Lazard Global Total Return and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 461.53 K | $8.53 M | -0.10% | 3.54% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 215.27 K | $3.98 M | 9.85% | 1.65% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 184.99 K | $3.42 M | -0.74% | 1.42% |
| LPL FINANCIAL LLC | 08/07/2026 | 180.55 K | $3.34 M | 4.71% | 1.39% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 125.77 K | $2.32 M | 1.29% | 0.97% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 124.69 K | $2.30 M | 2.13% | 0.96% |
| ROYAL BANK OF CANADA | 08/14/2026 | 115.66 K | $2.14 M | 3.26% | 0.89% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 93.07 K | $1.72 M | -3.91% | 0.71% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 49.01 K | $905.71 K | 2.84% | 0.38% |
| UBS GROUP AG | 08/13/2026 | 38.18 K | $705.47 K | -10.04% | 0.29% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 35.11 K | $648.85 K | -6.84% | 0.27% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 33.36 K | $616.57 K | 8.02% | 0.26% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 32.19 K | $595.07 K | -5.23% | 0.25% |
| &PARTNERS | 08/14/2026 | 31.71 K | $586.02 K | 38.36% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 31.57 K | $583.32 K | -0.74% | 0.24% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 30.05 K | $555.29 K | -8.10% | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 24.12 K | $452.07 K | 40.88% | 0.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 21.33 K | $394.20 K | 10.29% | 0.16% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 19.53 K | $360.82 K | 5.31% | 0.15% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 15.93 K | $294.44 K | 100.00% | 0.12% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 15.82 K | $292.26 K | 3.94% | 0.12% |
| WILMINGTON SAVINGS FUND SOCIETY, FSB | 07/28/2026 | 14.35 K | $265.24 K | 0.00% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.07 K | $260.07 K | 31.96% | 0.11% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 13.44 K | $248.29 K | -10.18% | 0.10% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 13.08 K | $242.63 K | 0.60% | 0.10% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 11.66 K | $215.50 K | 0.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 10.49 K | $194.00 K | 100.00% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 6.51 K | $120.29 K | -18.98% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 6.22 K | $114.93 K | 100.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 6.12 K | $113.03 K | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.75 K | $50.89 K | 100.00% | 0.02% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 2.57 K | $47.57 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 2.00 K | $36.96 K | 0.00% | 0.02% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 1.43 K | $26.04 K | 0.00% | 0.01% |
| LANARK FINANCIAL, INC. | 07/21/2026 | 966 | $17.86 K | 2.66% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 725 | $13.40 K | 0.00% | 0.01% |
| MATHER GROUP, LLC. | 07/27/2026 | 544 | $10.05 K | 100.00% | 0.00% |
| STRATEGIC ADVOCATES LLC | 08/13/2026 | 451 | $8.33 K | 0.00% | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 07/22/2026 | 400 | $7.39 K | 100.00% | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 07/08/2026 | 300 | $5.54 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 234 | $4.32 K | -30.36% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 167 | $3.09 K | 0.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 159 | $2.94 K | 0.00% | 0.00% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 102 | $1.89 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Lazard Global Total Return and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of Lazard Global Total Return and Income Fund Inc. The most heavily invested institutionals were:
FLAGSHIP HARBOR ADVISORS, LLC: 38,285
WOLVERINE ASSET MANAGEMENT LLC: 28,256
COMMONWEALTH EQUITY SERVICES, LLC: 12,360
Samalin Investment Counsel, LLC: 10,117
LANARK FINANCIAL, INC.: 991
Pathway Financial Advisers, LLC: 750
15.26% of Lazard Global Total Return and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.57 M shares in the last 24 months. This purchase volume represents approximately $46.30 M in transactions.