LMP Capital and Income FundXSCDX
13F holders, Q2 2025 (June 30)52holders +7
9new positions
3sold out
$15.60avg. 13F price*
At the end of Q2 2025, 52 institutions reported holding LMP Capital and Income Fund (XSCDX) in their 13F filings, up 7 from Q1 2025. 9 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($31.7M), Morgan Stanley ($6.1M) and Advisors Asset Management, Inc. ($5.5M).
- Company
- LMP Capital and Income Fund
- CUSIP
- 50208A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.1M |
| Exits | 3 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 767,902 shares bought and 211,728 shares sold, net +556,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Raymond James Financial Inc. | 0.01% | Add +2.8% | 2,030,951 | $31.7M |
| Morgan Stanley | 0.00% | Add +3.5% | 391,264 | $6.1M |
| Advisors Asset Management, Inc. | 0.10% | Reduce -20.1% | 353,804 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 178,802 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.3% | 175,974 | $2.7M |
| Polar Asset Management Partners Inc. | 0.08% | New | 160,400 | $2.5M |
| Sit Investment Associates Inc. | 0.04% | New | 123,942 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +50.4% | 89,138 | $1.4M |
| Second Line Capital, LLC | 0.26% | Reduce -5.3% | 71,600 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.3% | 71,600 | $1.1M |
| Alpine Global Management, LLC | 0.23% | New | 57,594 | $898K |
| Boothbay Fund Management, LLC | 0.03% | New | 57,594 | $898K |
| Osaic Holdings, Inc. | 0.00% | Add +32.8% | 55,202 | $861K |
| Astoria Portfolio Advisors LLC. | 0.24% | Reduce -0.1% | 56,383 | $858K |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 54,426 | $849K |
| Chapin Davis, Inc. | 0.23% | Add +11.1% | 52,652 | $821K |
| AlphaStar Capital Management, LLC | 0.06% | Add +3.1% | 51,582 | $805K |
| Cable Car Capital, LP | 0.72% | New | 50,000 | $780K |
| Cornerstone Advisors, LLC | 0.02% | Add +261.3% | 39,376 | $614K |
| NewEdge Advisors, LLC | 0.00% | Add +17.1% | 37,871 | $591K |
| Balyasny Asset Management L.P. | 0.00% | New | 36,616 | $571K |
| NFSG Corp | 0.09% | New | 35,542 | $554K |
| Compound Planning, Inc. | 0.02% | Add +7.9% | 35,542 | $554K |
| Yakira Capital Management, Inc. | 0.18% | New | 31,218 | $487K |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 29,897 | $466K |
| Quarry LP | 0.11% | New | 29,766 | $464K |
| NWF Advisory Services Inc. | 0.05% | No change | 28,288 | $441K |
| Bank of America Corp. | 0.00% | Reduce -12.8% | 28,142 | $439K |
| XML Financial, LLC | 0.03% | No change | 25,468 | $397K |
| PFG Advisors | 0.02% | No change | 25,365 | $396K |
| Invesco Ltd. | 0.00% | Add +87.0% | 25,044 | $391K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.6% | 23,020 | $359K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 22,810 | $356K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 21,697 | $338K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 21,641 | $338K |
| Private Advisor Group, LLC | 0.00% | Add +14.6% | 20,334 | $317K |
| Comerica Bank | 0.00% | No change | 18,500 | $289K |
| Cetera Investment Advisers | 0.00% | Add +23.6% | 16,029 | $250K |
| Ashton Thomas Securities, LLC | 0.06% | No change | 15,500 | $242K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 15,095 | $235K |
| International Assets Investment Management, LLC | 0.02% | No change | 13,226 | $206K |
| Vista Investment Partners Ii, LLC | 0.09% | Reduce -2.8% | 12,060 | $188K |
| MGB Wealth Management, LLC | 0.06% | Reduce -50.0% | 11,999 | $187K |
| Aurora Private Wealth, Inc. | 0.12% | Add +2.2% | 10,737 | $167K |
| UBS Group AG | 0.00% | Reduce -4.8% | 9,824 | $153K |
| MAI Capital Management | 0.00% | No change | 6,000 | $94K |
| Allworth Financial LP | 0.00% | No change | 2,503 | $39K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,132 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,200 | $19K |
| FNY Investment Advisers, LLC | 0.01% | Add +14.3% | 800 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 650 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.2% | 45 | $702 |
"% 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.