Institute for Wealth Management, LLC.
Position in LGI — Lazard Global Total Return & Income Fund Inc
CIK 1533954
DENVER, CO
Position in LGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$47,567
-$65,481 QoQ
Shares Held
2,574
-52.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 43 holders
Holding Since
Jun 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LGI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. LGI ranks #54 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in LGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,567 | 2,574 | Shares | Sole | 2026-07-28 | |
| 2021-06-30 | $113,048 | 5,435 | Principal | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||