LGI

Lazard Global Total Return & Income Fund

39 hedge funds and large institutions have $57.2M invested in Lazard Global Total Return & Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.4M 516,996 -10,850 -2%
Wells Fargo
2
Wells Fargo
California
$6.14M 306,485 -9,392 -3%
Morgan Stanley
3
Morgan Stanley
New York
$6.07M 302,804 -5,713 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.55M 276,874 +1,997 +0.7%
Stifel Financial
5
Stifel Financial
Missouri
$4.91M 245,095 -21,445 -8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.65M 132,119 -109,668 -45%
SFS
7
Shaker Financial Services
Virginia
$2.59M 129,493 +129,493 New
LPL Financial
8
LPL Financial
California
$2.03M 101,293 +75,804 +297%
Bank of America
9
Bank of America
North Carolina
$1.98M 99,092 +3,940 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.98M 98,692 +26 +0%
UBS Group
11
UBS Group
Switzerland
$1.67M 83,505 +28,567 +52%
Ameriprise
12
Ameriprise
Minnesota
$1.43M 71,332 +8,336 +13%
PAG
13
Private Advisor Group
New Jersey
$1.26M 63,026 +30,803 +96%
TWM
14
Titus Wealth Management
California
$1.03M 51,500 +3,870 +8%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$993K 49,573 -2,603 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$880K 43,912 +3,080 +8%
First Trust Advisors
17
First Trust Advisors
Illinois
$879K 43,872 +630 +1%
GC
18
Guggenheim Capital
Illinois
$634K 31,651 -30 -0.1%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$585K 29,220 +5,214 +22%
CA
20
Cetera Advisors
Colorado
$560K 27,951 +14,573 +109%
UCFA
21
United Capital Financial Advisors
Texas
$517K 25,803 +418 +2%
9WM
22
9258 Wealth Management
Ohio
$386K 19,284 +1 +0%
Invesco
23
Invesco
Georgia
$378K 18,872 -11,745 -38%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$365K 18,221 +18,221 New
TCA
25
Transcend Capital Advisors
New Jersey
$314K 15,372 +15,372 New