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Calamos Global Total Return Fund (CGO) Institutional Ownership

Calamos Global Total Return Fund logo
$13.66 +0.27 (+2.02%)
Closing price 06/30/2026 04:00 PM Eastern
Extended Trading
$13.64 -0.02 (-0.11%)
As of 06/30/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. 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)
22
Total
Institutional Inflows
(last 12 months)
$6.61M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.27M
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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
6/3/2026NewEdge Advisors LLC13,200$147K0.0%-19.0%0.000%
5/19/2026Bank of America Corp DE38,050$424K0.0%+2.3%0.000%
5/18/2026Royal Bank of Canada25,008$279K0.0%-5.5%0.000%
5/4/2026Retirement Planning Group LLC18,083$202K0.0%+60.6%0.000%
5/1/2026Fifth Third Bancorp5,643$63K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC22,652$253K0.0%+33.3%0.000%
4/17/2026PMG Family Office LLC45,698$510K0.6%+5.1%0.000%
4/17/2026Brookstone Capital Management48,760$544K0.0%+2.5%0.000%
2/19/2026Invesco Ltd.40,293$459K0.0%+115.1%0.000%
2/18/2026Beacon Pointe Advisors LLC10,242$117K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC16,300$186K0.0%-5.8%0.000%
2/17/2026Guggenheim Capital LLC172,012$1.96M0.0%+1.7%0.000%
2/17/2026Cetera Investment Advisers10,068$115K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.27,720$316K0.0%+133.9%0.000%
2/17/2026Royal Bank of Canada26,459$301K0.0%-4.6%0.000%
2/13/2026Integrated Wealth Concepts LLC158,611$1.81M0.0%-8.0%0.000%
2/13/2026Cohen & Steers Inc.57,277$652K0.0%+90.4%0.000%
2/12/2026Advisors Asset Management Inc.107,333$1.22M0.0%-3.7%0.000%
2/12/2026Principal Securities Inc.175,618$2M0.0%-2.7%0.000%
2/11/2026LPL Financial LLC213,039$2.43M0.0%-5.6%0.000%
2/9/2026Harbour Investments Inc.49,700$566K0.0%-5.2%0.000%
2/3/2026Retirement Planning Group LLC11,263$128K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC76,672$873K0.0%-15.8%0.000%
1/28/2026PMG Family Office LLC43,468$495K0.6%-2.8%0.000%
1/26/2026Shaker Financial Services LLC183,144$2.10M0.7%-14.6%0.000%
1/15/2026Brookstone Capital Management47,583$542K0.0%+5.8%0.000%
1/13/2026CoreCap Advisors LLC5,615$64K0.0%+36.5%0.000%
12/22/2025PMG Family Office LLC44,715$538K0.6%N/A0.000%
12/2/2025Allworth Financial LP6,001$72K0.0%-14.3%0.000%
11/17/2025NewEdge Advisors LLC17,300$208K0.0%+6.8%0.000%
11/17/2025Integrated Wealth Concepts LLC172,367$2.08M0.0%N/A0.000%
11/14/2025Prairie Wealth Advisors Inc.88,575$1.07M0.4%+1.9%0.000%
11/13/2025UBS Group AG84,734$1.02M0.0%-9.7%0.000%
11/6/2025Advisors Asset Management Inc.111,477$1.34M0.0%+9.6%0.000%
11/5/2025Envestnet Asset Management Inc.166,291$2.00M0.0%+3.3%0.000%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,496$126K0.0%N/A0.000%
10/22/2025Shaker Financial Services LLC214,332$2.58M0.9%+34.6%0.000%
10/22/2025CoreCap Advisors LLC4,115$50K0.0%-68.7%0.000%
10/15/2025Brookstone Capital Management44,992$542K0.0%+13.5%0.000%
9/4/2025Osaic Holdings Inc.16,896$198K0.0%+64.6%0.000%
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8/14/2025Raymond James Financial Inc.23,275$273K0.0%-8.8%0.000%
8/13/2025Guggenheim Capital LLC185,568$2.17M0.0%-8.8%0.000%
8/13/2025Invesco Ltd.70,604$827K0.0%-18.0%0.000%
8/12/2025Advisors Asset Management Inc.101,748$1.19M0.0%+355.9%0.000%
8/7/2025Allworth Financial LP7,001$82K0.0%N/A0.000%
8/5/2025Shaker Financial Services LLC159,279$1.87M0.7%-20.3%0.000%
8/4/2025Wolverine Asset Management LLC91,189$1.07M0.0%+36.4%0.000%
8/4/2025Prairie Wealth Advisors Inc.86,925$1.02M0.4%+4.0%0.000%
8/1/2025Envestnet Asset Management Inc.161,024$1.89M0.0%+2.6%0.000%
7/30/2025Brookstone Capital Management39,634$464K0.0%+10.4%0.000%
7/28/2025Harbour Investments Inc.52,714$617K0.0%-5.9%0.000%
7/2/2025Capital 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%
7/1/2024Capital 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%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
10/24/2023Raymond James Financial Services Advisors Inc.13,800$121K0.0%N/A0.000%
10/18/2023Capital 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%
7/6/2023Capital Market Strategies LLC22,578$219K0.2%-10.8%0.000%
5/12/2023Capital Market Strategies LLC25,311$238K0.4%-5.6%0.000%
5/11/2023Guggenheim Capital LLC127,900$1.20M0.0%-19.6%0.000%


CGO Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Calamos Global Total Return Fund. The most heavily invested institutionals were LPL Financial LLC ($2.43M), Shaker Financial Services LLC ($2.10M), Envestnet Asset Management Inc. ($2.00M), Principal Securities Inc. ($2M), Guggenheim Capital LLC ($1.96M), Integrated Wealth Concepts LLC ($1.81M), and Advisors Asset Management Inc. ($1.22M).Learn more on Calamos Global Total Return Fund's institutional investors.

Of the 28 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 ($254.82K), Integrated Wealth Concepts LLC ($172.37K), Advisors Asset Management Inc. ($111.48K), Wolverine Asset Management LLC ($91.19K), Guggenheim Capital LLC ($60.82K), Raymond James Financial Inc. ($52.32K), and PMG Family Office LLC ($46.95K).

Institutional investors have bought a total of 559,889 shares in the last 24 months. This purchase volume represents approximately $6.61M in transactions.

Of the 17 institutional investors that sold Calamos Global Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($71.67K), Guggenheim Capital LLC ($17.83K), Invesco Ltd. ($15.53K), Wolverine Asset Management LLC ($14.44K), Integrated Wealth Concepts LLC ($13.76K), LPL Financial LLC ($12.59K), and UBS Group AG ($9.12K).

Institutional investors have sold a total of 195,758 shares in the last 24 months. This volume of shares sold represents approximately $2.27M in transactions.


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This page (NASDAQ:CGO) was last updated on 7/1/2026 by MarketBeat.com Staff.
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