Lazard Global Total Return & Income Fund INC Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
NYSE
First Trust Portfolios, First Trust Advisors, and The Charger Corporation jointly report a 12.52% beneficial ownership in Lazard Global Total Return and Income Fund, Inc.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly reported a 13.87% beneficial ownership stake in Lazard Global Total Return and Income Fund, Inc. as of September 30, 2025.
NYSE
SCHEDULE 13G/A: First Trust Entities Disclose 12.68% Passive Stake in Lazard Global Total Return and Income Fund
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly disclosed a passive beneficial ownership of 1,650,167 common shares, representing 12.68% of Lazard Global Total Return and Income Fund, Inc., as of December 31, 2024.