Free Trial
→ Think you missed gold’s boom? Think again (From Investors Alley) (Ad) Free LGI Stock Alerts

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

Lazard Global Total Return and Income Fund logo
$16.80 -0.15 (-0.88%)
Closing price 07/11/2025 03:57 PM Eastern
Extended Trading
$16.80 +0.00 (+0.03%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$22.23M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$21.89M
Get LGI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Lazard Global Total Return and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LGI Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2025 Strategic Advocates LLC60,438$1.02M0.3%+7.5%0.000%
5/16/2025Integrated Wealth Concepts LLC132,056$2.04M0.0%-2.3%0.000%
5/15/2025Royal Bank of Canada39,817$614K0.0%+30.9%0.000%
5/13/2025Elequin Capital LP3,460$53K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.221,456$3.41M0.0%-34.4%0.000%
5/12/2025Invesco Ltd.22,975$354K0.0%-16.2%0.000%
5/12/2025Benjamin Edwards Inc.66,124$1.02M0.0%-4.3%0.000%
5/12/2025Wolverine Asset Management LLC193,593$2.98M0.0%+297.3%0.000%
5/9/2025Shaker Financial Services LLC75,389$1.16M0.5%+142.1%0.000%
5/8/2025 Strategic Advocates LLC56,242$867K0.3%N/A0.000%
5/7/2025LPL Financial LLC173,244$2.67M0.0%+7.3%0.000%
4/24/2025Transcend Capital Advisors LLC10,221$158K0.0%-21.2%0.000%
4/22/2025Flagship Harbor Advisors LLC25,856$398K0.0%+72.5%0.000%
4/11/2025Eagle Rock Investment Company LLC10,000$154K0.0%-16.7%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC20,209$323K0.0%-27.5%0.000%
2/17/2025Waverly Advisors LLC14,869$238K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.650,215$10.39M0.2%-48.6%0.000%
2/17/2025Bank of America Corp DE34,398$550K0.0%-6.6%0.000%
2/17/2025Benjamin Edwards Inc.69,085$1.10M0.0%-14.7%0.000%
2/14/2025AQR Arbitrage LLC51,005$815K0.0%-36.8%0.000%
2/14/2025Quarry LP1,976$32K0.0%N/A0.000%
2/14/2025Integrated Wealth Concepts LLC135,139$2.16M0.0%-3.9%0.000%
2/14/2025Stifel Financial Corp85,751$1.37M0.0%+2.2%0.000%
2/14/2025Shaker Financial Services LLC31,145$498K0.2%N/A0.000%
2/13/2025NewEdge Advisors LLC19,885$318K0.0%-2.9%0.000%
2/13/2025Guggenheim Capital LLC81,970$1.31M0.0%+63.6%0.000%
2/13/2025Raymond James Financial Inc.337,509$5.39M0.0%N/A0.000%
2/13/2025Invesco Ltd.27,403$438K0.0%-19.2%0.000%
2/13/2025Wells Fargo & Company MN80,563$1.29M0.0%+1.9%0.000%
2/11/2025LPL Financial LLC161,412$2.58M0.0%+1.8%0.000%
2/7/2025Blue Bell Private Wealth Management LLC11,644$186K0.0%-34.9%0.000%
2/6/2025Raymond James Financial Inc.337,509$5.39M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC25,259$404K0.0%-12.5%0.000%
2/3/2025Wolverine Asset Management LLC48,724$779K0.0%N/A0.000%
1/28/2025Mezzasalma Advisors LLC32,049$512K0.2%N/A0.000%
1/21/2025Flagship Harbor Advisors LLC14,988$240K0.0%-6.6%0.000%
11/25/2024Wilmington Savings Fund Society FSB14,353$260K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC42,337$713K0.0%-5.6%0.000%
11/15/2024Stifel Financial Corp83,928$1.52M0.0%+9.6%0.000%
11/15/2024Integrated Wealth Concepts LLC140,643$2.55M0.0%-3.6%0.000%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
11/15/2024Benjamin Edwards Inc.80,958$1.47M0.0%N/A0.000%
10/18/2024Raymond James & Associates245,127$4.45M0.0%-58.4%0.000%
10/7/2024Eagle Rock Investment Company LLC12,000$218K0.0%-7.7%0.000%
9/5/2024Sanctuary Advisors LLC44,832$698K0.0%N/A0.000%
8/13/2024Benjamin F. Edwards & Company Inc.72,430$1.21M0.0%-1.3%0.000%
8/9/2024Cornerstone Advisors LLC7,194$120K0.0%-95.2%0.000%
8/5/2024Blue Bell Private Wealth Management LLC21,113$352K0.1%+82.1%0.000%
7/19/2024Raymond James & Associates588,950$9.81M0.0%+19.6%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC27,959$466K0.0%-2.3%0.000%
5/16/2024B. Riley Wealth Advisors Inc.24,178$395K0.0%N/A0.000%
5/10/2024Cornerstone Advisors LLC150,758$2.46M0.1%-37.0%0.000%
4/29/2024Benjamin F. Edwards & Company Inc.73,416$1.20M0.0%+3.5%0.000%
4/24/2024Blue Bell Private Wealth Management LLC11,593$189K0.0%+3,764.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.121,145$1.98M0.0%-19.9%0.000%
4/22/2024Raymond James & Associates492,521$8.04M0.0%-18.1%0.000%
4/15/2024Eagle 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%
2/6/2024Benjamin 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%
1/24/2024International Assets Investment Management LLC3,999$61K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.151,281$2.32M0.0%-17.1%0.000%
1/16/2024Raymond 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%
10/24/2023Raymond James Financial Services Advisors Inc.182,421$2.53M0.0%-20.7%0.000%
10/24/2023Raymond 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%
7/25/2023Raymond James Financial Services Advisors Inc.230,157$3.59M0.0%-6.2%0.000%
7/25/2023Raymond James & Associates691,339$10.79M0.0%+17.6%0.000%
5/10/2023Private 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%
Think you missed gold’s boom? Think again (Ad)

