Calamos Global Total ReturnCGO
13F holders, Q1 2024 (March 31)30holders
$10.40avg. 13F price*
At the end of Q1 2024, 30 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings. The largest holders were Morgan Stanley ($3.9M), LPL Financial LLC ($2.2M) and Principal Securities, Inc. ($1.8M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $671K |
Ownership 30 holders
| Morgan Stanley | 0.00% | Add +8.1% | 371,951 | $3.9M |
| LPL Financial LLC | 0.00% | Add +4.5% | 216,098 | $2.2M |
| Principal Securities, Inc. | 0.06% | Reduce -4.3% | 172,851 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +5.5% | 136,624 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.9% | 125,474 | $1.3M |
| Calamos Wealth Management LLC | 0.07% | No change | 113,930 | $1.2M |
| UBS Group AG | 0.00% | Add +0.2% | 83,780 | $871K |
| Prairie Wealth Advisors, Inc. | 0.35% | — | 71,000 | $738K |
| Harbour Investments, Inc. | 0.02% | Add +10.7% | 55,725 | $580K |
| Bank of America Corp. | 0.00% | Add +57.4% | 32,781 | $341K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 26,004 | $270K |
| Shaker Financial Services, LLC | 0.09% | Reduce -72.4% | 22,259 | $231K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.4% | 21,059 | $219K |
| Gilliland Jeter Wealth Management LLC | 0.07% | Add +13.8% | 20,576 | $214K |
| Brookstone Capital Management | 0.00% | Add +18.8% | 19,463 | $202K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.2% | 18,845 | $196K |
| Capital Market Strategies LLC | 0.15% | Reduce -3.0% | 18,206 | $189K |
| Royal Bank of Canada | 0.00% | Add +25.4% | 16,958 | $176K |
| CoreCap Advisors, LLC | 0.01% | Add +22.3% | 16,886 | $176K |
| NewEdge Advisors, LLC | 0.00% | Reduce -30.0% | 15,900 | $165K |
| Bard Associates Inc. | 0.05% | No change | 14,225 | $148K |
| Comerica Bank | 0.00% | Add +43.6% | 6,585 | $68K |
| Lanark Financial, Inc. | 0.00% | No change | 4,104 | $42K |
| Cwm, LLC | 0.00% | Add +19.7% | 2,460 | $26K |
| Mb, Levis & Associates, LLC | 0.01% | Add +2.4% | 1,789 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 771 | $8K |
| Wells Fargo & Company | 0.00% | Reduce -87.9% | 366 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -80.0% | 267 | $3K |
| Huntington National Bank | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is CGO's weight in each manager's 13F, not the share of Calamos Global Total Return the manager owns.