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 | 11/13/2025 | 3.09 M | $47.91 M | 2,389.10% | 18.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.73 M | $26.90 M | -14.73% | 10.10% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 557.86 K | $8.66 M | 247.79% | 3.25% |
| MORGAN STANLEY | 11/14/2025 | 411.35 K | $6.39 M | 5.13% | 2.40% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 299.29 K | $4.65 M | 660.07% | 1.75% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 274.78 K | $4.27 M | -22.16% | 1.60% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 195.74 K | $3.04 M | 9.47% | 1.14% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 175.22 K | $2.72 M | -0.43% | 1.02% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 10/20/2025 | 173.37 K | $2.69 M | 100.00% | 1.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 136.47 K | $2.14 M | 53.10% | 0.80% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 91.49 K | $1.42 M | 100.00% | 0.53% |
| ROYAL BANK OF CANADA | 11/14/2025 | 78.21 K | $1.21 M | 43.71% | 0.46% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2025 | 72.65 K | $1.13 M | 132.73% | 0.42% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 10/09/2025 | 64.89 K | $1.02 M | 15.09% | 0.38% |
| QUARRY LP | 11/14/2025 | 64.73 K | $1.01 M | 117.45% | 0.38% |
| CHAPIN DAVIS, INC. | 10/09/2025 | 56.39 K | $875.69 K | 7.09% | 0.33% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 53.91 K | $837.28 K | 4.52% | 0.31% |
| SECOND LINE CAPITAL, LLC | 11/19/2025 | 53.70 K | $842.55 K | -25.00% | 0.31% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 53.70 K | $833.96 K | -25.00% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 53.45 K | $830.75 K | -3.17% | 0.31% |
| LPL FINANCIAL LLC | 11/12/2025 | 41.20 K | $639.75 K | 37.79% | 0.24% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 39.63 K | $615.38 K | 4.63% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 29.35 K | $455.80 K | 4.29% | 0.17% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 28.29 K | $439.31 K | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 26.78 K | $415.96 K | 23.45% | 0.16% |
| PFG ADVISORS | 11/13/2025 | 25.64 K | $398.14 K | 1.07% | 0.15% |
| INVESCO LTD. | 11/13/2025 | 25.62 K | $397.91 K | 2.31% | 0.15% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 25.56 K | $396.95 K | 100.00% | 0.15% |
| XML FINANCIAL, LLC | 10/20/2025 | 25.47 K | $395.52 K | 0.00% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 21.94 K | $340.68 K | 7.88% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 21.57 K | $335.00 K | -0.31% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 20.87 K | $324.00 K | 38.26% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 19.04 K | $295.69 K | -17.29% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 19.00 K | $297.35 K | 100.00% | 0.11% |
| COMERICA BANK | 11/14/2025 | 18.50 K | $287.31 K | 0.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 18.00 K | $279.52 K | 12.28% | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 16.17 K | $251.16 K | 100.00% | 0.09% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 14.42 K | $223.96 K | 100.00% | 0.08% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 10/27/2025 | 13.70 K | $212.76 K | -11.61% | 0.08% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 13.23 K | $208.05 K | 0.00% | 0.08% |
| VISTA INVESTMENT PARTNERS II, LLC | 10/29/2025 | 12.05 K | $187.18 K | -0.06% | 0.07% |
| MGB WEALTH MANAGEMENT, LLC | 11/12/2025 | 12.00 K | $186.34 K | 0.00% | 0.07% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2025 | 11.79 K | $183.13 K | -48.30% | 0.07% |
| UBS GROUP AG | 11/13/2025 | 9.76 K | $151.56 K | -0.66% | 0.06% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 6.00 K | $93.18 K | 0.00% | 0.04% |
| SUMMIT WEALTH GROUP LLC / CO | 02/05/2026 | 3.71 K | $242.98 K | 100.00% | 0.02% |
| CREEKMUR ASSET MANAGEMENT LLC | 11/12/2025 | 2.13 K | $33.11 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 1.20 K | $18.64 K | 0.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 800 | $12.00 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 650 | $10.10 K | 0.00% | 0.00% |
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LMP Capital and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of LMP Capital and Income Fund Inc. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 191,235
Allspring Global Investments Holdings, LLC: 65,497
CHAPIN DAVIS, INC.: 61,816
AlphaStar Capital Management, LLC: 55,605
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 30,826
PFG Advisors: 22,708
47.87% of LMP Capital and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.79 M shares in the last 24 months. This purchase volume represents approximately $170.52 M in transactions.