Who Owns LAZARD GLBL TTL RTRN & INC (LGI)? -- Institutional Holders (2026-06-30)

51 institutions reported holding $36.6M of LAZARD GLBL TTL RTRN & INC (LGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($8.5M), GUGGENHEIM CAPITAL LLC ($4.0M), RAYMOND JAMES FINANCIAL INC ($3.4M), LPL Financial LLC ($3.3M), STIFEL FINANCIAL CORP ($2.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$8.5M461,527Trimmed
2GUGGENHEIM CAPITAL LLC$4.0M215,269Added
3RAYMOND JAMES FINANCIAL INC$3.4M184,988Trimmed
4LPL Financial LLC$3.3M180,552Added
5STIFEL FINANCIAL CORP$2.3M125,772Added
6WELLS FARGO & COMPANY/MN$2.3M124,685Added
7Royal Bank of Canada$2.1M115,659Added
8OSAIC HOLDINGS, INC.$1.7M93,070Trimmed
9Steward Partners Investment Advisory, LLC$905,70649,010Added
10UBS Group AG$705,47438,175Trimmed
11EVOLVE PRIVATE WEALTH, LLC$648,85135,111Trimmed
12FLAGSHIP HARBOR ADVISORS, LLC$616,56933,364Added
13BENJAMIN EDWARDS INC$595,07032,194Trimmed
14&PARTNERS$586,01931,711Added
15BANK OF AMERICA CORP /DE/$583,32331,565Trimmed
16Mezzasalma Advisors, LLC$555,29230,048Trimmed
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$452,06524,123Added
18AMERIPRISE FINANCIAL INC$394,19521,331Added
19PMG Family Office LLC$360,82219,525Added
20Cetera Investment Advisers$294,44215,933New
21CoreCap Advisors, LLC$292,26115,815Added
22BRYN MAWR TRUST Co$265,24314,353Hold
23COMMONWEALTH EQUITY SERVICES, LLC$260,07014,073Added
24Waverly Advisors, LLC$248,28613,435Trimmed
25Kovack Advisors, Inc.$242,63413,080Added

来源：SEC 13F 申报文件 · 截至 2026-06-30