If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because there's a $15 fund tied directly to gold's surge that's still paying massive income… Up to 64% annually — with payouts every 30 days.

Click here to see how to secure the next payout before it's too late.
5/3/2023Integrated Wealth Concepts LLC174,573$2.69M0.1%+2.8%0.000%
4/20/2023Hennion & Walsh Asset Management Inc.24,080$372K0.0%-10.3%0.000%
4/17/2023GPS Wealth Strategies Group LLC2,930$45K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.245,386$3.79M0.0%-1.8%0.000%
4/14/2023Raymond 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%
2/8/2023Raymond James Financial Services Advisors Inc.249,836$3.66M0.0%-2.1%0.000%
2/8/2023Raymond James & Associates521,456$7.63M0.0%+18.3%0.000%
2/8/2023UBS Group AG160,331$2.35M0.0%+4.1%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, 39 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($10.39M), Raymond James & Associates ($4.45M), Raymond James Financial Inc. ($3.41M), Wolverine Asset Management LLC ($2.98M), LPL Financial LLC ($2.67M), UBS Group AG ($2.36M), and Integrated Wealth Concepts LLC ($2.04M).Learn more on Lazard Global Total Return and Income Fund's institutional investors.

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

Of the 31 institutional investors that purchased Lazard Global Total Return and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($675.02K), Wolverine Asset Management LLC ($304.52K), Cornerstone Advisors LLC ($239.39K), Raymond James & Associates ($199.81K), Shaker Financial Services LLC ($87.97K), Benjamin Edwards Inc. ($80.96K), and Strategic Advocates LLC ($60.44K).

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

Institutional investors have bought a total of 1,380,378 shares in the last 24 months. This purchase volume represents approximately $22.23M in transactions.

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

Of the 18 institutional investors that sold Lazard Global Total Return and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($615.96K), Raymond James & Associates ($343.82K), Cornerstone Advisors LLC ($143.56K), Raymond James Financial Inc. ($116.05K), AQR Arbitrage LLC ($29.74K), Benjamin Edwards Inc. ($14.83K), and Integrated Wealth Concepts LLC ($13.85K).

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

Institutional investors have sold a total of 1,320,257 shares in the last 24 months. This volume of shares sold represents approximately $21.89M in transactions.


Related Companies

This page (NYSE:LGI) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Trump Exec Order 14179 is wealth “gift” to good Americans?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored