NEW YORK, NY
LAZARD GLOBAL TOTAL RETURN & INCOME FUND INCLGI— Latest position per institution from SEC 13F filings
15
Institutional holders
2.59M
Total shares held
40.43M
Estimated value
129.53K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
462K
Value
7.43M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
245.13K
Value
4.45M
Filed
Sep 30, 2024
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
195.97K
Value
3.15M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
186.36K
Value
3M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
172.42K
Value
2.77M
Filed
Mar 31, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
155.22K
Value
2.39M
Filed
Mar 31, 2025
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
132.11K
Value
2.22M
Filed
Jun 30, 2025
STIFEL FINANCIAL CORP
CIK 720672
Shares
124.17K
Value
2M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
122.08K
Value
1.96M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
117.92K
Value
2.14M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
112.01K
Value
1.80M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
96.86K
Value
1.56M
Filed
Mar 31, 2026
RPO LLC
CIK 1885066
Shares
86.21K
Value
1.41M
Filed
Mar 31, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.
CIK 1445065
Shares
72.43K
Value
1.21K
Filed
Jun 30, 2024
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
67.39K
Value
1.13M
Filed
Jun 30, 2025
TITUS WEALTH MANAGEMENT
CIK 1732007
Shares
54.65K
Value
843.00
Filed
Jun 30, 2022
AQR ARBITRAGE LLC
CIK 1167456
Shares
51.01K
Value
815.06K
Filed
Dec 31, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
47.66K
Value
766.79K
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
46.64K
Value
745.31K
Filed
Dec 31, 2024
UBS GROUP AG
CIK 1610520
Shares
42.44K
Value
682.79K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 462K | 7.43M | Mar 31, 2026 |
| 2 | RAYMOND JAMES & ASSOCIATES | 1084208 | 245.13K | 4.45M | Sep 30, 2024 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 195.97K | 3.15M | Mar 31, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 186.36K | 3M | Mar 31, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 172.42K | 2.77M | Mar 31, 2026 |
| 6 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 155.22K | 2.39M | Mar 31, 2025 |
| 7 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 132.11K | 2.22M | Jun 30, 2025 |
| 8 | STIFEL FINANCIAL CORP | 720672 | 124.17K | 2M | Mar 31, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 122.08K | 1.96M | Mar 31, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 117.92K | 2.14M | Sep 30, 2024 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 112.01K | 1.80M | Mar 31, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 96.86K | 1.56M | Mar 31, 2026 |
| 13 | RPO LLC | 1885066 | 86.21K | 1.41M | Mar 31, 2024 |
| 14 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1445065 | 72.43K | 1.21K | Jun 30, 2024 |
| 15 | TWO SIGMA INVESTMENTS, LP | 1179392 | 67.39K | 1.13M | Jun 30, 2025 |
| 16 | TITUS WEALTH MANAGEMENT | 1732007 | 54.65K | 843.00 | Jun 30, 2022 |
| 17 | AQR ARBITRAGE LLC | 1167456 | 51.01K | 815.06K | Dec 31, 2024 |
| 18 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 47.66K | 766.79K | Mar 31, 2026 |
| 19 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 46.64K | 745.31K | Dec 31, 2024 |
| 20 | UBS GROUP AG | 1610520 | 42.44K | 682.79K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.