Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 65.29% |
$493K - $527K
|
75K
$1.29M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-345- 4.59% |
$5.74K - $6.14K
|
7.18K
$123K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-569- 1.72% |
$9.47K - $10.1K
|
32.5K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.8K- 53.07% |
$96.5K - $103K
|
5.13K
$87.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.4K- 4.6% |
$140K - $150K
|
174K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.77K- 2.01% |
$163K - $174K
|
475K
$8.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.6K- 19.66% |
$176K - $188K
|
43.3K
$742K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-27.5K- 45.49% |
$458K - $489K
|
32.9K
$565K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.6K- 14.06% |
$475K - $508K
|
175K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 45.04% |
$791K - $846K
|
58K
$994K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-85.1K- 31.22% |
$1.42M - $1.52M
|
188K
$3.22M
|
|