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, Q3 2025
Institutional positions in Calamos Global Total Return Fund as of Sep 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
- +1 vs. Q2 2025
- Shares held
- 2.36M
- +107.4K (+4.8%) vs. Q2 2025
- Total value
- $28.4M
- +$2.03M (+7.7%) vs. Q2 2025
- New holders
- 5
- 13 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 424,893 | $5.12M | 0.00% | +25,286+6.3% | Added |
| LPL Financial LLC | 225,629 | $2.72M | 0.00% | −16,208−6.7% | Reduced |
| Shaker Financial Services, LLC | 214,332 | $2.58M | 0.88% | +55,053+34.6% | Added |
| Principal Securities, Inc. | 180,533 | $2.17M | 0.04% | +1,412+0.8% | Added |
| Integrated Wealth Concepts LLC | 172,367 | $2.08M | 0.02% | +172,367 | New |
| Guggenheim Capital LLC | 169,110 | $2.04M | 0.02% | −16,458−8.9% | Reduced |
| Envestnet Asset Management Inc | 166,291 | $2.00M | 0.00% | +5,267+3.3% | Added |
| Advisors Asset Management, Inc. | 111,477 | $1.34M | 0.02% | +9,729+9.6% | Added |
| Wolverine Asset Management LLC | 91,111 | $1.10M | 0.02% | −78−0.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 88,575 | $1.07M | 0.44% | +1,650+1.9% | Added |
| UBS Group AG | 84,734 | $1.02M | 0.00% | −9,118−9.7% | Reduced |
| Harbour Investments, Inc. | 52,409 | $631.0K | 0.01% | −305−0.6% | Reduced |
| Brookstone Capital Management | 44,992 | $541.7K | 0.01% | +5,358+13.5% | Added |
| PMG Family Office LLC | 44,715 | $538.4K | 0.60% | +44,715 | New |
| Bank of America Corp | 36,912 | $444.4K | 0.00% | +351+1.0% | Added |
| Cohen & Steers, Inc. | 30,087 | $362.0K | 0.00% | +30,087 | New |
| Royal Bank of Canada | 27,738 | $334.0K | 0.00% | −439−1.6% | Reduced |
| Raymond James Financial Inc | 23,819 | $286.8K | 0.00% | +544+2.3% | Added |
| Gilliland Jeter Wealth Management LLC | 20,576 | $247.7K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,680 | $236.9K | 0.00% | +889+4.7% | Added |
| Invesco Ltd. | 18,732 | $225.5K | 0.00% | −51,872−73.5% | Reduced |
| GWM Advisors LLC | 17,300 | $208.3K | 0.00% | +1,100+6.8% | Added |
| Kestra Advisory Services, LLC | 16,861 | $203.0K | 0.00% | −5,889−25.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,270 | $148.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,851 | $139.9K | 0.00% | −5,045−29.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,496 | $126.4K | 0.01% | +10,496 | New |
| Steward Partners Investment Advisory, LLC | 9,019 | $108.6K | 0.00% | −346−3.7% | Reduced |
| Wells Fargo & Company | 6,040 | $72.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,001 | $72.3K | 0.00% | −1,000−14.3% | Reduced |
| Comerica Bank | 5,643 | $67.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,524 | $54.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,115 | $49.5K | 0.00% | −9,012−68.7% | Reduced |
| CWM, LLC | 1,905 | $23.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,650 | $19.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $18.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,103 | $13.3K | 0.00% | +495+81.4% | Added |
| Ameriflex Group, Inc. | 400 | $4.82K | 0.00% | +400 | New |
| Golden State Wealth Management, LLC | 53 | $642 | 0.00% | +1+1.9% | Added |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −110,242−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,607−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −14,225−100.0% | Sold out |
| MB, Levis & Associates, LLC | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Capital Market Strategies LLC | – | – | – | – | Not filed |