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 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
- 4.11M
- −97.6K (−2.3%) vs. Q1 2024
- Total value
- $63.6M
- −$2.18M (−3.3%) vs. Q1 2024
- New holders
- 4
- 11 more added
- Sold out
- 5
- 15 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 | $121.3M |
| 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 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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 350 | $5.42K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 362 | $5.60K | 0.00% | −1,700−82.4% | Reduced |
| Investors Research Corp | 469 | $7.26K | 0.00% | +469 | New |
| Allworth Financial LP | 503 | $7.83K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 593 | $9.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 800 | $12.4K | 0.00% | −160−16.7% | Reduced |
| CoreCap Advisors, LLC | 1,200 | $18.6K | 0.00% | −1,000−45.5% | Reduced |
| Spire Wealth Management | 2,000 | $31.0K | 0.00% | −1,209−37.7% | Reduced |
| Cornerstone Advisors, LLC | 2,662 | $41.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,467 | $177.5K | 0.00% | −820−6.7% | Reduced |
| Wetherby Asset Management Inc | 11,792 | $182.5K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,999 | $186.5K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 12,138 | $187.9K | 0.00% | +1,730+16.6% | Added |
| International Assets Investment Management, LLC | 13,226 | $204.7K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,957 | $231.5K | 0.00% | +1,054+7.6% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $244.6K | 0.06% | +15,500 | New |
| Cambridge Investment Research Advisors, Inc. | 18,965 | $294.0K | 0.00% | +957+5.3% | Added |
| Envestnet Asset Management Inc | 21,209 | $328.3K | 0.00% | −2,518−10.6% | Reduced |
| Comerica Bank | 21,500 | $332.8K | 0.00% | −2,299−9.7% | Reduced |
| Atomi Financial Group, Inc. | 23,736 | $367.4K | 0.03% | +23,736 | New |
| GWM Advisors LLC | 25,179 | $389.8K | 0.00% | −5,988−19.2% | Reduced |
| XML Financial, LLC | 25,468 | $394.2K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,906 | $401.0K | 0.00% | −4,582−15.0% | Reduced |
| PFG Advisors | 25,927 | $401.4K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 26,015 | $402.7K | 0.00% | +635+2.5% | Added |
| LPL Financial LLC | 27,548 | $426.4K | 0.00% | +1,069+4.0% | Added |
| NWF Advisory Services Inc. | 28,288 | $437.9K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 31,661 | $490.1K | 0.00% | −792−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 37,076 | $573.9K | 0.00% | −21,184−36.4% | Reduced |
| AlphaStar Capital Management, LLC | 40,322 | $624.2K | 0.06% | +216+0.5% | Added |
| Chapin Davis, Inc. | 50,102 | $775.6K | 0.27% | −850−1.7% | Reduced |
| Aristides Capital LLC | 73,903 | $1.14M | 0.48% | −170,000−69.7% | Reduced |
| Royal Bank of Canada | 74,133 | $1.15M | 0.00% | −3,375−4.4% | Reduced |
| Aptus Capital Advisors, LLC | 74,400 | $1.15M | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 74,400 | $1.16M | 0.35% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 92,584 | $1.44M | 0.58% | +92,584 | New |
| Steward Partners Investment Advisory, LLC | 149,955 | $2.32M | 0.02% | +13,487+9.9% | Added |
| Wells Fargo & Company | 172,983 | $2.68M | 0.00% | +3,866+2.3% | Added |
| Morgan Stanley | 451,757 | $6.99M | 0.00% | +7,748+1.7% | Added |
| Advisors Asset Management, Inc. | 596,896 | $9.24M | 0.18% | −37,709−5.9% | Reduced |
| Raymond James & Associates | 902,108 | $14.0M | 0.01% | +4,460+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 916,130 | $14.2M | 0.02% | +53,523+6.2% | Added |
| 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 |