SCD

LMP Capital and Income Fund
SCD

Overview Fund Activity

45 hedge funds and large institutions have $66.2M invested in LMP Capital and Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$944K
2
Raymond James Financial
2
Raymond James Financial
Florida
$31.5M
3
WAM
3
Wolverine Asset Management
Illinois
$643K
4
NAS
4
NWF Advisory Services
California
$451K
5
APA
5
Astoria Portfolio Advisors
New York
$839K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.02M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$925K
3
AAM
3
Advisors Asset Management
Colorado
$7.05M
4
Invesco
4
Invesco
Georgia
$213K
5
Comerica Bank
5
Comerica Bank
Texas
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$31.5M 1,975,006 +40,570 +2%
AAM
2
Advisors Asset Management
Colorado
$7.05M 442,309 -8,799 -2%
Morgan Stanley
3
Morgan Stanley
New York
$6.02M 378,023 -9,671 -2%
SPIA
4
Steward Partners Investment Advisory
New York
$2.84M 178,317 +2,590 +1%
Wells Fargo
5
Wells Fargo
California
$2.67M 167,492 -2,108 -1%
SLC
6
Second Line Capital
Louisiana
$1.21M 75,600 – –
ACA
7
Aptus Capital Advisors
Alabama
$1.2M 75,600 – –
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$944K 59,282 +59,282 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$925K 58,089 -9,147 -14%
APA
10
Astoria Portfolio Advisors
New York
$839K 56,428 +19,579 +53%
ACM
11
AlphaStar Capital Management
North Carolina
$797K 50,031 +470 +0.9%
CD
12
Chapin Davis
Maryland
$755K 47,402 -1,700 -3%
SFS
13
Shaker Financial Services
Virginia
$703K 43,788 +6,175 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$662K 41,558 +1,177 +3%
WAM
15
Wolverine Asset Management
Illinois
$643K 40,371 +40,371 New
AFG
16
Atomi Financial Group
New York
$525K 32,934 +5,124 +18%
NA
17
NewEdge Advisors
Louisiana
$515K 32,340 +3,856 +14%
Bank of America
18
Bank of America
North Carolina
$514K 32,282 +234 +0.7%
LPL Financial
19
LPL Financial
California
$494K 30,990 +3,500 +13%
NAS
20
NWF Advisory Services
California
$451K 28,288 +28,288 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$415K 26,044 -209 -0.8%
XF
22
XML Financial
Maryland
$406K 25,468 – –
PA
23
PFG Advisors
Arizona
$404K 25,365 -562 -2%
MWM
24
MGB Wealth Management
Texas
$398K 23,998 +11,999 +100%
Ameriprise
25
Ameriprise
Minnesota
$377K 23,694 +702 +3%
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