Calamos Global Total ReturnCGO
13F holders, Q1 2025 (March 31)37holders +1
3new positions
2sold out
$10.49avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($3.9M), LPL Financial LLC ($2.4M) and Guggenheim Capital LLC ($2.1M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 2 | $149K |
All 13F filers, Q4 2024 → Q1 2025: 217,477 shares bought and 77,671 shares sold, net +139,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Morgan Stanley | 0.00% | Reduce -1.6% | 374,766 | $3.9M |
| LPL Financial LLC | 0.00% | Add +2.0% | 231,775 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -18.9% | 203,395 | $2.1M |
| Shaker Financial Services, LLC | 0.80% | Add +76.5% | 199,765 | $2.1M |
| Principal Securities, Inc. | 0.04% | No change | 176,395 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 156,902 | $1.6M |
| Calamos Wealth Management LLC | 0.06% | No change | 110,242 | $1.1M |
| UBS Group AG | 0.00% | Add +3.0% | 93,382 | $965K |
| Invesco Ltd. | 0.00% | Reduce -2.4% | 86,130 | $890K |
| Prairie Wealth Advisors, Inc. | 0.42% | Add +6.9% | 83,575 | $863K |
| Wolverine Asset Management LLC | 0.05% | New | 66,852 | $691K |
| Harbour Investments, Inc. | 0.02% | Add +3.0% | 56,041 | $579K |
| Bank of America Corp. | 0.00% | Add +12.1% | 36,942 | $382K |
| Brookstone Capital Management | 0.01% | Add +76.8% | 35,906 | $371K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 25,529 | $264K |
| Advisors Asset Management, Inc. | 0.00% | New | 22,320 | $231K |
| Gilliland Jeter Wealth Management LLC | 0.08% | No change | 20,576 | $213K |
| Ariadne Wealth Management, LP | 0.11% | New | 4,327 | $204K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 18,556 | $192K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,800 | $174K |
| Capital Market Strategies LLC | 0.11% | No change | 16,558 | $171K |
| Bard Associates Inc. | 0.05% | No change | 14,225 | $147K |
| Royal Bank of Canada | 0.00% | Reduce -15.7% | 13,809 | $143K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.4% | 13,018 | $134K |
| CoreCap Advisors, LLC | 0.01% | Add +1.4% | 12,929 | $134K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.9% | 10,266 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.0% | 9,365 | $97K |
| Comerica Bank | 0.00% | No change | 5,643 | $58K |
| Lanark Financial, Inc. | 0.00% | — | 4,524 | $46K |
| Wells Fargo & Company | 0.00% | Add +315.8% | 4,224 | $44K |
| Golden State Wealth Management, LLC | 0.01% | Add +2.1% | 3,374 | $35K |
| Cwm, LLC | 0.00% | Reduce -9.6% | 1,905 | $20K |
| Mb, Levis & Associates, LLC | 0.01% | Add +2.1% | 1,940 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $17K |
| ORG Partners LLC | 0.00% | No change | 1,500 | $16K |
| Ameriflex Group, Inc. | 0.00% | No change | 200 | $2K |
| 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.