The company
Lazard Global Total Return and Income Fund
LGI · NYSE
LGI stood above a rising 150-day average in 34 of the last 52 weekly readings, and has been out of that trend for the last 7 weeks. It is 5.3% below that average now. Financials: 49% of its 739 stocks in an uptrend (−4 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 7
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $0
- Officials’ trades on record
- 7
- Institutions holding
- 43 (-1)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 34 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
7 disclosed lines: House 0, Senate 7, executive 0; 1 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Thomas R. Carper Senate: U.S. Senate eFDSenator | soldspouse | $1k–$15k | 17 Apr 2023filed 1 May 2023 |
| Thomas R. Carper Senate: U.S. Senate eFDSenator | sold part ofspouse | $1k–$15k | 10 Aug 2022filed 2 Sep 2022 |
| Thomas R. Carper Senate: U.S. Senate eFDSenator | boughtspouse | $1k–$15k | 20 Nov 2020filed 17 May 2021 |
| Thomas R. Carper Senate: U.S. Senate eFDSenator | boughtspouse | $1k–$15k | 20 Nov 2020filed 2 Dec 2020 |
| Thomas R. Carper Senate: U.S. Senate eFDSenator | soldspouse | $1k–$15k | 2 Apr 2020filed 17 May 2021 |
| Thomas R. Carper Senate: U.S. Senate eFDSenator | soldspouse | $1k–$15k | 2 Apr 2020filed 4 May 2020 |
| Thomas R. Carper Senate: U.S. Senate eFDSenator | exchangedspouse | $1k–$15k | 5 Dec 2019filed 13 Aug 2020 |
Insiders
No open-market buy or sale by its insiders on record.
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEYreduced · filed 13 Aug 2026 | 461,527$8.5M | -478−0.1% |
| GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026 | 215,269$4.0M | +19,298+9.8% |
| RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026 | 184,988$3.4M | -1,374−0.7% |
| LPL Financial LLCadded · filed 7 Aug 2026 | 180,552$3.3M | +8,128+4.7% |
| STIFEL FINANCIAL CORPadded · filed 12 Aug 2026 | 125,772$2.3M | +1,603+1.3% |
| WELLS FARGO & COMPANYadded · filed 14 Aug 2026 | 124,685$2.3M | +2,604+2.1% |
| ROYAL BANK OF CANADAadded · filed 14 Aug 2026 | 115,659$2.1M | +3,651+3.3% |
| OSAIC HOLDINGS, INC.reduced · filed 14 Aug 2026 | 93,070$1.7M | -3,785−3.9% |
| Steward Partners Investment Advisory, LLCadded · filed 13 Aug 2026 | 49,010$906K | +1,354+2.8% |
| UBS Group AGreduced · filed 13 Aug 2026 | 38,175$705K | -4,261−10.0% |
News
No headline names it lately.
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.