Recent Quarter Total Invested
$58.64 M
Recent Quarter Institutional Ownership Percentage
27.07%
Total Invested of Last Quarter
$54.50 M
Ownership Percentage of Last Quarter
25.68%
Lazard Global Total Return and Income Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 1.26 M | $21.07 M | 59.80% | 9.72% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 588,950 | $9.81 M | 19.58% | 4.53% |
| MORGAN STANLEY | 08/14/2024 | 393,619 | $6.56 M | 2.22% | 3.02% |
| LPL FINANCIAL LLC | 08/07/2024 | 157,319 | $2.62 M | -16.65% | 1.21% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 145,908 | $2.43 M | -6.50% | 1.12% |
| AQR ARBITRAGE LLC | 08/14/2024 | 122,667 | $2.04 M | -3.92% | 0.94% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 119,270 | $1.99 M | -1.55% | 0.92% |
| UBS GROUP AG | 08/14/2024 | 88,250 | $1.47 M | 0.35% | 0.68% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 76,600 | $1.28 M | -9.08% | 0.59% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 08/12/2024 | 72,430 | $1.21 M | -1.34% | 0.56% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 71,105 | $1.18 M | -10.48% | 0.55% |
| 1607 CAPITAL PARTNERS, LLC | 08/08/2024 | 50,740 | $845,328 | -14.77% | 0.39% |
| INVESCO LTD. | 08/13/2024 | 49,032 | $816,873 | 36.55% | 0.38% |
| 09/05/2024 | 44,832 | $697,586 | 100.00% | 0.34% | |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 38,978 | $649,370 | 3.72% | 0.30% |
| ROYAL BANK OF CANADA | 08/14/2024 | 32,032 | $534,000 | -46.67% | 0.25% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 28,852 | $480,674 | 2.49% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/16/2024 | 27,959 | $465,797 | -2.34% | 0.21% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 25,789 | $429,644 | 15.70% | 0.20% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 21,699 | $361,506 | 6.32% | 0.17% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 21,113 | $351,743 | 82.12% | 0.16% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 15,412 | $256,761 | -4.05% | 0.12% |
| 9258 WEALTH MANAGEMENT, LLC | 08/02/2024 | 14,175 | $236,157 | -3.26% | 0.11% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 07/12/2024 | 13,000 | $216,580 | -23.09% | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 8,477 | $141,220 | -0.49% | 0.07% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 7,200 | $119,952 | 0.00% | 0.06% |
| CORNERSTONE ADVISORS, LLC | 08/09/2024 | 7,194 | $119,852 | -95.23% | 0.06% |
| MCILRATH & ECK, LLC | 08/14/2024 | 6,294 | $104,862 | 1.98% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 3,468 | $57,776 | -76.01% | 0.03% |
| GPS WEALTH STRATEGIES GROUP, LLC | 07/16/2024 | 2,930 | $48,814 | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 07/10/2024 | 878 | $14,000 | 1.86% | 0.01% |
| PATHWAY FINANCIAL ADVISERS, LLC | 08/20/2024 | 750 | $12,495 | 0.00% | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 261 | $4,348 | 100.00% | 0.00% |
| ASPIRE PRIVATE CAPITAL, LLC | 07/15/2024 | 164 | $2,732 | 0.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 08/08/2024 | 159 | $2,653 | 0.00% | 0.00% |
| US BANCORP \DE\ | 08/07/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUANTEDGE CAPITAL PTE LTD | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CREWE ADVISORS LLC | 07/29/2024 | 0 | $0 | -100.00% | 0.00% |
| RPO LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
Lazard Global Total Return and Income Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of LGI shares?
During the previous two years, 54 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund, Inc.. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 1.26 M
RAYMOND JAMES & ASSOCIATES: 588,950
MORGAN STANLEY: 393,619
LPL Financial LLC: 157,319
Integrated Wealth Concepts LLC: 145,908
AQR Arbitrage LLC: 122,667
-
What percentage of Lazard Global Total Return and Income Fund, Inc. stock is owned by institutional investors?
27.07% of Lazard Global Total Return and Income Fund, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at LGI ?
Institutional investors have bought a total of 3.67 M shares in the last 24 months. This purchase volume represents approximately $66.72 M in transactions.