LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

43 hedge funds and large institutions have $57M invested in Lazard Global Total Return & Income Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.15M
2
WAM
2
Wolverine Asset Management
Illinois
$938K
3
RJA
3
Raymond James & Associates
Florida
$11M
4
NA
4
NewEdge Advisors
Louisiana
$324K
5
LCM
5
Landscape Capital Management
New Jersey
$202K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$908K
2
Wells Fargo
2
Wells Fargo
California
$5M
3
SFS
3
Shaker Financial Services
Virginia
$1.95M
4
PAG
4
Private Advisor Group
New Jersey
$641K
5
CA
5
Cetera Advisors
Colorado
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11M 545,533 +28,537 +6%
Morgan Stanley
2
Morgan Stanley
New York
$6.14M 303,841 +1,037 +0.3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.41M 267,633 -9,241 -3%
Wells Fargo
4
Wells Fargo
California
$5M 247,267 -59,218 -19%
Stifel Financial
5
Stifel Financial
Missouri
$4.94M 244,449 -646 -0.3%
LPL Financial
6
LPL Financial
California
$4.15M 205,162 +103,869 +103%
Bank of America
7
Bank of America
North Carolina
$2.03M 100,387 +1,295 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.99M 98,340 -352 -0.4%
SFS
9
Shaker Financial Services
Virginia
$1.95M 96,645 -32,848 -25%
UBS Group
10
UBS Group
Switzerland
$1.89M 93,430 +9,925 +12%
Ameriprise
11
Ameriprise
Minnesota
$1.44M 71,312 -20 -0%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.11M 54,878 +5,305 +11%
WAM
13
Wolverine Asset Management
Illinois
$938K 46,444 +34,397 +286%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$908K 44,947 -87,172 -66%
First Trust Advisors
15
First Trust Advisors
Illinois
$894K 44,232 +360 +0.8%
TWM
16
Titus Wealth Management
California
$893K 44,200 -7,300 -14%
Osaic Holdings
17
Osaic Holdings
Arizona
$800K 39,610 -4,302 -10%
PAG
18
Private Advisor Group
New Jersey
$641K 31,680 -31,346 -50%
GC
19
Guggenheim Capital
Illinois
$632K 31,264 -387 -1%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$588K 29,117 -103 -0.4%
UCFA
21
United Capital Financial Advisors
Texas
$530K 26,243 +440 +2%
Invesco
22
Invesco
Georgia
$456K 22,584 +3,712 +20%
9WM
23
9258 Wealth Management
Ohio
$428K 21,155 +1,871 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$399K 19,761 +1,540 +8%
NA
25
NewEdge Advisors
Louisiana
$324K 16,048 +16,048 New
1
2