LMP Capital and Income Fund (SCD) Institutional Ownership

$14.94
-0.05 (-0.33%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for LMP Capital and Income Fund (NYSE:SCD)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$10.42M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.73M
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SCD Institutional Buying and Selling by Quarter

LMP Capital and Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC2,062$32K0.0%-80.0%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.862,607$13.49M0.0%+16.1%0.000%
4/22/2024 Raymond James & Associates897,648$14.04M0.0%+0.5%0.000%
4/18/2024 Chapin Davis Inc.50,952$797K0.3%+6.0%0.000%
3/22/2024PNC Financial Services Group Inc.3,195$45K0.0%-50.0%0.000%
2/20/2024Quarry LP53,600$751K0.1%N/A0.000%
2/13/2024Karpus Management Inc.83,344$1.17M0.0%-64.7%0.000%
2/13/20241607 Capital Partners LLC20,986$294K0.0%-84.7%0.000%
2/12/2024Steward Partners Investment Advisory LLC115,174$1.61M0.0%+2.5%0.000%
2/9/2024Cornerstone Advisors LLC173,471$2.43M0.1%-26.5%0.000%
2/7/2024AlphaStar Capital Management LLC40,106$562K0.1%+42.9%0.000%
2/5/2024Stonebrook Private Inc.26,665$374K0.1%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC10,320$145K0.0%+8.7%0.000%
1/24/2024 International Assets Investment Management LLC185,296$2.60M0.0%+1,301.0%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.742,852$10.41M0.0%+0.7%0.000%
1/16/2024 Raymond James & Associates892,758$12.51M0.0%+4.3%0.000%
1/11/2024 Chapin Davis Inc.48,062$673K0.3%+7.4%0.000%
11/15/20231607 Capital Partners LLC137,305$1.72M0.1%+24.4%0.000%
11/15/2023Advisors Asset Management Inc.558,118$6.98M0.2%-9.7%0.000%
11/14/2023AQR Arbitrage LLC46,340$579K0.0%+3.5%0.000%
11/9/2023Karpus Management Inc.235,966$2.95M0.1%-1.3%0.000%
11/9/2023Cornerstone Advisors LLC236,138$2.95M0.1%-9.1%0.000%
11/8/2023Aptus Capital Advisors LLC75,900$949K0.0%N/A0.000%
11/8/2023 Spire Wealth Management3,200$40K0.0%-23.8%0.000%
11/6/2023XML Financial LLC25,468$318K0.0%-7.0%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.737,958$9.22M0.0%-3.4%0.000%
10/24/2023 Raymond James & Associates855,547$10.69M0.0%-5.7%0.000%
8/30/2023 Chapin Davis Inc.34,692$444K0.2%+10.5%0.000%
8/11/2023Cornerstone Advisors LLC259,827$3.33M0.2%+1.7%0.000%
8/11/2023Karpus Management Inc.239,172$3.06M0.1%+4.9%0.000%
8/10/2023Cetera Investment Advisers10,948$140K0.0%N/A0.000%
8/8/2023 Blue Bell Private Wealth Management LLC9,647$124K0.0%+33.1%0.000%
8/3/2023AlphaStar Capital Management LLC27,903$357K0.0%+22.2%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.763,692$9.78M0.0%+0.9%0.000%
7/25/2023 Raymond James & Associates907,025$11.62M0.0%+1.9%0.000%
5/12/2023Advisors Asset Management Inc.662,489$8.09M0.2%-7.9%0.000%
5/11/2023Karpus Management Inc.228,022$2.78M0.1%+76.0%0.000%
5/10/2023Landscape Capital Management L.L.C.12,652$154K0.0%N/A0.000%
5/8/2023Shaker Financial Services LLC90,960$1.14M0.5%-10.6%0.000%
5/8/2023Wolverine Asset Management LLC42,895$524K0.0%N/A0.000%
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5/8/2023 Blue Bell Private Wealth Management LLC7,247$88K0.0%+35.5%0.000%
5/3/2023AlphaStar Capital Management LLC22,839$279K0.0%+20.0%0.000%
4/28/2023Avantax Advisory Services Inc.18,025$220K0.0%-16.3%0.000%
4/25/2023 Advisor Resource Council75,900$928K0.2%-1.3%0.000%
4/21/2023PFG Advisors27,521$336K0.0%-5.2%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.757,016$9.24M0.0%+1.4%0.000%
4/14/2023 Raymond James & Associates889,718$10.86M0.0%+1.5%0.000%
4/13/2023 Chapin Davis Inc.31,382$383K0.2%+49.9%0.000%
2/13/2023Advisors Asset Management Inc.719,259$8.66M0.2%+4.3%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.746,249$8.99M0.0%-15.6%0.000%
2/8/2023 Raymond James & Associates876,865$10.56M0.0%-1.6%0.000%
2/7/2023Envestnet Asset Management Inc.30,409$366K0.0%+27.3%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC5,347$64K0.0%+61.2%0.000%
2/3/2023Shaker Financial Services LLC101,704$1.23M0.6%+32.1%0.000%
1/30/2023 Chapin Davis Inc.20,940$252K0.1%N/A0.000%
1/30/2023 International Assets Investment Management LLC12,676$153K0.0%N/A0.000%
11/15/2022Karpus Management Inc.118,417$1.34M0.0%+13.0%0.000%
11/14/2022Guggenheim Capital LLC48,588$547K0.0%-19.1%0.000%
11/10/2022Cornerstone Advisors LLC222,502$2.51M0.1%-17.0%0.000%
11/10/2022Wolverine Asset Management LLC45,077$508K0.0%+633.8%0.000%
11/9/2022Shaker Financial Services LLC76,983$868K0.4%+126.9%0.000%
11/9/2022 Blue Bell Private Wealth Management LLC3,317$37K0.0%-43.9%0.000%
11/8/2022Advisors Asset Management Inc.689,578$7.77M0.2%+12.6%0.000%
11/4/2022XML Financial LLC27,378$309K0.0%-7.7%0.000%
11/2/2022Rockefeller Capital Management L.P.2,827$31K0.0%N/A0.000%
11/2/2022Avantax Advisory Services Inc.24,848$280K0.0%-8.6%0.000%
10/25/2022 Raymond James & Associates891,021$10.04M0.0%-3.1%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.884,660$9.97M0.0%+2.8%0.000%
10/14/2022PFG Advisors29,528$333K0.0%-3.0%0.000%
10/5/2022 Capital Investment Advisors LLC11,800$133K0.0%-13.2%0.000%
8/15/2022Karpus Management Inc.104,766$1.29M0.0%+13.4%0.000%
8/8/2022Advisors Asset Management Inc.612,530$7.55M0.1%+2.4%0.000%
8/3/2022Wolverine Asset Management LLC6,143$75K0.0%-82.9%0.000%
8/2/2022 Blue Bell Private Wealth Management LLC5,909$73K0.0%+19.2%0.000%
8/2/2022Avantax Advisory Services Inc.27,197$335K0.0%-12.7%0.000%
8/1/2022Shaker Financial Services LLC33,928$418K0.2%-83.2%0.000%
7/27/2022Alphastar Capital Management LLC19,025$234K0.0%+16.3%0.000%
7/27/2022 Advisor Resource Council77,400$954K0.1%-10.6%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.18,055$222K0.0%-7.0%0.000%
5/12/2022Cornerstone Advisors LLC251,388$3.68M0.2%-16.3%0.000%
5/11/2022 Raymond James Financial Services Advisors Inc.880,333$12.87M0.0%+1.0%0.000%
5/11/2022 Raymond James & Associates931,229$13.62M0.0%+2.0%0.000%
5/11/202255I LLC57,686$843K0.0%+3.3%0.000%
5/10/2022Karpus Management Inc.92,415$1.35M0.0%+10.9%0.000%
5/6/2022Shaker Financial Services LLC201,616$2.95M1.1%+28.4%0.000%
5/4/2022Advisor Group Holdings Inc.70,471$1.03M0.0%-2.6%0.000%
5/4/2022Wolverine Asset Management LLC35,900$524K0.0%N/A0.000%
4/27/2022Avantax Advisory Services Inc.31,159$455K0.0%-4.4%0.000%
4/21/2022 Blue Bell Private Wealth Management LLC4,959$73K0.0%+1,139.8%0.000%
4/20/2022 Advisor Resource Council86,600$1.27M0.4%+14.6%0.000%
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4/19/2022PFG Advisors30,452$445K0.0%-2.6%0.000%
2/15/2022Advisors Asset Management Inc.620,453$9.43M0.1%+7.5%0.000%
2/15/2022Karpus Management Inc.83,297$1.27M0.0%-10.5%0.000%
2/14/2022Guggenheim Capital LLC59,164$900K0.0%+53.7%0.000%
2/14/2022Clearstead Advisors LLC2,200$33K0.0%N/A0.000%
2/10/2022 Confluence Wealth Services Inc.5,810$88K0.0%N/A0.000%
2/9/202255I LLC55,836$849K0.0%N/A0.000%
2/8/2022 Raymond James Financial Services Advisors Inc.871,488$13.25M0.0%+3.7%0.000%
2/8/2022 Raymond James & Associates913,008$13.88M0.0%+1.7%0.000%
2/7/2022Shaker Financial Services LLC156,987$2.39M0.8%-34.6%0.000%
(Data available from 1/1/2016 forward)

