Who Owns Lazard Global Total Return and Income Fund Stock?
NYSE: LGIFinancial ServicesAsset ManagementUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 27.83%
- Held by insiders
- 0.00%
- Institutional holders
- 48
- Institutions 27.8%
- Insiders 0.0%
- Public and other 72.2%
Who owns Lazard Global Total Return and Income Fund stock?
Institutional investors own about 27.8% of Lazard Global Total Return and Income Fund's shares, spread across 48 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of LGI.
The largest institutional holders are Morgan Stanley (3.55%), Guggenheim Capital, LLC (1.65%) and Raymond James Financial, Inc. (1.42%). Together, the top 10 institutions control 12.2% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their LGI positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of LGI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 461.53K | 3.55% | -0.1% |
| Guggenheim Capital, LLC | 215.27K | 1.65% | +9.8% |
| Raymond James Financial, Inc. | 184.99K | 1.42% | -0.7% |
| LPL Financial LLC | 180.55K | 1.39% | +4.7% |
| Stifel Financial Corporation | 125.77K | 0.97% | +1.3% |
| Wells Fargo & Company | 124.69K | 0.96% | +2.1% |
| Royal Bank of Canada | 115.66K | 0.89% | +3.3% |
| Osaic Holdings Inc. | 93.07K | 0.72% | -3.9% |
| Steward Partners Investment Advisory, LLC | 49.01K | 0.38% | +2.8% |
| UBS Group AG | 38.17K | 0.29% | -10.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Frequently asked questions
Who is the largest shareholder of Lazard Global Total Return and Income Fund?
Morgan Stanley is the largest institutional shareholder of LGI, owning 3.55% of shares outstanding (461.53K shares) as of its latest 13F filing.
What percentage of Lazard Global Total Return and Income Fund is owned by institutions?
Institutions own about 27.8% of LGI shares and 27.8% of the public float.
How much of Lazard Global Total Return and Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of LGI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.