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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $11 | 0.00% | +1 | New |
| NBC Securities, Inc. | 4 | $51 | 0.00% | −4,520−99.9% | Reduced |
| Ameriflex Group, Inc. | 200 | $2.27K | 0.00% | +200 | New |
| Wells Fargo & Company | 1,016 | $11.6K | 0.00% | +1,016 | Added |
| ORG Partners LLC | 1,500 | $17.1K | 0.00% | +1,500 | New |
| GPS Wealth Strategies Group, LLC | 1,650 | $18.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,900 | $21.6K | 0.01% | +35+1.9% | Added |
| CWM, LLC | 2,107 | $24.0K | 0.00% | −119−5.3% | Reduced |
| Golden State Wealth Management, LLC | 3,303 | $37.6K | 0.01% | +3,303 | New |
| Comerica Bank | 5,643 | $64.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,924 | $135.8K | 0.00% | +503+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 12,009 | $136.8K | 0.00% | −144−1.2% | Reduced |
| CoreCap Advisors, LLC | 12,752 | $145.2K | 0.01% | −1,434−10.1% | Reduced |
| Susquehanna International Group, LLP | 13,081 | $148.6K | 0.00% | +13,081 | New |
| Bard Associates Inc | 14,225 | $163.2K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,368 | $164.0K | 0.00% | +14,368 | New |
| Royal Bank of Canada | 16,387 | $187.0K | 0.00% | −720−4.2% | Reduced |
| Capital Market Strategies LLC | 16,558 | $188.6K | 0.11% | −725−4.2% | Reduced |
| GWM Advisors LLC | 16,800 | $191.4K | 0.00% | −2,300−12.0% | Reduced |
| Kestra Advisory Services, LLC | 18,596 | $211.8K | 0.00% | +45+0.2% | Added |
| Brookstone Capital Management | 20,315 | $231.4K | 0.00% | −74−0.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 20,576 | $234.4K | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Inc | 26,160 | $298.0K | 0.00% | +26,160 | New |
| Bank of America Corp | 32,949 | $375.3K | 0.00% | +199+0.6% | Added |
| Harbour Investments, Inc. | 54,392 | $619.5K | 0.02% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 78,175 | $896.7K | 0.43% | +6,700+9.4% | Added |
| Invesco Ltd. | 88,223 | $1.00M | 0.00% | +2,085+2.4% | Added |
| UBS Group AG | 90,674 | $1.03M | 0.00% | +3,709+4.3% | Added |
| Calamos Wealth Management LLC | 110,242 | $1.25M | 0.06% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 113,152 | $1.30M | 0.50% | +113,152 | New |
| Envestnet Asset Management Inc | 157,136 | $1.79M | 0.00% | +18,069+13.0% | Added |
| Principal Securities, Inc. | 176,395 | $2.01M | 0.05% | +16,928+10.6% | Added |
| LPL Financial LLC | 227,247 | $2.59M | 0.00% | +4,205+1.9% | Added |
| Guggenheim Capital LLC | 250,659 | $2.85M | 0.02% | +57,917+30.0% | Added |
| Morgan Stanley | 380,661 | $4.34M | 0.00% | −5,678−1.5% | Reduced |
| 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 |