LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

43 hedge funds and large institutions have $57M invested in Lazard Global Total Return & Income Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.15M
2
WAM
2
Wolverine Asset Management
Illinois
$938K
3
RJA
3
Raymond James & Associates
Florida
$11M
4
NA
4
NewEdge Advisors
Louisiana
$324K
5
LCM
5
Landscape Capital Management
New Jersey
$202K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$908K
2
Wells Fargo
2
Wells Fargo
California
$5M
3
SFS
3
Shaker Financial Services
Virginia
$1.95M
4
PAG
4
Private Advisor Group
New Jersey
$641K
5
CA
5
Cetera Advisors
Colorado
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$312K 15,428 -12,523 -45%
TCA
27
Transcend Capital Advisors
New Jersey
$292K 14,472 -900 -6%
Lido Advisors
28
Lido Advisors
California
$237K 11,745 – –
SPIA
29
Steward Partners Investment Advisory
New York
$224K 11,082 -905 -8%
LCM
30
Landscape Capital Management
New Jersey
$202K 10,017 +10,017 New
CF
31
Centaurus Financial
California
$129K 6,362 – –
SSB
32
Sandy Spring Bank
Maryland
$40K 2,000 – –
SCA
33
Stonebridge Capital Advisors
Minnesota
$27K 1,323 – –
JMF
34
Johnson Midwest Financial
Iowa
$20K 1,005 – –
RA
35
Rise Advisors
New York
$13.5K 669 +669 New
CFCI
36
Comprehensive Financial Consultants Institutional
Indiana
$11K 630 +630 New
SWM
37
Spire Wealth Management
Virginia
$4K 190 +190 New
APC
38
Aspire Private Capital
North Carolina
$3K 164 – –
PA
39
Parallel Advisors
California
$3K 159 – –
CWS
40
Confluence Wealth Services
Pennsylvania
$3K 180 +180 New
GWM
41
Geneos Wealth Management
Colorado
$2K 113 +2 +2%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1K 58 – –
FPFS
43
First Personal Financial Services
North Carolina
$1K 29 +29 New
FIA
44
FNY Investment Advisers
New York
– – -4,200 Closed
HI
45
Harbour Investments
Wisconsin
– – -234 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2