Who owns Lazard Global Total Return & Income Fund?
- Ticker: LGI
- CUSIP Number: 52106W103
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Analyze quarterly positions in Lazard Global Total Return & Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Lazard Global Total Return & Income Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Saba Capital Management | 1.3M | $21M | 60% | Jun 2024 |
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Morgan Stanley | 394k | $7.9M | 2% | Jun 2024 |
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Raymond James & Associates | 245k | $4.4M | -58% | Sep 2024 |
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LPL Financial | 159k | $2.9M | 1% | Sep 2024 |
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Integrated Wealth Concepts | 141k | $2.6M | -4% | Sep 2024 |
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Raymond James Financial Services Advisors | 118k | $2.1M | -1% | Sep 2024 |
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Benjamin Edwards | 81k | $1.5M | 100% | Sep 2024 |
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CNH Partners | 81k | $1.5M | -34% | Sep 2024 |
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Wells Fargo & Company | 79k | $1.4M | 11% | Sep 2024 |
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Stifel Financial | 77k | $1.3M | -9% | Jun 2024 |
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Benjamin F. Edwards & Company | 72k | $1.2M | -1% | Jun 2024 |
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Guggenheim Capital, LLC Managers | 50k | $909k | 94% | Sep 2024 |
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1607 Capital Partners | 47k | $846k | -8% | Sep 2024 |
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Sanctuary Advisors | 45k | $698k | 100% | Jun 2024 |
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Bank of America Corporation | 37k | $668k | -6% | Sep 2024 |
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Invesco | 34k | $615k | -31% | Sep 2024 |
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Steward Partners Investment Advisory | 29k | $481k | 2% | Jun 2024 |
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Royal Bank of Canada | 29k | $520k | -10% | Sep 2024 |
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Wealth Enhancement Advisory Services | 28k | $466k | -2% | Jun 2024 |
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Goss Wealth Management | 22k | $362k | 6% | Jun 2024 |
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Blue Bell Private Wealth Management | 18k | $325k | -15% | Sep 2024 |
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Flagship Harbor Advisors | 16k | $291k | 100% | Sep 2024 |
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9258 Wealth Management | 14k | $256k | 0% | Sep 2024 |
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Transcend Wealth Collective | 13k | $235k | 0% | Sep 2024 |
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Eagle Rock Investment Company | 12k | $218k | -8% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 8.1k | $147k | -5% | Sep 2024 |
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CoreCap Advisors | 7.2k | $131k | 0% | Sep 2024 |
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Advisor Group Holdings | 4.0k | $72k | -72% | Sep 2024 |
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GPS Wealth Strategies Group | 2.9k | $53k | 0% | Sep 2024 |
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Hallmark Capital Management | 1.2k | $22k | 100% | Sep 2024 |
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Nbc Securities | 902.00 | $16k | 3% | Sep 2024 |
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Pathway Financial Advisers | 750.00 | $14k | 0% | Sep 2024 |
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Fifth Third Bancorp | 216.00 | $3.9k | 100% | Sep 2024 |
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Aspire Private Capital | 164.00 | $3.0k | 0% | Sep 2024 |
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Parallel Advisors | 159.00 | $2.9k | 0% | Sep 2024 |
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Harbour Investments | 100.00 | $1.8k | 100% | Sep 2024 |
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Who sold out of Lazard Global Total Return & Income Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
National Asset Management | Mar 2024 | 24k | $335k |
Quantedge Capital Pte | Mar 2024 | 12k | $201k |
Cornerstone Advisors | Jun 2024 | 7.2k | $120k |
International Assets Investment Management | Jun 2024 | 261.00 | $4.3k |