LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

37 hedge funds and large institutions have $36.8M invested in Lazard Global Total Return & Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.13M
2
Wells Fargo
2
Wells Fargo
California
$4.58M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.15M
4
GC
4
Guggenheim Capital
Illinois
$2.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.79M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SCM
2
Saba Capital Management
New York
$0
3
Invesco
3
Invesco
Georgia
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.41M
5
UBS Group
5
UBS Group
Switzerland
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.15M 485,121 +43,351 +10%
Wells Fargo
2
Wells Fargo
California
$4.58M 272,624 +53,342 +24%
Raymond James Financial
3
Raymond James Financial
Florida
$3.41M 203,086 -18,370 -8%
LPL Financial
4
LPL Financial
California
$3.07M 182,659 +9,415 +5%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.22M 132,111 +55 +0%
GC
6
Guggenheim Capital
Illinois
$2.1M 124,973 +24,546 +24%
Stifel Financial
7
Stifel Financial
Missouri
$1.79M 106,320 +21,311 +25%
UBS Group
8
UBS Group
Switzerland
$1.77M 105,476 -17,651 -14%
SFS
9
Shaker Financial Services
Virginia
$1.18M 70,478 -4,911 -7%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.13M 67,393 +67,393 New
SA
11
Strategic Advocates
Utah
$1.02M 60,438 +4,196 +7%
BEI
12
Benjamin Edwards Inc
Missouri
$905K 53,848 -12,276 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$763K 45,383 +5,566 +14%
SPIA
14
Steward Partners Investment Advisory
New York
$698K 41,559 +14,000 +51%
Bank of America
15
Bank of America
North Carolina
$555K 33,039 +1,024 +3%
MA
16
Mezzasalma Advisors
New Jersey
$523K 31,146 -535 -2%
FHA
17
Flagship Harbor Advisors
Massachusetts
$438K 26,074 +218 +0.8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$344K 20,209 – –
NA
19
NewEdge Advisors
Louisiana
$328K 19,540 +63 +0.3%
WA
20
Waverly Advisors
Alabama
$252K 15,007 +125 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$246K 14,613 +1,125 +8%
CA
22
CoreCap Advisors
Michigan
$242K 14,425 +1,325 +10%
WSFS
23
Wilmington Savings Fund Society
Delaware
$241K 14,353 – –
TCA
24
Transcend Capital Advisors
New Jersey
$196K 11,661 +1,440 +14%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$184K 10,928 -646 -6%
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