Walled Lake Planning & Wealth Management, LLC Lmp Capital & Income Fund Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$11.37 - $12.87 $955 - $1,081	-84 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$9.7 - $12.04 $727 - $902	-75 Reduced 47.17%	84 $1,000
Q3 2020 Nov 13, 2020	BUY	$9.88 - $11.24 $39 - $44	4 Added 2.58%	159 $2,000
Q2 2020 Aug 18, 2020	BUY	$7.5 - $11.09 $45 - $66	6 Added 4.03%	155 $2,000
Q1 2020 May 15, 2020	BUY	$6.01 - $15.85 $895 - $2,361	149 New	149 $1,000

Others Institutions Holding SCD

# of Institutions

Shares Held

4.17M

Call Options Held

Put Options Held

Raymond James & Associates St Petersburg, FL

898K
Shares

$13.9 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

863K
Shares

$13.4 Million
0.02% of portfolio
Advisors Asset Management, Inc. Monument, CO

634K
Shares

$9.85 Million
0.19% of portfolio
Morgan Stanley New York, NY

444K
Shares

$6.9 Million
0.0% of portfolio
Aristides Capital LLC Ottawa Hills, OH

244K
Shares

$3.79 Million
1.73% of portfolio

View Full List

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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