NEW YORK, NY
LMP CAPITAL & INCOME FUND INC.SCD— Latest position per institution from SEC 13F filings
15
Institutional holders
9.73M
Total shares held
102.21M
Estimated value
486.61K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
2.78M
Value
41.50K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.77M
Value
26.37M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
988.73K
Value
17.39M
Filed
Sep 30, 2024
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
890.67K
Value
15.67M
Filed
Sep 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
557.86K
Value
8.66M
Filed
Sep 30, 2025
MORGAN STANLEY
CIK 895421
Shares
432.94K
Value
6.46M
Filed
Mar 31, 2026
Z3 CAPITAL PARTNERS, LLC
CIK 2127787
Shares
420.34K
Value
6.28M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
385.42K
Value
5.75K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
300.67K
Value
4.49M
Filed
Mar 31, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
250.76K
Value
3.74M
Filed
Mar 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 1632972
Shares
145.58K
Value
2.18M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
124.67K
Value
1.86M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
100.77K
Value
1.49M
Filed
Dec 31, 2025
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
97.54K
Value
1.46M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
83.81K
Value
1.24M
Filed
Dec 31, 2025
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
83.10K
Value
1.24M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
81.96K
Value
1.22M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
80.69K
Value
1.21M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
80.44K
Value
1.20M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
80K
Value
1.12K
Filed
Dec 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 2.78M | 41.50K | Mar 31, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.77M | 26.37M | Mar 31, 2026 |
| 3 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 988.73K | 17.39M | Sep 30, 2024 |
| 4 | RAYMOND JAMES & ASSOCIATES | 1084208 | 890.67K | 15.67M | Sep 30, 2024 |
| 5 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 557.86K | 8.66M | Sep 30, 2025 |
| 6 | MORGAN STANLEY | 895421 | 432.94K | 6.46M | Mar 31, 2026 |
| 7 | Z3 CAPITAL PARTNERS, LLC | 2127787 | 420.34K | 6.28M | Mar 31, 2026 |
| 8 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 385.42K | 5.75K | Mar 31, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 300.67K | 4.49M | Mar 31, 2026 |
| 10 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 250.76K | 3.74M | Mar 31, 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | 145.58K | 2.18M | Mar 31, 2026 |
| 12 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 124.67K | 1.86M | Mar 31, 2026 |
| 13 | CORNERSTONE ADVISORS, LLC | 1775446 | 100.77K | 1.49M | Dec 31, 2025 |
| 14 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 97.54K | 1.46M | Mar 31, 2026 |
| 15 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 83.81K | 1.24M | Dec 31, 2025 |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 83.10K | 1.24M | Mar 31, 2026 |
| 17 | LPL FINANCIAL LLC | 1403438 | 81.96K | 1.22M | Mar 31, 2026 |
| 18 | ROYAL BANK OF CANADA | 1000275 | 80.69K | 1.21M | Mar 31, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 80.44K | 1.20M | Mar 31, 2026 |
| 20 | COHEN & STEERS, INC. | 1284812 | 80K | 1.12K | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.