Latest Institutional Purchases of Lazard Global Total Return & Income Fund Inc (LGI)
This list provides information on the latest institutional transactions involving Lazard Global Total Return & Income Fund Inc (LGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
36.2KNew |
$603K - $645K
|
36.2K
$621K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.9K+ 26.36% |
$548K - $586K
|
158K
$2.71M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
19.3KNew |
$321K - $344K
|
19.3K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$287K - $307K
|
17.3K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$279K - $299K
|
16.8K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 31.45% |
$233K - $249K
|
58.6K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.04K+ 8.5% |
$150K - $161K
|
115K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.91K+ 7.32% |
$31.7K - $34K
|
28K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.68K+ 11.5% |
$28K - $29.9K
|
16.3K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 4.95% |
$16.6K - $17.8K
|
21.2K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$12.5K - $13.4K
|
750
$12.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
642+ 3.29% |
$10.7K - $11.4K
|
20.2K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
602+ 1.93% |
$10K - $10.7K
|
31.7K
$544K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 1.44% |
$9.98K - $10.7K
|
42.2K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
554New |
$9.22K - $9.86K
|
554
$9.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
170New |
$2.83K - $3.03K
|
170
$2.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
115+ 0.77% |
$1.91K - $2.05K
|
15.1K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 2.64% |
$383 - $409
|
895
$15.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
20+ 0.37% |
$333 - $356
|
5.45K
$93.5K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.4KNew |
$907K - $1.13M
|
67.4K
$1.16M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.57K+ 13.98% |
$74.9K - $93.5K
|
45.4K
$778K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$26.9K - $33.6K
|
2K
$34.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 14.09% |
$19.4K - $24.2K
|
11.7K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33K+ 10.11% |
$17.8K - $22.3K
|
14.4K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
725New |
$9.76K - $12.2K
|
725
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
195+ 2.86% |
$2.62K - $3.28K
|
7.02K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.04% |
$740 - $924
|
132K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
145K+ 297.33% |
$2.23M - $2.46M
|
194K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.46KNew |
$53.2K - $58.9K
|
3.46K
$59.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.98KNew |
$31.1K - $35.5K
|
1.98K
$33.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
767New |
$12.1K - $13.8K
|
767
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
725New |
$11.4K - $13K
|
725
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$4.29K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
105New |
$1.65K - $1.89K
|
105
$1.8K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.3KNew |
$660K - $770K
|
42.3K
$726K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.4KNew |
$224K - $261K
|
14.4K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.2KNew |
$18.7K - $21.8K
|
1.2K
$20.6K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
751New |
$11.7K - $13.7K
|
751
$12.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$1.56K - $1.82K
|
100
$1.71K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
261New |
$3.89K - $4.43K
|
261
$4.48K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.2KNew |
$360K - $401K
|
24.2K
$415K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$213K - $237K
|
14.3K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.73KNew |
$85.3K - $95.1K
|
5.73K
$98.2K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
525New |
$7.82K - $8.72K
|
525
$9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.4KNew |
$208K - $253K
|
16.4K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 94.27% |
$191K - $232K
|
31K
$532K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
612New |
$7.76K - $9.43K
|
612
$10.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$214K - $248K
|
15.6K
$268K
|
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
15.6K+ 22.18% |
$214K - $248K
|
86.2K
$1.48M
|
|