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.
Q4 2022 vs. Q3 2022
How the institutions holding Lazard Global Total Return & Income Fund Inc changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 42 | 1 | 41 | 0 |
| Shares | 2.50M | 43 | 2.43M | −76.2K (−3.0%) |
| Value | $33.9M | $1.00K | $35.5M | +$1.57M (+4.6%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CWM, LLC | 2,938 | $43.0K | 0.00% |
| CoreCap Advisors, LLC | 1,135 | $16.6K | 0.00% |
| Pathway Financial Advisers, LLC | 750 | $11.0K | 0.00% |
| Money Concepts Capital Corp | 249 | $3.65K | 0.00% |
| JPMorgan Chase & Co | 107 | $2.00K | 0.00% |
Sold out (5)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Shaker Financial Services, LLC | 18,832 | $255.0K |
| Cetera Advisors LLC | 13,098 | $177.0K |
| GPS Wealth Strategies Group, LLC | 2,930 | $40.0K |
| Stonebridge Capital Advisors LLC | 1,323 | $18.0K |
| Axiom Investment Management LLC | 1,018 | $14.0K |
Not filed for Q4 2022 yet (1)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| FourThought Financial, LLC | 43 | $1.00K |