S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Capital One's bid for Discover carries expectation that Americans won't slow credit card use
An Unusual Way to Invest in Gold (Ad)
Walmart’s uptrend is intact; buy it when it dips
Applied Materials stock is Ray Dalio's favorite in this new cycle
An Unusual Way to Invest in Gold (Ad)
Americans' reliance on credit cards is the key to Capital One's bid for Discover
U.S. casinos won $66.5B in 2023, their best year ever as gamblers showed no economic fear
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Bears covered shorts on this ETF, 3 stocks to pop on the shift
How major US stock indexes fared Tuesday, 2/20/2024
S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Capital One's bid for Discover carries expectation that Americans won't slow credit card use
An Unusual Way to Invest in Gold (Ad)
Walmart’s uptrend is intact; buy it when it dips
Applied Materials stock is Ray Dalio's favorite in this new cycle
An Unusual Way to Invest in Gold (Ad)
Americans' reliance on credit cards is the key to Capital One's bid for Discover
U.S. casinos won $66.5B in 2023, their best year ever as gamblers showed no economic fear
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Bears covered shorts on this ETF, 3 stocks to pop on the shift
How major US stock indexes fared Tuesday, 2/20/2024
S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Capital One's bid for Discover carries expectation that Americans won't slow credit card use
An Unusual Way to Invest in Gold (Ad)
Walmart’s uptrend is intact; buy it when it dips
Applied Materials stock is Ray Dalio's favorite in this new cycle
An Unusual Way to Invest in Gold (Ad)
Americans' reliance on credit cards is the key to Capital One's bid for Discover
U.S. casinos won $66.5B in 2023, their best year ever as gamblers showed no economic fear
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Bears covered shorts on this ETF, 3 stocks to pop on the shift
How major US stock indexes fared Tuesday, 2/20/2024
S&P 500   4,975.51
DOW   38,563.80
QQQ   427.32
Capital One's bid for Discover carries expectation that Americans won't slow credit card use
An Unusual Way to Invest in Gold (Ad)
Walmart’s uptrend is intact; buy it when it dips
Applied Materials stock is Ray Dalio's favorite in this new cycle
An Unusual Way to Invest in Gold (Ad)
Americans' reliance on credit cards is the key to Capital One's bid for Discover
U.S. casinos won $66.5B in 2023, their best year ever as gamblers showed no economic fear
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Bears covered shorts on this ETF, 3 stocks to pop on the shift
How major US stock indexes fared Tuesday, 2/20/2024

