Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
338KNew |
$5.32M - $6.06M
|
338K
$5.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.7KNew |
$768K - $875K
|
48.7K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
32KNew |
$505K - $576K
|
32K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
31.9K+ 63.56% |
$502K - $572K
|
82K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.1KNew |
$491K - $559K
|
31.1K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 4.1% |
$249K - $284K
|
402K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.9KNew |
$234K - $267K
|
14.9K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 11.44% |
$167K - $191K
|
104K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.42KNew |
$85.4K - $97.3K
|
5.42K
$91.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.9K+ 1.83% |
$45.7K - $52.1K
|
161K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.98KNew |
$31.1K - $35.5K
|
1.98K
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.82K+ 2.17% |
$28.7K - $32.7K
|
85.8K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 5.98% |
$27.1K - $30.9K
|
30.4K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 1.89% |
$23.6K - $26.9K
|
80.6K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
767New |
$12.1K - $13.8K
|
767
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
725New |
$11.4K - $13K
|
725
$12.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$4.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
176+ 2.72% |
$2.77K - $3.16K
|
6.64K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 66.67% |
$2.27K - $2.59K
|
72
$1.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-584- 3.59% |
$9.2K - $10.5K
|
15.7K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 2.93% |
$9.46K - $10.8K
|
19.9K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 6.56% |
$16.6K - $18.9K
|
15K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.42K- 6.57% |
$38.1K - $43.5K
|
34.4K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.6K- 12.47% |
$56.7K - $64.7K
|
25.3K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.5K- 3.91% |
$86.7K - $98.9K
|
135K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.26K- 34.95% |
$98.6K - $112K
|
11.6K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.52K- 19.22% |
$103K - $117K
|
27.4K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.9K- 14.67% |
$187K - $213K
|
69.1K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-29.7K- 36.83% |
$469K - $534K
|
51K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-616K- 48.65% |
$9.71M - $11.1M
|
650K
$11M
|