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 2024
Institutional positions in Calamos Global Total Return Fund as of Dec 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
- 36
- +6 vs. Q3 2024
- Shares held
- 1.99M
- +254.4K (+14.7%) vs. Q3 2024
- Total value
- $22.7M
- +$1.93M (+9.3%) vs. Q3 2024
- New holders
- 8
- 12 more added
- Sold out
- 2
- 9 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 380,661 | $4.34M | 0.00% | −5,678−1.5% | Reduced |
| Guggenheim Capital LLC | 250,659 | $2.85M | 0.02% | +57,917+30.0% | Added |
| LPL Financial LLC | 227,247 | $2.59M | 0.00% | +4,205+1.9% | Added |
| Principal Securities, Inc. | 176,395 | $2.01M | 0.05% | +16,928+10.6% | Added |
| Envestnet Asset Management Inc | 157,136 | $1.79M | 0.00% | +18,069+13.0% | Added |
| Shaker Financial Services, LLC | 113,152 | $1.30M | 0.50% | +113,152 | New |
| Calamos Wealth Management LLC | 110,242 | $1.25M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 90,674 | $1.03M | 0.00% | +3,709+4.3% | Added |
| Invesco Ltd. | 88,223 | $1.00M | 0.00% | +2,085+2.4% | Added |
| Prairie Wealth Advisors, Inc. | 78,175 | $896.7K | 0.43% | +6,700+9.4% | Added |
| Harbour Investments, Inc. | 54,392 | $619.5K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 32,949 | $375.3K | 0.00% | +199+0.6% | Added |
| Raymond James Financial Inc | 26,160 | $298.0K | 0.00% | +26,160 | New |
| Gilliland Jeter Wealth Management LLC | 20,576 | $234.4K | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 20,315 | $231.4K | 0.00% | −74−0.4% | Reduced |
| Kestra Advisory Services, LLC | 18,596 | $211.8K | 0.00% | +45+0.2% | Added |
| GWM Advisors LLC | 16,800 | $191.4K | 0.00% | −2,300−12.0% | Reduced |
| Capital Market Strategies LLC | 16,558 | $188.6K | 0.11% | −725−4.2% | Reduced |
| Royal Bank of Canada | 16,387 | $187.0K | 0.00% | −720−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,368 | $164.0K | 0.00% | +14,368 | New |
| Bard Associates Inc | 14,225 | $163.2K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,081 | $148.6K | 0.00% | +13,081 | New |
| CoreCap Advisors, LLC | 12,752 | $145.2K | 0.01% | −1,434−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,009 | $136.8K | 0.00% | −144−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 11,924 | $135.8K | 0.00% | +503+4.4% | Added |
| Comerica Bank | 5,643 | $64.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,303 | $37.6K | 0.01% | +3,303 | New |
| CWM, LLC | 2,107 | $24.0K | 0.00% | −119−5.3% | Reduced |
| MB, Levis & Associates, LLC | 1,900 | $21.6K | 0.01% | +35+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,650 | $18.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $17.1K | 0.00% | +1,500 | New |
| Wells Fargo & Company | 1,016 | $11.6K | 0.00% | +1,016 | Added |
| Ameriflex Group, Inc. | 200 | $2.27K | 0.00% | +200 | New |
| NBC Securities, Inc. | 4 | $51 | 0.00% | −4,520−99.9% | Reduced |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $11 | 0.00% | +1 | New |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,851−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |