LGI
Lazard Global Total Return and Income Fund, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Northwest Financial Advisors | $59.4M | 1.70M | 8.00% | +1.3% |
Principal Financial Group Inc | $58.6M | 1.62M | 0.03% | +42.1% |
Tompkins Financial Corp | $33M | 942.4K | 2.33% | +8.4% |
Alliance Wealth Advisors, Llc | $17.1M | 488.2K | 5.40% | +7.2% |
Jsf Financial, Llc | $14.8M | 423.5K | 2.26% | +3.5% |
Northland Securities, Inc. | $14.4M | 194.7K | 8.42% | -52.8% |
Meridian Financial Partners Llc | $12.3M | 359.1K | 4.03% | +12.5% |
Commonwealth Equity Services, Llc | $11.9M | 345.1K | 0.01% | +21.5% |
Navigation Group, Llc | $11.5M | 329.2K | 2.30% | -1.7% |
Levin Capital Strategies, L.P. | $11.3M | 311.8K | 0.79% | +125.1% |
Baker Tilly Wealth Management, Llc | $10.1M | 287.2K | 1.97% | +76.1% |
State Of Alaska, Department Of Revenue | $9.7M | 268.4K | 0.09% | -7.5% |
Buck Wealth Strategies, Llc | $9.5M | 262.5K | 0.90% | +30.4% |
Foundry Financial Group, Inc. | $7.3M | 207.3K | 3.02% | New Position |
Crestwood Advisors Group, Llc | $7.1M | 195.9K | 0.10% | -3.1% |
Madrona Financial Services, Llc | $6.9M | 195.8K | 1.06% | New Position |
Truist Financial Corp | $6.9M | 195.1K | 0.01% | -17.6% |
Sigma Planning Corp | $6.3M | 180.9K | 0.16% | +6.6% |
Sentinel Pension Advisors, Llc | $5.6M | 161.2K | 0.70% | +10.4% |
Provident Wealth Management, Llc | $5.6M | 160.9K | 2.00% | -7.8% |
Future Financial Wealth Managment Llc | $5.4M | 153.1K | 3.29% | +105.9% |
Channing Capital Management, Llc | $5.2M | 143.9K | 0.14% | New Position |
Coastline Trust Co | $4.8M | 135.9K | 0.44% | Unchanged |
Cornerstone Planning Group Llc | $4M | 114.1K | 0.49% | +30.8% |
Td Waterhouse Canada Inc. | $3.7M | 108.5K | 0.01% | +2.5% |
D.A. Davidson & Co. | $3.6M | 102.9K | 0.02% | +6.6% |
Benson Investment Management Company, Inc. | $3.6M | 101.6K | 20.02% | +0.1% |
Embree Financial Group | $3.3M | 95.4K | 0.33% | +34.6% |
Bill Few Associates, Inc. | $3M | 84.6K | 0.61% | +13.9% |
Members Wealth Llc | $2.6M | 75.5K | 1.31% | +21.0% |
Sunpointe, Llc | $2.6M | 74.8K | 0.80% | +524.5% |
Dynamic Advisor Solutions Llc | $2.2M | 63.1K | 0.06% | +3.3% |
Cambridge Investment Research Advisors, Inc. | $2.2M | 61.2K | 0.00% | -3.6% |
Wilmington Savings Fund Society, Fsb | $1.9M | 60.4K | 0.04% | Unchanged |
Concurrent Investment Advisors, Llc | $1.9M | 53.5K | 0.01% | +95.5% |
Paulson Wealth Management Inc. | $1.8M | 48.8K | 0.37% | Unchanged |
Moran Wealth Management, Llc | $1.6M | 42.8K | 0.04% | +0.5% |
Louisiana State Employees Retirement System | $1.5M | 41.5K | 0.02% | New Position |
Robertson Stephens Wealth Management, Llc | $1.4M | 38.1K | 0.03% | -2.0% |
Sfg Wealth Management, Llc. | $1.3M | 35.7K | 0.45% | New Position |
Mayfair Advisory Group, Llc | $1.2M | 33.9K | 0.34% | New Position |
Great Lakes Retirement, Inc. | $1.1M | 30.7K | 0.10% | +10.8% |
Yhb Investment Advisors, Inc. | $1M | 29.0K | 0.06% | +3.5% |
Amalgamated Bank | $982K | 27.1K | 0.01% | -14.2% |
Wealth Enhancement Advisory Services, Llc | $968K | 40.1K | 0.00% | +65.8% |
Flagstar Securities, Inc | $932K | 26.6K | 0.28% | New Position |
Yousif Capital Management, Llc | $899K | 24.8K | 0.01% | -17.3% |
Shaker Financial Services, Llc | $873K | 51.3K | 0.29% | New Position |
Oppenheimer & Co Inc | $872K | 24.1K | 0.01% | -1.6% |
Creative Planning | $798K | 22.0K | 0.00% | -54.0% |