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Calamos Global Total Return Fund (CGO) Institutional Ownership

Calamos Global Total Return Fund logo
$11.75 -0.01 (-0.09%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Calamos Global Total Return Fund (NASDAQ:CGO)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.19M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$213.52K
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CGO Institutional Buying and Selling by Quarter

Calamos Global Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 Capital Market Strategies LLC11,168$131K0.1%-32.6%0.000%
5/16/2025Advisors Asset Management Inc.22,320$231K0.0%N/A0.000%
5/12/2025Invesco Ltd.86,130$890K0.0%-2.4%0.000%
5/12/2025Wolverine Asset Management LLC66,852$691K0.0%N/A0.000%
5/9/2025Shaker Financial Services LLC199,765$2.06M0.8%+76.5%0.000%
5/8/2025Harbour Investments Inc.56,041$579K0.0%+3.0%0.000%
5/7/2025LPL Financial LLC231,775$2.39M0.0%+2.0%0.000%
4/23/2025Golden State Wealth Management LLC6,748$70K0.0%+104.3%0.000%
4/22/2025Prairie Wealth Advisors Inc.83,575$863K0.4%+6.9%0.000%
4/9/2025NBC Securities Inc.4,524$46K0.0%+113,000.0%0.000%
2/17/2025CoreCap Advisors LLC12,752$145K0.0%-10.1%0.000%
2/14/2025Shaker Financial Services LLC113,152$1.30M0.5%N/A0.000%
2/13/2025NewEdge Advisors LLC16,800$191K0.0%-12.0%0.000%
2/13/2025Guggenheim Capital LLC250,659$2.85M0.0%+30.0%0.000%
2/13/2025Raymond James Financial Inc.26,160$298K0.0%N/A0.000%
2/13/2025Invesco Ltd.88,223$1.01M0.0%+2.4%0.000%
2/13/2025Envestnet Asset Management Inc.157,136$1.79M0.0%+13.0%0.000%
2/11/2025LPL Financial LLC227,247$2.59M0.0%+1.9%0.000%
2/6/2025Raymond James Financial Inc.26,160$298K0.0%N/A0.000%
1/30/2025Principal Securities Inc.176,395$2.01M0.0%+10.6%0.000%
1/28/2025Golden State Wealth Management LLC3,303$38K0.0%N/A0.000%
1/28/2025Prairie Wealth Advisors Inc.78,175$897K0.4%+9.4%0.000%
11/5/2024Harbour Investments Inc.54,392$650K0.0%-7.4%0.000%
10/9/2024San Luis Wealth Advisors LLC10,851$130K0.0%-21.0%0.000%
10/8/2024Brookstone Capital Management20,389$244K0.0%+4.5%0.000%
7/26/2024Harbour Investments Inc.58,725$651K0.0%+5.4%0.000%
7/1/2024 Capital Market Strategies LLC17,283$191K0.1%-5.1%0.000%
5/17/2024Comerica Bank6,585$68K0.0%+43.6%0.000%
4/15/2024Brookstone Capital Management19,463$202K0.0%+18.8%0.000%
2/7/2024Shaker Financial Services LLC80,650$739K0.3%+24.6%0.000%
2/7/2024Principal Securities Inc.180,522$1.64M0.1%N/A0.000%
2/2/2024Gilliland Jeter Wealth Management LLC18,076$164K0.1%N/A0.000%
2/1/2024Wolverine Asset Management LLC60,494$549K0.0%+5,022.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.21,359$194K0.0%+54.8%0.000%
1/16/2024CoreCap Advisors LLC13,811$125K0.0%+22.8%0.000%
1/11/2024Brookstone Capital Management16,377$149K0.0%+36.0%0.000%
11/13/2023Kestra Advisory Services LLC20,852$182K0.0%-17.0%0.000%
11/4/2023NBC Securities Inc.4,104$35K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC64,726$566K0.3%+73.7%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.13,800$121K0.0%N/A0.000%
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10/18/2023 Capital Market Strategies LLC19,571$169K0.1%-13.3%0.000%
8/11/2023Guggenheim Capital LLC100,085$966K0.0%-21.7%0.000%
8/7/2023Wolverine Asset Management LLC55,245$536K0.0%-15.5%0.000%
8/7/2023Shaker Financial Services LLC37,260$361K0.2%+26.9%0.000%
7/31/2023LPL Financial LLC156,350$1.52M0.0%+12.1%0.000%
7/28/2023Calamos Wealth Management LLC113,930$1.10M0.1%+3.3%0.000%
7/6/2023 Capital Market Strategies LLC22,578$219K0.2%-10.8%0.000%
5/12/2023 Capital Market Strategies LLC25,311$238K0.4%-5.6%0.000%
5/11/2023Guggenheim Capital LLC127,900$1.20M0.0%-19.6%0.000%
5/10/2023San Luis Wealth Advisors LLC14,227$134K0.1%N/A0.000%
5/8/2023Shaker Financial Services LLC29,358$276K0.1%-44.4%0.000%
5/8/2023Wolverine Asset Management LLC65,399$615K0.0%+28.8%0.000%
5/4/2023Calamos Wealth Management LLC110,242$1.04M0.1%N/A0.000%
4/28/2023Avantax Advisory Services Inc.11,200$105K0.0%N/A0.000%
4/24/2023Ahrens Investment Partners LLC8,649$81K0.0%N/A0.000%
4/17/2023GPS Wealth Strategies Group LLC6,097$57K0.0%N/A0.000%
2/10/2023CoreCap Advisors LLC10,043$89K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC24,591$217K0.0%-12.9%0.000%
2/7/2023LPL Financial LLC137,098$1.21M0.0%+97.7%0.000%
2/7/2023Envestnet Asset Management Inc.50,295$444K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC52,843$471K0.2%N/A0.000%
2/1/2023Wolverine Asset Management LLC50,779$448K0.0%N/A0.000%
1/17/2023 Capital Market Strategies LLC26,811$237K0.3%-19.0%0.000%
11/14/2022Guggenheim Capital LLC164,721$1.62M0.0%+5.1%0.000%
11/8/2022Advisors Asset Management Inc.7,544$74K0.0%-74.5%0.000%
11/1/2022Kestra Advisory Services LLC25,137$247K0.0%+7.6%0.000%
8/13/2022Concourse Financial Group Securities Inc.3,600$38K0.0%-41.9%0.000%
8/11/2022CoreCap Advisors LLC8,324$88K0.0%N/A0.000%
8/8/2022Advisors Asset Management Inc.29,565$313K0.0%-3.5%0.000%
7/19/2022Commonwealth Equity Services LLC26,311$279K0.0%-17.5%0.000%
7/19/2022GPS Wealth Strategies Group LLC7,748$82K0.0%+62.8%0.000%
5/10/2022San Luis Wealth Advisors LLC14,227$219K0.1%N/A0.000%
5/9/2022Concourse Financial Group Securities Inc.6,200$89K0.0%-62.1%0.000%
5/4/2022Commonwealth Equity Services LLC31,910$459K0.0%-15.6%0.000%
4/28/2022Ahrens Investment Partners LLC8,201$118K0.0%+439.9%0.000%
4/26/2022Kestra Advisory Services LLC20,425$294K0.0%N/A0.000%
4/20/2022GPS Wealth Strategies Group LLC4,759$69K0.0%N/A0.000%
4/18/2022 Capital Market Strategies LLC33,361$480K0.4%-17.2%0.000%
2/14/2022Guggenheim Capital LLC103,209$1.59M0.0%-1.6%0.000%
2/9/2022Wolverine Asset Management LLC14,896$229K0.0%N/A0.000%
2/8/2022Raymond James & Associates16,916$260K0.0%-4.2%0.000%
2/7/2022Concourse Financial Group Securities Inc.16,338$253K0.0%+63.7%0.000%
2/7/2022 Capital Market Strategies LLC40,267$619K0.5%N/A0.000%
2/7/2022Shaker Financial Services LLC15,507$238K0.1%N/A0.000%
2/3/2022Advisor Group Holdings Inc.24,503$376K0.0%-10.6%0.000%
1/31/2022Commonwealth Equity Services LLC37,792$581K0.0%+7.1%0.000%
12/8/2021Moors & Cabot Inc.5,219$214K0.0%N/A0.000%
11/15/2021Guggenheim Capital LLC104,861$1.67M0.0%+50.5%0.000%
11/12/2021B. Riley Wealth Management Inc.12,038$191K0.0%-5.2%0.000%
11/10/2021CX Institutional2,019$32K0.0%N/A0.000%
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11/5/2021Moors & Cabot Inc.5,219$214K0.0%N/A0.000%
11/5/2021Advisor Group Holdings Inc.27,396$435K0.0%-16.7%0.000%
11/2/2021Raymond James & Associates17,663$281K0.0%+28.9%0.000%
10/29/2021Commonwealth Equity Services LLC35,279$560K0.0%-17.8%0.000%
9/7/2021Newbridge Financial Services Group Inc.33,335$540K0.3%+47.0%0.000%
8/16/2021Morgan Stanley244,928$3.97M0.0%+18.2%0.000%
8/12/2021B. Riley Wealth Management Inc.12,703$206K0.0%+16.5%0.000%
8/11/2021Commonwealth Equity Services LLC42,940$695K0.0%-4.3%0.000%
8/10/2021Mid Atlantic Financial Management Inc. ADV19,200$311K0.0%+43.3%0.000%
5/18/2021Morgan Stanley207,195$3.09M0.0%+6.0%0.000%
(Data available from 1/1/2016 forward)

