Purchases and Sales Made in Q1 2023 in Calamos Global Total Return Fund (CGO)
This table provides information about the institutional ownership of Calamos Global Total Return Fund (CGO) during Q1 2023. The information is specifically focused on institutions that hold shares of CALAMOS GLOBAL TOTAL RETURN FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
110KNew |
$977K - $1.16M
|
110K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.9K+ 87.26% |
$389K - $460K
|
94.2K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 8.25% |
$190K - $225K
|
282K
$3.4M
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.6K+ 28.79% |
$130K - $153K
|
65.4K
$790K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.2KNew |
$126K - $149K
|
14.2K
$172K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$99.2K - $117K
|
11.2K
$135K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8.65KNew |
$76.6K - $90.6K
|
8.65K
$104K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.1KNew |
$54K - $63.9K
|
6.1K
$73.7K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.96K+ 6.22% |
$26.3K - $31.1K
|
50.6K
$611K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.8K+ 2.6% |
$24.8K - $29.4K
|
111K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.34K+ 1.7% |
$20.7K - $24.5K
|
139K
$1.68M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 31.18% |
$13.3K - $15.7K
|
6.3K
$76.1K
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
475+ 3.45% |
$4.21K - $4.98K
|
14.2K
$172K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
48+ 2.76% |
$425 - $503
|
1.79K
$21.6K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 6.1% |
$13.3K - $15.7K
|
23.1K
$279K
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.5K- 5.59% |
$13.3K - $15.7K
|
25.3K
$306K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.99K- 8.08% |
$17.6K - $20.8K
|
22.6K
$273K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.14K- 19.71% |
$45.6K - $53.9K
|
21K
$253K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.42K- 22.56% |
$48K - $56.8K
|
18.6K
$225K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.05K- 14.42% |
$53.6K - $63.4K
|
35.9K
$434K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.11K- 16.78% |
$54.1K - $64K
|
30.3K
$366K
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-23.5K- 44.44% |
$208K - $246K
|
29.4K
$355K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.2K- 19.61% |
$276K - $327K
|
128K
$1.55M
|