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 | 02/13/2026 | 482.85 K | $8.42 M | 1.58% | 3.71% |
| LPL FINANCIAL LLC | 02/11/2026 | 171.69 K | $2.99 M | -1.48% | 1.32% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 120.20 K | $2.10 M | 4.20% | 0.92% |
| UBS GROUP AG | 01/29/2026 | 42.84 K | $747.04 K | -26.10% | 0.33% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 37.19 K | $648.67 K | -14.03% | 0.29% |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 36.40 K | $634.89 K | 0.49% | 0.28% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 32.37 K | $564.77 K | 1.94% | 0.25% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 32.16 K | $560.84 K | 100.00% | 0.25% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 29.32 K | $511.40 K | 4.79% | 0.23% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 28.06 K | $491.87 K | -14.83% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 27.36 K | $486.54 K | 29.02% | 0.21% |
| 01/28/2026 | 18.07 K | $315.11 K | -6.38% | 0.14% | |
| CORECAP ADVISORS, LLC | 01/13/2026 | 14.96 K | $260.82 K | 3.67% | 0.11% |
| BRYN MAWR TRUST CO | 02/12/2026 | 14.35 K | $250.32 K | 0.00% | 0.11% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 11.66 K | $203.37 K | 100.00% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 7.18 K | $125.14 K | 0.00% | 0.06% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 6.95 K | $121.19 K | 27.53% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 2.89 K | $50.40 K | -43.64% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 2.00 K | $34.88 K | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 01/29/2026 | 918 | $16.01 K | 2.57% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 725 | $12.64 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 338 | $5.90 K | 238.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 170 | $2.97 K | 0.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 159 | $2.78 K | 0.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 154 | $3.00 K | 100.00% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| TRANSCEND CAPITAL ADVISORS, LLC | 01/23/2026 | 0 | $0 | -100.00% | 0.00% |
| PATHWAY FINANCIAL ADVISERS, LLC | 02/06/2026 | 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, 55 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 482,845
STIFEL FINANCIAL CORP: 120,201
UBS Group AG: 42,835
BENJAMIN EDWARDS INC: 37,190
ADAPT WEALTH ADVISORS, LLC: 36,404
Mezzasalma Advisors, LLC: 32,365
1.91% of Lazard Global Total Return and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.10 M shares in the last 24 months. This purchase volume represents approximately $39.61 M in transactions.