Stock
Lazard Global Total Return &
Ticker not mapped · held by 46 managers
Reported value
$32.4M
Holders
46
+10 new · −3 exited
Holders’ est. mark
−$2.51M
Price effect on 36 books still in the name
Largest holder
$7.43M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 462K | $7.43M | −$623.7K | Cut−$987.1K |
| GUGGENHEIM CAPITAL LLC | 196K | $3.15M | −$251.7K | Cut−$98.8K |
| RAYMOND JAMES FINANCIAL INC | 186.4K | $3M | −$251.6K | Cut−$622.4K |
| LPL Financial LLC | 172.4K | $2.77M | −$231.8K | Cut−$219.9K |
| STIFEL FINANCIAL CORP | 124.2K | $2M | −$162.3K | Cut−$98.4K |
| WELLS FARGO & COMPANY/MN | 122.1K | $1.96M | −$138.9K | Added$169.6K |
| ROYAL BANK OF CANADA | 112K | $1.8M | −$149.3K | Cut−$122K |
| OSAIC HOLDINGS, INC. | 96.9K | $1.56M | −$79.5K | Added$531.2K |
| Steward Partners Investment Advisory, LLC | 47.7K | $766.8K | −$63.7K | Cut−$56.5K |
| UBS Group AG | 42.4K | $682.8K | −$57.3K | Cut−$64.2K |
| Shaker Financial Services, LLC | 39.3K | $632.3K | −$43.4K | Added$71.5K |
| EVOLVE PRIVATE WEALTH, LLC | 37.7K | $606.4K | −$50.9K | Cut−$53.4K |
| BENJAMIN EDWARDS INC | 34K | $546.6K | −$45.9K | Cut−$102K |
| Mezzasalma Advisors, LLC | 32.7K | $526.1K | −$44K | Cut−$38.7K |
| BANK OF AMERICA CORP /DE/ | 31.8K | $511.7K | −$41.9K | Cut−$30.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 30.9K | $497K | −$39.6K | Cut−$14.4K |
| ADAPT WEALTH ADVISORS, LLC | 30.2K | $485.1K | −$40.7K | Cut−$149.7K |
| &PARTNERS | 22.9K | $368.8K | −$15.5K | Added$169.1K |
| AMERIPRISE FINANCIAL INC | 19.3K | $311.2K | −$24K | Added$540 |
| PMG Family Office LLC | 18.5K | $298.3K | −$24.4K | Cut−$16.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.1K | $283.2K | −$21.3K | Cut−$203.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.7K | $269.3K | — | New |
| CoreCap Advisors, LLC | 15.2K | $244.8K | −$20.2K | Cut−$16K |
| Waverly Advisors, LLC | 15K | $240.7K | −$20.2K | Cut−$25.1K |
| Wilmington Savings Fund Society, FSB | 14.4K | $230.9K | −$19.4K | Cut−$19.4K |
| Kovack Advisors, Inc. | 13K | $215.6K | — | New |
| XTX Topco Ltd | 12.5K | $201.4K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 11.7K | $187.6K | −$15.7K | Cut−$15.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.7K | $171.6K | −$14.4K | Cut−$16.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.03K | $129.3K | −$9.69K | Added$4.13K |
| MAI Capital Management | 6.96K | $112K | −$9.37K | Cut−$9.19K |
| WOLVERINE ASSET MANAGEMENT LLC | 3.73K | $60K | — | New |
| Western Wealth Management, LLC | 2.93K | $47.1K | — | New |
| Allworth Financial LP | 2K | $32.2K | −$2.7K | Cut−$2.7K |
| Colonial Trust Co / SC | 1.43K | $22.2K | — | New |
| TD Waterhouse Canada Inc. | 1.1K | $18.1K | — | New |
| NBC SECURITIES, INC. | 941 | $15.2K | −$1.23K | Cut−$861 |
| Atlantic Union Bankshares Corp | 725 | $11.7K | −$978 | Cut−$978 |
| Strategic Advocates LLC | 451 | $7.26K | −$649 | Cut−$484.6K |
| HARBOUR INVESTMENTS, INC. | 336 | $5.42K | −$445 | Cut−$480 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 300 | $4.83K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 167 | $2.69K | −$226 | Cut−$278 |
| Parallel Advisors, LLC | 159 | $2.56K | −$215 | Cut−$215 |
| CWM, LLC | 158 | $2.54K | $2.47K | Added$2.53K |
| Virtu Financial LLC | 10.8K | $174 | — | New |
| HRT FINANCIAL LP | 10.5K | $169 | — | New |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.