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, Q4 2024
Institutional positions in LMP Capital & Income Fund Inc. as of Dec 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
- 41
- +3 vs. Q3 2024
- Shares held
- 3.98M
- +1.74M (+77.9%) vs. Q3 2024
- Total value
- $68.4M
- +$20.0M (+41.2%) vs. Q3 2024
- New holders
- 7
- 15 more added
- Sold out
- 4
- 9 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,934,436 | $33.3M | 0.01% | +1,934,436 | New |
| Advisors Asset Management, Inc. | 451,950 | $7.77M | 0.14% | −63,494−12.3% | Reduced |
| Morgan Stanley | 387,694 | $6.67M | 0.00% | +5,076+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 175,727 | $3.02M | 0.03% | +20,400+13.1% | Added |
| Wells Fargo & Company | 169,600 | $2.92M | 0.00% | −5,254−3.0% | Reduced |
| Second Line Capital, LLC | 75,600 | $1.30M | 0.35% | +1,200+1.6% | Added |
| Aptus Capital Advisors, LLC | 75,600 | $1.30M | 0.02% | +1,200+1.6% | Added |
| Royal Bank of Canada | 67,236 | $1.16M | 0.00% | −5,461−7.5% | Reduced |
| Chapin Davis, Inc. | 49,102 | $863.7K | 0.28% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 49,561 | $852.4K | 0.09% | +14,975+43.3% | Added |
| Advisor Group Holdings, Inc. | 40,381 | $694.5K | 0.00% | +630+1.6% | Added |
| Shaker Financial Services, LLC | 37,613 | $646.9K | 0.25% | +37,613 | New |
| Astoria Portfolio Advisors LLC. | 36,849 | $622.0K | 0.22% | +36,849 | New |
| Bank of America Corp | 32,048 | $551.2K | 0.00% | +464+1.5% | Added |
| GWM Advisors LLC | 28,484 | $489.9K | 0.00% | +3,551+14.2% | Added |
| Atomi Financial Group, Inc. | 27,810 | $478.3K | 0.02% | +1,557+5.9% | Added |
| LPL Financial LLC | 27,490 | $472.8K | 0.00% | −2,346−7.9% | Reduced |
| Envestnet Asset Management Inc | 26,253 | $451.5K | 0.00% | +2,681+11.4% | Added |
| PFG Advisors | 25,927 | $445.9K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 25,468 | $438.1K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 22,992 | $395.5K | 0.00% | −4,497−16.4% | Reduced |
| Commonwealth Equity Services, LLC | 22,237 | $382.0K | 0.00% | +1,394+6.7% | Added |
| Comerica Bank | 21,500 | $369.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 21,441 | $368.8K | 0.00% | −5,786−21.3% | Reduced |
| Private Advisor Group, LLC | 16,748 | $288.1K | 0.00% | +519+3.2% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $266.6K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,397 | $265.0K | 0.00% | −2,329−13.1% | Reduced |
| International Assets Investment Management, LLC | 13,226 | $225.6K | 0.02% | −219,419−94.3% | Reduced |
| Vista Investment Partners II, LLC | 12,409 | $213.4K | 0.13% | +12,409 | New |
| Cetera Investment Advisers | 12,239 | $210.5K | 0.00% | +1,182+10.7% | Added |
| MGB Wealth Management, LLC | 11,999 | $206.4K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,792 | $202.8K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 10,476 | $180.2K | 0.00% | −2,315−18.1% | Reduced |
| Aurora Private Wealth, Inc. | 10,378 | $179.0K | 0.13% | +249+2.5% | Added |
| MAI Capital Management | 6,000 | $103.2K | 0.00% | +6,000 | New |
| Allworth Financial LP | 2,503 | $43.8K | 0.00% | +2,000+397.6% | Added |
| Creekmur Asset Management LLC | 2,132 | $36.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,715 | $29.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $20.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $5.03K | 0.00% | +300 | New |
| FMR LLC | 2 | $34 | 0.00% | +2 | New |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −28,288−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |