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

Lazard Global Total Return and Income Fund logo
$16.42 -0.03 (-0.18%)
(As of 11/20/2024 ET)
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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)
15
Total
Institutional Inflows
(last 12 months)
$7.78M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$14.15M
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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
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%
9/5/2024Sanctuary Advisors LLC44,832$698K0.0%N/A0.000%
8/13/2024Benjamin F. Edwards & Company Inc.72,430$1.21M0.0%-1.3%0.000%
8/9/2024 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%
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%
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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%
5/3/2023 9258 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%
2/7/2023Commonwealth 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%
2/7/2023IFP Advisors Inc15,025$279K0.0%+47.9%0.000%
2/3/2023 9258 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%
11/8/2022 9258 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%
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%
10/18/2022 McIlrath & Eck LLC6,050$82K0.0%N/A0.000%
10/14/2022 Private Advisor Group LLC36,303$491K0.0%-9.2%0.000%
8/12/2022 United Capital Financial Advisers LLC28,227$436K0.0%+2.4%0.000%
8/8/2022 Integrated Wealth Concepts LLC149,617$2.31M0.1%N/A0.000%
8/4/2022 Steward Partners Investment Advisory LLC14,932$230K0.0%+13.7%0.000%
8/4/2022 Northwestern Mutual Wealth Management Co.33,188$512K0.0%-8.2%0.000%
7/28/2022 CWM LLC3,892$60K0.0%N/A0.000%
7/19/2022 Hennion & Walsh Asset Management Inc.27,710$428K0.0%-4.7%0.000%
7/19/2022 GPS Wealth Strategies Group LLC2,930$45K0.0%N/A0.000%
7/13/2022 Private Advisor Group LLC39,963$616K0.0%+23.8%0.000%
7/12/2022 Transcend Capital Advisors LLC13,472$208K0.0%-6.9%0.000%
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5/12/2022Cetera Advisors LLC14,307$256K0.0%-7.3%0.000%
5/11/2022Raymond James Financial Services Advisors Inc.257,138$4.60M0.0%-3.9%0.000%
5/11/2022Raymond James & Associates637,362$11.41M0.0%+16.8%0.000%
5/9/2022 Northwestern Mutual Wealth Management Co.36,148$647K0.0%-19.6%0.000%
5/6/2022 Shaker Financial Services LLC11,314$203K0.1%-88.3%0.000%
5/4/2022 Wolverine Asset Management LLC6,859$122K0.0%-85.2%0.000%
5/4/2022Benjamin F. Edwards & Company Inc.57,086$1.02M0.0%+4.0%0.000%
5/2/2022National Asset Management Inc.12,700$228K0.0%N/A0.000%
5/2/2022 Steward Partners Investment Advisory LLC13,132$235K0.0%+18.5%0.000%
2/14/2022 LPL Financial LLC205,162$4.15M0.0%+102.5%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, 33 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund. The most heavily invested institutionals were Raymond James & Associates ($4.45M), LPL Financial LLC ($2.78M), Integrated Wealth Concepts LLC ($2.55M), UBS Group AG ($2.36M), Raymond James Financial Services Advisors Inc. ($1.98M), Wolverine Asset Management LLC ($1.93M), and Stifel Financial Corp ($1.52M).Learn more on LGI's institutional investors.

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

Of the 26 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 ($346.85K), Cornerstone Advisors LLC ($239.39K), Wolverine Asset Management LLC ($150.64K), Benjamin Edwards Inc. ($80.96K), 1607 Capital Partners LLC ($53.64K), AQR Arbitrage LLC ($53.21K), and Shaker Financial Services LLC ($52.10K).

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

Institutional investors have bought a total of 1,239,928 shares in the last 24 months. This purchase volume represents approximately $19.13M in transactions.

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

Of the 16 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 ($542.64K), Cornerstone Advisors LLC ($232.20K), Raymond James Financial Services Advisors Inc. ($134.01K), Wolverine Asset Management LLC ($48.53K), LPL Financial LLC ($28.82K), Shaker Financial Services LLC ($22.24K), and Cambridge Investment Research Advisors Inc. ($6.36K).

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

Institutional investors have sold a total of 1,038,024 shares in the last 24 months. This volume of shares sold represents approximately $17.24M in transactions.


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This page (NYSE:LGI) was last updated on 11/21/2024 by MarketBeat.com Staff
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