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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 475.35 K | $8.22 M | -2.01% | 3.65% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 187.51 K | $3.24 M | -31.22% | 1.44% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 174.53 K | $3.02 M | -14.06% | 1.34% |
| LPL FINANCIAL LLC | 11/12/2025 | 174.26 K | $3.01 M | -4.60% | 1.34% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 157.92 K | $2.73 M | 26.36% | 1.21% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 115.36 K | $2.00 M | 8.50% | 0.89% |
| ROYAL BANK OF CANADA | 11/14/2025 | 75.01 K | $1.30 M | 65.29% | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 58.57 K | $1.02 M | 31.45% | 0.45% |
| UBS GROUP AG | 11/13/2025 | 57.97 K | $1.00 M | -45.04% | 0.45% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 43.26 K | $748.46 K | -19.66% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 42.16 K | $729.36 K | 1.44% | 0.32% |
| ADAPT WEALTH ADVISORS, LLC | 11/10/2025 | 36.23 K | $626.69 K | 100.00% | 0.28% |
| STRATEGIC ADVOCATES LLC | 11/26/2025 | 32.94 K | $569.93 K | -45.49% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 32.47 K | $561.74 K | -1.72% | 0.25% |
| MEZZASALMA ADVISORS, LLC | 10/16/2025 | 31.75 K | $549.24 K | 1.93% | 0.24% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 27.98 K | $484.10 K | 7.32% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 21.21 K | $372.85 K | 4.95% | 0.16% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 20.18 K | $349.15 K | 3.29% | 0.16% |
| JANE STREET GROUP, LLC | 11/14/2025 | 17.28 K | $298.86 K | 100.00% | 0.13% |
| HRT FINANCIAL LP | 11/14/2025 | 16.77 K | $290.00 K | 100.00% | 0.13% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 16.29 K | $281.89 K | 11.50% | 0.13% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 15.12 K | $261.61 K | 0.77% | 0.12% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 14.43 K | $249.55 K | 0.00% | 0.11% |
| BRYN MAWR TRUST CO | 11/20/2025 | 14.35 K | $248.31 K | 0.00% | 0.11% |
| TRANSCEND CAPITAL ADVISORS, LLC | 11/04/2025 | 11.66 K | $201.74 K | 0.00% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 7.18 K | $124.14 K | -4.59% | 0.06% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 5.45 K | $94.27 K | 0.15% | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 5.13 K | $88.71 K | -53.07% | 0.04% |
| GPS WEALTH STRATEGIES GROUP, LLC | 11/03/2025 | 2.93 K | $50.69 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 2.00 K | $34.60 K | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 11/14/2025 | 895 | $15.49 K | 2.64% | 0.01% |
| PATHWAY FINANCIAL ADVISERS, LLC | 11/13/2025 | 750 | $12.98 K | 100.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 725 | $12.54 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 554 | $9.54 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 170 | $2.94 K | 100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 11/13/2025 | 159 | $2.76 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 100 | $1.73 K | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| MCILRATH & ECK, LLC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WOOD TARVER FINANCIAL GROUP, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Lazard Global Total Return and Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 475,354
WELLS FARGO & COMPANY/MN: 187,506
RAYMOND JAMES FINANCIAL INC: 174,532
LPL Financial LLC: 174,260
GUGGENHEIM CAPITAL LLC: 157,917
STIFEL FINANCIAL CORP: 115,355
14.56% of Lazard Global Total Return and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.58 M shares in the last 24 months. This purchase volume represents approximately $45.56 M in transactions.