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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
338KNew |
$5.32M - $6.06M
|
338K
$5.7M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
48.7KNew |
$768K - $875K
|
48.7K
$823K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
32KNew |
$505K - $576K
|
32K
$542K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
31.9K+ 63.56% |
$502K - $572K
|
82K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.1KNew |
$491K - $559K
|
31.1K
$526K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 4.1% |
$249K - $284K
|
402K
$6.79M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.9KNew |
$234K - $267K
|
14.9K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 11.44% |
$167K - $191K
|
104K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.42KNew |
$85.4K - $97.3K
|
5.42K
$91.6K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.9K+ 1.83% |
$45.7K - $52.1K
|
161K
$2.73M
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.98KNew |
$31.1K - $35.5K
|
1.98K
$33.4K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.82K+ 2.17% |
$28.7K - $32.7K
|
85.8K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 5.98% |
$27.1K - $30.9K
|
30.4K
$514K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 1.89% |
$23.6K - $26.9K
|
80.6K
$1.36M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
767New |
$12.1K - $13.8K
|
767
$13K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
725New |
$11.4K - $13K
|
725
$12.3K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
250New |
$3.94K - $4.49K
|
250
$4.23K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
176+ 2.72% |
$2.77K - $3.16K
|
6.64K
$112K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.3KNew |
$660K - $770K
|
42.3K
$715K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.4KNew |
$224K - $261K
|
14.4K
$243K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.2KNew |
$18.7K - $21.8K
|
1.2K
$20.3K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
521+ 15.02% |
$8.13K - $9.48K
|
3.99K
$67.4K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$1.56K - $1.82K
|
100
$1.69K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.73% |
$374 - $437
|
902
$15.2K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.2KNew |
$107K - $122K
|
7.2K
$122K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
261New |
$3.89K - $4.43K
|
261
$4.41K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.2KNew |
$360K - $401K
|
24.2K
$409K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$213K - $237K
|
14.3K
$241K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.73KNew |
$85.3K - $95.1K
|
5.73K
$96.8K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$11.2K - $12.5K
|
750
$12.7K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
525New |
$7.82K - $8.72K
|
525
$8.87K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.4KNew |
$208K - $253K
|
16.4K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 94.27% |
$191K - $232K
|
31K
$524K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
612New |
$7.76K - $9.43K
|
612
$10.3K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$214K - $248K
|
15.6K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
15.6K+ 22.18% |
$214K - $248K
|
86.2K
$1.46M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
760+ 5.2% |
$10.4K - $12K
|
15.4K
$260K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.02% |
$72.3 - $78.1
|
22.4K
$378K
|
|
Q1 2023 | |||||||
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.2KNew |
$437K - $496K
|
30.2K
$510K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93KNew |
$42.4K - $48.1K
|
2.93K
$49.5K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.45K - $1.64K
|
100
$1.69K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.85% |
$202 - $230
|
770
$13K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86K+ 47.87% |
$64.5K - $75.3K
|
15K
$254K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.94KNew |
$39K - $45.5K
|
2.94K
$49.7K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 2.62% |
$172 - $201
|
509
$8.6K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.02KNew |
$13.4K - $18.3K
|
1.02K
$17.2K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
43New |
$568 - $774
|
43
$727
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.41KNew |
$19.9K - $25.7K
|
1.41K
$23.8K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 2.52% |
$42.4 - $54.8
|
122
$2.06K
|