LMP Capital and Income FundXSCDX
13F holders, Q1 2025 (March 31)45holders +4
8new positions
3sold out
$15.92avg. 13F price*
At the end of Q1 2025, 45 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, up 4 from Q4 2024. 8 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($31.5M), Advisors Asset Management, Inc. ($7.1M) and Morgan Stanley ($6.0M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.3M |
| Exits | 3 | $35K |
All 13F filers, Q4 2024 → Q1 2025: 239,182 shares bought and 46,544 shares sold, net +192,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Raymond James Financial Inc. | 0.01% | Add +2.1% | 1,975,006 | $31.5M |
| Advisors Asset Management, Inc. | 0.13% | Reduce -2.0% | 443,098 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 378,023 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.5% | 178,317 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 167,492 | $2.7M |
| Second Line Capital, LLC | 0.31% | No change | 75,600 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 75,600 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 59,282 | $944K |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 58,089 | $925K |
| Astoria Portfolio Advisors LLC. | 0.29% | Add +53.1% | 56,428 | $839K |
| AlphaStar Capital Management, LLC | 0.08% | Add +0.9% | 50,031 | $797K |
| Chapin Davis, Inc. | 0.26% | Reduce -3.5% | 47,402 | $755K |
| Shaker Financial Services, LLC | 0.27% | Add +16.4% | 43,788 | $703K |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 41,558 | $662K |
| Wolverine Asset Management LLC | 0.05% | New | 40,371 | $643K |
| Compound Planning, Inc. | 0.02% | Add +18.4% | 32,934 | $525K |
| NewEdge Advisors, LLC | 0.00% | Add +13.5% | 32,340 | $515K |
| Bank of America Corp. | 0.00% | Add +0.7% | 32,282 | $514K |
| LPL Financial LLC | 0.00% | Add +12.7% | 30,990 | $494K |
| NWF Advisory Services Inc. | 0.06% | New | 28,288 | $451K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 26,044 | $415K |
| XML Financial, LLC | 0.04% | No change | 25,468 | $406K |
| PFG Advisors | 0.02% | Reduce -2.2% | 25,365 | $404K |
| MGB Wealth Management, LLC | 0.14% | Add +100.0% | 23,998 | $398K |
| Ameriprise Financial Inc. | 0.00% | Add +3.0% | 23,694 | $377K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 21,460 | $342K |
| Comerica Bank | 0.00% | Reduce -13.9% | 18,500 | $295K |
| Private Advisor Group, LLC | 0.00% | Add +5.9% | 17,740 | $283K |
| Ashton Thomas Securities, LLC | 0.07% | No change | 15,500 | $247K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 15,100 | $241K |
| Invesco Ltd. | 0.00% | Reduce -37.5% | 13,391 | $213K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,226 | $211K |
| Cetera Investment Advisers | 0.00% | Add +6.0% | 12,967 | $207K |
| Vista Investment Partners Ii, LLC | 0.11% | No change | 12,409 | $198K |
| Cornerstone Advisors, LLC | 0.01% | New | 10,900 | $174K |
| Aurora Private Wealth, Inc. | 0.13% | Add +1.3% | 10,509 | $167K |
| UBS Group AG | 0.00% | Reduce -1.5% | 10,322 | $164K |
| MAI Capital Management | 0.00% | No change | 6,000 | $96K |
| Allworth Financial LP | 0.00% | No change | 2,503 | $38K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,132 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $19K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,045 | $17K |
| FNY Investment Advisers, LLC | 0.01% | New | 700 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 650 | $10K |
| JPMorgan Chase & Co. | 0.00% | New | 119 | $2K |
"% 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.