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First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed an amended Schedule 13G reporting beneficial ownership in Lazard Global Total Return and Income Fund, Inc. (LGI).
The group reports beneficial ownership of 1,804,691 common shares, representing 13.87% of the class. They report no sole or shared voting power and shared dispositive power over 1,804,691 shares. The filing notes that many shares are held in unit investment trusts sponsored by First Trust Portfolios L.P., and that these trusts’ shares are voted by the trustee to mirror outside shareholder voting. Each reporting person disclaims beneficial ownership.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The date of event is 09/30/2025.
Form 3 Initial Statement of Beneficial Ownership filed for Lazard Global Total Return & Income Fund (LGI) on June 28, 2025, reporting the beneficial ownership status of Fundo Ariona Cerma, who serves as Treasurer of the fund.
Key details:
- Reporting Person: Fundo Ariona Cerma, located at 30 Rockefeller Plaza, New York, NY
- Event Date: June 24, 2025
- Position: Officer (Treasurer)
- Filing Type: Individual filing
Notable disclosure: The filing indicates that the reporting person owns no securities beneficially, either directly or indirectly, including both non-derivative and derivative securities. This initial statement establishes a baseline for future ownership reporting requirements under Section 16(a) of the Securities Exchange Act of 1934.
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