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 2023
Institutional positions in LMP Capital & Income Fund Inc. as of Jun 30, 2023. 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
- −3 vs. Q1 2023
- Shares held
- 4.33M
- −217.1K (−4.8%) vs. Q1 2023
- Total value
- $55.4M
- −$87.1K (−0.2%) vs. Q1 2023
- New holders
- 4
- 15 more added
- Sold out
- 7
- 13 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 907,025 | $11.6M | 0.01% | +17,307+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 763,692 | $9.78M | 0.02% | +6,676+0.9% | Added |
| Advisors Asset Management, Inc. | 619,061 | $7.93M | 0.16% | −44,297−6.7% | Reduced |
| Morgan Stanley | 441,911 | $5.66M | 0.00% | −37,089−7.7% | Reduced |
| Cornerstone Advisors, LLC | 259,827 | $3.33M | 0.16% | +4,384+1.7% | Added |
| Karpus Management, Inc. | 239,172 | $3.06M | 0.10% | +11,150+4.9% | Added |
| Wells Fargo & Company | 159,761 | $2.05M | 0.00% | −5,608−3.4% | Reduced |
| 1607 Capital Partners, LLC | 110,418 | $1.41M | 0.10% | +19,770+21.8% | Added |
| Steward Partners Investment Advisory, LLC | 103,475 | $1.33M | 0.02% | +8,750+9.2% | Added |
| Advisor Group Holdings, Inc. | 82,917 | $1.06M | 0.00% | −1,338−1.6% | Reduced |
| Royal Bank of Canada | 79,264 | $1.01M | 0.00% | +1,262+1.6% | Added |
| Invesco Ltd. | 46,784 | $599.3K | 0.00% | −23,703−33.6% | Reduced |
| CNH Partners LLC | 44,778 | $573.6K | 0.02% | +22,285+99.1% | Added |
| GWM Advisors LLC | 37,287 | $477.6K | 0.01% | +584+1.6% | Added |
| Logan Stone Capital, LLC | 36,788 | $471.3K | 0.16% | −2,468−6.3% | Reduced |
| Chapin Davis, Inc. | 34,692 | $444.4K | 0.21% | +3,310+10.5% | Added |
| Ameriprise Financial Inc | 28,102 | $372.8K | 0.00% | −4,220−13.1% | Reduced |
| Envestnet Asset Management Inc | 28,873 | $369.9K | 0.00% | −1,649−5.4% | Reduced |
| NWF Advisory Services Inc. | 28,288 | $362.4K | 0.08% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 27,903 | $357.4K | 0.04% | +5,064+22.2% | Added |
| XML Financial, LLC | 27,378 | $350.7K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 27,059 | $346.6K | 0.03% | −462−1.7% | Reduced |
| Rpo LLC | 25,959 | $332.5K | 0.34% | +25,959 | New |
| Guggenheim Capital LLC | 25,795 | $330.4K | 0.00% | −7,515−22.6% | Reduced |
| LPL Financial LLC | 24,560 | $314.6K | 0.00% | +3,494+16.6% | Added |
| Bank of America Corp | 22,327 | $286.0K | 0.00% | −30−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 18,025 | $230.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,672 | $226.0K | 0.00% | −89−0.5% | Reduced |
| International Assets Investment Management, LLC | 13,226 | $169.4K | 0.02% | +550+4.3% | Added |
| Cetera Investment Advisers | 10,948 | $140.2K | 0.00% | +10,948 | New |
| UBS Group AG | 10,228 | $131.0K | 0.00% | +3,619+54.8% | Added |
| Blue Bell Private Wealth Management, LLC | 9,647 | $123.6K | 0.03% | +2,400+33.1% | Added |
| The PNC Financial Services Group, Inc. | 6,385 | $81.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,200 | $53.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,500 | $19.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,065 | $13.6K | 0.01% | −125−10.5% | Reduced |
| Allworth Financial LP | 503 | $6.44K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 350 | $4.00K | 0.00% | +350 | New |
| WealthPLAN Partners, LLC | 264 | $3.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.20K | 0.00% | – | – |
| CWM, LLC | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 116 | $1.49K | 0.00% | +116 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −90,960−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −75,900−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −42,895−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,652−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −809−100.0% | Sold out |