HolderBook

LMP CAP & INCOME FD INC (SCD)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

53
Reporting holders
$73.2M
Reported value
0.0%
Held as options
+5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
RAYMOND JAMES FINANCIAL INC$19.6M1,250,7590.01%7q-29.2%-$8.1M
Z3 Capital Partners, LLC$6.7M425,7051.40%3q+1.3%+$84.0K
MORGAN STANLEY$6.4M411,7850.00%35q-4.9%-$331.1K
Shaker Financial Services, LLC$5.2M333,4141.63%newNEW
WELLS FARGO & COMPANY/MN$5.1M327,3700.00%31q-45.6%-$4.3M
Allspring Global Investments Holdings, LLC$3.7M234,3880.01%3q+251.4%+$2.6M
Steward Partners Investment Advisory, LLC$2.7M169,8350.01%17q-32.3%-$1.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M169,5370.00%6q+16.5%+$372.8K
Advisors Asset Management, Inc.$2.3M148,9940.04%34q+19.5%+$380.6K
WOLVERINE ASSET MANAGEMENT LLC$2.2M142,7550.02%4q+71.8%+$933.6K
OSAIC HOLDINGS, INC.$1.8M111,9800.00%26q+39.2%+$493.6K
ROYAL BANK OF CANADA$1.3M83,8180.00%31q+3.9%+$48.9K
Yakira Capital Management, Inc.$1.1M73,2850.33%5qHELD
LPL Financial LLC$942.7K60,2350.00%30q-26.5%-$340.0K
CHAPIN DAVIS, INC.$820.3K52,4160.14%15q+0.8%+$6.3K
Wealth Care LLC$779.6K49,8130.63%2q+1.1%+$8.1K
NewEdge Advisors, LLC$749.8K47,9110.00%19q+3.8%+$27.1K
Calamos Advisors LLC$694.3K44,3620.00%3q+7.1%+$46.3K
AMERIPRISE FINANCIAL INC$594.2K37,9660.00%28q-43.8%-$462.2K
READYSTATE ASSET MANAGEMENT LP$593.8K37,9400.02%3q+279.4%+$437.3K
Logan Stone Capital, LLC$502.2K32,0890.11%newNEW
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$499.5K31,9140.03%4q-40.9%-$346.1K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$486.2K31,1260.03%15q+1.6%+$7.8K
AlphaStar Capital Management, LLC$472.7K30,2030.03%22q+2.2%+$10.0K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$421.7K26,9470.05%3q+352.0%+$328.4K
MGO ONE SEVEN LLC$412.6K26,3640.01%newNEW
NWF Advisory Services Inc.$405.1K25,8880.04%6qHELD
BANK OF AMERICA CORP /DE/$398.1K25,4380.00%31q-2.3%-$9.2K
Abel Hall, LLC$391.2K25,0000.07%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$357.8K22,8650.01%newNEW
Private Advisor Group, LLC$327.7K20,9370.00%10q+4.2%+$13.1K
XML Financial, LLC$321.2K20,5230.02%27qHELD
COMMONWEALTH EQUITY SERVICES, LLC$314.3K20,0810.00%8q-18.3%-$70.5K
FIFTH THIRD BANCORP$289.5K18,5000.00%2qHELD
ECLECTIC ASSOCIATES INC /ADV$252.4K16,1250.03%2qHELD
TRUIST FINANCIAL CORP$225.1K14,3850.00%4q+2.5%+$5.5K
World Investment Advisors$222.3K14,7270.00%3qHELD
Harbour Wealth Management Group, Inc.$210.8K13,4670.14%3q+1.9%+$4.0K
LEVEL FOUR ADVISORY SERVICES, LLC$199.8K12,7640.01%2q+4.7%+$9.0K
First National Trust Co$181.2K11,5810.01%newNEW
UBS Group AG$157.5K10,0620.00%31q+1.0%+$1.5K
MERCER GLOBAL ADVISORS INC /ADV$146.4K9,3540.00%newNEW
SIT INVESTMENT ASSOCIATES INC$41.3K2,635,9880.78%5q-5.2%-$2.3K
Rockefeller Capital Management L.P.$31.3K2,0000.00%newNEW
CoreCap Advisors, LLC$18.8K1,2000.00%10qHELD
JONES FINANCIAL COMPANIES LLLP$15.5K1,0000.00%newNEW
IFP Advisors, Inc$15.2K9730.00%newNEW
Geneos Wealth Management Inc.$12.5K8000.00%3qHELD
Farther Finance Advisors, LLC$10.2K6500.00%6qHELD
Penserra Capital Management LLC$6.3K400,6690.05%2q+4.0%
Institute for Wealth Management, LLC.$3.9K2500.00%newNEW
HIGHLINE WEALTH PARTNERS LLC$3.9K2500.00%4qHELD
EverSource Wealth Advisors, LLC$1.7K1110.00%newNEW
JPMORGAN CHASE & CO$707450.00%6qHELD
Cambridge Investment Research Advisors, Inc.$62639,9600.00%19q+100.2%
Janney Montgomery Scott LLC$19612,5190.00%newNEW
Aurora Private Wealth, Inc.$18511,8180.12%7q+4.5%
FNY Investment Advisers, LLC$32000.00%6qHELD
Strategic Wealth Partners, Ltd.$200.00%5qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202653$73.2M4,681,887122090.0%
Q1 202648$74.5M4,986,716413150.0%
Q4 202557$80.1M5,401,9911021140.0%
Q3 202552$79.1M5,081,4561019110.0%
Q2 202548$72.1M4,618,267915120.0%
Q1 202541$65.4M4,109,303714100.0%
Q4 202438$75.3M4,380,11151380.0%
Q3 202435$76.5M4,346,97131180.0%
Q2 202441$73.7M4,759,16139150.0%
Q1 202441$79.4M5,074,204610140.0%
Q4 202343$64.5M4,602,730513120.0%
Q3 202335$52.6M4,207,328213130.0%
Q2 202338$55.2M4,307,084315110.0%
Q1 202342$55.3M4,524,408713120.0%
Q4 202235$53.5M4,450,77061390.0%
Q3 202236$51.3M4,551,891210160.0%
Q2 202238$54.2M4,403,365312120.0%
Q1 202240$67.8M4,637,33151490.0%
Q4 202143$69.9M4,600,552912100.0%
Q3 202137$61.2M4,448,37611660.0%
Q2 202143$62.8M4,353,237812100.0%
Q1 202137$58.2M4,580,91668120.0%
Q4 202041$55.1M4,726,234713120.0%
Q3 202037$43.2M4,229,682412140.0%
Q2 202035$41.9M4,185,798211170.0%
Q1 202037$33.1M4,140,71881180.0%
Q4 201933$68.2M4,372,22631190.0%
Q3 201936$62.9M4,460,62551370.0%
Q2 201933$57.2M4,216,78541390.0%
Q1 201940$60.7M4,705,782610110.0%
Q4 201841$56.2M5,255,4141110.0%