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
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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 |
|---|---|---|---|---|---|
| Guggenheim Capital, LLC Managers | 215k | $4.0M | 10% | Jun 2026 |
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| Raymond James Financial | 185k | $3.4M | -1% | Jun 2026 |
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| LPL Financial | 177k | $3.0M | -2% | Sep 2026 |
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| Stifel Financial | 126k | $2.3M | 1% | Jun 2026 |
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| Wells Fargo & Company | 125k | $2.3M | 2% | Jun 2026 |
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| Royal Bank of Canada | 116k | $2.1M | 3% | Jun 2026 |
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| Advisor Group Holdings | 93k | $1.7M | -4% | Jun 2026 |
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| Shaker Financial Services | 51k | $874k | 100% | Sep 2026 |
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| Steward Partners Investment Advisory | 49k | $906k | 3% | Jun 2026 |
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| Flagship Harbor Advisors | 38k | $652k | 15% | Sep 2026 |
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| UBS Group | 38k | $706k | -10% | Jun 2026 |
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| Evolve Private Wealth | 35k | $649k | -7% | Jun 2026 |
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| Benjamin Edwards | 32k | $595k | -5% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 32k | $586k | 38% | Jun 2026 |
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| Bank of America Corporation | 32k | $583k | -1% | Jun 2026 |
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| Mezzasalma Advisors | 31k | $521k | 2% | Sep 2026 |
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| Wolverine Asset Management | 28k | $481k | 100% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 25k | $421k | 3% | Sep 2026 |
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| Ameriprise Financial | 21k | $394k | 10% | Jun 2026 |
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| PMG Family Office | 20k | $333k | 0% | Sep 2026 |
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| CoreCap Advisors | 18k | $301k | 12% | Sep 2026 |
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| Cetera Investment Advisers | 16k | $294k | 100% | Jun 2026 |
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| Bryn Mawr Trust | 14k | $244k | 0% | Sep 2026 |
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| Warren Averett Asset Management | 13k | $248k | -10% | Jun 2026 |
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| Kovack Advisors | 13k | $243k | 1% | Jun 2026 |
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| Commonwealth Equity Services | 12k | $210k | -12% | Sep 2026 |
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| Cary Street Partners Financial | 12k | $216k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 11k | $194k | 100% | Jun 2026 |
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| Samalin Investment Counsel | 10k | $172k | 100% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 6.5k | $120k | -19% | Jun 2026 |
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| Goss Wealth Management | 6.1k | $113k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 2.0k | $37k | 0% | Sep 2026 |
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| Colonial Trust Co / SC | 1.4k | $26k | 0% | Jun 2026 |
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| Nbc Securities | 991.00 | $17k | 3% | Sep 2026 |
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| Pathway Financial Advisers | 750.00 | $13k | 100% | Sep 2026 |
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| Union Bankshares | 725.00 | $13k | 0% | Jun 2026 |
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| Mather Group | 544.00 | $9.3k | 0% | Sep 2026 |
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| Mb, Levis & Associates | 400.00 | $6.8k | 0% | Sep 2026 |
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| Strategic Advocates | 350.00 | $6.0k | -22% | Sep 2026 |
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| Beacon Investment Advisory Services | 300.00 | $5.1k | 0% | Sep 2026 |
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| Highline Wealth Partners | 167.00 | $2.8k | 0% | Sep 2026 |
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| Parallel Advisors | 159.00 | $2.7k | 0% | Sep 2026 |
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| SRS Capital Advisors | 102.00 | $1.9k | 100% | Jun 2026 |
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Who sold out of Lazard Global Total Return & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Adapt Wealth Advisors | Mar 2026 | 30k | $485k |
| Susquehanna International | Mar 2026 | 17k | $269k |
| XTX Topco | Mar 2026 | 13k | $201k |
| Virtu Financial | Mar 2026 | 11k | $174k |
| Hrt Financial | Mar 2026 | 11k | $169k |
| MAI Wealth Advisors | Mar 2026 | 7.0k | $112k |
| Institute For Wealth Management | Jun 2026 | 2.6k | $48k |
| Harbour Investments | Jun 2026 | 234.00 | $4.3k |