Calamos Global Total ReturnCGO
13F holders, Q2 2025 (June 30)39holders +2
4new positions
2sold out
$11.71avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($4.7M), LPL Financial LLC ($2.8M) and Guggenheim Capital LLC ($2.2M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $492K |
| Exits | 2 | $206K |
All 13F filers, Q1 2025 → Q2 2025: 222,319 shares bought and 94,388 shares sold, net +127,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Morgan Stanley | 0.00% | Add +6.6% | 399,607 | $4.7M |
| LPL Financial LLC | 0.00% | Add +4.3% | 241,837 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -8.8% | 185,568 | $2.2M |
| Principal Securities, Inc. | 0.04% | Add +1.6% | 179,121 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 161,024 | $1.9M |
| Shaker Financial Services, LLC | 0.68% | Reduce -20.3% | 159,279 | $1.9M |
| Calamos Wealth Management LLC | 0.06% | No change | 110,242 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +355.9% | 101,748 | $1.2M |
| UBS Group AG | 0.00% | Add +0.5% | 93,852 | $1.1M |
| Wolverine Asset Management LLC | 0.08% | Add +36.4% | 91,189 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.43% | Add +4.0% | 86,925 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -18.0% | 70,604 | $827K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.9% | 52,714 | $617K |
| Brookstone Capital Management | 0.01% | Add +10.4% | 39,634 | $464K |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 36,561 | $428K |
| Royal Bank of Canada | 0.00% | Add +104.0% | 28,177 | $330K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.8% | 23,275 | $273K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.6% | 22,750 | $266K |
| Gilliland Jeter Wealth Management LLC | 0.08% | No change | 20,576 | $241K |
| Stifel Financial Corp. | 0.00% | New | 18,791 | $220K |
| Osaic Holdings, Inc. | 0.00% | Add +64.6% | 16,896 | $198K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.6% | 16,200 | $190K |
| Susquehanna International Group, LLP | 0.00% | New | 15,607 | $183K |
| Bard Associates Inc. | 0.05% | No change | 14,225 | $167K |
| CoreCap Advisors, LLC | 0.01% | Add +1.5% | 13,127 | $154K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.8% | 12,270 | $144K |
| Capital Market Strategies LLC | 0.09% | Reduce -32.5% | 11,168 | $131K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,365 | $110K |
| Allworth Financial LP | 0.00% | New | 7,001 | $82K |
| Wells Fargo & Company | 0.00% | Add +43.0% | 6,040 | $71K |
| Comerica Bank | 0.00% | No change | 5,643 | $66K |
| Lanark Financial, Inc. | 0.00% | No change | 4,524 | $52K |
| Mb, Levis & Associates, LLC | 0.01% | Add +2.2% | 1,982 | $23K |
| Cwm, LLC | 0.00% | No change | 1,905 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $19K |
| ORG Partners LLC | 0.00% | No change | 1,500 | $18K |
| NFSG Corp | 0.00% | New | 608 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -98.5% | 52 | $612 |
| Huntington National Bank | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is CGO's weight in each manager's 13F, not the share of Calamos Global Total Return the manager owns.