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Calamos Global Total Return Fund (CGO) Institutional Ownership

Calamos Global Total Return Fund logo
$13.54 -0.20 (-1.46%)
Closing price 05/15/2026 03:54 PM Eastern
Extended Trading
$13.54 0.00 (-0.04%)
As of 05/15/2026 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)
21
Total
Institutional Inflows
(last 12 months)
$6.60M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.22M
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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
5/4/2026 Retirement Planning Group LLC18,083$202K0.0%+60.6%0.000%
5/1/2026 Fifth Third Bancorp5,643$63K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC22,652$253K0.0%+33.3%0.000%
4/17/2026 PMG Family Office LLC45,698$510K0.6%+5.1%0.000%
4/17/2026 Brookstone Capital Management48,760$544K0.0%+2.5%0.000%
2/19/2026 Invesco Ltd.40,293$459K0.0%+115.1%0.000%
2/18/2026 Beacon Pointe Advisors LLC10,242$117K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC16,300$186K0.0%-5.8%0.000%
2/17/2026 Guggenheim Capital LLC172,012$1.96M0.0%+1.7%0.000%
2/17/2026 Cetera Investment Advisers10,068$115K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.27,720$316K0.0%+133.9%0.000%
2/17/2026 Royal Bank of Canada26,459$301K0.0%-4.6%0.000%
2/13/2026 Integrated Wealth Concepts LLC158,611$1.81M0.0%-8.0%0.000%
2/13/2026 Cohen & Steers Inc.57,277$652K0.0%+90.4%0.000%
2/12/2026 Advisors Asset Management Inc.107,333$1.22M0.0%-3.7%0.000%
2/12/2026 Principal Securities Inc.175,618$2M0.0%-2.7%0.000%
2/11/2026 LPL Financial LLC213,039$2.43M0.0%-5.6%0.000%
2/9/2026 Harbour Investments Inc.49,700$566K0.0%-5.2%0.000%
2/3/2026 Retirement Planning Group LLC11,263$128K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC76,672$873K0.0%-15.8%0.000%
1/28/2026 PMG Family Office LLC43,468$495K0.6%-2.8%0.000%
1/26/2026 Shaker Financial Services LLC183,144$2.10M0.7%-14.6%0.000%
1/15/2026 Brookstone Capital Management47,583$542K0.0%+5.8%0.000%
1/13/2026 CoreCap Advisors LLC5,615$64K0.0%+36.5%0.000%
12/22/2025 PMG Family Office LLC44,715$538K0.6%N/A0.000%
12/2/2025 Allworth Financial LP6,001$72K0.0%-14.3%0.000%
11/17/2025NewEdge Advisors LLC17,300$208K0.0%+6.8%0.000%
11/17/2025 Integrated Wealth Concepts LLC172,367$2.08M0.0%N/A0.000%
11/14/2025 Prairie Wealth Advisors Inc.88,575$1.07M0.4%+1.9%0.000%
11/13/2025 UBS Group AG84,734$1.02M0.0%-9.7%0.000%
11/6/2025 Advisors Asset Management Inc.111,477$1.34M0.0%+9.6%0.000%
11/5/2025 Envestnet Asset Management Inc.166,291$2.00M0.0%+3.3%0.000%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,496$126K0.0%N/A0.000%
10/22/2025 Shaker Financial Services LLC214,332$2.58M0.9%+34.6%0.000%
10/22/2025 CoreCap Advisors LLC4,115$50K0.0%-68.7%0.000%
10/15/2025 Brookstone Capital Management44,992$542K0.0%+13.5%0.000%
9/4/2025 Osaic Holdings Inc.16,896$198K0.0%+64.6%0.000%
8/14/2025 Raymond James Financial Inc.23,275$273K0.0%-8.8%0.000%
8/13/2025 Guggenheim Capital LLC185,568$2.17M0.0%-8.8%0.000%
8/13/2025 Invesco Ltd.70,604$827K0.0%-18.0%0.000%
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8/12/2025 Advisors Asset Management Inc.101,748$1.19M0.0%+355.9%0.000%
8/7/2025 Allworth Financial LP7,001$82K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC159,279$1.87M0.7%-20.3%0.000%
8/4/2025 Wolverine Asset Management LLC91,189$1.07M0.0%+36.4%0.000%
8/4/2025 Prairie Wealth Advisors Inc.86,925$1.02M0.4%+4.0%0.000%
8/1/2025 Envestnet Asset Management Inc.161,024$1.89M0.0%+2.6%0.000%
7/30/2025 Brookstone Capital Management39,634$464K0.0%+10.4%0.000%
7/28/2025 Harbour 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%
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%
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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%
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%


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 559,042 shares in the last 24 months. This purchase volume represents approximately $6.60M 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 191,207 shares in the last 24 months. This volume of shares sold represents approximately $2.22M in transactions.


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This page (NASDAQ:CGO) was last updated on 5/17/2026 by MarketBeat.com Staff.
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