Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.4KNew |
$907K - $1.13M
|
67.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.3K+ 24.33% |
$718K - $896K
|
273K
$4.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.4K+ 9.81% |
$584K - $728K
|
485K
$8.32M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.7K+ 1051.91% |
$548K - $684K
|
44.6K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.5K+ 24.44% |
$330K - $412K
|
125K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.3K+ 25.07% |
$287K - $358K
|
106K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14K+ 50.8% |
$188K - $235K
|
41.6K
$713K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.42K+ 5.43% |
$127K - $158K
|
183K
$3.13M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.57K+ 13.98% |
$74.9K - $93.5K
|
45.4K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.57K+ 13.98% |
$74.9K - $93.5K
|
45.4K
$778K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.2K+ 7.46% |
$56.5K - $70.5K
|
60.4K
$1.04M
|
|
|
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 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.13K+ 8.34% |
$15.1K - $18.9K
|
14.6K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02K+ 3.2% |
$13.8K - $17.2K
|
33K
$567K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
725New |
$9.76K - $12.2K
|
725
$12.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
218+ 0.84% |
$2.93K - $3.66K
|
26.1K
$447K
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
125+ 0.84% |
$1.68K - $2.1K
|
15K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63+ 0.32% |
$848 - $1.06K
|
19.5K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.04% |
$740 - $924
|
132K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.83% |
$323 - $403
|
872
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-535- 1.69% |
$7.2K - $8.99K
|
31.1K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-614- 7.55% |
$8.26K - $10.3K
|
7.52K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-646- 5.58% |
$8.7K - $10.9K
|
10.9K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-905- 18.96% |
$12.2K - $15.2K
|
3.87K
$66.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.91K- 6.51% |
$66.1K - $82.5K
|
70.5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.3K- 18.57% |
$165K - $206K
|
53.8K
$923K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.7K- 14.34% |
$238K - $297K
|
105K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.4K- 8.3% |
$247K - $309K
|
203K
$3.48M
|
|