SCD

LMP Capital and Income Fund

41 hedge funds and large institutions have $54.1M invested in LMP Capital and Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.6M 876,865 -14,156 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.98M 746,249 -138,411 -16%
AAM
3
Advisors Asset Management
Colorado
$8.66M 719,259 +29,681 +4%
Morgan Stanley
4
Morgan Stanley
New York
$6.32M 525,079 +6,804 +1%
Wells Fargo
5
Wells Fargo
California
$3.41M 282,808 -26,361 -9%
CA
6
Cornerstone Advisors
North Carolina
$2.39M 198,301 -24,201 -11%
KIM
7
Karpus Investment Management
New York
$1.56M 129,590 +11,173 +9%
SFS
8
Shaker Financial Services
Virginia
$1.22M 101,704 +24,721 +32%
Invesco
9
Invesco
Georgia
$1.18M 98,343 +10,168 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.11M 92,297 +8,631 +10%
SPIA
11
Steward Partners Investment Advisory
New York
$1.03M 85,550 +300 +0.4%
ARC
12
Advisor Resource Council
Texas
$926K 76,900 -500 -0.6%
1CP
13
1607 Capital Partners
Virginia
$866K 71,923
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$753K 62,520 -1,446 -2%
GC
15
Guggenheim Capital
Illinois
$531K 44,113 -4,475 -9%
NA
16
NewEdge Advisors
Louisiana
$403K 36,703 +4,376 +14%
Ameriprise
17
Ameriprise
Minnesota
$401K 33,322 +2,061 +7%
LSC
18
Logan Stone Capital
Illinois
$400K 33,256 +33,256 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$366K 30,409 +6,515 +27%
PA
20
PFG Advisors
Arizona
$350K 29,031 -497 -2%
XF
21
XML Financial
Maryland
$330K 27,378
AAS
22
Avantax Advisory Services
Texas
$259K 21,525 -3,323 -13%
LPL Financial
23
LPL Financial
California
$259K 21,473 +155 +0.7%
CD
24
Chapin Davis
Maryland
$252K 20,940 +20,940 New
Bank of America
25
Bank of America
North Carolina
$248K 20,589 +895 +5%