Institutional Ownership Lazard Global Total Return & Income Fund Inc (LGI)
This table provides information about the institutional ownership of Lazard Global Total Return & Income Fund Inc (LGI). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 3.16 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
19,885
shares
|
$336,056
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,705
shares
|
$265,414
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,988
shares
|
$253,297
0.01% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,869
shares
|
$251,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
14,353
shares
|
$242,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,106
shares
|
$238,391
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,972
shares
|
$219,226
0.02% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
12,000
shares
|
$202,799
0.03% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,644
shares
|
$196,783
0.04% of portfolio
|
Q4 2024
Reduced 34.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,085
shares
|
$136,636
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,200
shares
|
$121,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
6,639
shares
|
$112,199
0.02% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,418
shares
|
$91,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,989
shares
|
$67,414
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,930
shares
|
$49,516
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,976
shares
|
$33,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,005
shares
|
$16,984
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
767
shares
|
$12,962
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
750
shares
|
$12,674
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
725
shares
|
$12,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
250
shares
|
$4,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
159
shares
|
$2,687
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100
shares
|
$1,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
72
shares
|
$1,216
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
43
shares
|
$726
0.0% of portfolio
|
Q3 2022
New holding
|