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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.65K- 27.46% |
$121K - $137K
|
20.2K
$316K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
105New |
$1.65K - $1.89K
|
105
$1.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 5.98% |
$27.1K - $30.9K
|
30.4K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.9KNew |
$234K - $267K
|
14.9K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.42K- 6.57% |
$38.1K - $43.5K
|
34.4K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.42KNew |
$85.4K - $97.3K
|
5.42K
$84.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.5K- 3.91% |
$86.7K - $98.9K
|
135K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 11.44% |
$167K - $191K
|
104K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.9K- 14.67% |
$187K - $213K
|
69.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-584- 3.59% |
$9.2K - $10.5K
|
15.7K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.98KNew |
$31.1K - $35.5K
|
1.98K
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 4.1% |
$249K - $284K
|
402K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-616K- 48.65% |
$9.71M - $11.1M
|
650K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-29.7K- 36.83% |
$469K - $534K
|
51K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
176+ 2.72% |
$2.77K - $3.16K
|
6.64K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.82K+ 2.17% |
$28.7K - $32.7K
|
85.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.52K- 19.22% |
$103K - $117K
|
27.4K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.1KNew |
$491K - $559K
|
31.1K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 2.93% |
$9.46K - $10.8K
|
19.9K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
31.9K+ 63.56% |
$502K - $572K
|
82K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 1.89% |
$23.6K - $26.9K
|
80.6K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.9K+ 1.83% |
$45.7K - $52.1K
|
161K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
725New |
$11.4K - $13K
|
725
$11.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.26K- 34.95% |
$98.6K - $112K
|
11.6K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.6K- 12.47% |
$56.7K - $64.7K
|
25.3K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
338KNew |
$5.32M - $6.06M
|
338K
$5.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.7KNew |
$768K - $875K
|
48.7K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
32KNew |
$505K - $576K
|
32K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$3.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
767New |
$12.1K - $13.8K
|
767
$12K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 6.56% |
$16.6K - $18.9K
|
15K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 66.67% |
$2.27K - $2.59K
|
72
$1.13K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.3KNew |
$660K - $770K
|
42.3K
$663K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.4KNew |
$224K - $261K
|
14.4K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 8.08% |
$64K - $74.6K
|
46.6K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
521+ 15.02% |
$8.13K - $9.48K
|
3.99K
$62.5K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-69- 0.49% |
$1.08K - $1.26K
|
14.1K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-392- 4.62% |
$6.12K - $7.13K
|
8.09K
$127K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.2KNew |
$18.7K - $21.8K
|
1.2K
$18.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$1.56K - $1.82K
|
100
$1.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-344K- 58.38% |
$5.36M - $6.25M
|
245K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 1.13% |
$21.1K - $24.6K
|
118K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.73% |
$374 - $437
|
902
$14.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1K- 7.69% |
$15.6K - $18.2K
|
12K
$188K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-986- 1.34% |
$14.7K - $16.8K
|
72.4K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-144K- 95.23% |
$2.14M - $2.44M
|
7.19K
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.2KNew |
$107K - $122K
|
7.2K
$113K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
261New |
$3.89K - $4.43K
|
261
$4.09K
|
|
| Q1 2024 | |||||||
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$11.2K - $12.5K
|
750
$11.7K
|
|