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, Q2 2023
Institutional positions in Calamos Global Total Return Fund as of Jun 30, 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
- 29
- −1 vs. Q1 2023
- Shares held
- 1.20M
- −68.2K (−5.4%) vs. Q1 2023
- Total value
- $11.7M
- −$283.5K (−2.4%) vs. Q1 2023
- New holders
- 3
- 7 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 273,077 | $2.65M | 0.00% | −8,729−3.1% | Reduced |
| LPL Financial LLC | 156,350 | $1.52M | 0.00% | +16,916+12.1% | Added |
| Calamos Wealth Management LLC | 113,930 | $1.10M | 0.08% | +3,688+3.3% | Added |
| Envestnet Asset Management Inc | 108,916 | $1.06M | 0.00% | +14,733+15.6% | Added |
| UBS Group AG | 105,336 | $1.02M | 0.00% | −5,435−4.9% | Reduced |
| Guggenheim Capital LLC | 100,085 | $965.8K | 0.01% | −27,815−21.7% | Reduced |
| Wolverine Asset Management LLC | 55,245 | $535.9K | 0.01% | −10,154−15.5% | Reduced |
| Harbour Investments, Inc. | 50,011 | $485.1K | 0.02% | −552−1.1% | Reduced |
| Shaker Financial Services, LLC | 37,260 | $361.4K | 0.16% | +7,902+26.9% | Added |
| Advisor Group Holdings, Inc. | 33,997 | $329.8K | 0.00% | −1,889−5.3% | Reduced |
| Bank of America Corp | 26,058 | $252.8K | 0.00% | −4,215−13.9% | Reduced |
| Kestra Advisory Services, LLC | 25,112 | $243.6K | 0.00% | +4,157+19.8% | Added |
| GWM Advisors LLC | 23,900 | $231.8K | 0.00% | +800+3.5% | Added |
| Capital Market Strategies LLC | 22,578 | $219.0K | 0.20% | −2,733−10.8% | Reduced |
| San Luis Wealth Advisors LLC | 14,227 | $138.0K | 0.05% | 00.0% | Unchanged |
| Bard Associates Inc | 14,225 | $138.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,962 | $126.0K | 0.00% | −9,642−42.7% | Reduced |
| CoreCap Advisors, LLC | 11,143 | $108.1K | 0.01% | +11,143 | New |
| Royal Bank of Canada | 3,860 | $37.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,295 | $32.0K | 0.00% | −3,003−47.7% | Reduced |
| Proequities, Inc. | 2,600 | $25.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,053 | $20.0K | 0.00% | +265+14.8% | Added |
| MB, Levis & Associates, LLC | 1,660 | $16.1K | 0.01% | −935−36.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,650 | $16.0K | 0.00% | −4,447−72.9% | Reduced |
| Geneos Wealth Management Inc. | 1,335 | $12.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 771 | $7.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $3.88K | 0.00% | +400 | New |
| JPMorgan Chase & Co | 387 | $3.73K | 0.00% | +387 | New |
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 0 | $0 | 0.00% | −19,228−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −18,617−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |