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.
Q2 2026 vs. Q1 2026
How the institutions holding Lazard Global Total Return & Income Fund Inc changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 46 | 1 | 42 | −3 |
| Shares | 2.04M | 158 | 1.98M | −60.1K (−2.9%) |
| Value | $32.8M | $2.54K | $36.6M | +$3.76M (+11.4%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 15,933 | $294.4K | 0.00% |
| Janney Montgomery Scott LLC | 10,488 | $194.0K | 0.00% |
| Institute for Wealth Management, LLC. | 2,574 | $47.6K | 0.00% |
| Mather Group, LLC. | 544 | $10.1K | 0.00% |
| MB, Levis & Associates, LLC | 400 | $7.39K | 0.00% |
| SRS Capital Advisors, Inc. | 102 | $1.89K | 0.00% |
Sold out (9)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Shaker Financial Services, LLC | 39,300 | $632.3K |
| Adapt Wealth Advisors, LLC | 30,152 | $485.1K |
| Susquehanna International Group, LLP | 16,735 | $269.3K |
| XTX Topco Ltd | 12,517 | $201.4K |
| Virtu Financial LLC | 10,800 | $174.0K |
| HRT Financial LP | 10,504 | $169.0K |
| MAI Capital Management | 6,960 | $112.0K |
| Wolverine Asset Management LLC | 3,732 | $60.0K |
| TD Waterhouse Canada Inc. | 1,100 | $18.1K |
Not filed for Q2 2026 yet (1)
Institutions that held Lazard Global Total Return & Income Fund Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 158 | $2.54K |