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 2025
Institutional positions in Calamos Global Total Return Fund as of Mar 31, 2025. 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
- 37
- +1 vs. Q4 2024
- Shares held
- 2.14M
- +144.3K (+7.2%) vs. Q4 2024
- Total value
- $22.2M
- −$481.7K (−2.1%) vs. Q4 2024
- New holders
- 3
- 12 more added
- Sold out
- 2
- 11 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $2.07K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $15.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $17.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,940 | $19.9K | 0.01% | +40+2.1% | Added |
| CWM, LLC | 1,905 | $20.0K | 0.00% | −202−9.6% | Reduced |
| Golden State Wealth Management, LLC | 3,374 | $34.9K | 0.01% | +71+2.1% | Added |
| Wells Fargo & Company | 4,224 | $43.6K | 0.00% | +3,208+315.7% | Added |
| NBC Securities, Inc. | 4,524 | $46.0K | 0.00% | +4,520+113,000.0% | Added |
| Comerica Bank | 5,643 | $58.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,365 | $96.7K | 0.00% | −2,644−22.0% | Reduced |
| Advisor Group Holdings, Inc. | 10,266 | $106.1K | 0.00% | −1,658−13.9% | Reduced |
| CoreCap Advisors, LLC | 12,929 | $133.6K | 0.01% | +177+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,018 | $134.0K | 0.00% | −1,350−9.4% | Reduced |
| Royal Bank of Canada | 13,809 | $143.0K | 0.00% | −2,578−15.7% | Reduced |
| Bard Associates Inc | 14,225 | $146.9K | 0.05% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 16,558 | $171.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,800 | $173.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,556 | $191.7K | 0.00% | −40−0.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 20,576 | $212.6K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 22,320 | $230.6K | 0.00% | +22,320 | New |
| Raymond James Financial Inc | 25,529 | $263.7K | 0.00% | −631−2.4% | Reduced |
| Brookstone Capital Management | 35,906 | $370.9K | 0.01% | +15,591+76.7% | Added |
| Bank of America Corp | 36,942 | $381.6K | 0.00% | +3,993+12.1% | Added |
| Harbour Investments, Inc. | 56,041 | $578.9K | 0.02% | +1,649+3.0% | Added |
| Wolverine Asset Management LLC | 66,852 | $690.6K | 0.01% | +66,852 | New |
| Prairie Wealth Advisors, Inc. | 83,575 | $863.3K | 0.42% | +5,400+6.9% | Added |
| Invesco Ltd. | 86,130 | $889.7K | 0.00% | −2,093−2.4% | Reduced |
| UBS Group AG | 93,382 | $964.6K | 0.00% | +2,708+3.0% | Added |
| Calamos Wealth Management LLC | 110,242 | $1.14M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 156,902 | $1.62M | 0.00% | −234−0.1% | Reduced |
| Principal Securities, Inc. | 176,395 | $2.01M | 0.04% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 199,765 | $2.06M | 0.80% | +86,613+76.5% | Added |
| Guggenheim Capital LLC | 203,395 | $2.10M | 0.02% | −47,264−18.9% | Reduced |
| LPL Financial LLC | 231,775 | $2.39M | 0.00% | +4,528+2.0% | Added |
| Morgan Stanley | 374,766 | $3.87M | 0.00% | −5,895−1.5% | Reduced |
| Ariadne Wealth Management, LP | 4,327 | – | – | +4,327 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,081−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |