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 | 08/12/2026 | 2.64 M | $41.25 M | -5.17% | 11.51% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.25 M | $19.57 M | -29.19% | 5.46% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 425.71 K | $6.66 M | 1.28% | 1.86% |
| MORGAN STANLEY | 08/13/2026 | 411.79 K | $6.44 M | -4.89% | 1.80% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 400.67 K | $6.27 M | 3.96% | 1.75% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 333.41 K | $5.22 M | 100.00% | 1.46% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 327.37 K | $5.12 M | 8.88% | 1.43% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 234.39 K | $3.67 M | 251.42% | 1.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 169.84 K | $2.66 M | -32.27% | 0.74% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 169.54 K | $2.64 M | 16.46% | 0.74% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 148.99 K | $2.33 M | 19.51% | 0.65% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 142.76 K | $2.23 M | 71.79% | 0.62% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 111.98 K | $1.75 M | 39.21% | 0.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 83.82 K | $1.31 M | 3.87% | 0.37% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2026 | 73.29 K | $1.15 M | 0.00% | 0.32% |
| LPL FINANCIAL LLC | 08/07/2026 | 60.24 K | $942.68 K | -26.51% | 0.26% |
| CHAPIN DAVIS, INC. | 07/07/2026 | 52.42 K | $820.33 K | 0.77% | 0.23% |
| WEALTH CARE LLC | 07/15/2026 | 49.81 K | $779.57 K | 1.05% | 0.22% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 47.91 K | $749.81 K | 3.75% | 0.21% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 44.36 K | $694.27 K | 7.14% | 0.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 37.97 K | $594.18 K | 12.50% | 0.17% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 37.94 K | $593.76 K | 279.40% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 32.09 K | $502.19 K | 100.00% | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 31.91 K | $499.45 K | -40.93% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 31.13 K | $486.19 K | 1.63% | 0.14% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 07/30/2026 | 30.20 K | $472.68 K | 2.15% | 0.13% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 26.95 K | $421.72 K | 351.98% | 0.12% |
| MGO ONE SEVEN LLC | 07/31/2026 | 26.36 K | $412.60 K | 100.00% | 0.12% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 25.89 K | $405.15 K | 0.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 25.44 K | $398.11 K | -2.25% | 0.11% |
| ABEL HALL, LLC | 07/24/2026 | 25.00 K | $391.25 K | 100.00% | 0.11% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 22.87 K | $357.83 K | 100.00% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 20.94 K | $327.66 K | 4.18% | 0.09% |
| XML FINANCIAL, LLC | 07/24/2026 | 20.52 K | $321.19 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 20.08 K | $314.26 K | -18.31% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.98 K | $313.00 K | 0.11% | 0.09% |
| FIFTH THIRD BANCORP | 08/05/2026 | 18.50 K | $289.53 K | 0.00% | 0.08% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 16.13 K | $252.36 K | 0.00% | 0.07% |
| WORLD INVESTMENT ADVISORS | 08/14/2026 | 14.73 K | $222.32 K | 0.00% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 14.39 K | $225.12 K | 2.52% | 0.06% |
| HARBOUR WEALTH MANAGEMENT GROUP, INC. | 08/07/2026 | 13.47 K | $210.76 K | 1.93% | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 12.76 K | $199.77 K | 4.69% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 12.52 K | $196.00 K | 100.00% | 0.05% |
| AURORA PRIVATE WEALTH, INC. | 07/22/2026 | 11.82 K | $185.00 K | 4.48% | 0.05% |
| FIRST NATIONAL TRUST CO | 07/30/2026 | 11.58 K | $181.24 K | 100.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 10.06 K | $157.47 K | 0.97% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 9.35 K | $146.40 K | 100.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 2.00 K | $31.30 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 1.20 K | $18.78 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.00 K | $15.50 K | 100.00% | 0.00% |
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LMP Capital and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of LMP Capital and Income Fund Inc. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 365,434
WOLVERINE ASSET MANAGEMENT LLC: 223,426
Calamos Advisors LLC: 59,325
HB Wealth Management, LLC: 50,348
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 43,575
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 26,008
33.89% of LMP Capital and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.12 M shares in the last 24 months. This purchase volume represents approximately $155.91 M in transactions.