Who owns Lazard Global Total Return & Income Fund?
- Ticker: LGI
- CUSIP Number: 52106W103
Tip: Access positions for across all investors
Analyze quarterly positions in Lazard Global Total Return & Income Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Lazard Global Total Return & Income Fund stock
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 | 462k | $7.5M | -4% | Mar 2026 |
|
| Guggenheim Capital, LLC Managers | 196k | $3.2M | 5% | Mar 2026 |
|
| Raymond James Financial | 186k | $3.0M | -10% | Mar 2026 |
|
| LPL Financial | 172k | $2.8M | 0% | Mar 2026 |
|
| Stifel Financial | 124k | $2.0M | 3% | Mar 2026 |
|
| Wells Fargo & Company | 122k | $2.0M | 19% | Mar 2026 |
|
| Royal Bank of Canada | 112k | $1.8M | 100% | Mar 2026 |
|
| Advisor Group Holdings | 97k | $1.6M | 64% | Mar 2026 |
|
| Steward Partners Investment Advisory | 48k | $767k | 1% | Mar 2026 |
|
| UBS Group | 42k | $683k | -1% | Mar 2026 |
|
| Evolve Private Wealth | 35k | $649k | -7% | Jun 2026 |
|
| Mezzasalma Advisors | 33k | $526k | 1% | Mar 2026 |
|
| Benjamin Edwards | 32k | $595k | -5% | Jun 2026 |
|
| Bank of America Corporation | 32k | $512k | 100% | Mar 2026 |
|
| Flagship Harbor Advisors | 31k | $497k | 5% | Mar 2026 |
|
| Adapt Wealth Advisors | 30k | $485k | -17% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 23k | $369k | 100% | Mar 2026 |
|
| PMG Family Office | 20k | $361k | 5% | Jun 2026 |
|
| Ameriprise Financial | 19k | $311k | 9% | Mar 2026 |
|
| Susquehanna International | 17k | $269k | 100% | Mar 2026 |
|
| CoreCap Advisors | 16k | $292k | 4% | Jun 2026 |
|
| Warren Averett Asset Management | 15k | $241k | -2% | Mar 2026 |
|
| Bryn Mawr Trust | 14k | $265k | 0% | Jun 2026 |
|
| Commonwealth Equity Services | 14k | $260k | 32% | Jun 2026 |
|
| Kovack Advisors | 13k | $243k | 1% | Jun 2026 |
|
| XTX Topco | 13k | $201k | 100% | Mar 2026 |
|
| Cary Street Partners Financial | 12k | $216k | 0% | Jun 2026 |
|
| Virtu Financial | 11k | $174k | 100% | Mar 2026 |
|
| Hrt Financial | 11k | $169k | 100% | Mar 2026 |
|
| Janney Montgomery Scott | 11k | $194k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 8.0k | $129k | 12% | Mar 2026 |
|
| MAI Wealth Advisors | 7.0k | $112k | 0% | Mar 2026 |
|
| Goss Wealth Management | 6.1k | $98k | -68% | Mar 2026 |
|
| Wolverine Asset Management | 3.7k | $60k | 100% | Mar 2026 |
|
| Mercer Global Advisors | 2.8k | $51k | 100% | Jun 2026 |
|
| Institute For Wealth Management | 2.6k | $48k | 100% | Jun 2026 |
|
| Hanson McClain Advisors | 2.0k | $37k | 0% | Jun 2026 |
|
| Colonial Trust Co / SC | 1.4k | $22k | 100% | Mar 2026 |
|
| TD Waterhouse Canada | 1.1k | $18k | 100% | Mar 2026 |
|
| Nbc Securities | 941.00 | $15k | 3% | Mar 2026 |
|
| Union Bankshares | 725.00 | $13k | 0% | Jun 2026 |
|
| Mather Group | 544.00 | $10k | 100% | Jun 2026 |
|
| Strategic Advocates | 451.00 | $7.3k | -98% | Mar 2026 |
|
| Harbour Investments | 336.00 | $5.4k | -1% | Mar 2026 |
|
| Beacon Investment Advisory Services | 300.00 | $5.5k | 0% | Jun 2026 |
|
| Highline Wealth Partners | 167.00 | $2.7k | -2% | Mar 2026 |
|
| Parallel Advisors | 159.00 | $2.9k | 0% | Jun 2026 |
|
| CWM | 158.00 | $2.5k | 3% | Mar 2026 |
|
Who sold out of Lazard Global Total Return & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shaker Financial Services | Mar 2026 | 39k | $632k |
| Wealth Enhancement Advisory Services | Dec 2025 | 27k | $487k |