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LMP CAPITAL & INCOME FUND INC. hedge fund holdings

SCDNYSE
$14.68+0.02 (+0.14% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SCD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-6.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252011$12.2M$3.25M52Aug 14, 2025
Q3 20252413$61.8M$10.6M53Nov 14, 2025
Q4 20252518$10.1M$17.8M57Feb 14, 2026
Q1 20261323$3.19M$12M50May 15, 2026
Q2 20262111$11.4M$14.5M54Aug 14, 2026

Quarterly action breakdown

Q2 2026
54 filers
New position
11
$7.13M+456K sh
Increased
10
$4.25M+271K sh
Reduced
6
-$12.7M-811K sh
Out / sold
5
-$1.81M-116K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCNew Buy+$5.22M$5.22M1.63%Jul 15, 2026
Sit Investment Associates IncReduce 5.17%-$2.25M$41.3M0.78%Aug 12, 2026
Quarry LPSell 100%-$868K$00.00%Aug 14, 2026
Logan Stone Capital, LLCNew Buy+$502K$502K0.11%Aug 14, 2026
Readystate Asset Management LPAdded 279.40%+$437K$594K0.02%Aug 14, 2026
Mgo One Seven LLCNew Buy+$413K$413K0.01%Jul 31, 2026
Independent Financial Group, LLCNew Buy+$358K$358K0.01%Jul 15, 2026
PFG AdvisorsSell 100%-$339K$00.00%Jul 16, 2026
First National Trust CoNew Buy+$181K$181K0.01%Jul 30, 2026
Vista Investment Partners II, LLCSell 100%-$180K$00.00%Jul 21, 2026
Z3 Capital Partners, LLCAdded 1.28%+$84K$6.66M1.40%Jul 28, 2026
Calamos Advisors LLCAdded 7.14%+$46.3K$694K0.00%Jul 31, 2026
Level Four Advisory Services, LLCAdded 4.69%+$8.95K$200K0.01%Aug 10, 2026
Wealth Care LLCAdded 1.05%+$8.12K$780K0.63%Jul 15, 2026
Aurora Private Wealth, Inc.Added 4.48%+$7.94K$185K0.12%Jul 22, 2026
Chapin Davis, Inc.Added 0.77%+$6.26K$820K0.14%Jul 7, 2026
Harbour Wealth Management Group, Inc.Added 1.93%+$3.99K$211K0.14%Aug 7, 2026
Institute for Wealth Management, LLC.New Buy+$3.91K$3.91K0.00%Jul 28, 2026

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