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.
Q3 2025 vs. Q2 2025
How the institutions holding Lazard Global Total Return & Income Fund Inc changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 37 | 38 | +1 |
| Shares | 2.23M | 1.92M | −318.1K (−14.2%) |
| Value | $37.5M | $33.2M | −$4.38M (−11.7%) |
New holders (7)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Adapt Wealth Advisors, LLC | 36,225 | $626.7K | 0.23% |
| PMG Family Office LLC | 19,299 | $333.9K | 0.37% |
| Jane Street Group, LLC | 17,275 | $298.9K | 0.00% |
| HRT Financial LP | 16,770 | $290.0K | 0.00% |
| Pathway Financial Advisers, LLC | 750 | $13.0K | 0.00% |
| Jones Financial Companies LLLP | 554 | $9.54K | 0.00% |
| Highline Wealth Partners LLC | 170 | $2.94K | 0.00% |
Sold out (6)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Integrated Wealth Concepts LLC | 132,111 | $2.22M |
| Shaker Financial Services, LLC | 70,478 | $1.18M |
| Two Sigma Investments, LP | 67,393 | $1.13M |
| McIlrath & Eck, LLC | 7,015 | $117.9K |
| Fifth Third Bancorp | 72 | $1.21K |
| Wood Tarver Financial Group, LLC | 105 | $1.00K |