Latest Institutional Transactions on Lazard Global Total Return & Income Fund Inc (LGI)
This table provides information on the latest institutional transactions involving Lazard Global Total Return & Income Fund Inc (LGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.2KNew |
$360K - $401K
|
24.2K
$376K
|
|
May 14, 2024
Q1 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-10K- 44.88% |
$149K - $166K
|
12.3K
$191K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
525New |
$7.82K - $8.72K
|
525
$8.16K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.61K- 6.45% |
$38.8K - $43.2K
|
37.8K
$588K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.73KNew |
$85.3K - $95.1K
|
5.73K
$89K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$213K - $237K
|
14.3K
$222K
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
612New |
$7.76K - $9.43K
|
612
$9.52K
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 94.27% |
$191K - $232K
|
31K
$482K
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.4KNew |
$208K - $253K
|
16.4K
$255K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$214K - $248K
|
15.6K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-815- 5.94% |
$11.1K - $12.9K
|
12.9K
$201K
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
15.6K+ 22.18% |
$214K - $248K
|
86.2K
$1.34M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
760+ 5.2% |
$10.4K - $12K
|
15.4K
$239K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.02% |
$72.3 - $78.1
|
22.4K
$348K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 0.76% |
$1.45K - $1.56K
|
13.1K
$204K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-500- 3.71% |
$7.23K - $7.81K
|
13K
$202K
|
|
Q1 2023 | |||||||
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.45K - $1.64K
|
100
$1.56K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.2KNew |
$437K - $496K
|
30.2K
$470K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.77K- 10.32% |
$40.1K - $45.5K
|
24.1K
$374K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93KNew |
$42.4K - $48.1K
|
2.93K
$45.6K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.85% |
$202 - $230
|
770
$12K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 2.62% |
$172 - $201
|
509
$7.91K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-364- 0.9% |
$4.83K - $5.63K
|
39.9K
$621K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86K+ 47.87% |
$64.5K - $75.3K
|
15K
$234K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.94KNew |
$39K - $45.5K
|
2.94K
$45.7K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
43New |
$568 - $774
|
43
$669
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.02KNew |
$13.4K - $18.3K
|
1.02K
$15.8K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.4K- 9.65% |
$18.5K - $25.2K
|
13.1K
$204K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.27KClosed |
$74.4K - $96.1K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.37KClosed |
$104K - $134K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.41KNew |
$19.9K - $25.7K
|
1.41K
$21.9K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 2.52% |
$42.4 - $54.8
|
122
$1.9K
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.7KClosed |
$191K - $239K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
10.5K+ 23.64% |
$170K - $213K
|
54.7K
$850K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-630Closed |
$10.2K - $12.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-29Closed |
$471 - $591
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-180Closed |
$2.92K - $3.67K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-190Closed |
$3.09K - $3.87K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.2KClosed |
$80.7K - $87.9K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.44KClosed |
$109K - $120K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-47.2KClosed |
$945K - $1.04M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
159New |
$3.18K - $3.52K
|
159
$2.47K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8Closed |
$154 - $168
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.2KClosed |
$273K - $298K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13KClosed |
$252K - $274K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-523Closed |
$9.23K - $10.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.32KNew |
$23.4K - $25.4K
|
1.32K
$20.6K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-357Closed |
$5.27K - $6.43K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-17.6KClosed |
$260K - $317K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|