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LMP Capital and Income Fund (SCD) Institutional Ownership

LMP Capital and Income Fund logo
$15.56 -0.02 (-0.11%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$15.57 +0.01 (+0.04%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for LMP Capital and Income Fund (NYSE:SCD)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$21.28M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$81.75M
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SCD Institutional Buying and Selling by Quarter

LMP Capital and Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC46,179$689K0.0%+9.9%0.000%
5/19/2026NewEdge Advisors LLC46,179$689K0.0%+9.9%0.000%
5/19/2026Bank of America Corp DE26,024$389K0.0%+2.6%0.000%
5/18/2026Royal Bank of Canada80,692$1.21M0.0%+4.7%0.000%
5/6/2026Allspring Global Investments Holdings LLC66,697$996K0.0%+1.8%0.000%
5/4/2026Calamos Advisors LLC41,404$618K0.0%+13.5%0.000%
5/4/2026NWF Advisory Services Inc.25,888$387K0.0%+6.6%0.000%
5/1/2026Fifth Third Bancorp18,500$276K0.0%N/A0.000%
4/27/2026World Investment Advisors14,727$220K0.0%+8.4%0.000%
4/27/2026Private Advisor Group LLC20,097$300K0.0%-10.8%0.000%
4/24/2026Wealth Care LLC49,294$736K0.7%N/A0.000%
4/22/2026Absolute Investment Advisers LLC97,544$1.46M0.2%-40.7%0.000%
3/13/2026World Investment Advisors13,588$201K0.0%N/A0.000%
3/3/2026NWF Advisory Services Inc.24,288$360K0.0%-14.1%0.000%
2/19/2026Harbour Wealth Management Group Inc.13,162$195K0.2%N/A0.000%
2/18/2026Mercer Global Advisors Inc. ADV17,898$265K0.0%+10.7%0.000%
2/18/2026NewEdge Advisors LLC42,007$622K0.0%+6.0%0.000%
2/18/2026Readystate Asset Management LP10,000$148K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers21,530$319K0.0%+19.6%0.000%
2/17/2026Osaic Holdings Inc.68,388$1.01M0.0%+14.2%0.000%
2/17/2026Royal Bank of Canada77,062$1.14M0.0%-1.5%0.000%
2/16/2026Yakira Capital Management Inc.91,222$1.35M0.5%+25.6%0.000%
2/16/2026Landscape Capital Management L.L.C.83,889$1.24M0.1%-8.3%0.000%
2/13/2026Kestra Advisory Services LLC3,769$56K0.0%N/A0.000%
2/13/2026Karpus Management Inc.2,951$44K0.0%N/A0.000%
2/13/2026Quarry LP58,359$864K0.2%-9.8%0.000%
2/13/2026Wells Fargo & Company MN264,820$3.92M0.0%+35.3%0.000%
2/12/2026Advisors Asset Management Inc.187,328$2.77M0.0%-31.8%0.000%
2/12/2026Commonwealth Equity Services LLC24,376$361K0.0%+13.0%0.000%
2/12/2026Steward Partners Investment Advisory LLC166,414$2.47M0.0%-5.0%0.000%
2/12/2026Sit Investment Associates Inc.2,837,709$42.03M0.8%-8.0%0.000%
2/11/2026LPL Financial LLC67,172$995K0.0%+63.1%0.000%
2/11/2026XML Financial LLC20,523$304K0.0%-19.4%0.000%
2/9/2026Blue Bell Private Wealth Management LLC7,816$116K0.0%N/A0.000%
2/4/2026World Investment Advisors13,588$201K0.0%N/A0.000%
2/3/2026International Assets Investment Management LLC30,826$457K0.0%+133.1%0.000%
2/2/2026Wolverine Asset Management LLC191,235$2.83M0.0%+648.2%0.000%
2/2/2026AlphaStar Capital Management LLC55,605$824K0.1%+3.1%0.000%
2/2/2026Aurora Private Wealth Inc.11,311$168K0.1%N/A0.000%
2/2/2026Ashton Thomas Securities LLC11,300$167K0.0%-17.5%0.000%
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1/30/2026Chapin Davis Inc.61,816$915K0.2%+9.6%0.000%
1/29/2026Calamos Advisors LLC36,474$540K0.0%N/A0.000%
1/28/2026Absolute Investment Advisers LLC164,557$2.49M0.3%-5.1%0.000%
1/27/2026PFG Advisors22,708$336K0.0%-11.4%0.000%
1/26/2026Shaker Financial Services LLC83,807$1.24M0.4%+341.1%0.000%
1/15/2026Allspring Global Investments Holdings LLC65,497$970K0.0%N/A0.000%
1/8/2026Wealth Enhancement Advisory Services LLC202,691$3.08M0.0%+48.5%0.000%
12/1/2025Polar Asset Management Partners Inc.557,857$8.66M0.1%-67.0%0.000%
11/19/2025Second Line Capital LLC53,700$843K0.2%-25.0%0.000%
11/17/2025NewEdge Advisors LLC39,625$615K0.0%-46.5%0.000%
11/17/2025Quarry LP64,727$1.01M0.2%+117.5%0.000%
11/17/2025Mercer Global Advisors Inc. ADV16,172$251K0.0%N/A0.000%
11/17/2025Laird Norton Wetherby Wealth Management LLC11,792$183K0.0%-48.3%0.000%
11/17/2025Bank of America Corp DE29,349$456K0.0%-48.3%0.000%
11/17/2025Ameriprise Financial Inc.26,784$416K0.0%-38.3%0.000%
11/14/2025Polar Asset Management Partners Inc.557,857$8.66M0.1%-67.0%0.000%
11/14/2025Raymond James Financial Inc.1,731,886$26.90M0.0%-53.2%0.000%
11/13/2025Landscape Capital Management L.L.C.91,494$1.42M0.1%N/A0.000%
11/13/2025Yakira Capital Management Inc.72,654$1.13M0.4%-63.2%0.000%
11/13/2025Private Advisor Group LLC21,937$341K0.0%-45.8%0.000%
11/12/2025Aptus Capital Advisors LLC53,700$834K0.0%-25.0%0.000%
11/12/2025Creekmur Asset Management LLC2,132$33K0.0%-50.0%0.000%
11/10/2025MAI Capital Management6,000$93K0.0%-50.0%0.000%
11/7/2025Cornerstone Advisors LLC299,286$4.65M0.2%+660.1%0.000%
11/6/2025Advisors Asset Management Inc.274,776$4.27M0.1%-22.2%0.000%
11/5/2025Envestnet Asset Management Inc.19,040$296K0.0%-59.2%0.000%
11/3/2025Truist Financial Corp14,421$224K0.0%N/A0.000%
10/29/2025Wealth Enhancement Advisory Services LLC136,467$2.14M0.0%-20.2%0.000%
10/28/2025Wolverine Asset Management LLC25,560$397K0.0%N/A0.000%
10/27/2025Ashton Thomas Securities LLC13,700$213K0.0%-55.8%0.000%
10/22/2025Shaker Financial Services LLC19,000$297K0.1%N/A0.000%
10/20/2025XML Financial LLC25,468$396K0.0%-50.0%0.000%
10/20/2025Absolute Investment Advisers LLC173,370$2.69M0.3%N/A0.000%
10/9/2025Astoria Portfolio Advisors LLC.64,889$1.02M0.3%+15.1%0.000%
10/9/2025Chapin Davis Inc.56,387$876K0.2%-45.7%0.000%
8/18/2025Second Line Capital LLC71,600$1.13M0.3%-5.3%0.000%
8/14/2025MGB Wealth Management LLC11,999$187K0.1%-50.0%0.000%
8/13/2025Invesco Ltd.25,044$391K0.0%+87.0%0.000%
8/12/2025Advisors Asset Management Inc.353,015$5.51M0.1%-20.2%0.000%
8/8/2025Cornerstone Advisors LLC39,376$614K0.0%+261.2%0.000%
5/16/2025NewEdge Advisors LLC32,340$515K0.0%+13.5%0.000%
5/16/2025Advisors Asset Management Inc.442,309$7.05M0.1%-2.0%0.000%
5/15/2025Royal Bank of Canada58,089$925K0.0%-13.6%0.000%
5/14/2025Comerica Bank18,500$295K0.0%-14.0%0.000%
5/14/2025Compound Planning Inc.32,934$525K0.0%+18.4%0.000%
5/13/2025Raymond James Financial Inc.1,975,006$31.46M0.0%+2.1%0.000%
5/12/2025Invesco Ltd.13,391$213K0.0%-37.5%0.000%
5/12/2025Wolverine Asset Management LLC40,371$643K0.0%N/A0.000%
5/9/2025Cornerstone Advisors LLC10,900$174K0.0%N/A0.000%
5/9/2025MGB Wealth Management LLC23,998$398K0.1%+100.0%0.000%
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5/9/2025Shaker Financial Services LLC43,788$703K0.3%+16.4%0.000%
5/6/2025Cetera Investment Advisers12,967$207K0.0%+5.9%0.000%
5/5/2025Private Advisor Group LLC17,740$283K0.0%+5.9%0.000%
4/28/2025Astoria Portfolio Advisors LLC.56,428$839K0.3%+53.1%0.000%
4/23/2025Chapin Davis Inc.47,402$755K0.3%-3.5%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC59,282$944K0.0%N/A0.000%
2/17/2025Second Line Capital LLC75,600$1.30M0.4%+1.6%0.000%
2/17/2025Cetera Investment Advisers12,239$211K0.0%+10.7%0.000%
2/17/2025Ameriprise Financial Inc.22,992$395K0.0%-16.4%0.000%
2/17/2025Aptus Capital Advisors LLC75,600$1.30M0.0%+1.6%0.000%


