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 2024
Institutional positions in Calamos Global Total Return Fund as of Mar 31, 2024. 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
- 30
- −3 vs. Q4 2023
- Shares held
- 1.61M
- +11.4K (+0.7%) vs. Q4 2023
- Total value
- $16.7M
- +$2.22M (+15.3%) vs. Q4 2023
- New holders
- 1
- 14 more added
- Sold out
- 4
- 9 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 267 | $2.78K | 0.00% | −1,068−80.0% | Reduced |
| Wells Fargo & Company | 366 | $3.81K | 0.00% | −2,667−87.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 771 | $8.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $17.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,789 | $18.6K | 0.01% | +42+2.4% | Added |
| CWM, LLC | 2,460 | $26.0K | 0.00% | +405+19.7% | Added |
| NBC Securities, Inc. | 4,104 | $42.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,585 | $68.5K | 0.00% | +2,000+43.6% | Added |
| Bard Associates Inc | 14,225 | $147.9K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,900 | $165.4K | 0.00% | −6,809−30.0% | Reduced |
| CoreCap Advisors, LLC | 16,886 | $175.6K | 0.01% | +3,075+22.3% | Added |
| Royal Bank of Canada | 16,958 | $176.0K | 0.00% | +3,432+25.4% | Added |
| Capital Market Strategies LLC | 18,206 | $189.3K | 0.14% | −565−3.0% | Reduced |
| Kestra Advisory Services, LLC | 18,845 | $196.0K | 0.00% | −2,146−10.2% | Reduced |
| Brookstone Capital Management | 19,463 | $202.4K | 0.00% | +3,086+18.8% | Added |
| Gilliland Jeter Wealth Management LLC | 20,576 | $214.0K | 0.07% | +2,500+13.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,059 | $219.0K | 0.00% | −300−1.4% | Reduced |
| Shaker Financial Services, LLC | 22,259 | $231.5K | 0.09% | −58,391−72.4% | Reduced |
| Advisor Group Holdings, Inc. | 26,004 | $270.5K | 0.00% | −377−1.4% | Reduced |
| Bank of America Corp | 32,781 | $340.9K | 0.00% | +11,948+57.4% | Added |
| Harbour Investments, Inc. | 55,725 | $579.5K | 0.02% | +5,373+10.7% | Added |
| Prairie Wealth Advisors, Inc. | 71,000 | $738.4K | 0.35% | +71,000 | New |
| UBS Group AG | 83,780 | $871.3K | 0.00% | +173+0.2% | Added |
| Calamos Wealth Management LLC | 113,930 | $1.18M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 125,474 | $1.30M | 0.00% | +19,960+18.9% | Added |
| Guggenheim Capital LLC | 136,624 | $1.42M | 0.01% | +7,079+5.5% | Added |
| Principal Securities, Inc. | 172,851 | $1.80M | 0.06% | −7,671−4.2% | Reduced |
| LPL Financial LLC | 216,098 | $2.25M | 0.00% | +9,407+4.6% | Added |
| Morgan Stanley | 371,951 | $3.87M | 0.00% | +27,961+8.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −60,494−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −13,171−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −212−100.0% | Sold out |