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LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC hedge fund holdings

LGINYSE
$16.86-0.15 (-0.88%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

LGI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-3.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251412$5.63M$7.43M36Aug 14, 2025
Q3 20251012$2.03M$8.94M37Nov 14, 2025
Q4 20251412$3.41M$2.66M38Feb 14, 2026
Q1 2026158$2.51M$1.74M43May 15, 2026
Q2 20261114$1.57M$2.49M40Aug 14, 2026

Quarterly action breakdown

Q2 2026
40 filers
New position
5
$474K+25.7K sh
Increased
6
$1.1M+59.5K sh
Reduced
7
-$375K-20.3K sh
Out / sold
7
-$2.11M-114K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCSell 100%-$632K$00.00%Jul 15, 2026
Adapt Wealth Advisors, LLCSell 100%-$485K$00.00%Aug 12, 2026
Guggenheim Capital LLCAdded 9.85%+$357K$3.98M0.03%Aug 12, 2026
&PartnersAdded 38.36%+$162K$586K0.00%Aug 14, 2026
Mezzasalma Advisors, LLCReduce 8.10%-$48.9K$555K0.11%Aug 10, 2026
Evolve Private Wealth, LLCReduce 6.84%-$47.7K$649K0.04%Aug 12, 2026
Institute for Wealth Management, LLC.New Buy+$47.6K$47.6K0.00%Jul 28, 2026
Benjamin Edwards IncReduce 5.23%-$32.8K$595K0.01%Jul 24, 2026
PMG Family Office LLCAdded 5.31%+$18.2K$361K0.33%Jul 16, 2026
Mather Group, LLC.New Buy+$10.1K$10.1K0.00%Jul 27, 2026
MB, Levis & Associates, LLCNew Buy+$7.39K$7.39K0.00%Jul 22, 2026
Kovack Advisors, Inc.Added 0.60%+$1.45K$243K0.01%Jul 29, 2026
Lanark Financial, Inc.Added 2.66%+$462$17.9K0.00%Jul 21, 2026

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