LMP Capital and Income FundXSCDX
13F holders, Q1 2024 (March 31)43holders
$15.64avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings. The largest holders were Raymond James & Associates ($14.0M), Raymond James Financial Services Advisors, Inc. ($13.5M) and Advisors Asset Management, Inc. ($9.9M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.5M |
| Exits | 8 | $4.4M |
Ownership 43 holders
| Raymond James & Associates | 0.01% | Add +0.6% | 897,648 | $14.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +16.1% | 862,607 | $13.5M |
| Advisors Asset Management, Inc. | 0.19% | Add +10.9% | 634,605 | $9.9M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 444,009 | $6.9M |
| Aristides Capital LLC | 1.63% | New | 243,903 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +5.0% | 169,117 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +18.5% | 136,468 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 77,508 | $1.2M |
| Second Line Capital, LLC | 0.38% | No change | 74,400 | $1.2M |
| Aptus Capital Advisors, LLC | 0.03% | No change | 74,400 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +3.4% | 58,260 | $911K |
| Chapin Davis, Inc. | 0.29% | Add +6.0% | 50,952 | $797K |
| AlphaStar Capital Management, LLC | 0.06% | No change | 40,106 | $627K |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 32,453 | $508K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.4% | 31,167 | $487K |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 30,488 | $486K |
| NWF Advisory Services Inc. | 0.07% | No change | 28,288 | $442K |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 26,479 | $414K |
| PFG Advisors | 0.03% | Reduce -1.7% | 25,927 | $405K |
| XML Financial, LLC | 0.04% | No change | 25,468 | $398K |
| Invesco Ltd. | 0.00% | Reduce -32.4% | 25,380 | $397K |
| Stonebrook Private Inc. | 0.11% | Reduce -6.7% | 24,883 | $389K |
| Comerica Bank | 0.00% | Reduce -14.4% | 23,799 | $372K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 23,727 | $371K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 18,008 | $282K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -4.7% | 14,449 | $226K |
| Private Advisor Group, LLC | 0.00% | New | 13,903 | $217K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.5% | 13,672 | $214K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,226 | $204K |
| Cetera Investment Advisers | 0.00% | New | 12,287 | $192K |
| MGB Wealth Management, LLC | 0.08% | No change | 11,999 | $188K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 11,792 | $184K |
| 1607 Capital Partners, LLC | 0.01% | Reduce -49.0% | 10,711 | $168K |
| UBS Group AG | 0.00% | Reduce -55.7% | 10,408 | $163K |
| Spire Wealth Management | 0.00% | Add +0.1% | 3,209 | $50K |
| Cornerstone Advisors, LLC | 0.00% | Reduce -98.5% | 2,662 | $42K |
| CoreCap Advisors, LLC | 0.00% | New | 2,200 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -80.0% | 2,062 | $32K |
| WR Wealth Planners, LLC | 0.00% | New | 960 | $15K |
| FNY Investment Advisers, LLC | 0.01% | New | 700 | $10K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 593 | $9K |
| Allworth Financial LP | 0.00% | No change | 503 | $8K |
| Tyler-Stone Wealth Management | 0.00% | No change | 350 | $5K |
"% of holder's portfolio" is XSCDX's weight in each manager's 13F, not the share of LMP Capital and Income Fund the manager owns.