Steward Partners Investment Advisory, LLC
Position in SCD — Lmp Capital & Income Fund Inc.
CIK 1723397
STAMFORD, CT
Position in SCD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,743,846
+$1,279,255 QoQ
Shares Held
250,760
+50.7% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. SCD ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in SCD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,743,846 | 250,760 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,464,591 | 166,414 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,721,104 | 175,216 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,745,194 | 175,974 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,840,589 | 178,317 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,022,504 | 175,727 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,732,201 | 155,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,321,303 | 149,955 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,134,359 | 136,468 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,613,587 | 115,174 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,404,762 | 112,381 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,325,514 | 103,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,156,592 | 94,725 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,030,022 | 85,550 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $960,767 | 85,250 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,449 | 280 | Shares | Sole | 2022-08-04 | |
| 2021-03-31 | $57,785 | 4,550 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||