LGI

Lazard Global Total Return & Income Fund

36 hedge funds and large institutions have $38.6M invested in Lazard Global Total Return & Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.07M 587,955 +66,499 +13%
Morgan Stanley
2
Morgan Stanley
New York
$4.54M 294,520 +17,862 +6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.79M 245,386 -4,450 -2%
LPL Financial
4
LPL Financial
California
$2.88M 186,672 -19,330 -9%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.69M 174,573 +4,720 +3%
UBS Group
6
UBS Group
Switzerland
$2.68M 173,927 +13,596 +8%
Wells Fargo
7
Wells Fargo
California
$2.54M 164,823 +22,601 +16%
Ameriprise
8
Ameriprise
Minnesota
$1.88M 121,531 +102,666 +544%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.37M 88,441 -7,518 -8%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$965K 62,555 -54 -0.1%
Stifel Financial
11
Stifel Financial
Missouri
$812K 52,600 +2,336 +5%
Bank of America
12
Bank of America
North Carolina
$659K 42,705 +1,702 +4%
SFS
13
Shaker Financial Services
Virginia
$610K 39,518 +39,518 New
UCFA
14
United Capital Financial Advisors
Texas
$466K 30,204 +539 +2%
NA
15
NewEdge Advisors
Louisiana
$409K 27,439 +879 +3%
SPIA
16
Steward Partners Investment Advisory
New York
$385K 24,952 +4,400 +21%
BRWA
17
B. Riley Wealth Advisors
Florida
$373K 24,153 +12 +0%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$372K 24,080 -2,771 -10%
PAG
19
Private Advisor Group
New Jersey
$345K 22,364 -11,446 -34%
Osaic Holdings
20
Osaic Holdings
Arizona
$262K 16,976 +3,409 +25%
9WM
21
9258 Wealth Management
Ohio
$230K 14,919 -729 -5%
WAM
22
Wolverine Asset Management
Illinois
$227K 14,721 -48,532 -77%
GC
23
Guggenheim Capital
Illinois
$215K 13,923 +262 +2%
TCA
24
Transcend Capital Advisors
New Jersey
$208K 13,472
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$204K 13,206 -150 -1%