Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
91.8K+ 16.83% |
$1.49M - $1.87M
|
637K
$10.7M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 10.98% |
$366K - $459K
|
228K
$3.81M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 27.95% |
$324K - $406K
|
91.2K
$1.53M
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.2K+ 67.14% |
$246K - $309K
|
37.7K
$632K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.7KNew |
$206K - $259K
|
12.7K
$213K
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
10.5K+ 23.64% |
$170K - $213K
|
54.7K
$915K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.87K+ 7.36% |
$112K - $140K
|
100K
$1.68M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.8K+ 36.14% |
$94.2K - $118K
|
21.8K
$366K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.01KNew |
$65.1K - $81.6K
|
4.01K
$67.1K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.21K+ 4.02% |
$35.9K - $45K
|
57.1K
$956K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 18.5% |
$33.3K - $41.8K
|
13.1K
$220K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.32K+ 5.03% |
$21.4K - $26.9K
|
27.6K
$462K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.01K+ 15.81% |
$16.3K - $20.5K
|
7.37K
$123K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
783+ 0.29% |
$12.7K - $15.9K
|
268K
$4.49M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
709+ 0.72% |
$11.5K - $14.4K
|
99K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
612+ 1.93% |
$9.94K - $12.5K
|
32.3K
$541K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
500+ 25.0% |
$8.12K - $10.2K
|
2.5K
$41.9K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
299+ 0.12% |
$4.86K - $6.09K
|
245K
$4.1M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
209+ 4.13% |
$3.39K - $4.26K
|
5.27K
$88.2K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
33+ 4.93% |
$536 - $672
|
702
$11.8K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 5.31% |
$97.4 - $122
|
119
$1.99K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-29Closed |
$471 - $591
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-49- 0.17% |
$796 - $998
|
29.1K
$487K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.25% |
$812 - $1.02K
|
19.7K
$330K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-180Closed |
$2.92K - $3.67K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-190Closed |
$3.09K - $3.87K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-259- 1.22% |
$4.21K - $5.28K
|
20.9K
$350K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-630Closed |
$10.2K - $12.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-954- 2.16% |
$15.5K - $19.4K
|
43.3K
$725K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.12K- 7.27% |
$18.2K - $22.8K
|
14.3K
$240K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.56K- 4.99% |
$25.4K - $31.8K
|
29.7K
$498K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.8K- 19.58% |
$143K - $179K
|
36.1K
$605K
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-10KClosed |
$163K - $204K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 3.92% |
$170K - $214K
|
257K
$4.31M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.7KClosed |
$191K - $239K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 22.93% |
$374K - $469K
|
77.4K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.7K- 11.61% |
$466K - $585K
|
219K
$3.66M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31K- 70.66% |
$504K - $632K
|
12.9K
$216K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.6K- 11.73% |
$579K - $726K
|
268K
$4.49M
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-39.6K- 85.23% |
$643K - $806K
|
6.86K
$115K
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-85.3K- 88.29% |
$1.39M - $1.74M
|
11.3K
$190K
|