LMP CAPITAL AND INCOME FUND (XSCDX) Institutional Ownership Changes & 13F Activity

LMP CAPITAL AND INCOME FUND (XSCDX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Allspring Global Investments Holdings, Llc, Sit Investment Associates Inc, Steward Partners Investment Advisory, Llc, and Wolverine Asset Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Raymond James Financial IncSell-515,711-29.2%1,250,759$19.57MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+37,96637,966$594.17KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+32,08932,089$502.19KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+31,543+39.2%111,980$1.75MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+27,940+279.4%37,940$593.76KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+26,703+8.9%327,370$5.12MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+24,321+19.5%148,994$2.33MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,126+3.9%83,818$1.31MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,0001,000$15.50KQ2 2026Aug 14, 2026
Bank Of America CorpSell-586-2.3%25,438$398.11KQ2 2026Aug 14, 2026
Allspring Global Investments Holdings, LlcBuy+167,691+251.4%234,388$3.67MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-80,925-32.3%169,835$2.66MQ2 2026Aug 13, 2026
Morgan StanleySell-21,158-4.9%411,785$6.44MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+15,254+4.0%400,669$6.27MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+2,0002,000$31.30KQ2 2026Aug 13, 2026
Ubs Group AgBuy+97+1.0%10,062$157.47KQ2 2026Aug 13, 2026
Sit Investment Associates IncSell-143,845-5.2%2,635,988$41.25MQ2 2026Aug 12, 2026
Landscape Capital Management, L.L.C.Sell-22,114-40.9%31,914$499.45KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,732+3.8%47,911$749.81KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4545$707.00Q2 2026Aug 12, 2026
Wolverine Asset Management LlcBuy+59,657+71.8%142,755$2.23MQ2 2026Aug 10, 2026
Level Four Advisory Services, LlcBuy+572+4.7%12,764$199.77KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-21,724-26.5%60,235$942.68KQ2 2026Aug 07, 2026
Harbour Wealth Management Group, Inc.Buy+255+1.9%13,467$210.76KQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcBuy+20,985+352.0%26,947$421.72KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+12,51912,519$196.00KQ2 2026Aug 05, 2026
Mgo One Seven LlcBuy+26,36426,364$412.60KQ2 2026Jul 31, 2026
Calamos Advisors LlcBuy+2,958+7.1%44,362$694.26KQ2 2026Jul 31, 2026
First National Trust CoBuy+11,58111,581$181.24KQ2 2026Jul 30, 2026
Alphastar Capital Management, LlcBuy+636+2.2%30,203$472.68KQ2 2026Jul 30, 2026
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Frequently asked questions about XSCDX activity

  • Which institutional owners are buying XSCDX?

    Institutional owners buying XSCDX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XSCDX activity?

    "Buy" means an investor increased their reported position in XSCDX compared to the prior reporting period. This reflects growing exposure to LMP CAPITAL AND INCOME FUND (XSCDX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XSCDX increasing?

    Institutional interest in XSCDX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.