CGO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGO shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Calamos Global Total Return Fund. The most heavily invested institutionals were Guggenheim Capital LLC ($2.85M), LPL Financial LLC ($2.39M), Shaker Financial Services LLC ($2.06M), Principal Securities Inc. ($2.01M), Envestnet Asset Management Inc. ($1.79M), Calamos Wealth Management LLC ($1.10M), and Invesco Ltd. ($890K).Learn more on Calamos Global Total Return Fund's institutional investors.

Which institutional investors have been buying Calamos Global Total Return Fund's stock?

Of the 19 institutional investors that purchased Calamos Global Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($251.06K), Principal Securities Inc. ($197.45K), Wolverine Asset Management LLC ($126.17K), Guggenheim Capital LLC ($57.92K), Raymond James Financial Inc. ($52.32K), LPL Financial LLC ($25.65K), and Advisors Asset Management Inc. ($22.32K).

How much institutional buying is happening at Calamos Global Total Return Fund?

Institutional investors have bought a total of 473,886 shares in the last 24 months. This purchase volume represents approximately $5.19M in transactions.

Which of Calamos Global Total Return Fund's major shareholders have been selling company stock?

The following institutional investors have sold Calamos Global Total Return Fund stock in the last 24 months: Capital Market Strategies LLC ($5.39K), Harbour Investments Inc. ($4.33K), San Luis Wealth Advisors LLC ($2.89K), NewEdge Advisors LLC ($2.30K), Invesco Ltd. ($2.09K), and CoreCap Advisors LLC ($1.43K).

How much institutional selling is happening at Calamos Global Total Return Fund?

Institutional investors have sold a total of 18,435 shares in the last 24 months. This volume of shares sold represents approximately $213.52K in transactions.


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This page (NASDAQ:CGO) was last updated on 7/4/2025 by MarketBeat.com Staff
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