Lazard Global Total Return and Income Fund, Inc.(LGI)

$18.04▼-0.08 (-44.15%)

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Lazard Global Total Return and Income Fund, Inc.(LGI)

NYSE

$18.04▼-0.08 (-44.15%)

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LGI(LGI)

LGI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 65 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	462.00K	Mar 31, 26	-20.84K	3.55%
GUGGENHEIM CAPITAL LLC	195.97K	Mar 31, 26	+9.51K	1.51%
RAYMOND JAMES FINANCIAL INC	186.36K	Mar 31, 26	-21.26K	1.43%
LPL Financial LLC	172.42K	Mar 31, 26	+737	1.33%
STIFEL FINANCIAL CORP	124.17K	Mar 31, 26	+3.97K	0.95%
WELLS FARGO & COMPANY/MN	122.08K	Mar 31, 26	+19.18K	0.94%
ROYAL BANK OF CANADA	112.01K	Mar 31, 26	+1.70K	0.86%
ADVISOR GROUP HOLDINGS, INC.	96.86K	Mar 31, 26	+37.95K	0.74%
Steward Partners Investment Advisory, LLC	47.66K	Mar 31, 26	+451	0.37%
UBS Group AG	42.44K	Mar 31, 26	-399	0.33%
Shaker Financial Services, LLC	39.30K	Mar 31, 26	+7.14K	0.30%
BENJAMIN EDWARDS INC	33.97K	Mar 31, 26	-3.22K	0.26%
Mezzasalma Advisors, LLC	32.70K	Mar 31, 26	+330	0.25%
BANK OF AMERICA CORP /DE/	31.80K	Mar 31, 26	+726	0.24%
FLAGSHIP HARBOR ADVISORS, LLC	30.89K	Mar 31, 26	+1.56K	0.24%
ADAPT WEALTH ADVISORS, LLC	30.15K	Mar 31, 26	-6.25K	0.23%
WILEY BROS.-AINTREE CAPITAL, LLC	22.92K	Mar 31, 26	+11.47K	0.18%
AMERIPRISE FINANCIAL INC	19.34K	Mar 31, 26	+1.53K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.12K	Mar 31, 26	-10.24K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.73K	Mar 31, 26	+16.73K	0.13%
CoreCap Advisors, LLC	15.21K	Mar 31, 26	+260	0.12%
Waverly Advisors, LLC	14.96K	Mar 31, 26	-283	0.11%
BRYN MAWR TRUST Co	14.35K	Mar 31, 26	--	0.11%
Kovack Advisors, Inc.	13.00K	Mar 31, 26	+13.00K	0.10%
XTX Topco Ltd	12.52K	Mar 31, 26	+12.52K	0.10%
CARY STREET PARTNERS FINANCIAL LLC	11.66K	Mar 31, 26	--	0.09%
Virtu Financial LLC	10.80K	Mar 31, 26	+10.80K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	10.66K	Mar 31, 26	-129	0.08%
HRT FINANCIAL LP	10.50K	Mar 31, 26	+10.50K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.03K	Mar 31, 26	+859	0.06%
MAI Capital Management	6.96K	Mar 31, 26	+11	0.05%
NewEdge Advisors, LLC	6.12K	Mar 31, 26	-12.73K	0.05%
WOLVERINE ASSET MANAGEMENT LLC	3.73K	Mar 31, 26	+3.73K	0.03%
Western Wealth Management, LLC	2.93K	Mar 31, 26	+2.93K	0.02%
Allworth Financial LP	2.00K	Mar 31, 26	--	0.02%
Colonial Trust Co / SC	1.43K	Mar 31, 26	+1.43K	0.01%
TD Waterhouse Canada Inc.	1.10K	Mar 31, 26	+1.10K	0.01%
NBC SECURITIES, INC.	941	Mar 31, 26	+23	0.01%
Atlantic Union Bankshares Corp	725	Mar 31, 26	--	0.01%
Strategic Advocates LLC	451	Mar 31, 26	-27.61K	0.00%
HARBOUR INVESTMENTS, INC.	336	Mar 31, 26	-2	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	300	Mar 31, 26	+300	0.00%
HIGHLINE WEALTH PARTNERS LLC	167	Mar 31, 26	-3	0.00%
Parallel Advisors, LLC	159	Mar 31, 26	--	0.00%
CWM, LLC	158	Mar 31, 26	+4	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-2.89K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-2.18K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.93K	--
Sandy Spring Bank	725	Mar 31, 25	--	0.01%
AlphaMark Advisors, LLC	767	Dec 31, 24	+767	0.01%
RAYMOND JAMES & ASSOCIATES	245.13K	Sep 30, 24	-343.82K	1.88%
Raymond James Financial Services Advisors, Inc.	117.92K	Sep 30, 24	-1.35K	0.91%
9258 Wealth Management, LLC	14.11K	Sep 30, 24	-69	0.11%
BENJAMIN F. EDWARDS & COMPANY, INC.	72.43K	Jun 30, 24	-986	0.56%
Johnson Midwest Financial, LLC	1.00K	Sep 30, 23	--	0.01%
FourThought Financial, LLC	43	Sep 30, 22	+43	0.00%
Titus Wealth Management	54.65K	Jun 30, 22	--	0.42%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-9.90K	--
Advisor Group, Inc.	14.79K	Dec 31, 19	+3.69K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	9.57K	Dec 31, 19	+9.37K	0.07%
MSI Financial Services Inc	20	Dec 31, 16	+20	0.00%
UBS AG	81.73K	Sep 30, 14	-9.42K	0.63%
NOLLENBERGER CAPITAL PARTNERS INC	1.83K	Dec 31, 10	--	0.01%
RBC Private Counsel (USA) Inc.	1.90K	Sep 30, 09	--	0.01%
RBC Dominion Securities Inc.	28.54K	Dec 31, 08	-9.98K	0.22%

