UNITED CAPITAL FINANCIAL ADVISORS, LLC - LAZARD GLB TTL RET&INCM FD I ownership

LAZARD GLB TTL RET&INCM FD I's ticker is LGI and the CUSIP is 52106W103. A total of 43 filers reported holding LAZARD GLB TTL RET&INCM FD I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of LAZARD GLB TTL RET&INCM FD I
ValueSharesWeighting
Q1 2023$466,054
+7.3%
30,204
+1.8%
0.00%
+50.0%
Q4 2022$434,291
+11.1%
29,665
+2.6%
0.00%0.0%
Q3 2022$391,000
-10.3%
28,916
+2.4%
0.00%0.0%
Q2 2022$436,000
-11.6%
28,227
+2.4%
0.00%0.0%
Q1 2022$493,000
-7.0%
27,563
+5.0%
0.00%0.0%
Q4 2021$530,000
+2.5%
26,243
+1.7%
0.00%
-33.3%
Q3 2021$517,000
-2.1%
25,803
+1.6%
0.00%0.0%
Q2 2021$528,000
+10.0%
25,385
+1.7%
0.00%0.0%
Q1 2021$480,000
+10.1%
24,961
+1.8%
0.00%0.0%
Q4 2020$436,000
+16.9%
24,508
+1.9%
0.00%
+50.0%
Q3 2020$373,000
+12.3%
24,049
+2.1%
0.00%0.0%
Q2 2020$332,000
+20.3%
23,549
+2.4%
0.00%0.0%
Q1 2020$276,000
-25.8%
22,999
+2.3%
0.00%0.0%
Q4 2019$372,00022,4740.00%
Other shareholders
LAZARD GLB TTL RET&INCM FD I shareholders Q3 2022
NameSharesValueWeighting ↓
9258 Wealth Management, LLC 33,644$520,0000.44%
Titus Wealth Management 29,100$450,0000.40%
1607 Capital Partners, LLC 279,797$4,323,0000.24%
Sargent Investment Group, LLC 30,000$464,0000.22%
BENJAMIN F. EDWARDS & COMPANY, INC. 72,175$1,115,0000.10%
Quad-Cities Investment Group, LLC 4,581$72,0000.06%
IFP Advisors, Inc 23,576$365,0000.05%
CORNERSTONE ADVISORS INC 34,367$531,0000.04%
STIFEL FINANCIAL CORP 263,921$4,076,0000.01%
Curi RMB Capital, LLC 27,072$418,0000.01%
View complete list of LAZARD GLB TTL RET&INCM FD I shareholders