LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

43 hedge funds and large institutions have $41.5M invested in Lazard Global Total Return & Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.24M
2
AA
2
AQR Arbitrage
Connecticut
$1.05M
3
WAM
3
Wolverine Asset Management
Illinois
$1.63M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.98M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$524K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.52M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
RJA
4
Raymond James & Associates
Florida
$9.38M
5
NA
5
NewEdge Advisors
Louisiana
$259K
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
26
Boothbay Fund Management
New York
$217K 15,648 +15,648 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$213K 15,365 +760 +5%
9WM
28
9258 Wealth Management
Ohio
$209K 15,078 +82 +0.5%
LCM
29
Landscape Capital Management
New Jersey
$207K 14,932 +794 +6%
TCA
30
Transcend Capital Advisors
New Jersey
$180K 12,972 – –
Walleye Capital
31
Walleye Capital
New York
$179K 12,913 -815 -6%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$154K 11,121 -532 -5%
QC
33
Quantedge Capital
Singapore
$151K 10,900 +10,900 New
SCM
34
Saba Capital Management
New York
$148K 10,688 +10,688 New
ME
35
McIlrath & Eck
Washington
$83.7K 6,050 – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$52.6K 3,802 +497 +15%
GWSG
37
GPS Wealth Strategies Group
Colorado
$40.6K 2,930 – –
JMF
38
Johnson Midwest Financial
Iowa
$13.9K 1,005 – –
NS
39
NBC Securities
Alabama
$11K 829 +829 New
PFA
40
Pathway Financial Advisers
Indiana
$10.4K 750 +750 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$4.15K 300 +300 New
APC
42
Aspire Private Capital
North Carolina
$2.27K 164 – –
PA
43
Parallel Advisors
California
$2.2K 159 – –
PAG
44
Private Advisor Group
New Jersey
– – -22,369 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– – -13,106 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2