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

Lazard Global Total Return and Income Fund logo
$18.40 +0.11 (+0.62%)
Closing price 08/7/2026 03:58 PM Eastern
Extended Trading
$18.47 +0.07 (+0.36%)
As of 08/7/2026 07:34 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 Massive. Learn more.
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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)
21
Total
Institutional Inflows
(last 12 months)
$5.79M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.60M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC15,815$292K0.0%+3.9%0.000%
6/3/2026NewEdge Advisors LLC6,116$98K0.0%-67.5%0.000%
5/19/2026Western Wealth Management LLC2,930$47K0.0%N/A0.000%
5/19/2026Bank of America Corp DE31,799$512K0.0%+2.3%0.000%
5/18/2026Royal Bank of Canada112,008$1.80M0.0%+1.5%0.000%
2/18/2026NewEdge Advisors LLC18,845$329K0.0%-6.6%0.000%
2/18/2026Evolve Private Wealth LLC37,833$660K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC186,466$3.25M0.0%+18.1%0.000%
2/17/2026&PARTNERS11,450$200K0.0%N/A0.000%
2/17/2026Royal Bank of Canada110,312$1.92M0.0%+47.1%0.000%
2/13/2026 Kestra Advisory Services LLC2,176$38K0.0%N/A0.000%
2/13/2026Stifel Financial Corp120,201$2.10M0.0%+4.2%0.000%
2/13/2026Wells Fargo & Company MN102,906$1.80M0.0%-45.1%0.000%
2/12/2026 Commonwealth Equity Services LLC10,794$188K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC47,205$823K0.0%+12.0%0.000%
2/11/2026Strategic Advocates LLC28,059$492K0.1%-14.8%0.000%
2/11/2026 LPL Financial LLC171,687$2.99M0.0%-1.5%0.000%
2/9/2026 Cary Street Partners Financial LLC11,661$203K0.0%N/A0.000%
2/9/2026 Blue Bell Private Wealth Management LLC2,890$50K0.0%-43.6%0.000%
2/2/2026 Benjamin Edwards Inc.37,190$649K0.0%-14.0%0.000%
1/28/2026 PMG Family Office LLC18,068$315K0.4%-6.4%0.000%
1/26/2026 Shaker Financial Services LLC32,158$561K0.2%N/A0.000%
1/21/2026 Flagship Harbor Advisors LLC29,322$511K0.0%+4.8%0.000%
1/21/2026Mezzasalma Advisors LLC32,365$565K0.1%+1.9%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC27,363$487K0.0%+29.0%0.000%
12/22/2025 PMG Family Office LLC19,299$334K0.4%N/A0.000%
11/26/2025Strategic Advocates LLC32,944$570K0.1%-45.5%0.000%
11/17/2025NewEdge Advisors LLC20,182$349K0.0%+3.3%0.000%
11/17/2025Ameriprise Financial Inc.16,294$282K0.0%+11.5%0.000%
11/14/2025Raymond James Financial Inc.174,532$3.02M0.0%-14.1%0.000%
11/13/2025UBS Group AG57,965$1.00M0.0%-45.0%0.000%
11/10/2025Adapt Wealth Advisors LLC36,225$627K0.2%N/A0.000%
11/5/2025 Flagship Harbor Advisors LLC27,982$484K0.0%+7.3%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC21,209$373K0.0%+4.9%0.000%
10/23/2025 Benjamin Edwards Inc.43,259$748K0.0%-19.7%0.000%
10/22/2025 Blue Bell Private Wealth Management LLC5,128$89K0.0%-53.1%0.000%
10/16/2025Mezzasalma Advisors LLC31,748$549K0.1%+1.9%0.000%
9/4/2025Osaic Holdings Inc.44,556$749K0.0%+833.5%0.000%
8/15/2025 Benjamin Edwards Inc.53,848$905K0.0%-18.6%0.000%
8/15/2025Bank of America Corp DE33,039$555K0.0%+3.2%0.000%
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8/15/2025Ameriprise Financial Inc.14,613$246K0.0%+8.3%0.000%
8/14/2025Raymond James Financial Inc.203,086$3.41M0.0%-8.3%0.000%
8/13/2025Guggenheim Capital LLC124,973$2.10M0.0%+24.4%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.7,520$126K0.0%-7.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC41,559$698K0.0%+50.8%0.000%
8/7/2025Allworth Financial LP2,000$34K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC70,478$1.18M0.4%-6.5%0.000%
8/1/2025 Transcend Capital Advisors LLC11,661$196K0.0%+14.1%0.000%
7/8/2025Strategic 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%
5/8/2025Strategic 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%
3/17/2025Wealth 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%
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%
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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%
7/16/2024Wealth 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%


LGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 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), Guggenheim Capital LLC ($3.25M), Raymond James Financial Inc. ($3.02M), LPL Financial LLC ($2.99M), Wolverine Asset Management LLC ($2.98M), and Stifel Financial Corp ($2.10M).Learn more on Lazard Global Total Return and Income Fund's institutional investors.

Of the 34 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 ($193.59K), Shaker Financial Services LLC ($107.55K), Guggenheim Capital LLC ($84.95K), Benjamin Edwards Inc. ($80.96K), Strategic Advocates LLC ($60.44K), and Royal Bank of Canada ($46.39K).

Institutional investors have bought a total of 335,710 shares in the last 24 months. This purchase volume represents approximately $5.79M in transactions.

Of the 10 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: Wells Fargo & Company MN ($84.60K), UBS Group AG ($47.51K), Raymond James Financial Inc. ($46.92K), Strategic Advocates LLC ($32.38K), Benjamin Edwards Inc. ($28.93K), NewEdge Advisors LLC ($14.07K), and Blue Bell Private Wealth Management LLC ($8.04K).

Institutional investors have sold a total of 266,870 shares in the last 24 months. This volume of shares sold represents approximately $4.60M in transactions.


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Institutional ownership data for NYSE:LGI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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