LGI Lazard Global Total Return and Income Fund Inc
Lazard Global Total Return and Income Fund Inc (LGI) Institutional Ownership
What the institutions did with LGI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 461.5K | 23.3% |
| GUGGENHEIM CAPITAL LLC | 215.3K | 10.9% |
| RAYMOND JAMES FINANCIAL INC | 185.0K | 9.3% |
| LPL Financial LLC | 180.6K | 9.1% |
| STIFEL FINANCIAL CORP | 125.8K | 6.4% |
| WELLS FARGO & COMPANY/MN | 124.7K | 6.3% |
| ROYAL BANK OF CANADA | 115.7K | 5.8% |
| OSAIC HOLDINGS, INC. | 93.1K | 4.7% |
| Steward Partners Investment Advisory, LLC | 49.0K | 2.5% |
| UBS Group AG | 38.2K | 1.9% |
| EVOLVE PRIVATE WEALTH, LLC | 35.1K | 1.8% |
| FLAGSHIP HARBOR ADVISORS, LLC | 33.4K | 1.7% |
| BENJAMIN EDWARDS INC | 32.2K | 1.6% |
| &PARTNERS | 31.7K | 1.6% |
| BANK OF AMERICA CORP /DE/ | 31.6K | 1.6% |
| Mezzasalma Advisors, LLC | 30.0K | 1.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.1K | 1.2% |
| AMERIPRISE FINANCIAL INC | 21.3K | 1.1% |
| PMG Family Office LLC | 19.5K | 1.0% |
| Cetera Investment Advisers | 15.9K | 0.8% |
| CoreCap Advisors, LLC | 15.8K | 0.8% |
| Wilmington Savings Fund Society, FSB | 14.4K | 0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.1K | 0.7% |
| Waverly Advisors, LLC | 13.4K | 0.7% |
| Kovack Advisors, Inc. | 13.1K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Shaker Financial Services, LLC | Sold Out | 39.3K | 0 | -39.3K |
| ADAPT WEALTH ADVISORS, LLC | Sold Out | 30.2K | 0 | -30.2K |
| GUGGENHEIM CAPITAL LLC | Increased | 196.0K | 215.3K | +19.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 16.7K | 0 | -16.7K |
| Cetera Investment Advisers | New | 0 | 15.9K | +15.9K |
| XTX Topco Ltd | Sold Out | 12.5K | 0 | -12.5K |
| Virtu Financial LLC | Sold Out | 10.8K | 0 | -10.8K |
| HRT FINANCIAL LP | Sold Out | 10.5K | 0 | -10.5K |
| Janney Montgomery Scott LLC | New | 0 | 10.5K | +10.5K |
| &PARTNERS | Increased | 22.9K | 31.7K | +8.8K |
| LPL Financial LLC | Increased | 172.4K | 180.6K | +8.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 17.1K | 24.1K | +7.0K |
| MAI Capital Management | Sold Out | 7.0K | 0 | -7.0K |
| UBS Group AG | Reduced | 42.4K | 38.2K | -4.3K |
| OSAIC HOLDINGS, INC. | Reduced | 96.9K | 93.1K | -3.8K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 3.7K | 0 | -3.7K |
| ROYAL BANK OF CANADA | Increased | 112.0K | 115.7K | +3.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 10.7K | 14.1K | +3.4K |
| Mezzasalma Advisors, LLC | Reduced | 32.7K | 30.0K | -2.6K |
| WELLS FARGO & COMPANY/MN | Increased | 122.1K | 124.7K | +2.6K |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 37.7K | 35.1K | -2.6K |
| Institute for Wealth Management, LLC. | New | 0 | 2.6K | +2.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | Increased | 30.9K | 33.4K | +2.5K |
| AMERIPRISE FINANCIAL INC | Increased | 19.3K | 21.3K | +2.0K |
| BENJAMIN EDWARDS INC | Reduced | 34.0K | 32.2K | -1.8K |
| STIFEL FINANCIAL CORP | Increased | 124.2K | 125.8K | +1.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 8.0K | 6.5K | -1.5K |
| Waverly Advisors, LLC | Reduced | 15.0K | 13.4K | -1.5K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 186.4K | 185.0K | -1.4K |
| Steward Partners Investment Advisory, LLC | Increased | 47.7K | 49.0K | +1.4K |
| TD Waterhouse Canada Inc. | Sold Out | 1.1K | 0 | -1.1K |
| PMG Family Office LLC | Increased | 18.5K | 19.5K | +984 |
| CoreCap Advisors, LLC | Increased | 15.2K | 15.8K | +600 |
| MATHER GROUP, LLC. | New | 0 | 544 | +544 |
| MORGAN STANLEY | Reduced | 462.0K | 461.5K | -478 |
| MB, LEVIS & ASSOCIATES, LLC | New | 0 | 400 | +400 |
| BANK OF AMERICA CORP /DE/ | Reduced | 31.8K | 31.6K | -234 |
| HARBOUR INVESTMENTS, INC. | Reduced | 336 | 234 | -102 |
| Arax Advisory Partners | New | 0 | 102 | +102 |
| Kovack Advisors, Inc. | Increased | 13.0K | 13.1K | +78 |
| NBC SECURITIES, INC. | Increased | 941 | 966 | +25 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.