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 43 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
399,607
shares
|
$4.7 Million
0.0% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
241,837
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
185,568
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
179,121
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
161,024
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
159,279
shares
|
$1.87 Million
0.7% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
110,242
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
101,748
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 355.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
93,852
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
91,189
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 36.4%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
86,925
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
70,604
shares
|
$830,303
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
52,714
shares
|
$619,916
0.02% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
39,634
shares
|
$466,095
0.01% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
36,561
shares
|
$429,957
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,177
shares
|
$331,361
0.0% of portfolio
|
Q2 2025
Added 104.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
23,275
shares
|
$273,714
0.0% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
22,750
shares
|
$267,540
0.0% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,059
shares
|
$247,653
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
20,576
shares
|
$241,973
0.08% of portfolio
|
Q1 2024
Added 13.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
18,791
shares
|
$220,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,200
shares
|
$190,512
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,607
shares
|
$183,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
14,225
shares
|
$167,286
0.06% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,127
shares
|
$154,373
0.01% of portfolio
|
Q2 2025
Added 1.53%
|