Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Common
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Shares outstanding
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13M
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Number of holders
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41
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Total 13F shares, excl. options
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2.39M
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Shares change
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-223K
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Total reported value, excl. options
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$36.8M
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Value change
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-$3.49M
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Number of buys
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19
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Number of sells
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-17
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Price
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$15.41
Significant Holders of LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC - Common (LGI) as of Q1 2025
45 filings reported holding LGI - LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC - Common as of Q1 2025.
LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC - Common (LGI) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.39M shares
of 13M outstanding shares and own 18.34% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (442K shares), RAYMOND JAMES FINANCIAL INC (221K shares), WELLS FARGO & COMPANY/MN (219K shares), WOLVERINE ASSET MANAGEMENT LLC (194K shares), LPL Financial LLC (173K shares), Saba Capital Management, L.P. (155K shares), Integrated Wealth Concepts LLC (132K shares), UBS Group AG (123K shares), GUGGENHEIM CAPITAL LLC (100K shares), and STIFEL FINANCIAL CORP (85K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.