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, Q1 2025
Institutional positions in LMP Capital & Income Fund Inc. as of Mar 31, 2025. 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
- 45
- +5 vs. Q4 2024
- Shares held
- 4.16M
- +192.6K (+4.9%) vs. Q4 2024
- Total value
- $66.2M
- −$2.01M (−2.9%) vs. Q4 2024
- New holders
- 8
- 15 more added
- Sold out
- 3
- 12 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,975,006 | $31.5M | 0.01% | +40,570+2.1% | Added |
| Advisors Asset Management, Inc. | 443,098 | $7.06M | 0.13% | −8,852−2.0% | Reduced |
| Morgan Stanley | 378,023 | $6.02M | 0.00% | −9,671−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 178,317 | $2.84M | 0.03% | +2,590+1.5% | Added |
| Wells Fargo & Company | 167,492 | $2.67M | 0.00% | −2,108−1.2% | Reduced |
| Second Line Capital, LLC | 75,600 | $1.21M | 0.31% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 75,600 | $1.20M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 59,282 | $944.4K | 0.00% | +59,282 | New |
| Royal Bank of Canada | 58,089 | $925.0K | 0.00% | −9,147−13.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 56,428 | $839.1K | 0.29% | +19,579+53.1% | Added |
| AlphaStar Capital Management, LLC | 50,031 | $797.0K | 0.08% | +470+0.9% | Added |
| Chapin Davis, Inc. | 47,402 | $755.1K | 0.26% | −1,700−3.5% | Reduced |
| Shaker Financial Services, LLC | 43,788 | $702.8K | 0.27% | +6,175+16.4% | Added |
| Advisor Group Holdings, Inc. | 41,558 | $662.0K | 0.00% | +1,177+2.9% | Added |
| Wolverine Asset Management LLC | 40,371 | $643.1K | 0.01% | +40,371 | New |
| Atomi Financial Group, Inc. | 32,934 | $524.6K | 0.02% | +5,124+18.4% | Added |
| GWM Advisors LLC | 32,340 | $515.2K | 0.00% | +3,856+13.5% | Added |
| Bank of America Corp | 32,282 | $514.3K | 0.00% | +234+0.7% | Added |
| LPL Financial LLC | 30,990 | $493.7K | 0.00% | +3,500+12.7% | Added |
| NWF Advisory Services Inc. | 28,288 | $450.6K | 0.06% | +28,288 | New |
| Envestnet Asset Management Inc | 26,044 | $414.9K | 0.00% | −209−0.8% | Reduced |
| XML Financial, LLC | 25,468 | $405.7K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 25,365 | $404.1K | 0.02% | −562−2.2% | Reduced |
| MGB Wealth Management, LLC | 23,998 | $397.5K | 0.14% | +11,999+100.0% | Added |
| Ameriprise Financial Inc | 23,694 | $377.4K | 0.00% | +702+3.1% | Added |
| Commonwealth Equity Services, LLC | 21,460 | $342.0K | 0.00% | −777−3.5% | Reduced |
| Comerica Bank | 18,500 | $294.7K | 0.00% | −3,000−14.0% | Reduced |
| Private Advisor Group, LLC | 17,740 | $282.6K | 0.00% | +992+5.9% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $246.9K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,100 | $241.0K | 0.00% | −297−1.9% | Reduced |
| Invesco Ltd. | 13,391 | $213.3K | 0.00% | −8,050−37.5% | Reduced |
| International Assets Investment Management, LLC | 13,226 | $210.7K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,967 | $206.6K | 0.00% | +728+5.9% | Added |
| Vista Investment Partners II, LLC | 12,409 | $197.7K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 10,900 | $173.6K | 0.01% | +10,900 | New |
| Aurora Private Wealth, Inc. | 10,509 | $167.0K | 0.13% | +131+1.3% | Added |
| UBS Group AG | 10,322 | $164.4K | 0.00% | −154−1.5% | Reduced |
| MAI Capital Management | 6,000 | $95.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,503 | $37.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,132 | $34.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,045 | $16.6K | 0.00% | +1,045 | New |
| FNY Investment Advisers, LLC | 700 | $11.0K | 0.01% | +700 | New |
| Farther Finance Advisors, LLC | 650 | $10.4K | 0.00% | +650 | New |
| JPMorgan Chase & Co | 119 | $1.90K | 0.00% | +119 | New |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |