LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

36 hedge funds and large institutions have $38.6M invested in Lazard Global Total Return & Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.88M
2
RJA
2
Raymond James & Associates
Florida
$9.07M
3
SFS
3
Shaker Financial Services
Virginia
$610K
4
Wells Fargo
4
Wells Fargo
California
$2.54M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.54M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$227K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
Invesco
3
Invesco
Georgia
$0
4
LPL Financial
4
LPL Financial
California
$2.88M
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$193K 12,492 -9,796 -44%
ME
27
McIlrath & Eck
Washington
$93.4K 6,050 – –
GWSG
28
GPS Wealth Strategies Group
Colorado
$45.2K 2,930 +2,930 New
JMF
29
Johnson Midwest Financial
Iowa
$15.5K 1,005 – –
RA
30
Rise Advisors
New York
$11.9K 770 +14 +2%
PFA
31
Pathway Financial Advisers
Indiana
$11.6K 750 – –
US Bancorp
32
US Bancorp
Minnesota
$3.09K 200 +200 New
APC
33
Aspire Private Capital
North Carolina
$2.53K 164 – –
PA
34
Parallel Advisors
California
$2.46K 159 – –
CIA
35
Cape Investment Advisory
Georgia
$1.54K 100 +100 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$227 14,742 -1,806 -11%
First Trust Advisors
37
First Trust Advisors
Illinois
– – -39,935 Closed
Invesco
38
Invesco
Georgia
– – -28,602 Closed
IA
39
IFP Advisors
Florida
– – -15,025 Closed
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
– – -2,938 Closed
SSB
41
Sandy Spring Bank
Maryland
– – -1,000 Closed
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
– – -509 Closed
MCC
43
Money Concepts Capital
Florida
– – -249 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
– – -107 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
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