LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SCD on NYSE
Shares outstanding
17,282,389
Price per share
$14.81
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,205,986
Total reported value
$127,479,758
% of total 13F portfolios
0%
Share change
+3,480,668
Value change
+$54,042,567
Number of holders
54
Price from insider filings
$14.81
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 14% $48,793,005 3,115,773 Sit Investment Associates, Inc. 31 Jul 2025
Raymond James Financial Services Advisors, Inc. 4.2% -25% $11,272,611 -$4,082,325 725,860 -27% Raymond James Financial Services Advisors, Inc. 30 Sep 2025

As of 30 Sep 2025, 54 institutional investors reported holding 8,205,986 shares of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD). This represents 47% of the company’s total 17,282,389 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 18% 3,085,036 +2389% 0.97% $47,911,000
RAYMOND JAMES FINANCIAL INC 10% 1,731,886 -15% 0.01% $26,896,188
Polar Asset Management Partners Inc. 3.2% 557,857 +248% 0.18% $8,663,519
MORGAN STANLEY 2.4% 411,352 +5.1% 0% $6,388,301
Cornerstone Advisors, LLC 1.7% 299,286 +660% 0.15% $4,647,912
Advisors Asset Management, Inc. 1.6% 274,776 -22% 0.07% $4,267,271
WELLS FARGO & COMPANY/MN 1.1% 195,736 +9.5% 0% $3,039,775
Steward Partners Investment Advisory, LLC 1% 175,216 -0.43% 0.02% $2,721,098
ABSOLUTE INVESTMENT ADVISERS, LLC 1% 173,370 0.34% $2,692,436
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.79% 136,467 +53% 0% $2,137,070
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.53% 91,494 0.09% $1,420,902
ROYAL BANK OF CANADA 0.45% 78,214 +44% 0% $1,214,000
Yakira Capital Management, Inc. 0.42% 72,654 +133% 0.42% $1,128,317
Astoria Portfolio Advisors LLC. 0.38% 64,889 +15% 0.27% $1,017,454
Quarry LP 0.37% 64,727 +117% 0.25% $1,005,210
CHAPIN DAVIS, INC. 0.33% 56,387 +7.1% 0.22% $875,694
AlphaStar Capital Management, LLC 0.31% 53,914 +4.5% 0.07% $837,282
Aptus Capital Advisors, LLC 0.31% 53,700 -25% 0.01% $833,961
Second Line Capital, LLC 0.31% 53,700 -25% 0.17% $842,553
OSAIC HOLDINGS, INC. 0.31% 53,450 -3.2% 0% $830,754
LPL Financial LLC 0.24% 41,195 +38% 0% $639,754
NewEdge Advisors, LLC 0.23% 39,625 +4.6% 0% $615,376
BANK OF AMERICA CORP /DE/ 0.17% 29,349 +4.3% 0% $455,796
NWF Advisory Services Inc. 0.16% 28,288 0% 0.05% $439,313
AMERIPRISE FINANCIAL INC 0.15% 26,784 +23% 0% $415,957

Institutional Holders of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 269,948 $4,070,425 +$1,970,739 $14.81 6
2025 Q3 8,205,986 $127,479,758 +$54,042,567 $15.53 54
2025 Q2 4,736,055 $73,901,023 +$8,824,846 $15.60 52
2025 Q1 4,157,072 $66,189,512 +$3,084,161 $15.93 45
2024 Q4 3,973,565 $68,366,549 +$679,176 $17.20 41
2024 Q3 3,852,637 $67,775,641 -$3,391,324 $17.59 38
2024 Q2 4,079,039 $63,163,939 -$1,752,827 $15.48 41
2024 Q1 4,176,606 $65,335,903 -$20,035 $15.64 42
2023 Q4 4,214,438 $59,030,085 -$1,973,229 $14.01 45
2023 Q3 4,199,758 $52,491,824 -$1,605,071 $12.50 38
2023 Q2 4,298,578 $55,075,834 -$2,692,503 $12.81 41
2023 Q1 4,515,641 $55,163,488 +$199,323 $12.21 44
2022 Q4 4,499,812 $54,138,749 -$370,637 $12.04 41
2022 Q3 4,551,891 $54,296 +$1,667 $0.01 36
2022 Q2 4,403,365 $57,242 -$1,082 $0.01 38
2022 Q1 4,637,224 $71,803 +$538 $0.01 39
2021 Q4 4,600,500 $73,918 +$1,367 $0.02 42
2021 Q3 4,448,376 $61,225,000 +$1,266,868 $13.76 37
2021 Q2 4,353,237 $62,780,000 -$4,039,592 $14.42 43
2021 Q1 4,576,366 $58,113,785 -$1,661,950 $12.70 37
2020 Q4 4,726,234 $55,062,000 +$5,792,760 $11.65 41
2020 Q3 4,229,449 $43,156,000 +$460,023 $10.20 35
2020 Q2 4,185,569 $41,893,000 +$6,159,130 $10.00 33
2020 Q1 3,267,224 $26,400,005 -$12,768,624 $8.05 34
2019 Q4 4,152,697 $64,520,060 +$5,734,818 $15.54 29
2019 Q3 3,763,752 $53,089,673 +$2,579,879 $14.11 35
2019 Q2 3,582,222 $48,580,876 -$5,831,456 $13.56 32
2019 Q1 4,406,095 $56,878,531 -$4,221,148 $12.90 40
2018 Q4 4,437,074 $47,448,039 +$2,530,949 $10.68 39
2018 Q3 4,228,259 $57,749,744 -$1,412,917 $13.66 30
2018 Q2 4,654,312 $59,795,168 -$2,445,838 $12.85 36
2018 Q1 4,628,463 $58,723,000 +$1,190,363 $12.62 36
2017 Q4 4,759,729 $66,397,000 -$446,575 $13.95 38
2017 Q3 4,718,782 $68,604,000 -$5,217,905 $14.54 31
2017 Q2 5,082,854 $72,276,000 -$2,271,255 $14.22 33
2017 Q1 5,263,462 $74,819,000 +$2,386,670 $14.23 40
2016 Q4 5,106,623 $67,878,000 -$1,810,103 $13.29 41
2016 Q3 5,213,666 $71,058,645 -$5,330,993 $13.63 39
2016 Q2 5,613,466 $73,702,748 +$971,025 $13.13 45
2016 Q1 5,476,421 $67,732,677 +$1,073,392 $12.37 48
2015 Q4 5,511,154 $68,174,277 +$6,613,542 $12.37 55
2015 Q3 4,835,157 $58,794,499 +$3,377,972 $12.16 41
2015 Q2 4,465,457 $67,342,195 -$1,097,578 $15.08 31
2015 Q1 4,619,058 $77,322,595 -$1,856,285 $16.74 29
2014 Q4 4,581,690 $76,786,960 +$1,808,424 $16.76 29
2014 Q3 4,269,169 $72,167,573 +$4,110,838 $16.90 25
2014 Q2 4,047,405 $71,784,794 +$5,010,188 $17.73 29
2014 Q1 3,222,069 $51,876,696 +$6,609,184 $16.10 24