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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
760+ 5.2% |
$10.4K - $12K
|
15.4K
$264K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5+ 0.02% |
$72.3 - $78.1
|
22.4K
$384K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.2KNew |
$437K - $496K
|
30.2K
$518K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.93KNew |
$42.4K - $48.1K
|
2.93K
$50.2K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.45K - $1.64K
|
100
$1.71K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.85% |
$202 - $230
|
770
$13.2K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86K+ 47.87% |
$64.5K - $75.3K
|
15K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.94KNew |
$39K - $45.5K
|
2.94K
$50.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 2.62% |
$172 - $201
|
509
$8.73K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.02KNew |
$13.4K - $18.3K
|
1.02K
$17.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
43New |
$568 - $774
|
43
$737
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.41KNew |
$19.9K - $25.7K
|
1.41K
$24.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 2.52% |
$42.4 - $54.8
|
122
$2.09K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
10.5K+ 23.64% |
$170K - $213K
|
54.7K
$937K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
159New |
$3.18K - $3.52K
|
159
$2.73K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.32KNew |
$23.4K - $25.4K
|
1.32K
$22.7K
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.01KNew |
$14.8K - $18.1K
|
1.01K
$17.2K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
164New |
$2.31K - $2.64K
|
164
$2.81K
|
|
| Q2 2020 | |||||||
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
159New |
$1.79K - $2.34K
|
159
$2.73K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
41.1KNew |
$622K - $680K
|
41.1K
$705K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18KNew |
$19.8K - $21.3K
|
1.18K
$20.3K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$214K
|
|