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
$15.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,660,854
Total reported value
$113,531,784
% of total 13F portfolios
0%
Share change
-526,819
Value change
-$8,372,480
Number of holders
58
Price from insider filings
$15.56
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% $48,387,955 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 31 Dec 2025, 58 institutional investors reported holding 7,660,854 shares of LMP CAPITAL & INCOME FUND INC. - Common Stock (SCD). This represents 44% 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 42% 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 16% 2,837,709 -8% 0.83% $42,026,000
RAYMOND JAMES FINANCIAL INC 10% 1,778,974 +2.7% 0.01% $26,346,600
MORGAN STANLEY 2.6% 455,426 +11% 0% $6,744,869
WELLS FARGO & COMPANY/MN 1.5% 264,820 +35% 0% $3,921,984
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.2% 202,691 +49% 0% $3,074,829
WOLVERINE ASSET MANAGEMENT LLC 1.1% 191,235 +648% 0.04% $2,832,190
Advisors Asset Management, Inc. 1.1% 187,328 -32% 0.05% $2,774,328
Steward Partners Investment Advisory, LLC 0.96% 166,414 -5% 0.01% $2,464,587
ABSOLUTE INVESTMENT ADVISERS, LLC 0.95% 164,557 -5.1% 0.28% $2,489,747
Cornerstone Advisors, LLC 0.58% 100,773 -66% 0.05% $1,492,448
Yakira Capital Management, Inc. 0.53% 91,222 +26% 0.45% $1,350,998
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.49% 83,889 -8.3% 0.08% $1,242,396
Shaker Financial Services, LLC 0.48% 83,807 +341% 0.39% $1,241,182
ROYAL BANK OF CANADA 0.45% 77,062 -1.5% 0% $1,141,000
OSAIC HOLDINGS, INC. 0.4% 68,388 +28% 0% $1,012,844
LPL Financial LLC 0.39% 67,172 +63% 0% $994,819
Allspring Global Investments Holdings, LLC 0.38% 65,497 0% $970,011
CHAPIN DAVIS, INC. 0.36% 61,816 +9.6% 0.21% $915,497
Quarry LP 0.34% 58,359 -9.8% 0.21% $864,297
AlphaStar Capital Management, LLC 0.32% 55,605 +3.1% 0.06% $823,508
Logan Stone Capital, LLC 0.29% 50,132 0.18% $742,455
UBS Group AG 0.24% 42,176 +332% 0% $624,626
NewEdge Advisors, LLC 0.24% 42,007 +6% 0% $622,124
Calamos Advisors LLC 0.21% 36,474 0% $540,180
AMERIPRISE FINANCIAL INC 0.2% 34,856 +30% 0% $516,215

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 7,660,854 $113,531,784 -$8,372,480 $14.81 58
2025 Q3 8,205,986 $127,479,758 +$54,042,646 $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 3,976,173 $68,397,008 +$227,199 $17.20 41
2024 Q3 3,880,925 $68,273,227 -$3,391,326 $17.59 39
2024 Q2 4,107,327 $63,601,837 -$1,752,818 $15.48 42
2024 Q1 4,204,894 $65,778,327 -$71,543 $15.64 43
2023 Q4 4,242,726 $59,426,400 -$1,551,279 $14.01 46
2023 Q3 4,228,046 $52,845,425 -$1,263,836 $12.50 39
2023 Q2 4,326,866 $55,438,203 -$2,692,500 $12.81 42
2023 Q1 4,543,929 $55,525,857 +$213,852 $12.21 45
2022 Q4 4,499,812 $54,138,749 -$894,107 $12.04 41
2022 Q3 4,551,891 $51,299,000 +$1,661,675 $11.27 36
2022 Q2 4,403,365 $54,245,000 -$1,084,108 $12.32 38
2022 Q1 4,637,224 $67,807,000 +$509,938 $14.62 39
2021 Q4 4,600,552 $69,923,000 +$2,368,765 $15.20 43
2021 Q3 4,448,376 $61,225,000 +$1,266,884 $13.76 37
2021 Q2 4,353,237 $62,780,000 -$4,038,090 $14.42 43
2021 Q1 4,576,262 $58,112,785 -$1,663,270 $12.70 37
2020 Q4 4,726,234 $55,062,000 +$5,793,649 $11.65 41
2020 Q3 4,229,449 $43,156,000 +$460,010 $10.20 35
2020 Q2 4,185,569 $41,893,000 +$6,112,813 $10.00 33
2020 Q1 3,579,278 $28,915,005 -$12,452,899 $8.05 36
2019 Q4 4,355,925 $67,678,060 +$3,492,257 $15.54 30
2019 Q3 4,110,782 $57,985,673 +$2,216,019 $14.11 36
2019 Q2 3,955,610 $53,643,876 -$5,852,162 $13.56 33
2019 Q1 4,406,095 $56,878,531 -$4,219,217 $12.90 40
2018 Q4 4,748,180 $50,771,039 +$1,815,189 $10.68 40
2018 Q3 4,560,501 $62,287,744 -$1,098,271 $13.66 31
2018 Q2 4,654,312 $59,795,168 -$2,444,223 $12.85 36
2018 Q1 4,908,577 $62,258,000 +$1,772,434 $12.62 37
2017 Q4 4,759,729 $66,397,000 -$446,558 $13.95 38
2017 Q3 4,718,782 $68,604,000 -$5,217,904 $14.54 31
2017 Q2 5,082,854 $72,276,000 -$2,490,259 $14.22 33
2017 Q1 5,263,462 $74,819,000 +$2,386,669 $14.23 40
2016 Q4 5,106,623 $67,878,000 -$1,810,110 $13.29 41
2016 Q3 5,213,666 $71,058,645 -$5,331,011 $13.63 39
2016 Q2 5,613,466 $73,702,748 +$1,769,744 $13.13 45
2016 Q1 5,476,421 $67,732,677 +$1,073,385 $12.37 48
2015 Q4 5,511,154 $68,174,277 +$6,613,516 $12.37 55
2015 Q3 4,835,157 $58,794,499 +$3,377,966 $12.16 41
2015 Q2 4,465,457 $67,342,195 -$1,097,571 $15.08 31
2015 Q1 4,619,058 $77,322,595 -$1,818,281 $16.74 29
2014 Q4 4,581,690 $76,786,960 +$1,808,426 $16.76 29
2014 Q3 4,269,169 $72,167,573 +$4,110,852 $16.90 25
2014 Q2 4,047,405 $71,784,794 +$5,012,015 $17.73 29
2014 Q1 3,935,268 $63,358,696 +$7,065,670 $16.10 25