LGI

Lazard Global Total Return & Income Fund

41 hedge funds and large institutions have $42.1M invested in Lazard Global Total Return & Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% 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
18
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.1M 651,575 +14,213 +2%
Morgan Stanley
2
Morgan Stanley
New York
$4.13M 267,425 -783 -0.3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.02M 260,548 +3,410 +1%
Wells Fargo
4
Wells Fargo
California
$3.64M 235,817 +17,258 +8%
LPL Financial
5
LPL Financial
California
$3.59M 232,334 +4,652 +2%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.31M 149,617 +149,617 New
UBS Group
7
UBS Group
Switzerland
$1.71M 110,678 +10,374 +10%
Ameriprise
8
Ameriprise
Minnesota
$1.71M 110,598 +19,354 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.56M 101,036 +1,987 +2%
Stifel Financial
10
Stifel Financial
Missouri
$932K 60,377 -184,371 -75%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$898K 58,166 +1,080 +2%
TWM
12
Titus Wealth Management
California
$843K 54,650
First Trust Advisors
13
First Trust Advisors
Illinois
$658K 42,668 -610 -1%
PAG
14
Private Advisor Group
New Jersey
$616K 39,963 +7,671 +24%
Bank of America
15
Bank of America
North Carolina
$585K 37,883 -39,481 -51%
Invesco
16
Invesco
Georgia
$572K 37,045 -702 -2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$512K 33,188 -2,960 -8%
GC
18
Guggenheim Capital
Illinois
$490K 31,767 +2,064 +7%
UCFA
19
United Capital Financial Advisors
Texas
$436K 28,227 +664 +2%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$428K 27,710 -1,358 -5%
NA
21
NewEdge Advisors
Louisiana
$385K 24,948 +3,100 +14%
9WM
22
9258 Wealth Management
Ohio
$314K 20,368 -528 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$304K 19,711
SPIA
24
Steward Partners Investment Advisory
New York
$230K 14,932 +1,800 +14%
CA
25
Cetera Advisors
Colorado
$224K 14,497 +190 +1%