LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

36 hedge funds and large institutions have $58.9M invested in Lazard Global Total Return & Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$21.1M
2
RJA
2
Raymond James & Associates
Florida
$9.81M
3
SA
3
Sanctuary Advisors
Indiana
$698K
4
Invesco
4
Invesco
Georgia
$817K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$352K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$120K
2
RL
2
RPO LLC
Connecticut
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
LPL Financial
4
LPL Financial
California
$2.62M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$534K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$141K 8,477 -42 -0.5%
CA
27
CoreCap Advisors
Michigan
$120K 7,200 – –
CA
28
Cornerstone Advisors
North Carolina
$120K 7,194 -143,564 -95%
ME
29
McIlrath & Eck
Washington
$105K 6,294 +122 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$57.8K 3,468 -10,990 -76%
GWSG
31
GPS Wealth Strategies Group
Colorado
$48.8K 2,930 – –
NS
32
NBC Securities
Alabama
$14K 878 +16 +2%
PFA
33
Pathway Financial Advisers
Indiana
$12.5K 750 – –
IAIM
34
International Assets Investment Management
Florida
$4.35K 261 +261 New
APC
35
Aspire Private Capital
North Carolina
$2.73K 164 – –
PA
36
Parallel Advisors
California
$2.65K 159 – –
RL
37
RPO LLC
Connecticut
– – -86,209 Closed
LCM
38
Landscape Capital Management
New Jersey
– – -37,802 Closed
BRWA
39
B. Riley Wealth Advisors
Florida
– – -24,178 Closed
BFM
40
Boothbay Fund Management
New York
– – -15,648 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– – -14,285 Closed
QC
42
Quantedge Capital
Singapore
– – -12,281 Closed
US Bancorp
43
US Bancorp
Minnesota
– – -5,726 Closed
CA
44
Crewe Advisors
Utah
– – -525 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2