LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

44 hedge funds and large institutions have $42.4M invested in Lazard Global Total Return & Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.39M
2
WAM
2
Wolverine Asset Management
Illinois
$779K
3
MA
3
Mezzasalma Advisors
New Jersey
$512K
4
GC
4
Guggenheim Capital
Illinois
$1.31M
5
SFS
5
Shaker Financial Services
Virginia
$498K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$10.4M
2
AA
2
AQR Arbitrage
Connecticut
$815K
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$323K
5
Invesco
5
Invesco
Georgia
$438K
Name Market Value Shares Shares
Change 		Shares
Change %
WSFS
26
Wilmington Savings Fund Society
Delaware
$229K 14,353 – –
TCA
27
Transcend Capital Advisors
New Jersey
$207K 12,972 – –
ERIC
28
Eagle Rock Investment Company
Georgia
$192K 12,000 – –
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$186K 11,644 -6,255 -35%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$129K 8,085 – –
CA
31
CoreCap Advisors
Michigan
$115K 7,200 – –
ME
32
McIlrath & Eck
Washington
$106K 6,639 +176 +3%
MCM
33
MAI Capital Management
Ohio
$86.6K 5,418 +5,418 New
Osaic Holdings
34
Osaic Holdings
Arizona
$61.8K 3,868 -121 -3%
GWSG
35
GPS Wealth Strategies Group
Colorado
$46.8K 2,930 – –
QL
36
Quarry LP
New York
$31.6K 1,976 +1,976 New
AA
37
AlphaMark Advisors
Kentucky
$12K 767 +767 New
PFA
38
Pathway Financial Advisers
Indiana
$12K 750 – –
SSB
39
Sandy Spring Bank
Maryland
$11.6K 725 +725 New
SAM
40
Synergy Asset Management
Washington
$4.54K 250 +250 New
PA
41
Parallel Advisors
California
$2.55K 159 – –
HI
42
Harbour Investments
Wisconsin
$1.6K 100 – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.15K 72 -144 -67%
WTFG
44
Wood Tarver Financial Group
Idaho
$1K 105 +105 New
VWM
45
Valley Wealth Managers
New Jersey
– – -1,200 Closed
NS
46
NBC Securities
Alabama
– – -902 Closed
TPW
47
Talon Private Wealth
Florida
– – -751 Closed
APC
48
Aspire Private Capital
North Carolina
– – -164 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2