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Holder

Date

Change

% Held

MORGAN STANLEY

462.00K

Mar 31, 26

-20.84K

3.55%

GUGGENHEIM CAPITAL LLC

195.97K

Mar 31, 26

+9.51K

1.51%

RAYMOND JAMES FINANCIAL INC

186.36K

Mar 31, 26

-21.26K

1.43%

LPL Financial LLC

172.42K

Mar 31, 26

+737

1.33%

STIFEL FINANCIAL CORP

124.17K

Mar 31, 26

+3.97K

0.95%

WELLS FARGO & COMPANY/MN

122.08K

Mar 31, 26

+19.18K

0.94%

ROYAL BANK OF CANADA

112.01K

Mar 31, 26

+1.70K

0.86%

ADVISOR GROUP HOLDINGS, INC.

96.86K

Mar 31, 26

+37.95K

0.74%

Steward Partners Investment Advisory, LLC

47.66K

Mar 31, 26

+451

0.37%

UBS Group AG

42.44K

Mar 31, 26

-399

0.33%

Shaker Financial Services, LLC

39.30K

Mar 31, 26

+7.14K

0.30%

BENJAMIN EDWARDS INC

33.97K

Mar 31, 26

-3.22K

0.26%

Mezzasalma Advisors, LLC

32.70K

Mar 31, 26

+330

0.25%

BANK OF AMERICA CORP /DE/

31.80K

Mar 31, 26

+726

0.24%

FLAGSHIP HARBOR ADVISORS, LLC

30.89K

Mar 31, 26

+1.56K

0.24%

ADAPT WEALTH ADVISORS, LLC

30.15K

Mar 31, 26

-6.25K

0.23%

WILEY BROS.-AINTREE CAPITAL, LLC

22.92K

Mar 31, 26

+11.47K

0.18%

AMERIPRISE FINANCIAL INC

19.34K

Mar 31, 26

+1.53K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.12K

Mar 31, 26

-10.24K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.73K

Mar 31, 26

+16.73K

0.13%

CoreCap Advisors, LLC

15.21K

Mar 31, 26

+260

0.12%

Waverly Advisors, LLC

14.96K

Mar 31, 26

-283

0.11%

BRYN MAWR TRUST Co

14.35K

Mar 31, 26

0.11%

Kovack Advisors, Inc.

13.00K

Mar 31, 26

+13.00K

0.10%

XTX Topco Ltd

12.52K

Mar 31, 26

+12.52K

0.10%

CARY STREET PARTNERS FINANCIAL LLC

11.66K

Mar 31, 26

0.09%

Virtu Financial LLC

10.80K

Mar 31, 26

+10.80K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

10.66K

Mar 31, 26

-129

0.08%

HRT FINANCIAL LP

10.50K

Mar 31, 26

+10.50K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.03K

Mar 31, 26

+859

0.06%

MAI Capital Management

6.96K

Mar 31, 26

+11

0.05%

NewEdge Advisors, LLC

6.12K

Mar 31, 26

-12.73K

0.05%

WOLVERINE ASSET MANAGEMENT LLC

3.73K

Mar 31, 26

+3.73K

0.03%

Western Wealth Management, LLC

2.93K

Mar 31, 26

+2.93K

0.02%

Allworth Financial LP

2.00K

Mar 31, 26

0.02%

Colonial Trust Co / SC

1.43K

Mar 31, 26

+1.43K

0.01%

TD Waterhouse Canada Inc.

1.10K

Mar 31, 26

+1.10K

0.01%

NBC SECURITIES, INC.

941

Mar 31, 26

+23

0.01%

Atlantic Union Bankshares Corp

725

Mar 31, 26

0.01%

Strategic Advocates LLC

451

Mar 31, 26

-27.61K

0.00%

HARBOUR INVESTMENTS, INC.

336

Mar 31, 26

-2

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

300

Mar 31, 26

+300

0.00%

HIGHLINE WEALTH PARTNERS LLC

167

Mar 31, 26

-3

0.00%

Parallel Advisors, LLC

159

Mar 31, 26

0.00%

CWM, LLC

158

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

-2.89K

Kestra Advisory Services, LLC

Mar 31, 26

-2.18K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.93K

Sandy Spring Bank

725

Mar 31, 25

0.01%

AlphaMark Advisors, LLC

767

Dec 31, 24

+767

0.01%

RAYMOND JAMES & ASSOCIATES

245.13K

Sep 30, 24

-343.82K

1.88%

Raymond James Financial Services Advisors, Inc.

117.92K

Sep 30, 24

-1.35K

0.91%

9258 Wealth Management, LLC

14.11K

Sep 30, 24

-69

0.11%

BENJAMIN F. EDWARDS & COMPANY, INC.

72.43K

Jun 30, 24

-986

0.56%

Johnson Midwest Financial, LLC

1.00K

Sep 30, 23

0.01%

FourThought Financial, LLC

Sep 30, 22

+43

0.00%

Titus Wealth Management

54.65K

Jun 30, 22

0.42%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-9.90K

Advisor Group, Inc.

14.79K

Dec 31, 19

+3.69K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

9.57K

Dec 31, 19

+9.37K

0.07%

MSI Financial Services Inc

Dec 31, 16

+20

0.00%

UBS AG

81.73K

Sep 30, 14

-9.42K

0.63%

NOLLENBERGER CAPITAL PARTNERS INC

1.83K

Dec 31, 10

0.01%

RBC Private Counsel (USA) Inc.

1.90K

Sep 30, 09

0.01%

RBC Dominion Securities Inc.

28.54K

Dec 31, 08

-9.98K

0.22%