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 32 institutions that hold shares in the stock, with a total of 1.61 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
371,951
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2024
Added 8.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
216,098
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2024
Added 4.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
172,851
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
136,624
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2024
Added 5.46%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
125,474
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Added 18.92%
|
|
|
Calamos Wealth Management LLC
|
May 08, 2024 Q1 2024 |
113,930
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
83,780
shares
|
$948,389
0.0% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
May 15, 2024 Q1 2024 |
71,000
shares
|
$803,720
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
50,352
shares
|
$569,984
0.02% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
32,781
shares
|
$371,080
0.0% of portfolio
|
Q1 2024
Added 57.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
26,004
shares
|
$294,365
0.0% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Shaker Financial Services, LLC
|
May 13, 2024 Q1 2024 |
22,259
shares
|
$251,971
0.09% of portfolio
|
Q1 2024
Reduced 72.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
21,059
shares
|
$238,387
0.0% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
20,576
shares
|
$232,920
0.07% of portfolio
|
Q1 2024
Added 13.83%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
19,463
shares
|
$220,321
0.0% of portfolio
|
Q1 2024
Added 18.84%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
18,845
shares
|
$213,325
0.0% of portfolio
|
Q1 2024
Reduced 10.22%
|
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
17,283
shares
|
$195,643
0.12% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
16,958
shares
|
$191,964
0.0% of portfolio
|
Q1 2024
Added 25.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
15,900
shares
|
$179,988
0.0% of portfolio
|
Q1 2024
Reduced 29.98%
|
|
|
Bard Associates Inc
Chicago, IL |
May 13, 2024 Q1 2024 |
14,225
shares
|
$161,027
0.06% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
13,811
shares
|
$156,340
0.01% of portfolio
|
Q4 2023
Added 22.84%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,649
shares
|
$97,906
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
6,585
shares
|
$74,542
0.0% of portfolio
|
Q1 2024
Added 43.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
4,104
shares
|
$46,457
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,460
shares
|
$27,847
0.0% of portfolio
|
Q1 2024
Added 19.71%
|
|