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