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 49 institutions that hold shares in the stock, with a total of 2.46 Million shares, which have been reported (via 13F filing form) to have a value of $42.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
475,354
shares
|
$8.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
245,127
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
187,506
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
174,532
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
174,260
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
157,917
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2025
Added 26.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,917
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
115,355
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
75,013
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
58,568
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 31.45%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
57,965
shares
|
$994,099
0.0% of portfolio
|
Q3 2025
Reduced 45.04%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
54,650
shares
|
$937,247
0.42% of portfolio
|
Q1 2022
Added 23.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
43,259
shares
|
$741,891
0.01% of portfolio
|
Q3 2025
Reduced 19.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,337
shares
|
$726,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,159
shares
|
$723,026
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
36,225
shares
|
$621,258
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
32,944
shares
|
$564,989
0.15% of portfolio
|
Q3 2025
Reduced 45.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
32,470
shares
|
$556,860
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
31,748
shares
|
$544,478
0.15% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
27,982
shares
|
$479,891
0.02% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
21,209
shares
|
$363,734
0.0% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,182
shares
|
$346,121
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
19,299
shares
|
$330,977
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,275
shares
|
$296,266
0.0% of portfolio
|
Q3 2025
New holding
|
|