LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC (LGI) — Institutional Holders, Q1 2023

1 institutional investment managers reported a LGI position on SEC Form 13F-HR for the quarter ended March 31, 2023, with a combined reported value of $466.1K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

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LGI 13F holders ranked 1–1 of 1

Institutional investors reporting a position in LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC on SEC Form 13F-HR for Q1 2023, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q4 2022
1	UNITED CAPITAL FINANCIAL ADVISORS#1 · 30,204 sh	30,204	$466.1K	—	+1.8%

Source: Form 13F-HR filings on SEC EDGAR, Q1 2023. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2022 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.