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 2024
Institutional positions in LMP Capital & Income Fund Inc. as of Jun 30, 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
- 42
- −1 vs. Q1 2024
- Shares held
- 4.18M
- −911.7K (−17.9%) vs. Q1 2024
- Total value
- $64.8M
- −$14.9M (−18.7%) vs. Q1 2024
- New holders
- 4
- 10 more added
- Sold out
- 5
- 16 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 916,130 | $14.2M | 0.02% | +53,523+6.2% | Added |
| Raymond James & Associates | 902,108 | $14.0M | 0.01% | +4,460+0.5% | Added |
| Advisors Asset Management, Inc. | 596,896 | $9.24M | 0.18% | −37,709−5.9% | Reduced |
| Morgan Stanley | 451,757 | $6.99M | 0.00% | −880,270−66.1% | Reduced |
| Wells Fargo & Company | 172,983 | $2.68M | 0.00% | +3,866+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 149,955 | $2.32M | 0.02% | +13,487+9.9% | Added |
| Aristides Capital LLC | 147,806 | $2.29M | 0.48% | −96,097−39.4% | Reduced |
| Shaker Financial Services, LLC | 92,584 | $1.44M | 0.58% | +92,584 | New |
| Second Line Capital, LLC | 74,400 | $1.16M | 0.35% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 74,400 | $1.15M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 74,133 | $1.15M | 0.00% | −3,375−4.4% | Reduced |
| Chapin Davis, Inc. | 50,102 | $775.6K | 0.27% | −850−1.7% | Reduced |
| AlphaStar Capital Management, LLC | 40,322 | $624.2K | 0.06% | +216+0.5% | Added |
| Advisor Group Holdings, Inc. | 37,076 | $573.9K | 0.00% | −21,184−36.4% | Reduced |
| Bank of America Corp | 31,661 | $490.1K | 0.00% | −792−2.4% | Reduced |
| NWF Advisory Services Inc. | 28,288 | $437.9K | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 27,548 | $426.4K | 0.00% | +1,069+4.0% | Added |
| Invesco Ltd. | 26,015 | $402.7K | 0.00% | +635+2.5% | Added |
| PFG Advisors | 25,927 | $401.4K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,906 | $401.0K | 0.00% | −4,582−15.0% | Reduced |
| XML Financial, LLC | 25,468 | $394.2K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,179 | $389.8K | 0.00% | −5,988−19.2% | Reduced |
| Atomi Financial Group, Inc. | 23,736 | $367.4K | 0.03% | +23,736 | New |
| Comerica Bank | 21,500 | $332.8K | 0.00% | −2,299−9.7% | Reduced |
| Envestnet Asset Management Inc | 21,209 | $328.3K | 0.00% | −2,518−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,965 | $294.0K | 0.00% | +957+5.3% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $244.6K | 0.06% | +15,500 | New |
| Private Advisor Group, LLC | 14,957 | $231.5K | 0.00% | +1,054+7.6% | Added |
| International Assets Investment Management, LLC | 13,226 | $204.7K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 12,138 | $187.9K | 0.00% | +1,730+16.6% | Added |
| MGB Wealth Management, LLC | 11,999 | $186.5K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,792 | $182.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,467 | $177.5K | 0.00% | −820−6.7% | Reduced |
| Cornerstone Advisors, LLC | 2,662 | $41.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $31.0K | 0.00% | −1,209−37.7% | Reduced |
| CoreCap Advisors, LLC | 1,200 | $18.6K | 0.00% | −1,000−45.5% | Reduced |
| WR Wealth Planners, LLC | 800 | $12.4K | 0.00% | −160−16.7% | Reduced |
| Voisard Asset Management Group, Inc. | 593 | $9.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.83K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 469 | $7.26K | 0.00% | +469 | New |
| Blue Bell Private Wealth Management, LLC | 362 | $5.60K | 0.00% | −1,700−82.4% | Reduced |
| Tyler-Stone Wealth Management | 350 | $5.42K | 0.00% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −24,883−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,449−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −13,672−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −10,711−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |