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 37 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
380,661
shares
|
$4.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
250,659
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
227,247
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
176,395
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
157,136
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
113,152
shares
|
$1.31 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
110,242
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,674
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
88,223
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
78,175
shares
|
$902,921
0.43% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,392
shares
|
$628,227
0.02% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
32,949
shares
|
$380,560
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
26,160
shares
|
$302,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,059
shares
|
$243,231
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
20,576
shares
|
$237,652
0.08% of portfolio
|
Q1 2024
Added 13.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
20,315
shares
|
$234,638
0.0% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,596
shares
|
$214,783
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,800
shares
|
$194,040
0.0% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
16,558
shares
|
$191,244
0.11% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,387
shares
|
$189,269
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,368
shares
|
$165,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
14,225
shares
|
$164,298
0.06% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,081
shares
|
$151,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
12,752
shares
|
$147,285
0.01% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,009
shares
|
$138,703
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|