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Lazard Global Total Return and Income Fund (LGI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Lazard Global Total Return and Income Fund (NYSE:LGI)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$11.38M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.58M
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LGI Institutional Buying and Selling by Quarter

Lazard Global Total Return and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024 Benjamin F. Edwards & Company Inc.73,416$1.20M0.0%+3.5%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC11,593$189K0.0%+3,764.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.121,145$1.98M0.0%-19.9%0.000%
4/22/2024 Raymond James & Associates492,521$8.04M0.0%-18.1%0.000%
4/15/2024 Eagle Rock Investment Company LLC16,903$276K0.1%N/A0.000%
2/20/2024Quarry LP16,400$251K0.0%N/A0.000%
2/13/2024Quantedge Capital Pte Ltd22,281$341K0.2%+104.4%0.000%
2/13/20241607 Capital Partners LLC53,636$822K0.1%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC27,752$425K0.0%+5.3%0.000%
2/9/2024Cornerstone Advisors LLC239,394$3.67M0.2%+47.9%0.000%
2/7/2024Shaker Financial Services LLC29,860$457K0.2%-2.5%0.000%
2/6/2024 Benjamin F. Edwards & Company Inc.70,913$1.09M0.0%+14.0%0.000%
2/1/2024Wolverine Asset Management LLC125,643$1.93M0.0%+6.5%0.000%
1/24/2024 International Assets Investment Management LLC3,999$61K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.151,281$2.32M0.0%-17.1%0.000%
1/16/2024 Raymond James & Associates601,643$9.22M0.0%-11.2%0.000%
11/14/2023AQR Arbitrage LLC75,663$1.05M0.0%+237.0%0.000%
11/14/2023Saba Capital Management L.P.10,688$148K0.0%N/A0.000%
11/13/2023Quantedge Capital Pte Ltd10,900$151K0.1%N/A0.000%
11/13/2023Wolverine Asset Management LLC117,981$1.63M0.0%+77.8%0.000%
11/9/2023Cornerstone Advisors LLC161,862$2.24M0.1%+128.2%0.000%
11/9/2023UBS Group AG170,455$2.36M0.0%-2.2%0.000%
11/8/2023Landscape Capital Management L.L.C.14,932$207K0.0%+5.6%0.000%
11/6/2023RPO LLC86,209$1.19M1.3%+22.2%0.000%
11/2/2023Shaker Financial Services LLC30,640$424K0.2%+69.6%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.182,421$2.53M0.0%-20.7%0.000%
10/24/2023 Raymond James & Associates677,573$9.38M0.0%-2.0%0.000%
8/11/2023Cornerstone Advisors LLC70,926$1.11M0.1%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.14,138$221K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC66,363$1.04M0.0%+350.8%0.000%
8/7/2023Shaker Financial Services LLC18,062$282K0.1%-54.3%0.000%
7/31/2023LPL Financial LLC178,378$2.78M0.0%-4.4%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.230,157$3.59M0.0%-6.2%0.000%
7/25/2023 Raymond James & Associates691,339$10.79M0.0%+17.6%0.000%
5/10/2023 Private Advisor Group LLC22,364$345K0.0%N/A0.000%
5/10/2023LPL Financial LLC186,672$2.88M0.0%-9.4%0.000%
5/8/2023Shaker Financial Services LLC39,518$610K0.3%N/A0.000%
5/8/2023Wolverine Asset Management LLC14,721$227K0.0%-76.7%0.000%
5/3/20239258 Wealth Management LLC14,919$230K0.0%-4.7%0.000%
5/3/2023Integrated Wealth Concepts LLC174,573$2.69M0.1%+2.8%0.000%
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4/20/2023 Hennion & Walsh Asset Management Inc.24,080$372K0.0%-10.3%0.000%
4/17/2023 GPS Wealth Strategies Group LLC2,930$45K0.0%N/A0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.245,386$3.79M0.0%-1.8%0.000%
4/14/2023 Raymond James & Associates587,955$9.07M0.0%+12.8%0.000%
3/15/2023B. Riley Wealth Advisors Inc.24,141$353K0.0%+17.0%0.000%
2/13/2023Integrated Wealth Concepts LLC169,853$2.49M0.1%+2.4%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.249,836$3.66M0.0%-2.1%0.000%
2/8/2023 Raymond James & Associates521,456$7.63M0.0%+18.3%0.000%
2/8/2023UBS Group AG160,331$2.35M0.0%+4.1%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.13,356$196K0.0%-32.2%0.000%
2/7/2023Commonwealth Equity Services LLC16,548$242K0.0%-15.9%0.000%
2/7/2023 Benjamin F. Edwards & Company Inc.62,609$917K0.0%+1.3%0.000%
2/7/2023LPL Financial LLC206,002$3.02M0.0%-0.6%0.000%
2/7/2023IFP Advisors Inc15,025$279K0.0%+47.9%0.000%
2/3/20239258 Wealth Management LLC15,648$229K0.0%-12.8%0.000%
2/1/2023Wolverine Asset Management LLC63,253$926K0.0%+168.7%0.000%
2/1/2023 CWM LLC2,938$43K0.0%N/A0.000%
1/18/2023 Private Advisor Group LLC33,810$489.71M0.0%-6.9%0.000%
11/14/2022United Capital Financial Advisers LLC28,916$391K0.0%+2.4%0.000%
11/10/2022Wolverine Asset Management LLC23,538$318K0.0%N/A0.000%
11/10/2022UBS Group AG153,957$2.08M0.0%+39.1%0.000%
11/9/2022Shaker Financial Services LLC18,832$255K0.1%N/A0.000%
11/8/20229258 Wealth Management LLC17,946$243K0.1%-11.9%0.000%
10/28/2022 Benjamin F. Edwards & Company Inc.61,808$836K0.0%+6.3%0.000%
10/25/2022 Raymond James & Associates440,914$5.97M0.0%-32.3%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.255,158$3.45M0.0%-2.1%0.000%
10/18/2022McIlrath & Eck LLC6,050$82K0.0%N/A0.000%
10/14/2022 Private Advisor Group LLC36,303$491K0.0%-9.2%0.000%
8/12/2022United Capital Financial Advisers LLC28,227$436K0.0%+2.4%0.000%
8/8/2022Integrated Wealth Concepts LLC149,617$2.31M0.1%N/A0.000%
8/4/2022Steward Partners Investment Advisory LLC14,932$230K0.0%+13.7%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.33,188$512K0.0%-8.2%0.000%
7/28/2022 CWM LLC3,892$60K0.0%N/A0.000%
7/19/2022 Hennion & Walsh Asset Management Inc.27,710$428K0.0%-4.7%0.000%
7/19/2022 GPS Wealth Strategies Group LLC2,930$45K0.0%N/A0.000%
7/13/2022 Private Advisor Group LLC39,963$616K0.0%+23.8%0.000%
7/12/2022Transcend Capital Advisors LLC13,472$208K0.0%-6.9%0.000%
5/12/2022Cetera Advisors LLC14,307$256K0.0%-7.3%0.000%
5/11/2022 Raymond James Financial Services Advisors Inc.257,138$4.60M0.0%-3.9%0.000%
5/11/2022 Raymond James & Associates637,362$11.41M0.0%+16.8%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.36,148$647K0.0%-19.6%0.000%
5/6/2022Shaker Financial Services LLC11,314$203K0.1%-88.3%0.000%
5/4/2022Wolverine Asset Management LLC6,859$122K0.0%-85.2%0.000%
5/4/2022 Benjamin F. Edwards & Company Inc.57,086$1.02M0.0%+4.0%0.000%
5/2/2022National Asset Management Inc.12,700$228K0.0%N/A0.000%
5/2/2022Steward Partners Investment Advisory LLC13,132$235K0.0%+18.5%0.000%
2/14/2022LPL Financial LLC205,162$4.15M0.0%+102.5%0.000%
2/10/2022 Private Advisor Group LLC31,680$641K0.0%-49.7%0.000%
2/9/2022Wolverine Asset Management LLC46,444$938K0.0%+285.5%0.000%
2/8/2022 Raymond James Financial Services Advisors Inc.267,633$5.41M0.0%-3.3%0.000%
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2/8/2022Steward Partners Investment Advisory LLC11,082$224K0.0%-7.5%0.000%
2/8/2022Bank of America Corp DE100,387$2.03M0.0%+1.3%0.000%
2/8/2022 Raymond James & Associates545,533$11.03M0.0%+5.5%0.000%
2/7/2022 Benjamin F. Edwards & Company Inc.54,878$1.11M0.0%+10.7%0.000%
2/7/2022Shaker Financial Services LLC96,645$1.95M0.7%-25.4%0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.19,761$399K0.0%+8.5%0.000%
2/3/2022Advisor Group Holdings Inc.39,610$800K0.0%-9.8%0.000%
2/3/2022Northwestern Mutual Wealth Management Co.44,947$908K0.0%-66.0%0.000%
2/1/2022Landscape Capital Management L.L.C.10,017$202K0.0%N/A0.000%
1/20/2022Transcend Wealth Collective LLC14,472$292K0.0%-5.9%0.000%
(Data available from 1/1/2016 forward)

LGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LGI shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($8.04M), Cornerstone Advisors LLC ($3.67M), LPL Financial LLC ($2.78M), Integrated Wealth Concepts LLC ($2.69M), UBS Group AG ($2.36M), Raymond James Financial Services Advisors Inc. ($1.98M), and Wolverine Asset Management LLC ($1.93M).Learn more on LGI's institutional investors.

Which institutional investors have been buying Lazard Global Total Return and Income Fund stock?

Of the 25 institutional investors that purchased Lazard Global Total Return and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($342.25K), Cornerstone Advisors LLC ($239.39K), Wolverine Asset Management LLC ($174.18K), Integrated Wealth Concepts LLC ($158.37K), Shaker Financial Services LLC ($70.93K), 1607 Capital Partners LLC ($53.64K), and AQR Arbitrage LLC ($53.21K).

How much institutional buying is happening at Lazard Global Total Return and Income Fund?

Institutional investors have bought a total of 1,333,324 shares in the last 24 months. This purchase volume represents approximately $20.17M in transactions.

Which Lazard Global Total Return and Income Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Lazard Global Total Return and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($409.48K), Raymond James Financial Services Advisors Inc. ($149.90K), Shaker Financial Services LLC ($107.57K), Wolverine Asset Management LLC ($88.12K), LPL Financial LLC ($28.82K), Northwestern Mutual Wealth Management Co. ($11.76K), and Cambridge Investment Research Advisors Inc. ($6.36K).

How much institutional selling is happening at Lazard Global Total Return and Income Fund?

Institutional investors have sold a total of 826,861 shares in the last 24 months. This volume of shares sold represents approximately $12.70M in transactions.


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This page (NYSE:LGI) was last updated on 5/4/2024 by MarketBeat.com Staff

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