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. | 11/14/2024 | 1.27 M | $22.97 M | 0.09% | 9.73% |
| MORGAN STANLEY | 11/14/2024 | 385,687 | $7.00 M | -2.02% | 2.96% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 245,127 | $4.45 M | -58.38% | 1.88% |
| LPL FINANCIAL LLC | 11/08/2024 | 158,512 | $2.88 M | 0.76% | 1.22% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2024 | 140,643 | $2.55 M | -3.61% | 1.08% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 117,917 | $2.14 M | -1.13% | 0.91% |
| UBS GROUP AG | 11/14/2024 | 92,912 | $1.69 M | 5.28% | 0.71% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 83,928 | $1.52 M | 9.57% | 0.65% |
| BENJAMIN EDWARDS INC | 11/14/2024 | 80,958 | $1.47 M | 100.00% | 0.62% |
| AQR ARBITRAGE LLC | 11/14/2024 | 80,745 | $1.46 M | -34.18% | 0.62% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 79,067 | $1.43 M | 11.20% | 0.61% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 50,115 | $909,086 | 94.33% | 0.39% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 46,640 | $846,050 | -8.08% | 0.36% |
| 11/25/2024 | 42,337 | $713,378 | -5.57% | 0.33% | |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 36,818 | $667,887 | -5.54% | 0.28% |
| INVESCO LTD. | 11/12/2024 | 33,925 | $615,400 | -30.81% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 28,859 | $523,495 | 0.02% | 0.22% |
| ROYAL BANK OF CANADA | 11/14/2024 | 28,707 | $520,000 | -10.38% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 27,859 | $505,362 | -0.36% | 0.21% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 20,485 | $371,599 | -5.59% | 0.16% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/29/2024 | 17,899 | $324,688 | -15.22% | 0.14% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 16,289 | $295,488 | 5.69% | 0.13% |
| FLAGSHIP HARBOR ADVISORS, LLC | 10/21/2024 | 16,040 | $290,966 | 100.00% | 0.12% |
| BRYN MAWR TRUST CO | 11/25/2024 | 14,353 | $260,363 | 100.00% | 0.11% |
| 9258 WEALTH MANAGEMENT, LLC | 11/12/2024 | 14,106 | $255,890 | -0.49% | 0.11% |
| TRANSCEND CAPITAL ADVISORS, LLC | 10/15/2024 | 12,972 | $235,312 | 0.00% | 0.10% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 10/07/2024 | 12,000 | $217,680 | -7.69% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 8,085 | $146,666 | -4.62% | 0.06% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 7,200 | $130,608 | 0.00% | 0.06% |
| MCILRATH & ECK, LLC | 11/19/2024 | 6,463 | $117,232 | 2.69% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 3,989 | $72,361 | 15.02% | 0.03% |
| GPS WEALTH STRATEGIES GROUP, LLC | 10/29/2024 | 2,930 | $53,150 | 0.00% | 0.02% |
| HALLMARK CAPITAL MANAGEMENT INC | 11/06/2024 | 1,200 | $21,768 | 100.00% | 0.01% |
| NBC SECURITIES, INC. | 10/15/2024 | 902 | $16,000 | 2.73% | 0.01% |
| PATHWAY FINANCIAL ADVISERS, LLC | 10/25/2024 | 750 | $13,605 | 0.00% | 0.01% |
| ASPIRE PRIVATE CAPITAL, LLC | 10/25/2024 | 164 | $2,975 | 0.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 11/13/2024 | 159 | $2,889 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 100 | $1,814 | 100.00% | 0.00% |
| CORNERSTONE ADVISORS, LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
Lazard Global Total Return and Income Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 52 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.: 1.27 M
MORGAN STANLEY: 385,687
RAYMOND JAMES & ASSOCIATES: 245,127
LPL Financial LLC: 158,512
Integrated Wealth Concepts LLC: 140,643
Raymond James Financial Services Advisors, Inc.: 117,917
24.46% of Lazard Global Total Return and Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.41 M shares in the last 24 months. This purchase volume represents approximately $54.51 M in transactions.