Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
145K+ 297.33% |
$2.23M - $2.46M
|
194K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 172.19% |
$2.13M - $2.36M
|
219K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
56.2KNew |
$865K - $957K
|
56.2K
$948K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
44.2K+ 142.06% |
$680K - $753K
|
75.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.3K+ 10.03% |
$619K - $685K
|
442K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19.6K+ 18.92% |
$301K - $333K
|
123K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.5K+ 22.52% |
$284K - $314K
|
100K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 7.33% |
$182K - $201K
|
173K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.9K+ 72.51% |
$167K - $185K
|
25.9K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.39K+ 30.87% |
$144K - $160K
|
39.8K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.9K+ 81.94% |
$90.7K - $100K
|
13.1K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.46KNew |
$53.2K - $58.9K
|
3.46K
$58.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 9.11% |
$35.4K - $39.1K
|
27.6K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
848New |
$13K - $14.4K
|
848
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
784+ 19.65% |
$12.1K - $13.3K
|
4.77K
$80.5K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
181+ 2.73% |
$2.78K - $3.08K
|
6.82K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49+ 0.61% |
$754 - $833
|
8.13K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.09% |
$200 - $221
|
14.9K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11+ 0.2% |
$169 - $187
|
5.43K
$91.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$1.08K - $1.19K
|
11.6K
$195K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-368- 1.15% |
$5.66K - $6.26K
|
31.7K
$534K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-408- 2.05% |
$6.28K - $6.94K
|
19.5K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-742- 0.87% |
$11.4K - $12.6K
|
85K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2K- 16.67% |
$30.8K - $34K
|
10K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 14.12% |
$34.1K - $37.7K
|
13.5K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.38K- 6.93% |
$36.7K - $40.5K
|
32K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 21.21% |
$42.3K - $46.8K
|
10.2K
$172K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.96K- 4.29% |
$45.5K - $50.4K
|
66.1K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.08K- 2.28% |
$47.4K - $52.4K
|
132K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.43K- 16.16% |
$68.1K - $75.3K
|
23K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-116K- 34.39% |
$1.78M - $1.97M
|
221K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-495K- 76.13% |
$7.61M - $8.42M
|
155K
$2.62M
|