Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
103K+ 544.21% |
$1.48M - $1.69M
|
122K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.5K+ 12.75% |
$962K - $1.09M
|
588K
$9.72M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
39.5KNew |
$571K - $649K
|
39.5K
$653K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.2KNew |
$437K - $496K
|
30.2K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.6K+ 15.89% |
$327K - $371K
|
165K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 6.46% |
$258K - $293K
|
295K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 8.48% |
$197K - $223K
|
174K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.72K+ 2.78% |
$68.3K - $77.5K
|
175K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 21.41% |
$63.6K - $72.3K
|
25K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.41K+ 25.13% |
$49.3K - $56K
|
17K
$281K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93KNew |
$42.4K - $48.1K
|
2.93K
$48.4K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.34K+ 4.65% |
$33.8K - $38.4K
|
52.6K
$869K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.7K+ 4.15% |
$24.6K - $28K
|
42.7K
$706K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
879+ 3.31% |
$12.7K - $14.4K
|
27.4K
$454K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
539+ 1.82% |
$7.79K - $8.86K
|
30.2K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
262+ 1.92% |
$3.79K - $4.3K
|
13.9K
$230K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.89K - $3.29K
|
200
$3.31K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.45K - $1.64K
|
100
$1.65K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.85% |
$202 - $230
|
770
$12.7K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12+ 0.05% |
$174 - $197
|
24.2K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-54- 0.09% |
$781 - $887
|
62.6K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-150- 1.12% |
$2.17K - $2.46K
|
13.2K
$218K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-729- 4.66% |
$10.5K - $12K
|
14.9K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.81K- 10.91% |
$26.1K - $29.7K
|
14.7K
$244K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.77K- 10.32% |
$40.1K - $45.5K
|
24.1K
$398K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.45K- 1.78% |
$64.3K - $73.1K
|
245K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.52K- 7.83% |
$109K - $124K
|
88.4K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.8K- 43.95% |
$142K - $161K
|
12.5K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.4K- 33.85% |
$166K - $188K
|
22.4K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 9.38% |
$280K - $318K
|
187K
$3.09M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.5K- 76.73% |
$702K - $797K
|
14.7K
$243K
|