Institutional Ownership Lazard Global Total Return & Income Fund Inc (LGI)
This table provides information about the institutional ownership of Lazard Global Total Return & Income Fund Inc (LGI). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $46.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
485,121
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
272,624
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Added 24.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
245,127
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
203,086
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
182,659
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
132,111
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
124,973
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,917
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
106,320
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
105,476
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
72,430
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
70,478
shares
|
$1.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
67,393
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
60,438
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
54,650
shares
|
$933,421
0.42% of portfolio
|
Q1 2022
Added 23.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
53,848
shares
|
$919,723
0.01% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
45,383
shares
|
$775,141
0.0% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,337
shares
|
$723,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
41,559
shares
|
$709,827
0.01% of portfolio
|
Q2 2025
Added 50.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
33,039
shares
|
$564,306
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
31,146
shares
|
$531,973
0.16% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
26,074
shares
|
$445,343
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,209
shares
|
$345,169
0.0% of portfolio
|
Q4 2024
Reduced 27.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,540
shares
|
$333,743
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
15,007
shares
|
$256,319
0.0% of portfolio
|
Q2 2025
Added 0.84%
|