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

$15.47
-0.21 (-1.34%)
(As of 02/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$15.57 M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.82 M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2024Quarry LP16,400$0.25M0.0%N/A0.000%
2/14/2024Royal Bank of Canada61,364$0.94M0.0%-16.0%0.000%
2/13/2024Quantedge Capital Pte Ltd22,281$0.34M0.2%+104.4%0.000%
2/13/20241607 Capital Partners LLC53,636$0.82M0.1%N/A0.000%
2/12/2024Stifel Financial Corp81,406$1.25M0.0%+40.5%0.000%
2/12/2024Steward Partners Investment Advisory LLC27,752$0.43M0.0%+5.3%0.000%
2/9/2024Cornerstone Advisors LLC239,394$3.67M0.2%+47.9%0.000%
2/9/2024UBS Group AG159,938$2.45M0.0%-6.2%0.000%
2/7/2024Shaker Financial Services LLC29,860$0.46M0.2%-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%
1/25/2024International Assets Investment Management LLC3,999$61K0.0%N/A0.000%
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%
11/21/2023Walleye Capital LLC12,913$0.18M0.0%-5.9%0.000%
11/15/2023Royal Bank of Canada73,035$1.01M0.0%-5.4%0.000%
11/15/2023Ameriprise Financial Inc.113,999$1.58M0.0%-4.9%0.000%
11/14/2023AQR Arbitrage LLC75,663$1.05M0.0%+237.0%0.000%
11/14/2023Saba Capital Management L.P.10,688$0.15M0.0%N/A0.000%
11/13/2023Stifel Financial Corp57,921$0.80M0.0%+9.8%0.000%
11/13/2023LPL Financial LLC208,447$2.89M0.0%+16.9%0.000%
11/13/2023Quantedge Capital Pte Ltd10,900$0.15M0.1%N/A0.000%
11/13/2023Invesco Ltd.26,303$0.36M0.0%+55.4%0.000%
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$0.21M0.0%+5.6%0.000%
11/6/2023RPO LLC86,209$1.19M1.3%+22.2%0.000%
11/2/2023Shaker Financial Services LLC30,640$0.42M0.2%+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%
8/15/2023Wells Fargo & Company MN63,955$1M0.0%-61.2%0.000%
8/15/2023Integrated Wealth Concepts LLC169,264$2.64M0.0%-3.0%0.000%
8/15/2023Benjamin F. Edwards & Company Inc.65,877$1.03M0.0%+5.3%0.000%
8/15/2023Walleye Capital LLC13,728$0.21M0.0%N/A0.000%
8/15/2023Royal Bank of Canada77,228$1.21M0.0%-12.7%0.000%
8/11/2023Cornerstone Advisors LLC70,926$1.11M0.1%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.14,138$0.22M0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC23,502$0.37M0.0%+68.8%0.000%
8/11/2023JPMorgan Chase & Co.3,305$52K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC66,363$1.04M0.0%+350.8%0.000%
8/7/2023Shaker Financial Services LLC18,062$0.28M0.1%-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%
5/22/2023Ameriprise Financial Inc.121,531$1.88M0.0%+544.2%0.000%
5/16/2023Steward Partners Investment Advisory LLC24,952$0.39M0.0%+21.4%0.000%
5/12/2023Stifel Financial Corp52,600$0.81M0.0%+4.6%0.000%
5/12/2023Bank of America Corp DE42,705$0.66M0.0%+4.2%0.000%
5/12/2023UBS Group AG173,927$2.68M0.0%+8.5%0.000%
5/12/2023NewEdge Advisors LLC27,439$0.41M0.0%+3.3%0.000%
5/11/2023Commonwealth Equity Services LLC14,742$0.23M0.0%-10.9%0.000%
5/10/2023Private Advisor Group LLC22,364$0.35M0.0%N/A0.000%
5/10/2023LPL Financial LLC186,672$2.88M0.0%-9.4%0.000%
5/8/2023Shaker Financial Services LLC39,518$0.61M0.3%N/A0.000%
5/8/2023Wolverine Asset Management LLC14,721$0.23M0.0%-76.7%0.000%
5/3/20239258 Wealth Management LLC14,919$0.23M0.0%-4.7%0.000%
5/3/2023Integrated Wealth Concepts LLC174,573$2.69M0.1%+2.8%0.000%
4/20/2023Hennion & Walsh Asset Management Inc.24,080$0.37M0.0%-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$0.35M0.0%+17.0%0.000%
2/21/2023Northwestern Mutual Wealth Management Co.22,288$0.33M0.0%-12.0%0.000%
2/21/2023B. Riley Wealth Advisors Inc.24,141$0.35M0.0%+17.0%0.000%
2/16/2023United Capital Financial Advisers LLC29,665$0.43M0.0%+2.6%0.000%
2/15/2023Morgan Stanley276,658$4.05M0.0%+1.1%0.000%
2/13/2023Integrated Wealth Concepts LLC169,853$2.49M0.1%+2.4%0.000%
2/13/2023Wells Fargo & Company MN142,222$2.08M0.0%-26.6%0.000%
2/10/2023Advisor Group Holdings Inc.13,567$0.20M0.0%-12.7%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%
2/8/2023Cambridge Investment Research Advisors Inc.13,356$0.20M0.0%-32.2%0.000%
2/7/2023Commonwealth Equity Services LLC16,548$0.24M0.0%-15.9%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.62,609$0.92M0.0%+1.3%0.000%
2/7/2023LPL Financial LLC206,002$3.02M0.0%-0.6%0.000%
2/7/2023IFP Advisors Inc15,025$0.28M0.0%+47.9%0.000%
2/3/20239258 Wealth Management LLC15,648$0.23M0.0%-12.8%0.000%
2/1/2023Wolverine Asset Management LLC63,253$0.93M0.0%+168.7%0.000%
2/1/2023CWM LLC2,938$43K0.0%N/A0.000%
1/18/2023Private Advisor Group LLC33,810$489.71M0.0%-6.9%0.000%
11/22/2022B. Riley Wealth Advisors Inc.20,625$0.28M0.0%+54.9%0.000%
11/15/2022First Trust Advisors LP40,299$0.55M0.0%-5.6%0.000%
11/15/2022Commonwealth Equity Services LLC19,684$0.27M0.0%N/A0.000%
11/14/2022United Capital Financial Advisers LLC28,916$0.39M0.0%+2.4%0.000%
11/14/2022Royal Bank of Canada99,015$1.34M0.0%-2.0%0.000%
11/14/2022Guggenheim Capital LLC15,555$0.21M0.0%-51.0%0.000%
11/10/2022Wolverine Asset Management LLC23,538$0.32M0.0%N/A0.000%
11/10/2022UBS Group AG153,957$2.08M0.0%+39.1%0.000%
11/9/2022Shaker Financial Services LLC18,832$0.26M0.1%N/A0.000%
11/8/20229258 Wealth Management LLC17,946$0.24M0.1%-11.9%0.000%
10/28/2022Benjamin F. Edwards & Company Inc.61,808$0.84M0.0%+6.3%0.000%
10/25/2022Raymond James & Associates440,914$5.97M0.0%-32.3%0.000%
10/25/2022Raymond 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%
10/14/2022Private Advisor Group LLC36,303$0.49M0.0%-9.2%0.000%
8/13/2022NewEdge Advisors LLC24,948$0.39M0.0%+14.2%0.000%
8/13/2022Wells Fargo & Company MN235,817$3.64M0.0%+7.9%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, 47 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($9.22M), Morgan Stanley ($4.05M), Cornerstone Advisors LLC ($3.67M), LPL Financial LLC ($2.89M), Integrated Wealth Concepts LLC ($2.64M), UBS Group AG ($2.45M), and Raymond James Financial Services Advisors Inc. ($2.32M).Learn more on LGI's institutional investors.

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

Of the 38 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 ($0.34M), Cornerstone Advisors LLC ($0.24M), Wolverine Asset Management LLC ($0.17M), Integrated Wealth Concepts LLC ($0.16M), Ameriprise Financial Inc. ($0.10M), UBS Group AG ($80.50K), and Shaker Financial Services LLC ($70.93K).

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

Institutional investors have bought a total of 1,645,447 shares in the last 24 months. This purchase volume represents approximately $24.95M in transactions.

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

Of the 23 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 ($0.30M), Wells Fargo & Company MN ($0.15M), Raymond James Financial Services Advisors Inc. ($0.12M), Shaker Financial Services LLC ($0.11M), Wolverine Asset Management LLC ($88.12K), Royal Bank of Canada ($29.10K), and LPL Financial LLC ($28.82K).

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

Institutional investors have sold a total of 969,161 shares in the last 24 months. This volume of shares sold represents approximately $14.81M in transactions.


This page (NYSE:LGI) was last updated on 2/21/2024 by MarketBeat.com Staff