LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

42 hedge funds and large institutions have $33.9M invested in Lazard Global Total Return & Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.08M
2
WAM
2
Wolverine Asset Management
Illinois
$318K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$266K
4
SFS
4
Shaker Financial Services
Virginia
$255K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.24M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$5.97M
2
Wells Fargo
2
Wells Fargo
California
$2.62M
3
LPL Financial
3
LPL Financial
California
$2.8M
4
GC
4
Guggenheim Capital
Illinois
$210K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$343K
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
26
9258 Wealth Management
Ohio
$243K 17,946 -2,422 -12%
Osaic Holdings
27
Osaic Holdings
Arizona
$211K 15,540 +1,917 +14%
GC
28
Guggenheim Capital
Illinois
$210K 15,555 -16,212 -51%
IA
29
IFP Advisors
Florida
$189K 10,161 +6,154 +154%
TCA
30
Transcend Capital Advisors
New Jersey
$182K 13,472 – –
CA
31
Cetera Advisors
Colorado
$177K 13,098 -1,399 -10%
ME
32
McIlrath & Eck
Washington
$82K 6,050 +6,050 New
GWSG
33
GPS Wealth Strategies Group
Colorado
$40K 2,930 – –
SSB
34
Sandy Spring Bank
Maryland
$34K 2,500 – –
SCA
35
Stonebridge Capital Advisors
Minnesota
$18K 1,323 – –
AIM
36
Axiom Investment Management
New York
$14K 1,018 +1,018 New
RA
37
Rise Advisors
New York
$10K 737 +18 +3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$6K 496 +11 +2%
APC
39
Aspire Private Capital
North Carolina
$2K 164 – –
PA
40
Parallel Advisors
California
$2K 159 – –
FF
41
FourThought Financial
Florida
$1K 43 +43 New
JMF
42
Johnson Midwest Financial
Iowa
$14 1,005 – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
– – -3,892 Closed
VVP
44
Venture Visionary Partners
Ohio
– – -1,409 Closed
CA
45
CoreCap Advisors
Michigan
– – -835 Closed
GWM
46
Geneos Wealth Management
Colorado
– – -122 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2