Geneos Wealth Management Inc. Lmp Capital & Income Fund Inc. Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$11.82 - $14.8 $5,910 - $7,400	500 Added 35.71%	1,900 $23,000
Q3 2020 Sep 07, 2021	BUY	$9.88 - $11.24 $3,952 - $4,496	400 Added 40.0%	1,400 $14,000
Q1 2018 Sep 07, 2021	BUY	$12.33 - $14.75 $12,330 - $14,750	1,000 New	1,000 $12,000

Others Institutions Holding SCD

# of Institutions

42

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Raymond James & Associates St Petersburg, FL

898K
Shares

$14.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

863K
Shares

$13.6 Million
0.02% of portfolio
Advisors Asset Management, Inc. Monument, CO

634K
Shares

$9.98 Million
0.19% of portfolio
Morgan Stanley New York, NY

444K
Shares

$6.99 Million
0.0% of portfolio
Aristides Capital LLC Ottawa Hills, OH

244K
Shares

$3.84 Million
1.73% 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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