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

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$14.33 - $15.54 $17,324 - $18,787	-1,209 Reduced 37.68%	2,000 $30,000
Q1 2024 Apr 24, 2024	BUY	$13.57 - $15.64 $54 - $62	4 Added 0.12%	3,209 $50,000
Q4 2023 Feb 06, 2024	BUY	$11.42 - $14.35 $57 - $71	5 Added 0.16%	3,205 $44,000
Q3 2023 Nov 08, 2023	SELL	$12.18 - $13.28 $12,180 - $13,280	-1,000 Reduced 23.81%	3,200 $40,000
Q2 2021 Jul 26, 2021	SELL	$12.79 - $14.86 $9,234 - $10,728	-722 Reduced 14.67%	4,200 $61,000
Q1 2021 May 21, 2021	BUY	$11.37 - $12.87 $55,963 - $63,346	4,922 New	4,922 $63,000

Others Institutions Holding SCD

# of Institutions

40

Shares Held

4.08M

Call Options Held

0

Put Options Held

0

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

989K
Shares

$16.5 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

891K
Shares

$14.9 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

515K
Shares

$8.6 Million
0.17% of portfolio
Morgan Stanley New York, NY

383K
Shares

$6.39 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

233K
Shares

$3.89 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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