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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 119 | $1.90K | 0.00% | +119 | New |
| Farther Finance Advisors, LLC | 650 | $10.4K | 0.00% | +650 | New |
| FNY Investment Advisers, LLC | 700 | $11.0K | 0.01% | +700 | New |
| Coldstream Capital Management Inc | 1,045 | $16.6K | 0.00% | +1,045 | New |
| CoreCap Advisors, LLC | 1,200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,132 | $34.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,503 | $37.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,000 | $95.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,322 | $164.4K | 0.00% | −154−1.5% | Reduced |
| Aurora Private Wealth, Inc. | 10,509 | $167.0K | 0.13% | +131+1.3% | Added |
| Cornerstone Advisors, LLC | 10,900 | $173.6K | 0.01% | +10,900 | New |
| Vista Investment Partners II, LLC | 12,409 | $197.7K | 0.11% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,967 | $206.6K | 0.00% | +728+5.9% | Added |
| International Assets Investment Management, LLC | 13,226 | $210.7K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 13,391 | $213.3K | 0.00% | −8,050−37.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,100 | $241.0K | 0.00% | −297−1.9% | Reduced |
| Ashton Thomas Securities, LLC | 15,500 | $246.9K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,740 | $282.6K | 0.00% | +992+5.9% | Added |
| Comerica Bank | 18,500 | $294.7K | 0.00% | −3,000−14.0% | Reduced |
| Commonwealth Equity Services, LLC | 21,460 | $342.0K | 0.00% | −777−3.5% | Reduced |
| Ameriprise Financial Inc | 23,694 | $377.4K | 0.00% | +702+3.1% | Added |
| MGB Wealth Management, LLC | 23,998 | $397.5K | 0.14% | +11,999+100.0% | Added |
| PFG Advisors | 25,365 | $404.1K | 0.02% | −562−2.2% | Reduced |
| XML Financial, LLC | 25,468 | $405.7K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,044 | $414.9K | 0.00% | −209−0.8% | Reduced |
| NWF Advisory Services Inc. | 28,288 | $450.6K | 0.06% | +28,288 | New |
| LPL Financial LLC | 30,990 | $493.7K | 0.00% | +3,500+12.7% | Added |
| Bank of America Corp | 32,282 | $514.3K | 0.00% | +234+0.7% | Added |
| GWM Advisors LLC | 32,340 | $515.2K | 0.00% | +3,856+13.5% | Added |
| Atomi Financial Group, Inc. | 32,934 | $524.6K | 0.02% | +5,124+18.4% | Added |
| Wolverine Asset Management LLC | 40,371 | $643.1K | 0.01% | +40,371 | New |
| Advisor Group Holdings, Inc. | 41,558 | $662.0K | 0.00% | +1,177+2.9% | Added |
| Shaker Financial Services, LLC | 43,788 | $702.8K | 0.27% | +6,175+16.4% | Added |
| Chapin Davis, Inc. | 47,402 | $755.1K | 0.26% | −1,700−3.5% | Reduced |
| AlphaStar Capital Management, LLC | 50,031 | $797.0K | 0.08% | +470+0.9% | Added |
| Astoria Portfolio Advisors LLC. | 56,428 | $839.1K | 0.29% | +19,579+53.1% | Added |
| Royal Bank of Canada | 58,089 | $925.0K | 0.00% | −9,147−13.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,282 | $944.4K | 0.00% | +59,282 | New |
| Aptus Capital Advisors, LLC | 75,600 | $1.20M | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 75,600 | $1.21M | 0.31% | 00.0% | Unchanged |
| Wells Fargo & Company | 167,492 | $2.67M | 0.00% | −2,108−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 178,317 | $2.84M | 0.03% | +2,590+1.5% | Added |
| Morgan Stanley | 378,023 | $6.02M | 0.00% | −9,671−2.5% | Reduced |
| Advisors Asset Management, Inc. | 443,098 | $7.06M | 0.13% | −8,852−2.0% | Reduced |
| Raymond James Financial Inc | 1,975,006 | $31.5M | 0.01% | +40,570+2.1% | Added |
| 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 |