Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 102.54% |
$2M - $2.18M
|
205K
$3.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
34.4K+ 285.52% |
$661K - $720K
|
46.4K
$768K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.5K+ 5.52% |
$548K - $598K
|
546K
$9.02M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16KNew |
$308K - $336K
|
16K
$265K
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10KNew |
$193K - $210K
|
10K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
9.93K+ 11.89% |
$191K - $208K
|
93.4K
$1.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.31K+ 10.7% |
$102K - $111K
|
54.9K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.71K+ 19.67% |
$71.3K - $77.7K
|
22.6K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.87K+ 9.7% |
$36K - $39.2K
|
21.2K
$350K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.54K+ 8.45% |
$29.6K - $32.2K
|
19.8K
$327K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.3K+ 1.31% |
$24.9K - $27.1K
|
100K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04K+ 0.34% |
$19.9K - $21.7K
|
304K
$5.02M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
669New |
$12.9K - $14K
|
669
$11.1K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
630New |
$12.1K - $13.2K
|
630
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
440+ 1.71% |
$8.46K - $9.21K
|
26.2K
$434K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
360+ 0.82% |
$6.92K - $7.54K
|
44.2K
$731K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
190New |
$3.65K - $3.98K
|
190
$3.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
180New |
$3.46K - $3.77K
|
180
$2.98K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
70+ 1.4% |
$1.35K - $1.47K
|
5.06K
$83.6K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
29New |
$557 - $607
|
29
$479
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 1.8% |
$38.4 - $41.9
|
113
$1.87K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20- 0.03% |
$384 - $419
|
71.3K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-103- 0.35% |
$1.98K - $2.16K
|
29.1K
$481K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234Closed |
$4.5K - $4.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-352- 0.36% |
$6.77K - $7.37K
|
98.3K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-387- 1.22% |
$7.44K - $8.1K
|
31.3K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-646- 0.26% |
$12.4K - $13.5K
|
244K
$4.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-900- 5.85% |
$17.3K - $18.8K
|
14.5K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-905- 7.55% |
$17.4K - $19K
|
11.1K
$183K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.2KClosed |
$80.7K - $87.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-7.3K- 14.17% |
$140K - $153K
|
44.2K
$731K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.24K- 3.34% |
$178K - $194K
|
268K
$4.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5K- 44.8% |
$241K - $262K
|
15.4K
$255K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.3K- 49.74% |
$602K - $656K
|
31.7K
$524K
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-32.8K- 25.37% |
$631K - $688K
|
96.6K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.2K- 19.32% |
$1.14M - $1.24M
|
247K
$4.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-87.2K- 65.98% |
$1.68M - $1.83M
|
44.9K
$743K
|