Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Lazard Global Total Return and Income Fund, Inc. include Two Sigma Investments, Lp, and Atlantic Union Bankshares Corp .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 5,441 | 0.22 | 91 | 9.64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 182,659 | 5.43 | 3,069 | 14.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33,039 | 3.20 | 555 | 12.58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 106,320 | 25.07 | 1,786 | 36.44 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 26,074 | 0.84 | 438 | 10.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,000 | 34 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 124,973 | 24.44 | 2,100 | 35.68 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 7,015 | 2.86 | 118 | 11.43 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 132,111 | 0.04 | 2,219 | 9.10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 272,624 | 24.33 | 4,580 | 35.54 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,661 | 14.09 | 196 | 24.20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44,556 | 833.50 | 749 | 924.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41,559 | 50.80 | 698 | 64.62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,540 | 0.32 | 328 | 9.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 872 | 2.83 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 725 | 12 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 45,383 | 13.98 | 763 | 24.27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 67,393 | 1,132 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14,425 | 10.11 | 242 | 20.40 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 60,438 | 7.46 | 1,015 | 17.21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 485,121 | 9.81 | 8,150 | 19.73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 14,613 | 8.34 | 246 | 18.36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15,007 | 0.84 | 252 | 10.04 |
