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  • LGI Lazard Global Total Return & Income Fund Inc

LGI

Lazard Global Total Return & Income Fund Inc

Company with tickers: LGI

CIK
1278211
CUSIP
52106W103
Shares Outstanding
13,012,942
13F Activity (30d)
38 filings 38 filers
Price
$18.14
Market Cap
$236.45M
52W High
$19.88
52W Low
$15.32
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 46
Total Value: $32,762,776
Total Shares: 2,036,221

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 46 13F filers · Δ vs Dec 31, 2025
Top Holder
22.7%
Jun 2023 → Mar 2026 · range 11.4% – 45.9%
−1.7 pts
Top 5
56.0%
Jun 2023 → Mar 2026 · range 49.5% – 72.6%
−3.0 pts
Top 10
76.7%
Jun 2023 → Mar 2026 · range 73.3% – 86.2%
−0.6 pts
HHI
926
Jun 2023 → Mar 2026 · range 687 – 2,320
Broadly held −87

Quarterly Activity

vs Dec 31, 2025
New
10
Increased
19
Decreased
12
Sold Out
3
Unchanged
5
Holder count: +7
Institutional value: -5.1%
Shares held: +2.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Large OSAIC HOLDINGS, INC. +37,954 96,855
Mega WELLS FARGO & COMPANY/MN +19,175 122,081
Large &PARTNERS +11,470 22,920
Large GUGGENHEIM CAPITAL LLC +9,505 195,971
Small Shaker Financial Services, LLC +7,142 39,300

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Micro Strategic Advocates LLC −27,608 451
Mega RAYMOND JAMES FINANCIAL INC −21,264 186,362
Mega MORGAN STANLEY −20,840 462,005
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −10,240 17,123
Micro ADAPT WEALTH ADVISORS, LLC −6,252 30,152

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,735 $269,266
Mid Kovack Advisors, Inc. 13,002 $209,202
Mid XTX Topco Ltd 12,517 $201,398
Mid Virtu Financial LLC 10,800 $173,772
Large HRT FINANCIAL LP 10,504 $169,009

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mid NewEdge Advisors, LLC 18,845 $328,656
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,890 $50,401
Large Kestra Advisory Services, LLC 2,176 $37,949
Filter: New 10 Increased 19 Reduced 12 Sold out 3 Unchanged 5
46 of 46 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega MORGAN STANLEY $7,433,660 22.69% 462,005 View
Large GUGGENHEIM CAPITAL LLC $3,153,173 9.62% 195,971 View
Mega RAYMOND JAMES FINANCIAL INC $2,998,564 9.15% 186,362 View
Mega LPL Financial LLC $2,774,302 8.47% 172,424 View
Large STIFEL FINANCIAL CORP $1,997,879 6.10% 124,169 View
Mega WELLS FARGO & COMPANY/MN $1,964,282 6.00% 122,081 View
Mega ROYAL BANK OF CANADA Bank $1,802,208 5.50% 112,008 View
Large OSAIC HOLDINGS, INC. $1,558,396 4.76% 96,855 View
Large Steward Partners Investment Advisory, LLC $766,785 2.34% 47,656 View
Mega UBS Group AG $682,795 2.08% 42,436 View
Small Shaker Financial Services, LLC $632,337 1.93% 39,300 View
Mid EVOLVE PRIVATE WEALTH, LLC $606,432 1.85% 37,690 View
Mid BENJAMIN EDWARDS INC $546,593 1.67% 33,971 View
Small Mezzasalma Advisors, LLC $526,062 1.61% 32,695 View
Mega BANK OF AMERICA CORP /DE/ Bank $511,645 1.56% 31,799 View
Small FLAGSHIP HARBOR ADVISORS, LLC $496,971 1.52% 30,887 View
Micro ADAPT WEALTH ADVISORS, LLC $485,145 1.48% 30,152 View
Large &PARTNERS $368,782 1.13% 22,920 View
Mega AMERIPRISE FINANCIAL INC $311,180 0.95% 19,340 View
Micro PMG Family Office LLC Family Office $298,324 0.91% 18,541 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $275,509 0.84% 17,123 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $269,266 0.82% 16,735 View
Small CoreCap Advisors, LLC $244,809 0.75% 15,215 View
Mid Waverly Advisors, LLC $240,674 0.73% 14,958 View
Mid Wilmington Savings Fund Society, FSB $230,939 0.70% 14,353 View
Mid Kovack Advisors, Inc. $209,202 0.64% 13,002 View
Mid XTX Topco Ltd $201,398 0.61% 12,517 View
Mid CARY STREET PARTNERS FINANCIAL LLC $187,625 0.57% 11,661 View
Mid Virtu Financial LLC $173,772 0.53% 10,800 View
Large COMMONWEALTH EQUITY SERVICES, LLC $171,599 0.52% 10,665 View
Large HRT FINANCIAL LP $169,009 0.52% 10,504 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $129,267 0.39% 8,034 View
Mid MAI Capital Management $111,986 0.34% 6,960 View
Mid WOLVERINE ASSET MANAGEMENT LLC $60,047 0.18% 3,732 View
Mid Western Wealth Management, LLC $47,143 0.14% 2,930 View
Mid Allworth Financial LP $32,180 0.10% 2,000 View
Small Colonial Trust Co / SC Bank $23,056 0.07% 1,433 View
Large TD Waterhouse Canada Inc. $17,699 0.05% 1,100 View
Small NBC SECURITIES, INC. Broker-Dealer $15,140 0.05% 941 View
Mid Atlantic Union Bankshares Corp $11,665 0.04% 725 View
Micro Strategic Advocates LLC $7,256 0.02% 451 View
Mid HARBOUR INVESTMENTS, INC. $5,406 0.02% 336 View
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $4,827 0.01% 300 View
Small HIGHLINE WEALTH PARTNERS LLC $2,687 0.01% 167 View
Mid Parallel Advisors, LLC $2,558 0.01% 159 View
Large CWM, LLC $2,542 0.01% 158 View

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