Purchases and Sales Made in Q1 2025 in Lmp Capital & Income Fund Inc. (SCD)
This table provides information about the institutional ownership of Lmp Capital & Income Fund Inc. (SCD) during Q1 2025. The information is specifically focused on institutions that hold shares of LMP CAPITAL & INCOME FUND INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.3KNew |
$927K - $1.05M
|
59.3K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.6K+ 2.1% |
$634K - $717K
|
1.98M
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.4KNew |
$631K - $713K
|
40.4K
$631K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19.6K+ 53.13% |
$306K - $346K
|
56.4K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12K+ 100.0% |
$188K - $212K
|
24K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.9KNew |
$170K - $193K
|
10.9K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.18K+ 16.42% |
$96.5K - $109K
|
43.8K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12K+ 18.43% |
$80.1K - $90.5K
|
32.9K
$515K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.86K+ 13.54% |
$60.3K - $68.1K
|
32.3K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.79K+ 10.02% |
$59.2K - $66.9K
|
41.6K
$650K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5K+ 12.73% |
$54.7K - $61.8K
|
31K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.59K+ 1.47% |
$40.5K - $45.8K
|
178K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$16.3K - $18.5K
|
1.05K
$16.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
992+ 5.92% |
$15.5K - $17.5K
|
17.7K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
728+ 5.95% |
$11.4K - $12.9K
|
13K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
702+ 3.05% |
$11K - $12.4K
|
23.7K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$10.9K - $12.4K
|
700
$10.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
650New |
$10.2K - $11.5K
|
650
$10.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
470+ 0.95% |
$7.35K - $8.3K
|
50K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
234+ 0.73% |
$3.66K - $4.13K
|
32.3K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
131+ 1.26% |
$2.05K - $2.31K
|
10.5K
$164K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119New |
$1.86K - $2.1K
|
119
$1.86K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-154- 1.47% |
$2.41K - $2.72K
|
10.3K
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-209- 0.8% |
$3.27K - $3.69K
|
26K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-297- 1.93% |
$4.64K - $5.25K
|
15.1K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-562- 2.17% |
$8.78K - $9.93K
|
25.4K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-777- 3.49% |
$12.1K - $13.7K
|
21.5K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.7K- 3.46% |
$26.6K - $30K
|
47.4K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.11K- 1.24% |
$32.9K - $37.2K
|
167K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3K- 13.95% |
$46.9K - $53K
|
18.5K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.05K- 37.54% |
$126K - $142K
|
13.4K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.8K- 1.95% |
$138K - $155K
|
442K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.15K- 13.6% |
$143K - $162K
|
58.1K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.67K- 2.49% |
$151K - $171K
|
378K
$5.91M
|