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, Q2 2025
Institutional positions in LMP Capital & Income Fund Inc. as of Jun 30, 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
- 53
- +8 vs. Q1 2025
- Shares held
- 4.74M
- +579.0K (+13.9%) vs. Q1 2025
- Total value
- $73.9M
- +$7.71M (+11.6%) vs. Q1 2025
- New holders
- 11
- 16 more added
- Sold out
- 3
- 15 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | New |
| JPMorgan Chase & Co | 45 | $702 | 0.00% | −74−62.2% | Reduced |
| Farther Finance Advisors, LLC | 650 | $10.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $12.0K | 0.01% | +100+14.3% | Added |
| CoreCap Advisors, LLC | 1,200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,132 | $33.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,503 | $39.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,000 | $93.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,824 | $153.3K | 0.00% | −498−4.8% | Reduced |
| Aurora Private Wealth, Inc. | 10,737 | $167.0K | 0.12% | +228+2.2% | Added |
| MGB Wealth Management, LLC | 11,999 | $187.2K | 0.06% | −11,999−50.0% | Reduced |
| Vista Investment Partners II, LLC | 12,060 | $188.1K | 0.09% | −349−2.8% | Reduced |
| International Assets Investment Management, LLC | 13,226 | $206.3K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,095 | $235.0K | 0.00% | −50.0% | Reduced |
| Ashton Thomas Securities, LLC | 15,500 | $241.8K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,029 | $250.0K | 0.00% | +3,062+23.6% | Added |
| Comerica Bank | 18,500 | $288.6K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,334 | $317.2K | 0.00% | +2,594+14.6% | Added |
| Commonwealth Equity Services, LLC | 21,641 | $338.0K | 0.00% | +181+0.8% | Added |
| Ameriprise Financial Inc | 21,697 | $338.5K | 0.00% | −1,997−8.4% | Reduced |
| Wetherby Asset Management Inc | 22,810 | $355.8K | 0.02% | +22,810 | New |
| Envestnet Asset Management Inc | 23,020 | $359.1K | 0.00% | −3,024−11.6% | Reduced |
| Invesco Ltd. | 25,044 | $390.7K | 0.00% | +11,653+87.0% | Added |
| PFG Advisors | 25,365 | $395.7K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 25,468 | $397.3K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 28,142 | $439.0K | 0.00% | −4,140−12.8% | Reduced |
| NWF Advisory Services Inc. | 28,288 | $441.3K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 29,766 | $464.4K | 0.11% | +29,766 | New |
| LPL Financial LLC | 29,897 | $466.4K | 0.00% | −1,093−3.5% | Reduced |
| Yakira Capital Management, Inc. | 31,218 | $487.0K | 0.18% | +31,218 | New |
| Atomi Financial Group, Inc. | 35,542 | $554.5K | 0.02% | +2,608+7.9% | Added |
| Newbridge Financial Services Group, Inc. | 35,542 | $554.5K | 0.09% | +35,542 | New |
| Balyasny Asset Management LLC | 36,616 | $571.2K | 0.00% | +36,616 | New |
| GWM Advisors LLC | 37,871 | $590.8K | 0.00% | +5,531+17.1% | Added |
| Cornerstone Advisors, LLC | 39,376 | $614.3K | 0.02% | +28,476+261.2% | Added |
| Cable Car Capital LLC | 50,000 | $780.0K | 0.34% | +50,000 | New |
| AlphaStar Capital Management, LLC | 51,582 | $804.7K | 0.06% | +1,551+3.1% | Added |
| Chapin Davis, Inc. | 52,652 | $821.4K | 0.23% | +5,250+11.1% | Added |
| Royal Bank of Canada | 54,426 | $849.0K | 0.00% | −3,663−6.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 56,383 | $858.1K | 0.24% | −45−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 55,202 | $861.2K | 0.00% | +13,644+32.8% | Added |
| Boothbay Fund Management, LLC | 57,594 | $898.5K | 0.03% | +57,594 | New |
| Alpine Global Management, LLC | 57,594 | $898.5K | 0.20% | +57,594 | New |
| Aptus Capital Advisors, LLC | 71,600 | $1.12M | 0.01% | −4,000−5.3% | Reduced |
| Second Line Capital, LLC | 71,600 | $1.13M | 0.26% | −4,000−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 89,138 | $1.42M | 0.00% | +29,856+50.4% | Added |
| Sit Investment Associates Inc | 123,942 | $1.93M | 0.04% | +123,942 | New |
| Polar Asset Management Partners Inc. | 160,400 | $2.50M | 0.06% | +160,400 | New |
| Steward Partners Investment Advisory, LLC | 175,974 | $2.75M | 0.02% | −2,343−1.3% | Reduced |
| Wells Fargo & Company | 178,802 | $2.79M | 0.00% | +11,310+6.8% | Added |
| Advisors Asset Management, Inc. | 353,804 | $5.52M | 0.10% | −89,294−20.2% | Reduced |
| Morgan Stanley | 391,264 | $6.10M | 0.00% | +13,241+3.5% | Added |
| Raymond James Financial Inc | 2,030,951 | $31.7M | 0.01% | +55,945+2.8% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −43,788−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −40,371−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |