LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

41 hedge funds and large institutions have $42.1M invested in Lazard Global Total Return & Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$2.31M
2
Ameriprise
2
Ameriprise
Minnesota
$1.71M
3
Wells Fargo
3
Wells Fargo
California
$3.64M
4
RJA
4
Raymond James & Associates
Florida
$10.1M
5
UBS Group
5
UBS Group
Switzerland
$1.71M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$932K
2
Bank of America
2
Bank of America
North Carolina
$585K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
CF
4
Centaurus Financial
California
$0
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$210K 13,623 +739 +6%
TCA
27
Transcend Capital Advisors
New Jersey
$208K 13,472 -1,000 -7%
BRWA
28
B. Riley Wealth Advisors
Florida
$206K 13,311 +611 +5%
IA
29
IFP Advisors
Florida
$74K 4,007 – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$60K 3,892 +3,892 New
GWSG
31
GPS Wealth Strategies Group
Colorado
$45K 2,930 +2,930 New
SSB
32
Sandy Spring Bank
Maryland
$39K 2,500 – –
VVP
33
Venture Visionary Partners
Ohio
$21.7K 1,409 +1,409 New
SCA
34
Stonebridge Capital Advisors
Minnesota
$20K 1,323 – –
JMF
35
Johnson Midwest Financial
Iowa
$16K 1,005 – –
CA
36
CoreCap Advisors
Michigan
$13K 835 +835 New
RA
37
Rise Advisors
New York
$11K 719 +17 +2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$7K 485 +485 New
APC
39
Aspire Private Capital
North Carolina
$3K 164 – –
PA
40
Parallel Advisors
California
$2K 159 – –
GWM
41
Geneos Wealth Management
Colorado
$1K 122 +3 +3%
SFS
42
Shaker Financial Services
Virginia
– – -11,314 Closed
CF
43
Centaurus Financial
California
– – -7,368 Closed
WAM
44
Wolverine Asset Management
Illinois
– – -6,859 Closed
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
– – -58 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
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