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 2025 vs. Q3 2025
How the institutions holding Lazard Global Total Return & Income Fund Inc changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 38 | 39 | +1 |
| Shares | 1.92M | 1.98M | +63.7K (+3.3%) |
| Value | $33.2M | $34.5M | +$1.38M (+4.2%) |
New holders (7)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Evolve Private Wealth, LLC | 37,833 | $659.8K | 0.04% |
| Shaker Financial Services, LLC | 32,158 | $560.8K | 0.18% |
| Cary Street Partners Financial LLC | 11,661 | $203.4K | 0.01% |
| Wiley Bros.-Aintree Capital, LLC | 11,450 | $199.7K | 0.00% |
| Commonwealth Equity Services, LLC | 10,794 | $188.3K | 0.00% |
| Kestra Advisory Services, LLC | 2,176 | $37.9K | 0.00% |
| CWM, LLC | 154 | $3.00K | 0.00% |
Sold out (6)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Jane Street Group, LLC | 17,275 | $298.9K |
| HRT Financial LP | 16,770 | $290.0K |
| Transcend Wealth Collective, LLC | 11,661 | $201.7K |
| GPS Wealth Strategies Group, LLC | 2,930 | $50.7K |
| Pathway Financial Advisers, LLC | 750 | $13.0K |
| Jones Financial Companies LLLP | 554 | $9.54K |