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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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 |
|---|---|---|---|---|---|
| Raymond James Financial | 208k | $3.6M | 19% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 187k | $3.3M | 18% | Dec 2025 |
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| LPL Financial | 172k | $2.8M | 0% | Mar 2026 |
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| Wells Fargo & Company | 122k | $2.0M | 19% | Mar 2026 |
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| Stifel Financial | 120k | $2.1M | 4% | Dec 2025 |
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| Advisor Group Holdings | 59k | $1.0M | 1% | Dec 2025 |
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| Steward Partners Investment Advisory | 48k | $767k | 1% | Mar 2026 |
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| UBS Group | 42k | $683k | -1% | Mar 2026 |
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| Evolve Private Wealth | 38k | $606k | 100% | Mar 2026 |
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| Benjamin Edwards | 37k | $649k | -14% | Dec 2025 |
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| Mezzasalma Advisors | 33k | $526k | 1% | Mar 2026 |
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| Shaker Financial Services | 32k | $561k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 31k | $497k | 5% | Mar 2026 |
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| Adapt Wealth Advisors | 30k | $485k | -17% | Mar 2026 |
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| Strategic Advocates | 28k | $492k | -15% | Dec 2025 |
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| Goss Wealth Management | 19k | $329k | -7% | Dec 2025 |
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| PMG Family Office | 19k | $298k | 3% | Mar 2026 |
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| Ameriprise Financial | 18k | $311k | 9% | Dec 2025 |
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| Warren Averett Asset Management | 15k | $266k | 1% | Dec 2025 |
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| CoreCap Advisors | 15k | $245k | 2% | Mar 2026 |
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| Bryn Mawr Trust | 14k | $231k | 0% | Mar 2026 |
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| Cary Street Partners Financial | 12k | $188k | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 12k | $200k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 11k | $172k | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 8.0k | $129k | 12% | Mar 2026 |
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| MAI Wealth Advisors | 6.9k | $121k | 28% | Dec 2025 |
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| Wolverine Asset Management | 3.7k | $60k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 2.0k | $35k | 0% | Dec 2025 |
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| Nbc Securities | 941.00 | $15k | 3% | Mar 2026 |
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| Union Bankshares | 725.00 | $13k | 0% | Dec 2025 |
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| Harbour Investments | 338.00 | $5.9k | 238% | Dec 2025 |
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| Beacon Investment Advisory Services | 300.00 | $4.8k | 100% | Mar 2026 |
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| Highline Wealth Partners | 167.00 | $2.7k | -2% | Mar 2026 |
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| Parallel Advisors | 159.00 | $2.6k | 0% | Mar 2026 |
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| CWM | 154.00 | $3.0k | 100% | Dec 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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 27k | $487k |
| Jane Street | Sep 2025 | 17k | $299k |
| Hrt Financial | Sep 2025 | 17k | $290k |
| Transcend Wealth Collective | Sep 2025 | 12k | $202k |
| GPS Wealth Strategies Group | Sep 2025 | 2.9k | $51k |
| Blue Bell Private Wealth Management | Dec 2025 | 2.9k | $50k |
| Kestra Advisory Services | Dec 2025 | 2.2k | $38k |
| Jones Financial Companies, L.L | Sep 2025 | 554.00 | $9.5k |