LMP Capital and Income FundXSCDX
13F holders, Q2 2024 (June 30)42holders −1
3new positions
5sold out
$15.48avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, down 1 from Q1 2024. 3 opened new positions and 5 sold out. The largest holders were Raymond James Financial Services Advisors, Inc. ($14.2M), Raymond James & Associates ($14.0M) and Advisors Asset Management, Inc. ($9.2M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.8M |
| Exits | 5 | $1.0M |
All 13F filers, Q1 2024 → Q2 2024: 205,534 shares bought and 318,601 shares sold, net −113,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.2% | 916,130 | $14.2M |
| Raymond James & Associates | 0.01% | Add +0.5% | 902,108 | $14.0M |
| Advisors Asset Management, Inc. | 0.18% | Reduce -5.9% | 596,896 | $9.2M |
| Morgan Stanley | 0.00% | Add +1.8% | 451,757 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 172,983 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.9% | 149,955 | $2.3M |
| Shaker Financial Services, LLC | 0.58% | New | 92,584 | $1.4M |
| Second Line Capital, LLC | 0.35% | No change | 74,400 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 74,400 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 74,133 | $1.1M |
| Aristides Capital LLC | 0.48% | Reduce -69.7% | 73,903 | $1.1M |
| Chapin Davis, Inc. | 0.27% | Reduce -1.7% | 50,102 | $776K |
| AlphaStar Capital Management, LLC | 0.06% | Add +0.5% | 40,322 | $624K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.4% | 37,076 | $574K |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 31,661 | $490K |
| NWF Advisory Services Inc. | 0.07% | No change | 28,288 | $438K |
| LPL Financial LLC | 0.00% | Add +4.0% | 27,548 | $426K |
| Invesco Ltd. | 0.00% | Add +2.5% | 26,015 | $403K |
| PFG Advisors | 0.03% | No change | 25,927 | $401K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.0% | 25,906 | $401K |
| XML Financial, LLC | 0.04% | No change | 25,468 | $394K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.2% | 25,179 | $390K |
| Compound Planning, Inc. | 0.03% | New | 23,736 | $367K |
| Comerica Bank | 0.00% | Reduce -9.7% | 21,500 | $333K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 21,209 | $328K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 18,965 | $294K |
| Ashton Thomas Securities, LLC | 0.06% | — | 15,500 | $245K |
| Private Advisor Group, LLC | 0.00% | Add +7.6% | 14,957 | $232K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,226 | $205K |
| UBS Group AG | 0.00% | Add +16.6% | 12,138 | $188K |
| MGB Wealth Management, LLC | 0.07% | No change | 11,999 | $186K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 11,792 | $183K |
| Cetera Investment Advisers | 0.00% | Reduce -6.7% | 11,467 | $178K |
| Cornerstone Advisors, LLC | 0.00% | No change | 2,662 | $41K |
| Spire Wealth Management | 0.00% | Reduce -37.7% | 2,000 | $31K |
| CoreCap Advisors, LLC | 0.00% | Reduce -45.5% | 1,200 | $19K |
| WR Wealth Planners, LLC | 0.00% | Reduce -16.7% | 800 | $12K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 593 | $9K |
| Allworth Financial LP | 0.00% | No change | 503 | $8K |
| Investors Research Corp | 0.00% | New | 469 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -82.4% | 362 | $6K |
| 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.