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 51 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $49.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
441,770
shares
|
$7.45 Million
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
245,127
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
221,456
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
219,282
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
Added 172.19%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
193,593
shares
|
$3.26 Million
0.07% of portfolio
|
Q1 2025
Added 297.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
173,244
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
155,220
shares
|
$2.62 Million
0.07% of portfolio
|
Q1 2025
Reduced 76.13%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
132,056
shares
|
$2.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
123,127
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,917
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
100,427
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
85,009
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
75,389
shares
|
$1.27 Million
0.47% of portfolio
|
Q1 2025
Added 142.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
72,430
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
66,124
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
60,438
shares
|
$1.02 Million
0.3% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
54,650
shares
|
$921,399
0.42% of portfolio
|
Q1 2022
Added 23.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,337
shares
|
$713,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
39,817
shares
|
$671,314
0.0% of portfolio
|
Q1 2025
Added 30.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,015
shares
|
$539,772
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
31,681
shares
|
$534,141
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
27,559
shares
|
$464,644
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25,856
shares
|
$435,932
0.02% of portfolio
|
Q1 2025
Added 72.51%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
22,975
shares
|
$387,358
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
20,209
shares
|
$340,723
0.0% of portfolio
|
Q4 2024
Reduced 27.46%
|