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 | 05/15/2026 | 462.01 K | $7.43 M | -4.32% | 3.55% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 195.97 K | $3.15 M | 5.10% | 1.51% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 186.36 K | $3.00 M | -10.24% | 1.43% |
| LPL FINANCIAL LLC | 05/06/2026 | 172.42 K | $2.77 M | 0.43% | 1.33% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 124.17 K | $2.00 M | 3.30% | 0.95% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 122.08 K | $1.96 M | 18.63% | 0.94% |
| ROYAL BANK OF CANADA | 05/15/2026 | 112.01 K | $1.80 M | 1.54% | 0.86% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 96.86 K | $1.56 M | 64.44% | 0.74% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 47.66 K | $766.79 K | 0.96% | 0.37% |
| UBS GROUP AG | 05/05/2026 | 42.44 K | $682.80 K | -0.93% | 0.33% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 39.30 K | $632.34 K | 22.21% | 0.30% |
| 04/16/2026 | 37.69 K | $606.43 K | -0.38% | 0.29% | |
| BENJAMIN EDWARDS INC | 05/12/2026 | 33.97 K | $546.64 K | -8.66% | 0.26% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 32.70 K | $526.07 K | 1.02% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 31.80 K | $511.65 K | 2.34% | 0.24% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 30.89 K | $496.97 K | 5.34% | 0.24% |
| ADAPT WEALTH ADVISORS, LLC | 05/11/2026 | 30.15 K | $485.15 K | -17.17% | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 22.92 K | $368.78 K | 100.17% | 0.18% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 19.34 K | $311.18 K | 8.58% | 0.15% |
| 04/17/2026 | 18.54 K | $298.33 K | 2.62% | 0.14% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 17.12 K | $283.21 K | -37.42% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 16.74 K | $269.27 K | 100.00% | 0.13% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 15.22 K | $244.81 K | 1.74% | 0.12% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 14.96 K | $240.67 K | -1.86% | 0.11% |
| BRYN MAWR TRUST CO | 04/30/2026 | 14.35 K | $230.94 K | 0.00% | 0.11% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 13.00 K | $215.57 K | 100.00% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 12.52 K | $201.40 K | 100.00% | 0.10% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 11.66 K | $187.63 K | 0.00% | 0.09% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 10.80 K | $174.00 K | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 10.67 K | $171.60 K | -1.20% | 0.08% |
| HRT FINANCIAL LP | 05/14/2026 | 10.50 K | $169.00 K | 100.00% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 8.03 K | $129.27 K | 11.97% | 0.06% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 6.96 K | $111.99 K | 0.16% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 6.12 K | $98.41 K | -67.55% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 3.73 K | $60.05 K | 100.00% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 2.93 K | $47.14 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 2.00 K | $32.18 K | 0.00% | 0.02% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 1.43 K | $22.21 K | 100.00% | 0.01% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 1.10 K | $18.07 K | 100.00% | 0.01% |
| NBC SECURITIES, INC. | 04/14/2026 | 941 | $15.15 K | 2.51% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 725 | $11.67 K | 0.00% | 0.01% |
| STRATEGIC ADVOCATES LLC | 05/15/2026 | 451 | $7.26 K | -98.39% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 336 | $5.42 K | -0.59% | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 04/14/2026 | 300 | $4.83 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 167 | $2.69 K | -1.76% | 0.00% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 159 | $2.56 K | 0.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 158 | $2.54 K | 2.60% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 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:
MORGAN STANLEY: 462,005
GUGGENHEIM CAPITAL LLC: 195,971
RAYMOND JAMES FINANCIAL INC: 186,362
LPL Financial LLC: 172,424
STIFEL FINANCIAL CORP: 124,169
WELLS FARGO & COMPANY/MN: 122,081
15.69% of Lazard Global Total Return and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.63 M shares in the last 24 months. This purchase volume represents approximately $47.39 M in transactions.