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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.83% |
$323 - $403
|
872
$14.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.2K+ 7.46% |
$56.5K - $70.5K
|
60.4K
$1.02M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
181+ 2.73% |
$2.78K - $3.08K
|
6.82K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.38K- 6.93% |
$36.7K - $40.5K
|
32K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.08K- 2.28% |
$47.4K - $52.4K
|
132K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-408- 2.05% |
$6.28K - $6.94K
|
19.5K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.09% |
$200 - $221
|
14.9K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.3K+ 10.03% |
$619K - $685K
|
442K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11+ 0.2% |
$169 - $187
|
5.43K
$91.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.39K+ 30.87% |
$144K - $160K
|
39.8K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-495K- 76.13% |
$7.61M - $8.42M
|
155K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.5K+ 22.52% |
$284K - $314K
|
100K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49+ 0.61% |
$754 - $833
|
8.13K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 14.12% |
$34.1K - $37.7K
|
13.5K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 9.11% |
$35.4K - $39.1K
|
27.6K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 172.19% |
$2.13M - $2.36M
|
219K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-116K- 34.39% |
$1.78M - $1.97M
|
221K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 18.92% |
$301K - $333K
|
123K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.46KNew |
$53.2K - $58.9K
|
3.46K
$58.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-742- 0.87% |
$11.4K - $12.6K
|
85K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
145K+ 297.33% |
$2.23M - $2.46M
|
194K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.96K- 4.29% |
$45.5K - $50.4K
|
66.1K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.43K- 16.16% |
$68.1K - $75.3K
|
23K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
44.2K+ 142.06% |
$680K - $753K
|
75.4K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.9K+ 81.94% |
$90.7K - $100K
|
13.1K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 7.33% |
$182K - $201K
|
173K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$1.08K - $1.19K
|
11.6K
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 21.21% |
$42.3K - $46.8K
|
10.2K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.9K+ 72.51% |
$167K - $185K
|
25.9K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-368- 1.15% |
$5.66K - $6.26K
|
31.7K
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2K- 16.67% |
$30.8K - $34K
|
10K
$169K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-905- 18.96% |
$14.3K - $16.3K
|
3.87K
$65.2K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.65K- 27.46% |
$121K - $137K
|
20.2K
$341K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
105New |
$1.65K - $1.89K
|
105
$1.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-29.7K- 36.83% |
$469K - $534K
|
51K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.98KNew |
$31.1K - $35.5K
|
1.98K
$33.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
725New |
$11.4K - $13K
|
725
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$4.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
767New |
$12.1K - $13.8K
|
767
$12.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 66.67% |
$2.27K - $2.59K
|
72
$1.21K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
751New |
$11.7K - $13.7K
|
751
$12.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.4KNew |
$224K - $261K
|
14.4K
$242K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.3KNew |
$660K - $770K
|
42.3K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 8.08% |
$64K - $74.6K
|
46.6K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-69- 0.49% |
$1.08K - $1.26K
|
14.1K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.2KNew |
$18.7K - $21.8K
|
1.2K
$20.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$1.56K - $1.82K
|
100
$1.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 1.13% |
$21.1K - $24.6K
|
118K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-344K- 58.38% |
$5.36M - $6.25M
|
245K
$4.13M
|
|