Calamos Global Total ReturnCGO
13F holders, Q4 2024 (December 31)36holders +6
5new positions
2sold out
$11.39avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($4.3M), Guggenheim Capital LLC ($2.8M) and LPL Financial LLC ($2.6M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 2 | $156K |
All 13F filers, Q3 2024 → Q4 2024: 253,513 shares bought and 24,230 shares sold, net +229,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Morgan Stanley | 0.00% | Reduce -1.5% | 380,661 | $4.3M |
| Guggenheim Capital LLC | 0.02% | Add +30.1% | 250,659 | $2.8M |
| LPL Financial LLC | 0.00% | Add +1.9% | 227,247 | $2.6M |
| Principal Securities, Inc. | 0.05% | Add +10.6% | 176,395 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.0% | 157,136 | $1.8M |
| Shaker Financial Services, LLC | 0.50% | New | 113,152 | $1.3M |
| Calamos Wealth Management LLC | 0.06% | No change | 110,242 | $1.3M |
| UBS Group AG | 0.00% | Add +4.3% | 90,674 | $1.0M |
| Invesco Ltd. | 0.00% | Add +2.4% | 88,223 | $1.0M |
| Prairie Wealth Advisors, Inc. | 0.43% | Add +9.4% | 78,175 | $897K |
| Harbour Investments, Inc. | 0.02% | No change | 54,392 | $620K |
| Bank of America Corp. | 0.00% | Add +0.6% | 32,949 | $375K |
| Raymond James Financial Inc. | 0.00% | — | 26,160 | $298K |
| Gilliland Jeter Wealth Management LLC | 0.08% | No change | 20,576 | $234K |
| Brookstone Capital Management | 0.00% | Reduce -0.4% | 20,315 | $231K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 18,596 | $212K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.0% | 16,800 | $191K |
| Capital Market Strategies LLC | 0.11% | Reduce -4.2% | 16,558 | $189K |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 16,387 | $187K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,368 | $164K |
| Bard Associates Inc. | 0.06% | No change | 14,225 | $163K |
| Susquehanna International Group, LLP | 0.00% | New | 13,081 | $149K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.1% | 12,752 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 12,009 | $137K |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 11,924 | $136K |
| Comerica Bank | 0.00% | No change | 5,643 | $64K |
| Golden State Wealth Management, LLC | 0.01% | — | 3,303 | $38K |
| Cwm, LLC | 0.00% | Reduce -5.3% | 2,107 | $24K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.9% | 1,900 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $19K |
| ORG Partners LLC | 0.00% | New | 1,500 | $17K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1,016 | $12K |
| Ameriflex Group, Inc. | 0.00% | — | 200 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 4 | $51 |
| Huntington National Bank | 0.00% | No change | 1 | $11 |
| FMR LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is CGO's weight in each manager's 13F, not the share of Calamos Global Total Return the manager owns.