LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

39 hedge funds and large institutions have $49M invested in Lazard Global Total Return & Income Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$11.4M
2
LPL Financial
2
LPL Financial
California
$4.08M
3
Ameriprise
3
Ameriprise
Minnesota
$1.63M
4
Invesco
4
Invesco
Georgia
$676K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$228K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$203K
2
WAM
2
Wolverine Asset Management
Illinois
$122K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.8M
4
Wells Fargo
4
Wells Fargo
California
$3.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$231K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$231K 12,884 -26,726 -67%
BRWA
27
B. Riley Wealth Advisors
Florida
$228K 12,700 +12,700 New
SFS
28
Shaker Financial Services
Virginia
$203K 11,314 -85,331 -88%
CF
29
Centaurus Financial
California
$132K 7,368 +1,006 +16%
WAM
30
Wolverine Asset Management
Illinois
$122K 6,859 -39,585 -85%
IA
31
IFP Advisors
Florida
$74K 4,007 +4,007 New
SSB
32
Sandy Spring Bank
Maryland
$45K 2,500 +500 +25%
SCA
33
Stonebridge Capital Advisors
Minnesota
$24K 1,323 – –
JMF
34
Johnson Midwest Financial
Iowa
$18K 1,005 – –
RA
35
Rise Advisors
New York
$13K 702 +33 +5%
APC
36
Aspire Private Capital
North Carolina
$3K 164 – –
PA
37
Parallel Advisors
California
$3K 159 – –
GWM
38
Geneos Wealth Management
Colorado
$2K 119 +6 +5%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$1K 58 – –
Lido Advisors
40
Lido Advisors
California
– – -11,745 Closed
LCM
41
Landscape Capital Management
New Jersey
– – -10,017 Closed
CFCI
42
Comprehensive Financial Consultants Institutional
Indiana
– – -630 Closed
SWM
43
Spire Wealth Management
Virginia
– – -190 Closed
CWS
44
Confluence Wealth Services
Pennsylvania
– – -180 Closed
FPFS
45
First Personal Financial Services
North Carolina
– – -29 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
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