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, Q3 2024
Institutional positions in LMP Capital & Income Fund Inc. as of Sep 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
- 40
- −2 vs. Q2 2024
- Shares held
- 4.11M
- +6.24K (+0.2%) vs. Q2 2024
- Total value
- $81.5M
- +$17.9M (+28.1%) vs. Q2 2024
- New holders
- 6
- 12 more added
- Sold out
- 8
- 10 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 988,728 | $17.4M | 0.02% | +72,598+7.9% | Added |
| Raymond James & Associates | 890,669 | $15.7M | 0.01% | −11,439−1.3% | Reduced |
| International Assets Investment Management, LLC | 232,645 | $13.2M | 0.04% | +219,419+1,659.0% | Added |
| Advisors Asset Management, Inc. | 515,444 | $9.07M | 0.17% | −81,452−13.6% | Reduced |
| Morgan Stanley | 382,618 | $6.73M | 0.00% | −69,139−15.3% | Reduced |
| Wells Fargo & Company | 174,854 | $3.08M | 0.00% | +1,871+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 155,327 | $2.73M | 0.03% | +5,372+3.6% | Added |
| Second Line Capital, LLC | 74,400 | $1.32M | 0.36% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 74,400 | $1.31M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 72,697 | $1.28M | 0.00% | −1,436−1.9% | Reduced |
| Chapin Davis, Inc. | 49,102 | $863.7K | 0.28% | −1,000−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 39,751 | $699.2K | 0.00% | +2,675+7.2% | Added |
| AlphaStar Capital Management, LLC | 34,586 | $608.4K | 0.05% | −5,736−14.2% | Reduced |
| Bank of America Corp | 31,584 | $555.6K | 0.00% | −77−0.2% | Reduced |
| LPL Financial LLC | 29,836 | $524.8K | 0.00% | +2,288+8.3% | Added |
| NWF Advisory Services Inc. | 28,288 | $497.6K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,489 | $483.5K | 0.00% | +1,583+6.1% | Added |
| Invesco Ltd. | 27,227 | $478.9K | 0.00% | +1,212+4.7% | Added |
| Atomi Financial Group, Inc. | 26,253 | $461.8K | 0.03% | +2,517+10.6% | Added |
| PFG Advisors | 25,927 | $456.1K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 25,468 | $448.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,933 | $438.6K | 0.00% | −246−1.0% | Reduced |
| Envestnet Asset Management Inc | 23,572 | $414.6K | 0.00% | +2,363+11.1% | Added |
| Comerica Bank | 21,500 | $378.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,843 | $367.0K | 0.00% | +20,843 | New |
| Cambridge Investment Research Advisors, Inc. | 17,726 | $312.0K | 0.00% | −1,239−6.5% | Reduced |
| Private Advisor Group, LLC | 16,229 | $285.5K | 0.00% | +1,272+8.5% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $272.6K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 12,791 | $225.0K | 0.00% | +653+5.4% | Added |
| MGB Wealth Management, LLC | 11,999 | $211.1K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,792 | $207.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,057 | $194.5K | 0.00% | −410−3.6% | Reduced |
| Aurora Private Wealth, Inc. | 10,129 | $178.0K | 0.14% | +10,129 | New |
| GHP Investment Advisors, Inc. | 2,205 | $38.8K | 0.00% | +2,205 | New |
| Creekmur Asset Management LLC | 2,132 | $37.5K | 0.01% | +2,132 | New |
| Tucker Asset Management LLC | 1,715 | $30.2K | 0.01% | +1,715 | New |
| CoreCap Advisors, LLC | 1,200 | $21.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $12.0K | 0.01% | +700 | New |
| Voisard Asset Management Group, Inc. | 593 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $8.85K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −92,584−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −73,903−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −350−100.0% | Sold out |