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Lazard Global Total Return & Income Fund shares owned by Hrt Financial

Quarter-by-quarter ownership of Lazard Global Total Return & Income Fund (LGI) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 17k 17.29

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Apple Put
Ishares Tr Russell 2000 Etf (IWM)
Nvidia Corporation Put
Microsoft Corporation (MSFT)
Microsoft Corp Put
Johnson & Johnson (JNJ)
Amphenol Corp Cl A (APH)
Applovin Corp Call
Grab Holdings Class A Ord (GRAB)
Apple Call
Tesla Motors (TSLA)

View all positions for Hrt Financial

Top funds holding Lazard Global Total Return & Income Fund

Morgan Stanley
Wells Fargo & Company
Raymond James Financial
LPL Financial
Guggenheim Capital, LLC Managers
Stifel Financial
Royal Bank of Canada
Advisor Group Holdings
UBS Group
Benjamin Edwards
Steward Partners Investment Advisory
Adapt Wealth Advisors
Strategic Advocates
Mezzasalma Advisors
Flagship Harbor Advisors

View all funds holding Lazard Global Total Return & Income Fund