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, Q2 2025
Institutional positions in Calamos Global Total Return Fund as of Jun 30, 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
- 39
- +2 vs. Q1 2025
- Shares held
- 2.26M
- +127.9K (+6.0%) vs. Q1 2025
- Total value
- $26.5M
- +$4.30M (+19.4%) vs. Q1 2025
- New holders
- 4
- 15 more added
- Sold out
- 2
- 10 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 399,607 | $4.68M | 0.00% | +24,841+6.6% | Added |
| LPL Financial LLC | 241,837 | $2.83M | 0.00% | +10,062+4.3% | Added |
| Guggenheim Capital LLC | 185,568 | $2.17M | 0.02% | −17,827−8.8% | Reduced |
| Principal Securities, Inc. | 179,121 | $2.10M | 0.04% | +2,726+1.5% | Added |
| Envestnet Asset Management Inc | 161,024 | $1.89M | 0.00% | +4,122+2.6% | Added |
| Shaker Financial Services, LLC | 159,279 | $1.87M | 0.68% | −40,486−20.3% | Reduced |
| Calamos Wealth Management LLC | 110,242 | $1.29M | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 101,748 | $1.19M | 0.02% | +79,428+355.9% | Added |
| UBS Group AG | 93,852 | $1.10M | 0.00% | +470+0.5% | Added |
| Wolverine Asset Management LLC | 91,189 | $1.07M | 0.02% | +24,337+36.4% | Added |
| Prairie Wealth Advisors, Inc. | 86,925 | $1.02M | 0.43% | +3,350+4.0% | Added |
| Invesco Ltd. | 70,604 | $826.8K | 0.00% | −15,526−18.0% | Reduced |
| Harbour Investments, Inc. | 52,714 | $617.3K | 0.02% | −3,327−5.9% | Reduced |
| Brookstone Capital Management | 39,634 | $464.1K | 0.01% | +3,728+10.4% | Added |
| Bank of America Corp | 36,561 | $428.1K | 0.00% | −381−1.0% | Reduced |
| Royal Bank of Canada | 28,177 | $330.0K | 0.00% | +14,368+104.0% | Added |
| Raymond James Financial Inc | 23,275 | $272.6K | 0.00% | −2,254−8.8% | Reduced |
| Kestra Advisory Services, LLC | 22,750 | $266.4K | 0.00% | +4,194+22.6% | Added |
| Gilliland Jeter Wealth Management LLC | 20,576 | $240.9K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,791 | $220.0K | 0.00% | +18,791 | New |
| Advisor Group Holdings, Inc. | 16,896 | $197.9K | 0.00% | +6,630+64.6% | Added |
| GWM Advisors LLC | 16,200 | $189.7K | 0.00% | −600−3.6% | Reduced |
| Susquehanna International Group, LLP | 15,607 | $182.8K | 0.00% | +15,607 | New |
| Bard Associates Inc | 14,225 | $166.6K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,127 | $153.7K | 0.01% | +198+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,270 | $144.0K | 0.00% | −748−5.7% | Reduced |
| Capital Market Strategies LLC | 11,168 | $130.8K | 0.09% | −5,390−32.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,365 | $109.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,001 | $82.0K | 0.00% | +7,001 | New |
| Wells Fargo & Company | 6,040 | $70.7K | 0.00% | +1,816+43.0% | Added |
| Comerica Bank | 5,643 | $66.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,524 | $52.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,982 | $23.2K | 0.01% | +42+2.2% | Added |
| CWM, LLC | 1,905 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $19.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 608 | $7.12K | 0.00% | +608 | New |
| Golden State Wealth Management, LLC | 52 | $612 | 0.00% | −3,322−98.5% | Reduced |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |