LMP Capital and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.78 M | $41.50 M | -2.04% | 12.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.77 M | $26.37 M | -0.70% | 7.71% |
| MORGAN STANLEY | 05/15/2026 | 432.94 K | $6.46 M | -4.94% | 1.89% |
| 05/07/2026 | 420.34 K | $6.28 M | 5.35% | 1.84% | |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 385.42 K | $5.75 M | 100.00% | 1.68% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 300.67 K | $4.49 M | 13.54% | 1.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 250.76 K | $3.74 M | 50.68% | 1.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 145.58 K | $2.18 M | -28.18% | 0.64% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 124.67 K | $1.86 M | -33.45% | 0.54% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 97.54 K | $1.46 M | -40.72% | 0.43% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 83.10 K | $1.24 M | -56.55% | 0.36% |
| LPL FINANCIAL LLC | 05/06/2026 | 81.96 K | $1.22 M | 22.01% | 0.36% |
| ROYAL BANK OF CANADA | 05/15/2026 | 80.69 K | $1.21 M | 4.71% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 80.44 K | $1.20 M | 17.62% | 0.35% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 73.29 K | $1.09 M | -19.66% | 0.32% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 66.70 K | $995.79 K | 1.83% | 0.29% |
| QUARRY LP | 05/15/2026 | 58.12 K | $867.72 K | -0.41% | 0.25% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 54.03 K | $806.64 K | -35.60% | 0.24% |
| CHAPIN DAVIS, INC. | 04/21/2026 | 52.02 K | $776.61 K | -15.85% | 0.23% |
| 04/24/2026 | 49.29 K | $735.97 K | 100.00% | 0.22% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 46.18 K | $689.45 K | 9.93% | 0.20% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 41.40 K | $618.16 K | 13.52% | 0.18% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 33.75 K | $503.87 K | -3.18% | 0.15% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 30.63 K | $458.78 K | -0.65% | 0.13% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 04/15/2026 | 29.57 K | $441.44 K | -46.83% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 26.02 K | $388.54 K | 2.61% | 0.11% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 25.89 K | $386.51 K | 6.59% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 24.58 K | $367.02 K | 0.85% | 0.11% |
| PFG ADVISORS | 05/05/2026 | 22.71 K | $339.03 K | 0.00% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 22.15 K | $330.67 K | -12.62% | 0.10% |
| XML FINANCIAL, LLC | 04/16/2026 | 20.52 K | $306.41 K | 0.00% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 20.10 K | $300.05 K | -10.81% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.96 K | $298.00 K | -5.56% | 0.09% |
| FIFTH THIRD BANCORP | 05/01/2026 | 18.50 K | $276.21 K | 100.00% | 0.08% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 16.13 K | $240.75 K | 100.00% | 0.07% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 14.73 K | $219.87 K | 8.38% | 0.06% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 14.03 K | $209.49 K | 0.34% | 0.06% |
| 04/17/2026 | 13.21 K | $197.26 K | 0.38% | 0.06% | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 12.19 K | $182.04 K | 100.00% | 0.05% |
| VISTA INVESTMENT PARTNERS II, LLC | 04/23/2026 | 12.05 K | $179.95 K | 0.00% | 0.05% |
| AURORA PRIVATE WEALTH, INC. | 04/16/2026 | 11.31 K | $168.00 K | 0.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 10.00 K | $149.30 K | 0.00% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 9.97 K | $148.78 K | -76.37% | 0.04% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 6.00 K | $89.58 K | 0.00% | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 5.96 K | $89.01 K | -23.72% | 0.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 1.20 K | $17.92 K | 0.00% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 800 | $11.94 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 650 | $9.74 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 503 | $7.51 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 250 | $3.73 K | 0.00% | 0.00% |
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LMP Capital and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of LMP Capital and Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.78 M
RAYMOND JAMES FINANCIAL INC: 1.77 M
MORGAN STANLEY: 432,943
Penserra Capital Management LLC: 385,415
WELLS FARGO & COMPANY/MN: 300,667
Steward Partners Investment Advisory, LLC: 250,760
34.47% of LMP Capital and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.17 M shares in the last 24 months. This purchase volume represents approximately $156.66 M in transactions.