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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,477
shares
|
$328,382
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,882
shares
|
$250,910
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
14,353
shares
|
$241,991
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,106
shares
|
$237,827
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,488
shares
|
$227,407
0.0% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,100
shares
|
$220,866
0.01% of portfolio
|
Q1 2025
Added 81.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
11,574
shares
|
$195,137
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,221
shares
|
$172,326
0.01% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
10,000
shares
|
$168,600
0.03% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,134
shares
|
$137,139
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
6,820
shares
|
$114,985
0.02% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,429
shares
|
$91,532
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,773
shares
|
$80,472
0.0% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
3,460
shares
|
$58,335
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,930
shares
|
$49,399
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,976
shares
|
$33,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,005
shares
|
$16,944
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
872
shares
|
$14,701
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
767
shares
|
$12,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
725
shares
|
$12,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
159
shares
|
$2,680
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
105
shares
|
$1,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$1,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
72
shares
|
$1,213
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
43
shares
|
$724
0.0% of portfolio
|
Q3 2022
New holding
|