NEW YORK, NY
LAZARD GLOBAL TOTAL RETURN & INCOME FUND INCLGI— Latest position per institution from SEC 13F filings
15
Institutional holders
2.62M
Total shares held
45.54M
Estimated value
130.91K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
461.53K
Value
8.53M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
245.13K
Value
4.45M
Filed
Sep 30, 2024
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
215.27K
Value
3.98M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
184.99K
Value
3.42M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
180.55K
Value
3.34M
Filed
Jun 30, 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
125.77K
Value
2.32M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
124.69K
Value
2.30M
Filed
Jun 30, 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
115.66K
Value
2.14M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
93.07K
Value
1.72M
Filed
Jun 30, 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
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
51.32K
Value
873.47K
Filed
Sep 30, 2026
AQR ARBITRAGE LLC
CIK 1167456
Shares
51.01K
Value
815.06K
Filed
Dec 31, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
49.01K
Value
905.71K
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
46.64K
Value
745.31K
Filed
Dec 31, 2024
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
42.34K
Value
709.57K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 461.53K | 8.53M | Jun 30, 2026 |
| 2 | RAYMOND JAMES & ASSOCIATES | 1084208 | 245.13K | 4.45M | Sep 30, 2024 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 215.27K | 3.98M | Jun 30, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 184.99K | 3.42M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 180.55K | 3.34M | Jun 30, 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 | 125.77K | 2.32M | Jun 30, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 124.69K | 2.30M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 117.92K | 2.14M | Sep 30, 2024 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 115.66K | 2.14M | Jun 30, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 93.07K | 1.72M | Jun 30, 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 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 51.32K | 873.47K | Sep 30, 2026 |
| 17 | AQR ARBITRAGE LLC | 1167456 | 51.01K | 815.06K | Dec 31, 2024 |
| 18 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 49.01K | 905.71K | Jun 30, 2026 |
| 19 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 46.64K | 745.31K | Dec 31, 2024 |
| 20 | SANCTUARY ADVISORS, LLC | 1777271 | 42.34K | 709.57K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.