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LMP Capital and Income Fund (XSCDX)

CUSIP: 50208A102 | US | 229 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC365,434
0.0% of portfolio›$5.4M
Shaker Financial Services, LLC288,321
1.4% of portfolio›$4.2M
Wolverine Asset Management LLC223,426
0.0% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC186,771
0.0% of portfolio›$2.7M
Calamos Advisors LLC59,325
0.0% of portfolio›$874.5K
Chapin Davis, Inc.52,346
0.1% of portfolio›$771.6K
HB Wealth Management, LLC50,348
0.0% of portfolio›$742.1K
Blue Bell Private Wealth Management, LLC43,575
0.1% of portfolio›$642.3K
AlphaStar Capital Management, LLC30,861
0.0% of portfolio›$454.9K
Independent Financial Group, LLC27,505
0.0% of portfolio›$405.4K
International Assets Investment Management, LLC26,008
0.0% of portfolio›$382.3K
NWF Advisory Services Inc.25,888
0.0% of portfolio›$381.6K
Abel Hall, LLC25,000
0.1% of portfolio›$368.5K
MGO One Seven LLC24,653
0.0% of portfolio›$363.4K
XML Financial, LLC20,523
0.0% of portfolio›$302.5K
Commonwealth Equity Services, LLC20,411
0.0% of portfolio›$300.9K
Cambridge Investment Research Advisors, Inc.19,527
0.0% of portfolio›$288
Fifth Third Bancorp18,500
0.0% of portfolio›$272.7K
Closed-End Fund Advisors, Inc.16,431
0.3% of portfolio›$242.2K
Eclectic Associates Inc16,221
0.0% of portfolio›$239.1K
Truist Financial Corp13,542
0.0% of portfolio›$199.6K
Aurora Private Wealth, Inc.12,082
0.0% of portfolio›$178
CoreCap Advisors, LLC1,200
0.0% of portfolio›$17.7K
Farther Finance Advisors, LLC650
0.0% of portfolio›$9.6K
Highline Wealth Partners LLC250
0.0% of portfolio›$3.7K
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
365,434$5.4M0.0%CoreMediumCharlotte, NC2026-11-04
Shaker Financial Services, LLC
288,321$4.2M1.4%YieldHighArlington, VA2026-10-14
Wolverine Asset Management LLC
223,426$3.3M0.0%Deep ValueVery HighChicago, IL2026-11-02
Wealth Enhancement Advisory Services, LLC
186,771$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Calamos Advisors LLC
59,325$874.5K0.0%GrowthMediumNaperville, IL2026-11-02
Chapin Davis, Inc.
52,346$771.6K0.1%GrowthHighBaltimore, MD2026-10-09
HB Wealth Management, LLC
50,348$742.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Blue Bell Private Wealth Management, LLC
43,575$642.3K0.1%YieldVery LowBlue Bell, PA2026-10-29
AlphaStar Capital Management, LLC
30,861$454.9K0.0%ETFMediumCornelius, NC2026-10-16
Independent Financial Group, LLC
27,505$405.4K0.0%GrowthLowSan Diego, CA2026-10-13
International Assets Investment Management, LLC
26,008$382.3K0.0%CoreVery HighOrlando, FL2026-11-02
NWF Advisory Services Inc.
25,888$381.6K0.0%GARPLowLos Angeles, CA2026-10-19
Abel Hall, LLC
25,000$368.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
MGO One Seven LLC
24,653$363.4K0.0%GrowthLowBeachwood, OH2026-10-28
XML Financial, LLC
20,523$302.5K0.0%ETFLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
20,411$300.9K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
19,527$2880.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
18,500$272.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Closed-End Fund Advisors, Inc.
16,431$242.2K0.3%YieldMediumRichmond, VA2026-11-04
Eclectic Associates Inc
16,221$239.1K0.0%ETFVery LowFullerton, CA2026-10-09
Truist Financial Corp
13,542$199.6K0.0%CoreLowCharlotte, NC2026-10-30
Aurora Private Wealth, Inc.
12,082$1780.0%ETFLowRockaway, NJ2026-10-20
CoreCap Advisors, LLC
1,200$17.7K0.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
650$9.6K0.0%IndexLowSan Francisco, CA2026-10-08
Highline Wealth Partners LLC
250$3.7K0.0%ETFMediumSherman Oaks, CA2026-10-19