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Lazard Global Total Return & Income Fund shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of Lazard Global Total Return & Income Fund (LGI) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in Lazard Global Total Return & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Lazard Global Total Return & Income Fund held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lazard Global Total Return & Income Fund by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.8k 300 16.09

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Top funds holding Lazard Global Total Return & Income Fund

Morgan Stanley
Raymond James Financial
Guggenheim Capital, LLC Managers
LPL Financial
Stifel Financial
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Steward Partners Investment Advisory
UBS Group
Shaker Financial Services
Evolve Private Wealth
Benjamin Edwards
Mezzasalma Advisors
Bank of America Corporation

View all funds holding Lazard Global Total Return & Income Fund