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 |
|---|---|---|---|---|---|
| Morgan Stanley | 485k | $15M | 100% | Jun 2025 |
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| Wells Fargo & Company | 188k | $3.2M | -31% | Sep 2025 |
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| Raymond James Financial | 175k | $3.0M | -14% | Sep 2025 |
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| LPL Financial | 174k | $3.0M | -5% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 158k | $2.7M | 26% | Sep 2025 |
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| Stifel Financial | 115k | $2.0M | 8% | Sep 2025 |
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| Royal Bank of Canada | 75k | $1.3M | 65% | Sep 2025 |
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| Advisor Group Holdings | 59k | $1.0M | 31% | Sep 2025 |
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| UBS Group | 58k | $1.0M | -45% | Sep 2025 |
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| Benjamin Edwards | 43k | $749k | -20% | Sep 2025 |
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| Steward Partners Investment Advisory | 42k | $729k | 1% | Sep 2025 |
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| Adapt Wealth Advisors | 36k | $627k | 100% | Sep 2025 |
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| Strategic Advocates | 33k | $570k | -45% | Sep 2025 |
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| Mezzasalma Advisors | 32k | $549k | 2% | Sep 2025 |
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| Flagship Harbor Advisors | 28k | $484k | 7% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 21k | $373k | 5% | Sep 2025 |
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| Goss Wealth Management | 20k | $349k | 3% | Sep 2025 |
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| Jane Street | 17k | $299k | 100% | Sep 2025 |
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| Hrt Financial | 17k | $290k | 100% | Sep 2025 |
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| Ameriprise Financial | 16k | $282k | 12% | Sep 2025 |
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| Warren Averett Asset Management | 15k | $262k | 1% | Sep 2025 |
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| CoreCap Advisors | 14k | $250k | 0% | Sep 2025 |
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| Bryn Mawr Trust | 14k | $248k | 0% | Sep 2025 |
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| Transcend Wealth Collective | 12k | $202k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 7.2k | $124k | -5% | Sep 2025 |
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| MAI Wealth Advisors | 5.4k | $94k | 0% | Sep 2025 |
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| Blue Bell Private Wealth Management | 5.1k | $89k | -53% | Sep 2025 |
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| GPS Wealth Strategies Group | 2.9k | $51k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 2.0k | $35k | 0% | Sep 2025 |
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| Nbc Securities | 895.00 | $16k | 3% | Sep 2025 |
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| Pathway Financial Advisers | 750.00 | $13k | 100% | Sep 2025 |
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| Union Bankshares | 725.00 | $13k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 554.00 | $9.5k | 100% | Sep 2025 |
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| Highline Wealth Partners | 170.00 | $2.9k | 100% | Sep 2025 |
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| Parallel Advisors | 159.00 | $2.8k | 0% | Sep 2025 |
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| Harbour Investments | 100.00 | $1.7k | 0% | Sep 2025 |
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Who sold out of Lazard Global Total Return & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Concepts | Jun 2025 | 132k | $2.2M |
| Shaker Financial Services | Jun 2025 | 71k | $1.2M |
| Two Sigma Investments | Jun 2025 | 67k | $1.1M |
| McIlrath & Eck | Jun 2025 | 7.0k | $118k |
| Wood Tarver Financial Group | Jun 2025 | 105.00 | $999.999000 |