LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

40 hedge funds and large institutions have $57.7M invested in Lazard Global Total Return & Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% 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
11
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$1.47M
2
GC
2
Guggenheim Capital
Illinois
$909K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$291K
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$260K
5
Wells Fargo
5
Wells Fargo
California
$1.43M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$4.45M
2
AA
2
AQR Arbitrage
Connecticut
$1.46M
3
Invesco
3
Invesco
Georgia
$615K
4
Morgan Stanley
4
Morgan Stanley
New York
$7M
5
CA
5
Cornerstone Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$23M 1,266,176 +1,200 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$7M 385,687 -7,932 -2%
RJA
3
Raymond James & Associates
Florida
$4.45M 245,127 -343,823 -58%
LPL Financial
4
LPL Financial
California
$2.88M 158,512 +1,193 +0.8%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.55M 140,643 -5,265 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.14M 117,917 -1,353 -1%
UBS Group
7
UBS Group
Switzerland
$1.69M 92,912 +4,662 +5%
Stifel Financial
8
Stifel Financial
Missouri
$1.52M 83,928 +7,328 +10%
BEI
9
Benjamin Edwards Inc
Missouri
$1.47M 80,958 +80,958 New
AA
10
AQR Arbitrage
Connecticut
$1.46M 80,745 -41,922 -34%
Wells Fargo
11
Wells Fargo
California
$1.43M 79,067 +7,962 +11%
GC
12
Guggenheim Capital
Illinois
$909K 50,115 +24,326 +94%
1CP
13
1607 Capital Partners
Virginia
$846K 46,640 -4,100 -8%
SA
14
Sanctuary Advisors
Indiana
$713K 42,337 -2,495 -6%
Bank of America
15
Bank of America
North Carolina
$668K 36,818 -2,160 -6%
Invesco
16
Invesco
Georgia
$615K 33,925 -15,107 -31%
SPIA
17
Steward Partners Investment Advisory
New York
$523K 28,859 +7 +0%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$520K 28,707 -3,325 -10%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$505K 27,859 -100 -0.4%
NA
20
NewEdge Advisors
Louisiana
$372K 20,485 -1,214 -6%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$325K 17,899 -3,214 -15%
Ameriprise
22
Ameriprise
Minnesota
$295K 16,289 +877 +6%
FHA
23
Flagship Harbor Advisors
Massachusetts
$291K 16,040 +16,040 New
WSFS
24
Wilmington Savings Fund Society
Delaware
$260K 14,353 +14,353 New
9WM
25
9258 Wealth Management
Ohio
$256K 14,106 -69 -0.5%
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