | +11,478 | New |
| Capital Investment Advisors, LLC | 11,800 | $142.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,676 | $152.6K | 0.02% | +12,676 | New |
| Susquehanna International Group, LLP | 13,027 | $156.8K | 0.00% | +13,027 | New |
| Cambridge Investment Research Advisors, Inc. | 18,387 | $221.0K | 0.00% | +715+4.0% | Added |
| AlphaStar Capital Management, LLC | 19,025 | $229.1K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 20,589 | $247.9K | 0.00% | +895+4.5% | Added |
| Chapin Davis, Inc. | 20,940 | $252.1K | 0.15% | +20,940 | New |
| LPL Financial LLC | 21,473 | $258.5K | 0.00% | +155+0.7% | Added |
| Avantax Advisory Services, Inc. | 21,525 | $259.2K | 0.00% | −3,323−13.4% | Reduced |
| XML Financial, LLC | 27,378 | $329.6K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 29,031 | $349.5K | 0.03% | −497−1.7% | Reduced |
| Envestnet Asset Management Inc | 30,409 | $366.1K | 0.00% | +6,515+27.3% | Added |
| Logan Stone Capital, LLC | 33,256 | $400.4K | 0.15% | +33,256 | New |
| Ameriprise Financial Inc | 33,322 | $401.0K | 0.00% | +2,061+6.6% | Added |
| GWM Advisors LLC | 36,703 | $403.4K | 0.01% | +4,376+13.5% | Added |
| Guggenheim Capital LLC | 44,113 | $531.1K | 0.00% | −4,475−9.2% | Reduced |
| Royal Bank of Canada | 62,520 | $753.0K | 0.00% | −1,446−2.3% | Reduced |
| 1607 Capital Partners, LLC | 71,923 | $866.0K | 0.06% | 00.0% | Unchanged |
| Advisor Resource Council | 76,900 | $925.9K | 0.55% | −500−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 85,550 | $1.03M | 0.02% | +300+0.4% | Added |
| Advisor Group Holdings, Inc. | 92,297 | $1.11M | 0.00% | +8,631+10.3% | Added |
| Invesco Ltd. | 98,343 | $1.18M | 0.00% | +10,168+11.5% | Added |
| Shaker Financial Services, LLC | 101,704 | $1.22M | 0.57% | +24,721+32.1% | Added |
| Karpus Management, Inc. | 129,590 | $1.56M | 0.05% | +11,173+9.4% | Added |
| Cornerstone Advisors, LLC | 198,301 | $2.39M | 0.12% | −24,201−10.9% | Reduced |
| Wells Fargo & Company | 282,808 | $3.41M | 0.00% | −26,361−8.5% | Reduced |
| Morgan Stanley | 525,079 | $6.32M | 0.00% | +6,804+1.3% | Added |
| Advisors Asset Management, Inc. | 720,128 | $8.67M | 0.18% | +29,681+4.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 746,249 | $8.98M | 0.02% | −138,411−15.6% | Reduced |
| Raymond James & Associates | 876,865 | $10.6M | 0.01% | −14,156−1.6% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −45,077−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |