LMP Capital and Income FundXSCDX
13F holders, Q4 2024 (December 31)41holders +1
5new positions
4sold out
$17.20avg. 13F price*
At the end of Q4 2024, 41 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($33.3M), Advisors Asset Management, Inc. ($7.8M) and Morgan Stanley ($6.7M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 4 | $559K |
All 13F filers, Q3 2024 → Q4 2024: 137,842 shares bought and 123,268 shares sold, net +14,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Raymond James Financial Inc. | 0.01% | — | 1,934,436 | $33.3M |
| Advisors Asset Management, Inc. | 0.14% | Reduce -12.3% | 451,950 | $7.8M |
| Morgan Stanley | 0.00% | Add +1.3% | 387,694 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +13.1% | 175,727 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 169,600 | $2.9M |
| Second Line Capital, LLC | 0.35% | Add +1.6% | 75,600 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.6% | 75,600 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 67,236 | $1.2M |
| Chapin Davis, Inc. | 0.28% | No change | 49,102 | $864K |
| AlphaStar Capital Management, LLC | 0.09% | Add +43.3% | 49,561 | $852K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 40,381 | $695K |
| Shaker Financial Services, LLC | 0.25% | New | 37,613 | $647K |
| Astoria Portfolio Advisors LLC. | 0.22% | New | 36,849 | $622K |
| Bank of America Corp. | 0.00% | Add +1.5% | 32,048 | $551K |
| NewEdge Advisors, LLC | 0.00% | Add +14.2% | 28,484 | $490K |
| Compound Planning, Inc. | 0.02% | Add +5.9% | 27,810 | $478K |
| LPL Financial LLC | 0.00% | Reduce -7.9% | 27,490 | $473K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 26,253 | $452K |
| PFG Advisors | 0.03% | No change | 25,927 | $446K |
| XML Financial, LLC | 0.04% | No change | 25,468 | $438K |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.4% | 22,992 | $395K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 22,237 | $382K |
| Comerica Bank | 0.00% | No change | 21,500 | $370K |
| Invesco Ltd. | 0.00% | Reduce -21.3% | 21,441 | $369K |
| Private Advisor Group, LLC | 0.00% | Add +3.2% | 16,748 | $288K |
| Ashton Thomas Securities, LLC | 0.07% | No change | 15,500 | $267K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.1% | 15,397 | $265K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,226 | $226K |
| Vista Investment Partners Ii, LLC | 0.13% | — | 12,409 | $213K |
| Cetera Investment Advisers | 0.00% | Add +10.7% | 12,239 | $211K |
| MGB Wealth Management, LLC | 0.06% | No change | 11,999 | $206K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 11,792 | $203K |
| UBS Group AG | 0.00% | Reduce -18.1% | 10,476 | $180K |
| Aurora Private Wealth, Inc. | 0.13% | Add +2.5% | 10,378 | $179K |
| MAI Capital Management | 0.00% | New | 6,000 | $103K |
| Allworth Financial LP | 0.00% | Add +397.6% | 2,503 | $44K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,132 | $37K |
| Tucker Asset Management LLC | 0.01% | No change | 1,715 | $29K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | New | 300 | $5K |
| FMR LLC | 0.00% | New | 2 | $34 |
"% 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.