LGI

Lazard Global Total Return & Income Fund

37 hedge funds and large institutions have $42.1M invested in Lazard Global Total Return & Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.8M 691,339 +103,384 +18%
Morgan Stanley
2
Morgan Stanley
New York
$4.91M 314,424 +19,904 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.59M 230,157 -15,229 -6%
LPL Financial
4
LPL Financial
California
$2.78M 178,378 -8,294 -4%
UBS Group
5
UBS Group
Switzerland
$2.72M 174,335 +408 +0.2%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.64M 169,264 -5,309 -3%
Ameriprise
7
Ameriprise
Minnesota
$1.87M 119,860 -1,671 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.21M 77,228 -11,213 -13%
CA
9
Cornerstone Advisors
North Carolina
$1.11M 70,926 +70,926 New
RL
10
RPO LLC
Connecticut
$1.1M 70,561 +70,561 New
WAM
11
Wolverine Asset Management
Illinois
$1.04M 66,363 +51,642 +351%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.03M 65,877 +3,322 +5%
Wells Fargo
13
Wells Fargo
California
$998K 63,955 -100,868 -61%
Stifel Financial
14
Stifel Financial
Missouri
$824K 52,766 +166 +0.3%
Bank of America
15
Bank of America
North Carolina
$635K 40,686 -2,019 -5%
NA
16
NewEdge Advisors
Louisiana
$431K 27,640 +201 +0.7%
SPIA
17
Steward Partners Investment Advisory
New York
$410K 26,252 +1,300 +5%
BRWA
18
B. Riley Wealth Advisors
Florida
$377K 24,165 +12 +0%
GC
19
Guggenheim Capital
Illinois
$367K 23,502 +9,579 +69%
PAG
20
Private Advisor Group
New Jersey
$351K 22,369 +5 +0%
AA
21
AQR Arbitrage
Connecticut
$350K 22,453 +22,453 New
SFS
22
Shaker Financial Services
Virginia
$282K 18,062 -21,456 -54%
Osaic Holdings
23
Osaic Holdings
Arizona
$275K 17,584 +608 +4%
Invesco
24
Invesco
Georgia
$264K 16,921 +16,921 New
9WM
25
9258 Wealth Management
Ohio
$234K 14,996 +77 +0.5%