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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Advisors Asset Management, Inc., Wolverine Asset Management Llc, Steward Partners Investment Advisory, Llc, and Sit Investment Associates Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +35,847 | +13.5% | 300,667 | $4.49M | Q1 2026 | Jul 08, 2026 |
| Newedge Advisors, Llc | Buy | +4,172 | +9.9% | 46,179 | $46.18K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +661 | +2.6% | 26,024 | $388.54K | Q1 2026 | May 18, 2026 |
| Advisors Asset Management, Inc. | Buy | +124,673 | — | 124,673 | $1.86M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -22,484 | -4.9% | 432,943 | $6.46M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +12,049 | +17.6% | 80,437 | $1.20M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +3,630 | +4.7% | 80,692 | $1.21M | Q1 2026 | May 15, 2026 |
| Quarry Lp | Sell | -240 | -0.4% | 58,119 | $867.72K | Q1 2026 | May 15, 2026 |
| Osbon Capital Management Llc | Buy | +168 | — | 168 | $2.51K | Q1 2026 | May 15, 2026 |
| Yakira Capital Management, Inc. | Sell | -17,937 | -19.7% | 73,285 | $1.09M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -12,504 | -0.7% | 1,766,470 | $26.37M | Q1 2026 | May 14, 2026 |
| Level Four Advisory Services, Llc | Buy | +12,192 | — | 12,192 | $182.04K | Q1 2026 | May 14, 2026 |
| Sit Investment Associates Inc | Sell | -57,876 | -2.0% | 2,779,833 | $41.50M | Q1 2026 | May 13, 2026 |
| Landscape Capital Management, L.L.C. | Sell | -29,861 | -35.6% | 54,028 | $806.64K | Q1 2026 | May 12, 2026 |
| Penserra Capital Management Llc | Buy | +385,415 | — | 385,415 | $5.75M | Q1 2026 | May 11, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -1,854 | -23.7% | 5,962 | $89.01K | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +84,346 | +50.7% | 250,760 | $3.74M | Q1 2026 | May 08, 2026 |
| Z3 Capital Partners, Llc | Buy | +21,354 | +5.4% | 420,339 | $6.28M | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Buy | +14,787 | +22.0% | 81,959 | $1.22M | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Sell | -32,211 | -76.4% | 9,965 | $148.78K | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +1,200 | +1.8% | 66,697 | $995.79K | Q1 2026 | May 05, 2026 |
| Wolverine Asset Management Llc | Sell | -108,137 | -56.5% | 83,098 | $1.24M | Q1 2026 | May 04, 2026 |
| Calamos Advisors Llc | Buy | +4,930 | +13.5% | 41,404 | $618.16K | Q1 2026 | May 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +1,600 | +6.6% | 25,888 | $386.51K | Q1 2026 | May 04, 2026 |
| Fifth Third Bancorp | Buy | +18,500 | — | 18,500 | $276.20K | Q1 2026 | May 01, 2026 |
| International Assets Investment Management, Llc | Sell | -200 | -0.6% | 30,626 | $458.78K | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -1,176 | -5.6% | 19,958 | $298.00K | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, Llc | Sell | -2,437 | -10.8% | 20,097 | $300.05K | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | Buy | +1,139 | +8.4% | 14,727 | $219.87K | Q1 2026 | Apr 27, 2026 |
| Commonwealth Equity Services, Llc | Buy | +207 | +0.8% | 24,583 | $367.02K | Q1 2026 | Apr 27, 2026 |
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.