LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

37 hedge funds and large institutions have $42.1M invested in Lazard Global Total Return & Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$10.8M
2
CA
2
Cornerstone Advisors
North Carolina
$1.11M
3
RL
3
RPO LLC
Connecticut
$1.1M
4
WAM
4
Wolverine Asset Management
Illinois
$1.04M
5
AA
5
AQR Arbitrage
Connecticut
$350K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$998K
2
UCFA
2
United Capital Financial Advisors
Texas
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$0
4
SFS
4
Shaker Financial Services
Virginia
$282K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$228K 14,605 -137 -0.9%
LCM
27
Landscape Capital Management
New Jersey
$221K 14,138 +14,138 New
Walleye Capital
28
Walleye Capital
New York
$214K 13,728 +13,728 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$205K 13,106 -100 -0.8%
TCA
30
Transcend Capital Advisors
New Jersey
$202K 12,972 -500 -4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$182K 11,653 -839 -7%
ME
32
McIlrath & Eck
Washington
$94.4K 6,050 – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$51.6K 3,305 +3,305 New
GWSG
34
GPS Wealth Strategies Group
Colorado
$45.7K 2,930 – –
JMF
35
Johnson Midwest Financial
Iowa
$15.7K 1,005 – –
APC
36
Aspire Private Capital
North Carolina
$2.56K 164 – –
PA
37
Parallel Advisors
California
$2.49K 159 – –
UCFA
38
United Capital Financial Advisors
Texas
– – -30,204 Closed
HWAM
39
Hennion & Walsh Asset Management
New Jersey
– – -24,080 Closed
RA
40
Rise Advisors
New York
– – -770 Closed
US Bancorp
41
US Bancorp
Minnesota
– – -200 Closed
CIA
42
Cape Investment Advisory
Georgia
– – -100 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2