SCD

LMP Capital and Income Fund

39 hedge funds and large institutions have $67.8M invested in LMP Capital and Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.4M 988,728 +72,598 +8%
RJA
2
Raymond James & Associates
Florida
$15.7M 890,669 -11,439 -1%
AAM
3
Advisors Asset Management
Colorado
$9.05M 514,602 -81,452 -14%
Morgan Stanley
4
Morgan Stanley
New York
$6.73M 382,618 -69,139 -15%
Wells Fargo
5
Wells Fargo
California
$3.08M 174,854 +1,871 +1%
SPIA
6
Steward Partners Investment Advisory
New York
$2.73M 155,327 +5,372 +4%
SLC
7
Second Line Capital
Louisiana
$1.32M 74,400
ACA
8
Aptus Capital Advisors
Alabama
$1.31M 74,400
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.28M 72,697 -1,436 -2%
CD
10
Chapin Davis
Maryland
$864K 49,102 -1,000 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$699K 39,751 +2,675 +7%
ACM
12
AlphaStar Capital Management
North Carolina
$608K 34,586 -5,736 -14%
Bank of America
13
Bank of America
North Carolina
$556K 31,584 -77 -0.2%
LPL Financial
14
LPL Financial
California
$525K 29,836 +2,288 +8%
Ameriprise
15
Ameriprise
Minnesota
$484K 27,489 +1,583 +6%
Invesco
16
Invesco
Georgia
$479K 27,227 +1,212 +5%
AFG
17
Atomi Financial Group
New York
$462K 26,253 +2,517 +11%
PA
18
PFG Advisors
Arizona
$456K 25,927
XF
19
XML Financial
Maryland
$448K 25,468
NA
20
NewEdge Advisors
Louisiana
$439K 24,933 -246 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$415K 23,572 +2,363 +11%
Comerica Bank
22
Comerica Bank
Texas
$378K 21,500
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$367K 20,843 +20,843 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$312K 17,726 -1,239 -7%
PAG
25
Private Advisor Group
New Jersey
$285K 16,229 +1,272 +9%