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, 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
- $68.3M
- +$4.67M (+7.3%) 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 | $121.3M |
| 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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 503 | $8.85K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 593 | $10.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $12.0K | 0.01% | +700 | New |
| CoreCap Advisors, LLC | 1,200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,715 | $30.2K | 0.01% | +1,715 | New |
| Creekmur Asset Management LLC | 2,132 | $37.5K | 0.01% | +2,132 | New |
| GHP Investment Advisors, Inc. | 2,205 | $38.8K | 0.00% | +2,205 | New |
| Aurora Private Wealth, Inc. | 10,129 | $178.0K | 0.14% | +10,129 | New |
| Cetera Investment Advisers | 11,057 | $194.5K | 0.00% | −410−3.6% | Reduced |
| Wetherby Asset Management Inc | 11,792 | $207.4K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,999 | $211.1K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 12,791 | $225.0K | 0.00% | +653+5.4% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $272.6K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,229 | $285.5K | 0.00% | +1,272+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,726 | $312.0K | 0.00% | −1,239−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 20,843 | $367.0K | 0.00% | +20,843 | New |
| Comerica Bank | 21,500 | $378.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,572 | $414.6K | 0.00% | +2,363+11.1% | Added |
| GWM Advisors LLC | 24,933 | $438.6K | 0.00% | −246−1.0% | Reduced |
| XML Financial, LLC | 25,468 | $448.0K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 25,927 | $456.1K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 26,253 | $461.8K | 0.03% | +2,517+10.6% | Added |
| Invesco Ltd. | 27,227 | $478.9K | 0.00% | +1,212+4.7% | Added |
| Ameriprise Financial Inc | 27,489 | $483.5K | 0.00% | +1,583+6.1% | Added |
| NWF Advisory Services Inc. | 28,288 | $497.6K | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 29,836 | $524.8K | 0.00% | +2,288+8.3% | Added |
| Bank of America Corp | 31,584 | $555.6K | 0.00% | −77−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 34,586 | $608.4K | 0.05% | −5,736−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 39,751 | $699.2K | 0.00% | +2,675+7.2% | Added |
| Chapin Davis, Inc. | 49,102 | $863.7K | 0.28% | −1,000−2.0% | Reduced |
| Royal Bank of Canada | 72,697 | $1.28M | 0.00% | −1,436−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 74,400 | $1.31M | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 74,400 | $1.32M | 0.36% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 155,327 | $2.73M | 0.03% | +5,372+3.6% | Added |
| Wells Fargo & Company | 174,854 | $3.08M | 0.00% | +1,871+1.1% | Added |
| Morgan Stanley | 382,618 | $6.73M | 0.00% | −69,139−15.3% | Reduced |
| Advisors Asset Management, Inc. | 515,444 | $9.07M | 0.17% | −81,452−13.6% | Reduced |
| Raymond James & Associates | 890,669 | $15.7M | 0.01% | −11,439−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 988,728 | $17.4M | 0.02% | +72,598+7.9% | Added |
| International Assets Investment Management, LLC | 232,645 | – | – | +219,419+1,659.0% | Added |
| 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 |