LGI

Lazard Global Total Return & Income Fund

39 hedge funds and large institutions have $49M invested in Lazard Global Total Return & Income Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11.4M 637,362 +91,829 +17%
Morgan Stanley
2
Morgan Stanley
New York
$4.8M 268,208 -35,633 -12%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.6M 257,138 -10,495 -4%
Stifel Financial
4
Stifel Financial
Missouri
$4.38M 244,748 +299 +0.1%
LPL Financial
5
LPL Financial
California
$4.08M 227,682 +22,520 +11%
Wells Fargo
6
Wells Fargo
California
$3.91M 218,559 -28,708 -12%
UBS Group
7
UBS Group
Switzerland
$1.8M 100,304 +6,874 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.77M 99,049 +709 +0.7%
Ameriprise
9
Ameriprise
Minnesota
$1.63M 91,244 +19,932 +28%
Bank of America
10
Bank of America
North Carolina
$1.39M 77,364 -23,023 -23%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$1.02M 57,086 +2,208 +4%
TWM
12
Titus Wealth Management
California
$978K 54,650 +10,450 +24%
First Trust Advisors
13
First Trust Advisors
Illinois
$775K 43,278 -954 -2%
Invesco
14
Invesco
Georgia
$676K 37,747 +15,163 +67%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$647K 36,148 -8,799 -20%
PAG
16
Private Advisor Group
New Jersey
$578K 32,292 +612 +2%
GC
17
Guggenheim Capital
Illinois
$532K 29,703 -1,561 -5%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$520K 29,068 -49 -0.2%
UCFA
19
United Capital Financial Advisors
Texas
$493K 27,563 +1,320 +5%
NA
20
NewEdge Advisors
Louisiana
$391K 21,848 +5,800 +36%
9WM
21
9258 Wealth Management
Ohio
$374K 20,896 -259 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$353K 19,711 -50 -0.3%
TCA
23
Transcend Capital Advisors
New Jersey
$259K 14,472
CA
24
Cetera Advisors
Colorado
$256K 14,307 -1,121 -7%
SPIA
25
Steward Partners Investment Advisory
New York
$235K 13,132 +2,050 +18%