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

Lazard Global Total Return and Income Fund logo
$16.92 -0.09 (-0.55%)
As of 02/21/2025 04:00 PM 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)
18
Total
Institutional Inflows
(last 12 months)
$18.73M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$23.47M
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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
2/17/2025 Waverly Advisors LLC14,869$238K0.0%N/A0.000%
2/17/2025 Saba Capital Management L.P.650,215$10.39M0.2%-48.6%0.000%
2/17/2025 Bank of America Corp DE34,398$550K0.0%-6.6%0.000%
2/17/2025 Benjamin Edwards Inc.69,085$1.10M0.0%-14.7%0.000%
2/14/2025 AQR Arbitrage LLC51,005$815K0.0%-36.8%0.000%
2/14/2025 Quarry LP1,976$32K0.0%N/A0.000%
2/14/2025 Integrated Wealth Concepts LLC135,139$2.16M0.0%-3.9%0.000%
2/14/2025 Stifel Financial Corp85,751$1.37M0.0%+2.2%0.000%
2/14/2025 Shaker Financial Services LLC31,145$498K0.2%N/A0.000%
2/13/2025 NewEdge Advisors LLC19,885$318K0.0%-2.9%0.000%
2/13/2025 Guggenheim Capital LLC81,970$1.31M0.0%+63.6%0.000%
2/13/2025 Raymond James Financial Inc.337,509$5.39M0.0%N/A0.000%
2/13/2025 Invesco Ltd.27,403$438K0.0%-19.2%0.000%
2/13/2025 Wells Fargo & Company MN80,563$1.29M0.0%+1.9%0.000%
2/11/2025 LPL Financial LLC161,412$2.58M0.0%+1.8%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC11,644$186K0.0%-34.9%0.000%
2/6/2025 Raymond James Financial Inc.337,509$5.39M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC25,259$404K0.0%-12.5%0.000%
2/3/2025 Wolverine Asset Management LLC48,724$779K0.0%N/A0.000%
1/28/2025 Mezzasalma Advisors LLC32,049$512K0.2%N/A0.000%
1/21/2025 Flagship Harbor Advisors LLC14,988$240K0.0%-6.6%0.000%
11/25/2024 Wilmington Savings Fund Society FSB14,353$260K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC42,337$713K0.0%-5.6%0.000%
11/15/2024 Stifel Financial Corp83,928$1.52M0.0%+9.6%0.000%
11/15/2024 Integrated Wealth Concepts LLC140,643$2.55M0.0%-3.6%0.000%
11/15/2024 Benjamin Edwards Inc.80,958$1.47M0.0%N/A0.000%
10/18/2024Raymond James & Associates245,127$4.45M0.0%-58.4%0.000%
10/7/2024 Eagle Rock Investment Company LLC12,000$218K0.0%-7.7%0.000%
9/5/2024 Sanctuary Advisors LLC44,832$698K0.0%N/A0.000%
8/13/2024Benjamin F. Edwards & Company Inc.72,430$1.21M0.0%-1.3%0.000%
8/9/2024 Cornerstone Advisors LLC7,194$120K0.0%-95.2%0.000%
8/5/2024 Blue 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%
5/10/2024 Cornerstone 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%
4/24/2024 Blue 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%
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4/15/2024 Eagle Rock Investment Company LLC16,903$276K0.1%N/A0.000%
2/20/2024 Quarry LP16,400$251K0.0%N/A0.000%
2/13/2024 Quantedge Capital Pte Ltd22,281$341K0.2%+104.4%0.000%
2/13/2024 1607 Capital Partners LLC53,636$822K0.1%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC27,752$425K0.0%+5.3%0.000%
2/9/2024 Cornerstone Advisors LLC239,394$3.67M0.2%+47.9%0.000%
2/7/2024 Shaker 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%
2/1/2024 Wolverine 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%
1/16/2024Raymond 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%
11/14/2023 AQR Arbitrage LLC75,663$1.05M0.0%+237.0%0.000%
11/14/2023 Saba Capital Management L.P.10,688$148K0.0%N/A0.000%
11/13/2023 Quantedge Capital Pte Ltd10,900$151K0.1%N/A0.000%
11/13/2023 Wolverine Asset Management LLC117,981$1.63M0.0%+77.8%0.000%
11/9/2023 Cornerstone Advisors LLC161,862$2.24M0.1%+128.2%0.000%
11/9/2023 UBS Group AG170,455$2.36M0.0%-2.2%0.000%
11/8/2023 Landscape Capital Management L.L.C.14,932$207K0.0%+5.6%0.000%
11/6/2023 RPO LLC86,209$1.19M1.3%+22.2%0.000%
11/2/2023 Shaker 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%
8/11/2023 Cornerstone Advisors LLC70,926$1.11M0.1%N/A0.000%
8/11/2023 Landscape Capital Management L.L.C.14,138$221K0.0%N/A0.000%
8/7/2023 Wolverine Asset Management LLC66,363$1.04M0.0%+350.8%0.000%
8/7/2023 Shaker Financial Services LLC18,062$282K0.1%-54.3%0.000%
7/31/2023 LPL 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%
5/10/2023 Private Advisor Group LLC22,364$345K0.0%N/A0.000%
5/10/2023 LPL Financial LLC186,672$2.88M0.0%-9.4%0.000%
5/8/2023 Shaker Financial Services LLC39,518$610K0.3%N/A0.000%
5/8/2023 Wolverine Asset Management LLC14,721$227K0.0%-76.7%0.000%
5/3/20239258 Wealth Management LLC14,919$230K0.0%-4.7%0.000%
5/3/2023 Integrated Wealth Concepts LLC174,573$2.69M0.1%+2.8%0.000%
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%
4/14/2023Raymond 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%
2/13/2023 Integrated 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%
2/8/2023 UBS 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%
2/7/2023 Commonwealth Equity Services LLC16,548$242K0.0%-15.9%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.62,609$917K0.0%+1.3%0.000%
2/7/2023 LPL Financial LLC206,002$3.02M0.0%-0.6%0.000%
2/7/2023 IFP Advisors Inc15,025$279K0.0%+47.9%0.000%
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2/3/20239258 Wealth Management LLC15,648$229K0.0%-12.8%0.000%
2/1/2023 Wolverine 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%
11/14/2022 United Capital Financial Advisers LLC28,916$391K0.0%+2.4%0.000%
11/10/2022 Wolverine Asset Management LLC23,538$318K0.0%N/A0.000%
11/10/2022 UBS Group AG153,957$2.08M0.0%+39.1%0.000%
11/9/2022 Shaker Financial Services LLC18,832$255K0.1%N/A0.000%
11/8/20229258 Wealth Management LLC17,946$243K0.1%-11.9%0.000%
10/28/2022Benjamin F. Edwards & Company Inc.61,808$836K0.0%+6.3%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 Financial Inc. ($5.39M), Raymond James & Associates ($4.45M), LPL Financial LLC ($2.58M), UBS Group AG ($2.36M), Integrated Wealth Concepts LLC ($2.16M), and Raymond James Financial Services Advisors Inc. ($1.98M).Learn more on LGI's institutional investors.

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

Of the 30 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 Financial Inc. ($675.02K), Raymond James & Associates ($266.31K), Cornerstone Advisors LLC ($239.39K), Wolverine Asset Management LLC ($159.65K), Shaker Financial Services LLC ($83.24K), Benjamin Edwards Inc. ($80.96K), and 1607 Capital Partners LLC ($53.64K).

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

Institutional investors have bought a total of 1,956,873 shares in the last 24 months. This purchase volume represents approximately $30.80M 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: Saba Capital Management L.P. ($615.96K), Raymond James & Associates ($542.64K), Cornerstone Advisors LLC ($232.20K), Raymond James Financial Services Advisors Inc. ($128.69K), Wolverine Asset Management LLC ($48.53K), AQR Arbitrage LLC ($29.74K), and LPL Financial LLC ($27.62K).

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

Institutional investors have sold a total of 1,703,248 shares in the last 24 months. This volume of shares sold represents approximately $27.90M in transactions.


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This page (NYSE:LGI) was last updated on 2/22/2025 by MarketBeat.com Staff
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