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