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 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 | $121.3M |
| 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 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 116 | $1.49K | 0.00% | +116 | New |
| CWM, LLC | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.20K | 0.00% | – | – |
| WealthPLAN Partners, LLC | 264 | $3.38K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 350 | $4.00K | 0.00% | +350 | New |
| Allworth Financial LP | 503 | $6.44K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,065 | $13.6K | 0.01% | −125−10.5% | Reduced |
| FNY Investment Advisers, LLC | 1,500 | $19.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,200 | $53.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,385 | $81.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,647 | $123.6K | 0.03% | +2,400+33.1% | Added |
| UBS Group AG | 10,228 | $131.0K | 0.00% | +3,619+54.8% | Added |
| Cetera Investment Advisers | 10,948 | $140.2K | 0.00% | +10,948 | New |
| International Assets Investment Management, LLC | 13,226 | $169.4K | 0.02% | +550+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,672 | $226.0K | 0.00% | −89−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 18,025 | $230.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 22,327 | $286.0K | 0.00% | −30−0.1% | Reduced |
| LPL Financial LLC | 24,560 | $314.6K | 0.00% | +3,494+16.6% | Added |
| Guggenheim Capital LLC | 25,795 | $330.4K | 0.00% | −7,515−22.6% | Reduced |
| Rpo LLC | 25,959 | $332.5K | 0.34% | +25,959 | New |
| PFG Advisors | 27,059 | $346.6K | 0.03% | −462−1.7% | Reduced |
| XML Financial, LLC | 27,378 | $350.7K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 27,903 | $357.4K | 0.04% | +5,064+22.2% | Added |
| NWF Advisory Services Inc. | 28,288 | $362.4K | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,873 | $369.9K | 0.00% | −1,649−5.4% | Reduced |
| Ameriprise Financial Inc | 28,102 | $372.8K | 0.00% | −4,220−13.1% | Reduced |
| Chapin Davis, Inc. | 34,692 | $444.4K | 0.21% | +3,310+10.5% | Added |
| Logan Stone Capital, LLC | 36,788 | $471.3K | 0.16% | −2,468−6.3% | Reduced |
| GWM Advisors LLC | 37,287 | $477.6K | 0.01% | +584+1.6% | Added |
| CNH Partners LLC | 44,778 | $573.6K | 0.02% | +22,285+99.1% | Added |
| Invesco Ltd. | 46,784 | $599.3K | 0.00% | −23,703−33.6% | Reduced |
| Royal Bank of Canada | 79,264 | $1.01M | 0.00% | +1,262+1.6% | Added |
| Advisor Group Holdings, Inc. | 82,917 | $1.06M | 0.00% | −1,338−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 103,475 | $1.33M | 0.02% | +8,750+9.2% | Added |
| 1607 Capital Partners, LLC | 110,418 | $1.41M | 0.10% | +19,770+21.8% | Added |
| Wells Fargo & Company | 159,761 | $2.05M | 0.00% | −5,608−3.4% | Reduced |
| Karpus Management, Inc. | 239,172 | $3.06M | 0.10% | +11,150+4.9% | Added |
| Cornerstone Advisors, LLC | 259,827 | $3.33M | 0.16% | +4,384+1.7% | Added |
| Morgan Stanley | 441,911 | $5.66M | 0.00% | −37,089−7.7% | Reduced |
| Advisors Asset Management, Inc. | 619,061 | $7.93M | 0.16% | −44,297−6.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 763,692 | $9.78M | 0.02% | +6,676+0.9% | Added |
| Raymond James & Associates | 907,025 | $11.6M | 0.01% | +17,307+1.9% | Added |
| 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 |