Calamos Global Total Return Fund
CGO- Exchange
- Nasdaq
- SEC CIK
- 0001285650
No open-market purchases or sales by Calamos Global Total Return Fund insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $34.8M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Calamos Global Total Return Fund as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 31
- +5 vs. Q4 2022
- Shares held
- 1.28M
- +144.1K (+12.7%) vs. Q4 2022
- Total value
- $12.0M
- +$1.99M (+19.8%) vs. Q4 2022
- New holders
- 6
- 10 more added
- Sold out
- 1
- 9 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $34.8M |
| Q1 2026 | 41 | $27.2M |
| Q4 2025 | 39 | $26.7M |
| Q3 2025 | 39 | $28.4M |
| Q2 2025 | 39 | $26.5M |
| Q1 2025 | 37 | $22.2M |
| Q4 2024 | 36 | $22.7M |
| Q3 2024 | 31 | $21.0M |
| Q2 2024 | 30 | $18.2M |
| Q1 2024 | 30 | $16.7M |
| Q4 2023 | 33 | $14.5M |
| Q3 2023 | 31 | $11.2M |
| Q2 2023 | 29 | $11.7M |
| Q1 2023 | 31 | $12.0M |
| Q4 2022 | 27 | $10.1M |
| Q3 2022 | 24 | $9.81M |
| Q2 2022 | 29 | $10.4M |
| Q1 2022 | 23 | $12.2M |
| Q4 2021 | 26 | $13.3M |
| Q3 2021 | 19 | $12.4M |
| Q2 2021 | 19 | $13.0M |
| Q1 2021 | 20 | $10.6M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Steward Partners Investment Advisory, LLC | 771 | $7.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,335 | $12.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,788 | $17.0K | 0.00% | +48+2.8% | Added |
| MB, Levis & Associates, LLC | 2,595 | $24.4K | 0.02% | +63+2.5% | Added |
| Proequities, Inc. | 2,600 | $24.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,860 | $36.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,097 | $57.3K | 0.01% | +6,097 | New |
| Wells Fargo & Company | 6,298 | $59.2K | 0.00% | +1,497+31.2% | Added |
| Ahrens Investment Partners LLC | 8,649 | $81.3K | 0.04% | +8,649 | New |
| Avantax Advisory Services, Inc. | 11,200 | $105.3K | 0.00% | +11,200 | New |
| Bard Associates Inc | 14,225 | $133.7K | 0.06% | +475+3.5% | Added |
| San Luis Wealth Advisors LLC | 14,227 | $134.0K | 0.05% | +14,227 | New |
| Invesco Ltd. | 18,617 | $175.0K | 0.00% | −5,423−22.6% | Reduced |
| Raymond James & Associates | 19,228 | $180.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,955 | $197.0K | 0.00% | −5,143−19.7% | Reduced |
| GWM Advisors LLC | 23,100 | $209.7K | 0.00% | −1,500−6.1% | Reduced |
| Commonwealth Equity Services, LLC | 22,604 | $212.0K | 0.00% | −1,987−8.1% | Reduced |
| Capital Market Strategies LLC | 25,311 | $237.9K | 0.42% | −1,500−5.6% | Reduced |
| Shaker Financial Services, LLC | 29,358 | $276.0K | 0.12% | −23,485−44.4% | Reduced |
| Bank of America Corp | 30,273 | $284.6K | 0.00% | −6,105−16.8% | Reduced |
| Advisor Group Holdings, Inc. | 35,886 | $337.4K | 0.00% | −6,047−14.4% | Reduced |
| Harbour Investments, Inc. | 50,563 | $475.3K | 0.03% | +2,963+6.2% | Added |
| Wolverine Asset Management LLC | 65,399 | $614.8K | 0.01% | +14,620+28.8% | Added |
| Envestnet Asset Management Inc | 94,183 | $885.3K | 0.00% | +43,888+87.3% | Added |
| Calamos Wealth Management LLC | 110,242 | $1.04M | 0.08% | +110,242 | New |
| UBS Group AG | 110,771 | $1.04M | 0.00% | +2,804+2.6% | Added |
| Guggenheim Capital LLC | 127,900 | $1.20M | 0.01% | −31,206−19.6% | Reduced |
| LPL Financial LLC | 139,434 | $1.31M | 0.00% | +2,336+1.7% | Added |
| Morgan Stanley | 281,806 | $2.65M | 0.00% | +21,466+8.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −14,035−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |