LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

40 hedge funds and large institutions have $57.7M invested in Lazard Global Total Return & Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% 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
11
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$1.47M
2
GC
2
Guggenheim Capital
Illinois
$909K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$291K
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$260K
5
Wells Fargo
5
Wells Fargo
California
$1.43M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$4.45M
2
AA
2
AQR Arbitrage
Connecticut
$1.46M
3
Invesco
3
Invesco
Georgia
$615K
4
Morgan Stanley
4
Morgan Stanley
New York
$7M
5
CA
5
Cornerstone Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCA
26
Transcend Capital Advisors
New Jersey
$235K 12,972 – –
ERIC
27
Eagle Rock Investment Company
Georgia
$218K 12,000 -1,000 -8%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$147K 8,085 -392 -5%
CA
29
CoreCap Advisors
Michigan
$131K 7,200 – –
ME
30
McIlrath & Eck
Washington
$117K 6,463 +169 +3%
Osaic Holdings
31
Osaic Holdings
Arizona
$72.4K 3,989 +521 +15%
GWSG
32
GPS Wealth Strategies Group
Colorado
$53.2K 2,930 – –
VWM
33
Valley Wealth Managers
New Jersey
$21.8K 1,200 +1,200 New
NS
34
NBC Securities
Alabama
$16K 902 +24 +3%
TPW
35
Talon Private Wealth
Florida
$13.6K 751 +751 New
PFA
36
Pathway Financial Advisers
Indiana
$13.6K 750 – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$3.92K 216 +216 New
APC
38
Aspire Private Capital
North Carolina
$2.98K 164 – –
PA
39
Parallel Advisors
California
$2.89K 159 – –
HI
40
Harbour Investments
Wisconsin
$1.81K 100 +100 New
CA
41
Cornerstone Advisors
North Carolina
– – -7,194 Closed
IAIM
42
International Assets Investment Management
Florida
– – -261 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2