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, Q1 2024
Institutional positions in LMP Capital & Income Fund Inc. as of Mar 31, 2024. 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
- −2 vs. Q4 2023
- Shares held
- 4.21M
- −37.1K (−0.9%) vs. Q4 2023
- Total value
- $65.8M
- +$6.36M (+10.7%) vs. Q4 2023
- New holders
- 7
- 10 more added
- Sold out
- 9
- 15 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 350 | $5.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.87K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 593 | $9.28K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $10.0K | 0.01% | +700 | New |
| WR Wealth Planners, LLC | 960 | $15.0K | 0.00% | +960 | New |
| Blue Bell Private Wealth Management, LLC | 2,062 | $32.3K | 0.01% | −8,258−80.0% | Reduced |
| CoreCap Advisors, LLC | 2,200 | $34.4K | 0.00% | +2,200 | New |
| Cornerstone Advisors, LLC | 2,662 | $41.6K | 0.00% | −170,809−98.5% | Reduced |
| Spire Wealth Management | 3,209 | $50.2K | 0.00% | +4+0.1% | Added |
| UBS Group AG | 10,408 | $162.8K | 0.00% | −13,067−55.7% | Reduced |
| 1607 Capital Partners, LLC | 10,711 | $167.5K | 0.01% | −10,275−49.0% | Reduced |
| Wetherby Asset Management Inc | 11,792 | $184.4K | 0.01% | +11,792 | New |
| MGB Wealth Management, LLC | 11,999 | $187.7K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,287 | $192.2K | 0.00% | +12,287 | New |
| International Assets Investment Management, LLC | 13,226 | $203.7K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,672 | $213.8K | 0.01% | −345−2.5% | Reduced |
| Private Advisor Group, LLC | 13,903 | $217.4K | 0.00% | +13,903 | New |
| Landscape Capital Management, L.L.C. | 14,449 | $226.0K | 0.02% | −706−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,008 | $282.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,727 | $371.1K | 0.00% | +1,536+6.9% | Added |
| Comerica Bank | 23,799 | $372.2K | 0.00% | −4,000−14.4% | Reduced |
| Stonebrook Private Inc. | 24,883 | $389.2K | 0.11% | −1,782−6.7% | Reduced |
| Invesco Ltd. | 25,380 | $396.9K | 0.00% | −12,188−32.4% | Reduced |
| XML Financial, LLC | 25,468 | $398.3K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 25,927 | $405.5K | 0.03% | −439−1.7% | Reduced |
| LPL Financial LLC | 26,479 | $414.1K | 0.00% | −735−2.7% | Reduced |
| NWF Advisory Services Inc. | 28,288 | $442.4K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 30,488 | $486.2K | 0.00% | +556+1.9% | Added |
| GWM Advisors LLC | 31,167 | $487.5K | 0.00% | −2,849−8.4% | Reduced |
| Bank of America Corp | 32,453 | $507.6K | 0.00% | −709−2.1% | Reduced |
| AlphaStar Capital Management, LLC | 40,106 | $627.3K | 0.06% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 50,952 | $796.9K | 0.29% | +2,890+6.0% | Added |
| Advisor Group Holdings, Inc. | 58,260 | $911.2K | 0.00% | +1,890+3.4% | Added |
| Aptus Capital Advisors, LLC | 74,400 | $1.16M | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 74,400 | $1.17M | 0.38% | 00.0% | Unchanged |
| Royal Bank of Canada | 77,508 | $1.21M | 0.00% | −1,906−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 136,468 | $2.13M | 0.02% | +21,294+18.5% | Added |
| Wells Fargo & Company | 169,117 | $2.64M | 0.00% | +7,995+5.0% | Added |
| Aristides Capital LLC | 243,903 | $3.81M | 1.62% | +243,903 | New |
| Morgan Stanley | 444,009 | $6.94M | 0.00% | −3,293−0.7% | Reduced |
| Advisors Asset Management, Inc. | 634,605 | $9.93M | 0.19% | +62,502+10.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 862,607 | $13.5M | 0.02% | +119,755+16.1% | Added |
| Raymond James & Associates | 897,648 | $14.0M | 0.01% | +4,890+0.5% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −83,344−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −53,600−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −53,600−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −29,818−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |