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 | 02/12/2026 | 2.84 M | $42.03 M | -8.02% | 12.39% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.78 M | $26.35 M | 2.72% | 7.77% |
| MORGAN STANLEY | 02/13/2026 | 455.43 K | $6.74 M | 10.71% | 1.99% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 264.82 K | $3.92 M | 35.29% | 1.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 202.69 K | $3.07 M | 48.53% | 0.88% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 191.24 K | $2.83 M | 648.18% | 0.83% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 187.33 K | $2.77 M | -31.83% | 0.82% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 166.41 K | $2.46 M | -5.02% | 0.73% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 164.56 K | $2.49 M | -5.08% | 0.72% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 100.77 K | $1.49 M | -66.33% | 0.44% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2026 | 91.22 K | $1.35 M | 25.56% | 0.40% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 83.89 K | $1.24 M | -8.31% | 0.37% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 83.81 K | $1.24 M | 341.09% | 0.37% |
| ROYAL BANK OF CANADA | 02/17/2026 | 77.06 K | $1.14 M | -1.47% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 68.39 K | $1.01 M | 27.95% | 0.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 67.17 K | $994.82 K | 63.06% | 0.29% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 65.50 K | $970.01 K | 100.00% | 0.29% |
| CHAPIN DAVIS, INC. | 01/30/2026 | 61.82 K | $915.50 K | 9.63% | 0.27% |
| QUARRY LP | 02/13/2026 | 58.36 K | $864.30 K | -9.84% | 0.25% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 02/02/2026 | 55.61 K | $823.51 K | 3.14% | 0.24% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 50.13 K | $742.46 K | 100.00% | 0.22% |
| UBS GROUP AG | 01/29/2026 | 42.18 K | $624.63 K | 332.18% | 0.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 42.01 K | $622.12 K | 6.01% | 0.18% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 36.47 K | $540.18 K | 100.00% | 0.16% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 34.86 K | $516.22 K | 30.14% | 0.15% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 30.83 K | $456.53 K | 133.07% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 25.36 K | $375.63 K | -13.58% | 0.11% |
| INVESCO LTD. | 02/19/2026 | 25.35 K | $375.40 K | -1.07% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 24.38 K | $361.01 K | 12.99% | 0.11% |
| PFG ADVISORS | 01/27/2026 | 22.71 K | $336.31 K | -11.42% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 22.53 K | $333.74 K | 2.72% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 21.66 K | $320.71 K | 13.73% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 21.53 K | $318.86 K | 19.62% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 21.13 K | $313.00 K | 1.26% | 0.09% |
| XML FINANCIAL, LLC | 02/11/2026 | 20.52 K | $303.95 K | -19.42% | 0.09% |
| COMERICA BANK | 01/29/2026 | 18.50 K | $273.99 K | 0.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 17.90 K | $265.05 K | 10.67% | 0.08% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 13.98 K | $207.11 K | -3.03% | 0.06% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 13.59 K | $150.87 K | 100.00% | 0.06% |
| 02/19/2026 | 13.16 K | $194.93 M | 100.00% | 0.06% | |
| VISTA INVESTMENT PARTNERS II, LLC | 01/22/2026 | 12.05 K | $178.50 K | 0.00% | 0.05% |
| MGB WEALTH MANAGEMENT, LLC | 02/17/2026 | 12.00 K | $177.71 K | 0.00% | 0.05% |
| AURORA PRIVATE WEALTH, INC. | 02/02/2026 | 11.31 K | $168.00 K | 100.00% | 0.05% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 11.30 K | $167.35 K | -17.52% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 10.00 K | $148.10 K | 100.00% | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 7.82 K | $115.76 K | 100.00% | 0.03% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 6.00 K | $88.86 K | 0.00% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.77 K | $55.82 K | 100.00% | 0.02% |
| KARPUS MANAGEMENT, INC. | 02/13/2026 | 2.95 K | $43.70 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.20 K | $17.77 K | 0.00% | 0.01% |
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LMP Capital and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of LMP Capital and Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.84 M
RAYMOND JAMES FINANCIAL INC: 1.78 M
MORGAN STANLEY: 455,427
WELLS FARGO & COMPANY/MN: 264,820
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 202,691
WOLVERINE ASSET MANAGEMENT LLC: 191,235
33.46% of LMP Capital and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.40 M shares in the last 24 months. This purchase volume represents approximately $166.26 M in transactions.