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

Lazard Global Total Return and Income Fund logo
$17.80 +0.07 (+0.37%)
As of 10:35 AM Eastern
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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)
22
Total
Institutional Inflows
(last 12 months)
$21.13M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$20.08M
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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
9/4/2025Osaic Holdings Inc.44,556$749K0.0%+833.5%0.000%
8/15/2025Benjamin Edwards Inc.53,848$905K0.0%-18.6%0.000%
8/15/2025Bank of America Corp DE33,039$555K0.0%+3.2%0.000%
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%
8/5/2025Shaker Financial Services LLC70,478$1.18M0.4%-6.5%0.000%
8/1/2025Transcend 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%
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%
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%
(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, 43 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 Guggenheim Capital LLC ($2.10M).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 36 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 ($252.87K), Cornerstone Advisors LLC ($168.47K), Raymond James & Associates ($96.43K), 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 1,313,515 shares in the last 24 months. This purchase volume represents approximately $21.13M 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), Raymond James Financial Inc. ($134.42K), AQR Arbitrage LLC ($29.74K), Benjamin Edwards Inc. ($27.11K), Integrated Wealth Concepts LLC ($13.85K), and Invesco Ltd. ($10.95K).

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

Institutional investors have sold a total of 1,211,207 shares in the last 24 months. This volume of shares sold represents approximately $20.08M in transactions.


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This page (NYSE:LGI) was last updated on 9/10/2025 by MarketBeat.com Staff
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