SCD Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of LMP Capital and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($42.03M), Raymond James Financial Inc. ($26.90M), Raymond James & Associates ($15.67M), Raymond James Financial Services Advisors Inc. ($14.18M), Polar Asset Management Partners Inc. ($8.66M), Cornerstone Advisors LLC ($4.65M), and Wells Fargo & Company MN ($3.92M).Learn more on LMP Capital and Income Fund's institutional investors.

Of the 50 institutional investors that purchased LMP Capital and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.91M), Cornerstone Advisors LLC ($299.29K), International Assets Investment Management LLC ($237.02K), Wolverine Asset Management LLC ($231.61K), Shaker Financial Services LLC ($220.18K), Absolute Investment Advisers LLC ($173.37K), and Wealth Enhancement Advisory Services LLC ($125.51K).

Institutional investors have bought a total of 1,404,971 shares in the last 24 months. This purchase volume represents approximately $21.28M in transactions.

Of the 27 institutional investors that sold LMP Capital and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Polar Asset Management Partners Inc. ($2.26M), Raymond James Financial Inc. ($1.97M), Advisors Asset Management Inc. ($254.98K), Sit Investment Associates Inc. ($247.33K), Yakira Capital Management Inc. ($124.67K), Absolute Investment Advisers LLC ($75.83K), and Chapin Davis Inc. ($47.48K).

Institutional investors have sold a total of 5,293,577 shares in the last 24 months. This volume of shares sold represents approximately $81.75M in transactions.



This page (NYSE:SCD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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