Wr Wealth Planners, LLC Lmp Capital & Income Fund Inc. Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$14.33 - $15.54 $2,292 - $2,486	-160 Reduced 16.67%	800 $12,000
Q1 2024 Jul 31, 2024	BUY	$13.57 - $15.64 $13,027 - $15,014	960 New	960 $15,000
Q2 2023 Aug 01, 2024	BUY	$11.82 - $12.81 $3,132 - $3,394	265 Added 33.13%	1,065 $13.6 Million
Q1 2023 Aug 01, 2024	BUY	$11.4 - $12.98 $4,446 - $5,062	390 Added 48.75%	1,190 $14.5 Million

Others Institutions Holding SCD

# of Institutions

42

Shares Held

4.22M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

989K
Shares

$17.2 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

891K
Shares

$15.5 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

515K
Shares

$8.93 Million
0.17% of portfolio
Morgan Stanley New York, NY

452K
Shares

$7.84 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

233K
Shares

$4.04 Million
0.04% of portfolio

About LMP CAPITAL & INCOME FUND INC.

Ticker SCD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
LMP Capital and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Clearbridge Investments, LLC, Western Asset Management Company Limited, and Western Asset Management Company. The fund invests in public equity and fixed income markets across the globe. It se...

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