SCD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCD shares?

During the previous two years, 32 institutional investors and hedge funds held shares of LMP Capital and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($14.04M), Raymond James Financial Services Advisors Inc. ($13.49M), Advisors Asset Management Inc. ($6.98M), International Assets Investment Management LLC ($2.60M), Cornerstone Advisors LLC ($2.43M), Steward Partners Investment Advisory LLC ($1.61M), and Karpus Management Inc. ($1.17M).Learn more on SCD's institutional investors.

Which institutional investors have been buying LMP Capital and Income Fund stock?

Of the 22 institutional investors that purchased LMP Capital and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($184.75K), Raymond James Financial Services Advisors Inc. ($175.35K), Karpus Management Inc. ($144.70K), Advisors Asset Management Inc. ($121.34K), Wolverine Asset Management LLC ($117.73K), Shaker Financial Services LLC ($112.41K), and Raymond James & Associates ($90.48K).

How much institutional buying is happening at LMP Capital and Income Fund?

Institutional investors have bought a total of 1,245,950 shares in the last 24 months. This purchase volume represents approximately $16.37M in transactions.

Which LMP Capital and Income Fund major shareholders have been selling company stock?

Of the 19 institutional investors that sold LMP Capital and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($181.05K), Shaker Financial Services LLC ($178.43K), Raymond James Financial Services Advisors Inc. ($164.15K), Karpus Management Inc. ($155.83K), Advisors Asset Management Inc. ($116.84K), 1607 Capital Partners LLC ($116.32K), and Raymond James & Associates ($94.35K).

How much institutional selling is happening at LMP Capital and Income Fund?

Institutional investors have sold a total of 1,094,919 shares in the last 24 months. This volume of shares sold represents approximately $14.08M in transactions.


This page (NYSE:SCD) was last updated on 5/2/2024 by MarketBeat.com Staff

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