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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$4.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
767New |
$12.1K - $13.8K
|
767
$12.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 6.56% |
$16.6K - $18.9K
|
15K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 66.67% |
$2.27K - $2.59K
|
72
$1.18K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.4KNew |
$224K - $261K
|
14.4K
$236K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.3KNew |
$660K - $770K
|
42.3K
$696K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
169+ 2.69% |
$2.64K - $3.07K
|
6.46K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.33K+ 9.57% |
$114K - $133K
|
83.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.2K+ 0.09% |
$18.7K - $21.8K
|
1.27M
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.66K+ 5.28% |
$72.7K - $84.8K
|
92.9K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.02% |
$109 - $127
|
28.9K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.27K- 3.61% |
$82.1K - $95.8K
|
141K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.21K- 5.59% |
$18.9K - $22.1K
|
20.5K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.16K- 5.54% |
$33.7K - $39.3K
|
36.8K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
877+ 5.69% |
$13.7K - $16K
|
16.3K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.93K- 2.02% |
$124K - $144K
|
386K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
81KNew |
$1.26M - $1.47M
|
81K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.33K- 10.38% |
$51.9K - $60.5K
|
28.7K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 8.08% |
$64K - $74.6K
|
46.6K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-41.9K- 34.18% |
$654K - $763K
|
80.7K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.96K+ 11.2% |
$124K - $145K
|
79.1K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
521+ 15.02% |
$8.13K - $9.48K
|
3.99K
$65.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.3K+ 94.33% |
$379K - $442K
|
50.1K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-69- 0.49% |
$1.08K - $1.26K
|
14.1K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.1K- 30.81% |
$236K - $275K
|
33.9K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-392- 4.62% |
$6.12K - $7.13K
|
8.09K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.19K+ 0.76% |
$18.6K - $21.7K
|
159K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.2KNew |
$18.7K - $21.8K
|
1.2K
$19.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$1.56K - $1.82K
|
100
$1.64K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.21K- 15.22% |
$50.1K - $58.5K
|
17.9K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100- 0.36% |
$1.56K - $1.82K
|
27.9K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 1.13% |
$21.1K - $24.6K
|
118K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-344K- 58.38% |
$5.36M - $6.25M
|
245K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.73% |
$374 - $437
|
902
$14.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1K- 7.69% |
$15.6K - $18.2K
|
12K
$197K
|
|
| 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
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-144K- 95.23% |
$2.14M - $2.44M
|
7.19K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.2KNew |
$107K - $122K
|
7.2K
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
261New |
$3.89K - $4.43K
|
261
$4.29K
|
|
| Q1 2024 | |||||||
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$11.2K - $12.5K
|
750
$12.3K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.2KNew |
$360K - $401K
|
24.2K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-10K- 44.88% |
$149K - $166K
|
12.3K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
525New |
$7.82K - $8.72K
|
525
$8.63K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.61K- 6.45% |
$38.8K - $43.2K
|
37.8K
$621K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.73KNew |
$85.3K - $95.1K
|
5.73K
$94.1K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$213K - $237K
|
14.3K
$235K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
612New |
$7.76K - $9.43K
|
612
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.4KNew |
$208K - $253K
|
16.4K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
16.4KNew |
$208K - $253K
|
16.4K
$269K
|
|