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, Q4 2023
Institutional positions in Calamos Global Total Return Fund as of Dec 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
- 33
- +2 vs. Q3 2023
- Shares held
- 1.60M
- +317.3K (+24.8%) vs. Q3 2023
- Total value
- $14.5M
- +$3.32M (+29.6%) vs. Q3 2023
- New holders
- 3
- 15 more added
- Sold out
- 1
- 8 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 343,990 | $3.12M | 0.00% | +31,396+10.0% | Added |
| LPL Financial LLC | 206,691 | $1.88M | 0.00% | +2,292+1.1% | Added |
| Principal Securities, Inc. | 180,522 | $1.64M | 0.06% | +180,522 | New |
| Guggenheim Capital LLC | 129,545 | $1.18M | 0.01% | +4,027+3.2% | Added |
| Calamos Wealth Management LLC | 113,930 | $1.03M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 105,514 | $958.1K | 0.00% | +3,562+3.5% | Added |
| UBS Group AG | 83,607 | $759.2K | 0.00% | −3,952−4.5% | Reduced |
| Shaker Financial Services, LLC | 80,650 | $738.6K | 0.30% | +15,924+24.6% | Added |
| Wolverine Asset Management LLC | 60,494 | $549.3K | 0.01% | +59,313+5,022.3% | Added |
| Harbour Investments, Inc. | 50,352 | $457.2K | 0.02% | −338−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 26,381 | $239.6K | 0.00% | −2,971−10.1% | Reduced |
| GWM Advisors LLC | 22,709 | $207.8K | 0.00% | −4,197−15.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,359 | $193.9K | 0.00% | +7,559+54.8% | Added |
| Kestra Advisory Services, LLC | 20,991 | $190.6K | 0.00% | +139+0.7% | Added |
| Bank of America Corp | 20,833 | $189.2K | 0.00% | −1,182−5.4% | Reduced |
| Capital Market Strategies LLC | 18,771 | $170.4K | 0.15% | −800−4.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 18,076 | $164.1K | 0.07% | +18,076 | New |
| Brookstone Capital Management | 16,377 | $148.7K | 0.00% | +4,339+36.0% | Added |
| Bard Associates Inc | 14,225 | $130.3K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,811 | $125.4K | 0.01% | +2,568+22.8% | Added |
| Royal Bank of Canada | 13,526 | $123.0K | 0.00% | +839+6.6% | Added |
| Commonwealth Equity Services, LLC | 13,171 | $120.0K | 0.00% | +10+0.1% | Added |
| Comerica Bank | 4,585 | $41.6K | 0.00% | +942+25.9% | Added |
| NBC Securities, Inc. | 4,104 | $37.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,033 | $27.5K | 0.00% | −263−8.0% | Reduced |
| Proequities, Inc. | 2,200 | $20.2K | 0.00% | −400−15.4% | Reduced |
| CWM, LLC | 2,055 | $19.0K | 0.00% | +2+0.1% | Added |
| MB, Levis & Associates, LLC | 1,747 | $15.9K | 0.01% | +46+2.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,650 | $15.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,335 | $12.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 771 | $7.00K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 212 | $1.93K | 0.00% | +212 | New |
| Huntington National Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |