Latest Institutional Transactions on Lazard Global Total Return & Income Fund Inc (LGI)
This table provides information on the latest institutional transactions involving Lazard Global Total Return & Income Fund Inc (LGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
19.3KNew |
$321K - $344K
|
19.3K
$331K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-27.5K- 45.49% |
$458K - $489K
|
32.9K
$565K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
115+ 0.77% |
$1.91K - $2.05K
|
15.1K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-345- 4.59% |
$5.74K - $6.14K
|
7.18K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$279K - $299K
|
16.8K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 31.45% |
$233K - $249K
|
58.6K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.68K+ 11.5% |
$28K - $29.9K
|
16.3K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-569- 1.72% |
$9.47K - $10.1K
|
32.5K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.77K- 2.01% |
$163K - $174K
|
475K
$8.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 2.64% |
$383 - $409
|
895
$15.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.6K- 14.06% |
$475K - $508K
|
175K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
642+ 3.29% |
$10.7K - $11.4K
|
20.2K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.9K+ 26.36% |
$548K - $586K
|
158K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$12.5K - $13.4K
|
750
$12.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-85.1K- 31.22% |
$1.42M - $1.52M
|
188K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 45.04% |
$791K - $846K
|
58K
$994K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$287K - $307K
|
17.3K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.04K+ 8.5% |
$150K - $161K
|
115K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 1.44% |
$9.98K - $10.7K
|
42.2K
$723K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.4K- 4.6% |
$140K - $150K
|
174K
$2.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
36.2KNew |
$603K - $645K
|
36.2K
$621K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
20+ 0.37% |
$333 - $356
|
5.45K
$93.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.91K+ 7.32% |
$31.7K - $34K
|
28K
$480K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
554New |
$9.22K - $9.86K
|
554
$9.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 4.95% |
$16.6K - $17.8K
|
21.2K
$364K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.6K- 19.66% |
$176K - $188K
|
43.3K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.8K- 53.07% |
$96.5K - $103K
|
5.13K
$87.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
602+ 1.93% |
$10K - $10.7K
|
31.7K
$544K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
170New |
$2.83K - $3.03K
|
170
$2.92K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.57K+ 13.98% |
$74.9K - $93.5K
|
45.4K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33K+ 10.11% |
$17.8K - $22.3K
|
14.4K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
195+ 2.86% |
$2.62K - $3.28K
|
7.02K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.4KNew |
$907K - $1.13M
|
67.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.04% |
$740 - $924
|
132K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$26.9K - $33.6K
|
2K
$34.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
725New |
$9.76K - $12.2K
|
725
$12.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.91K- 6.51% |
$66.1K - $82.5K
|
70.5K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 14.09% |
$19.4K - $24.2K
|
11.7K
$200K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-495K- 76.13% |
$7.61M - $8.42M
|
155K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.46KNew |
$53.2K - $58.9K
|
3.46K
$59.3K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.43K- 16.16% |
$68.1K - $75.3K
|
23K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
145K+ 297.33% |
$2.23M - $2.46M
|
194K
$3.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2K- 16.67% |
$30.8K - $34K
|
10K
$172K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
105New |
$1.65K - $1.89K
|
105
$1.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-29.7K- 36.83% |
$469K - $534K
|
51K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.98KNew |
$31.1K - $35.5K
|
1.98K
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
725New |
$11.4K - $13K
|
725
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$4.29K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 66.67% |
$2.27K - $2.59K
|
72
$1.23K
|
|