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Lazard Global Total Return & Income Fund Inc

LGI
Exchange
NYSE
SEC CIK
0001278211

No open-market purchases or sales by Lazard Global Total Return & Income Fund Inc insiders were filed in the last 90 days; 42 institutions reported holding it in 13F filings for Q2 2026, worth $36.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Lazard Global Total Return & Income Fund Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
39
No complete 13F data for Q4 2020
Shares held
3.08M
No complete 13F data for Q4 2020
Total value
$59.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting LGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 39 institutions
Q1 2021: 39 institutionsQ2 2021: 38 institutionsQ3 2021: 39 institutionsQ4 2021: 43 institutionsQ1 2022: 39 institutionsQ2 2022: 41 institutionsQ3 2022: 42 institutionsQ4 2022: 41 institutionsQ1 2023: 36 institutionsQ2 2023: 37 institutionsQ3 2023: 43 institutionsQ4 2023: 42 institutionsQ1 2024: 42 institutionsQ2 2024: 36 institutionsQ3 2024: 40 institutionsQ4 2024: 44 institutionsQ1 2025: 41 institutionsQ2 2025: 37 institutionsQ3 2025: 38 institutionsQ4 2025: 39 institutionsQ1 2026: 46 institutionsQ2 2026: 42 institutions
Value heldQ1 2021: $59.2M
Q1 2021: $59.2MQ2 2021: $57.0MQ3 2021: $57.2MQ4 2021: $57.0MQ1 2022: $49.0MQ2 2022: $42.1MQ3 2022: $33.9MQ4 2022: $35.5MQ1 2023: $38.8MQ2 2023: $42.1MQ3 2023: $41.5MQ4 2023: $48.9MQ1 2024: $54.5MQ2 2024: $58.9MQ3 2024: $57.7MQ4 2024: $42.4MQ1 2025: $36.8MQ2 2025: $37.5MQ3 2025: $33.2MQ4 2025: $34.5MQ1 2026: $32.8MQ2 2026: $36.6M
Institutions holding LGI and their total value by quarter
QuarterHoldersValue
Q2 202642$36.6M
Q1 202646$32.8M
Q4 202539$34.5M
Q3 202538$33.2M
Q2 202537$37.5M
Q1 202541$36.8M
Q4 202444$42.4M
Q3 202440$57.7M
Q2 202436$58.9M
Q1 202442$54.5M
Q4 202342$48.9M
Q3 202343$41.5M
Q2 202337$42.1M
Q1 202336$38.8M
Q4 202241$35.5M
Q3 202242$33.9M
Q2 202241$42.1M
Q1 202239$49.0M
Q4 202143$57.0M
Q3 202139$57.2M
Q2 202138$57.0M
Q1 202139$59.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Lazard Global Total Return & Income Fund Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LGI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eudaimonia Partners, LLC8$00.00%––
Geneos Wealth Management Inc.108$2.00K0.00%––
Parallel Advisors, LLC159$3.00K0.00%––
Aspire Private Capital, LLC164$3.00K0.00%––
Harbour Investments, Inc.234$4.00K0.00%––
Spire Wealth Management190$4.00K0.00%––
Johnson Midwest Financial, LLC1,005$19.0K0.02%––
Stonebridge Capital Advisors LLC1,323$25.0K0.00%––
Rockefeller Capital Management L.P.1,560$29.0K0.00%––
Citigroup Inc2,100$40.0K0.00%––
Centaurus Financial, Inc.6,600$127.0K0.01%––
Steward Partners Investment Advisory, LLC9,052$174.1K0.00%––
Lido Advisors, LLC11,745$226.0K0.01%––
Cetera Advisors LLC12,254$236.0K0.01%––
Capital Investment Advisors, LLC13,040$251.0K0.01%––
Relative Value Partners Group, LLC14,155$272.0K0.02%––
Transcend Wealth Collective, LLC15,372$297.0K0.04%––
9258 Wealth Management, LLC19,211$369.0K0.11%––
LPL Financial LLC24,281$467.0K0.00%––
United Capital Financial Advisers, LLC24,961$480.0K0.00%––
Private Advisor Group, LLC33,219$639.0K0.01%––
Guggenheim Capital LLC37,668$724.0K0.00%––
Advisor Group Holdings, Inc.39,324$756.0K0.00%––
First Trust Advisors LP42,050$809.0K0.00%––
Titus Wealth Management44,130$849.0K0.50%––
UBS Group AG46,942$903.0K0.00%––
Invesco Ltd.52,042$1.00M0.00%––
Benjamin F. Edwards & Company, Inc.54,071$1.04M0.06%––
Ameriprise Financial Inc56,081$1.05M0.00%––
1607 Capital Partners, LLC80,377$1.55M0.07%––
Bank of America Corp94,854$1.82M0.00%––
Royal Bank of Canada96,972$1.86M0.00%––
Sit Investment Associates Inc217,307$4.18M0.11%––
Stifel Financial Corp272,369$5.24M0.01%––
Raymond James Financial Services Advisors, Inc.276,407$5.32M0.01%––
Northwestern Mutual Wealth Management Co299,680$5.76M0.01%––
Morgan Stanley313,096$6.02M0.00%––
Wells Fargo & Company326,225$6.27M0.00%––
Raymond James & Associates537,229$10.3M0.01%––