Institutional Ownership Calamos Global Total Return Fund (CGO)
This table provides information about the institutional ownership of Calamos Global Total Return Fund (CGO). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
374,766
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
231,775
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
203,395
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
199,765
shares
|
$2.21 Million
0.83% of portfolio
|
Q1 2025
Added 76.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
176,395
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
156,902
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
110,242
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
93,382
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
86,130
shares
|
$951,736
0.0% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
83,575
shares
|
$923,503
0.42% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
66,852
shares
|
$738,714
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
56,041
shares
|
$619,253
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
36,942
shares
|
$408,209
0.0% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
35,906
shares
|
$396,761
0.01% of portfolio
|
Q1 2025
Added 76.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,529
shares
|
$282,095
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
22,320
shares
|
$246,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,059
shares
|
$232,701
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
20,576
shares
|
$227,364
0.08% of portfolio
|
Q1 2024
Added 13.83%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,556
shares
|
$205,043
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,800
shares
|
$185,640
0.0% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
16,558
shares
|
$182,965
0.12% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
14,225
shares
|
$157,186
0.06% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,809
shares
|
$152,589
0.0% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,018
shares
|
$143,848
0.0% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,929
shares
|
$142,865
0.01% of portfolio
|
Q1 2025
Added 1.39%
|