Calamos Global Total ReturnCGO
13F holders, Q3 2025 (September 30)39holders
4new positions
4sold out
$12.04avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, unchanged from Q2 2025. 4 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($5.1M), LPL Financial LLC ($2.7M) and Shaker Financial Services, LLC ($2.6M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.6M |
| Exits | 4 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 320,485 shares bought and 257,826 shares sold, net +62,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Morgan Stanley | 0.00% | Add +6.3% | 424,893 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -6.7% | 225,629 | $2.7M |
| Shaker Financial Services, LLC | 0.88% | Add +34.6% | 214,332 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +0.8% | 180,533 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | New | 172,367 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -8.9% | 169,110 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 166,291 | $2.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +9.6% | 111,477 | $1.3M |
| Wolverine Asset Management LLC | 0.08% | Reduce -0.1% | 91,111 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.44% | Add +1.9% | 88,575 | $1.1M |
| UBS Group AG | 0.00% | Reduce -9.7% | 84,734 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Reduce -0.6% | 52,409 | $631K |
| Brookstone Capital Management | 0.01% | Add +13.5% | 44,992 | $542K |
| PMG Family Office LLC | 0.60% | — | 44,715 | $538K |
| Bank of America Corp. | 0.00% | Add +1.0% | 36,912 | $444K |
| Cohen & Steers, Inc. | 0.00% | New | 30,087 | $362K |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 27,738 | $334K |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 23,819 | $287K |
| Gilliland Jeter Wealth Management LLC | 0.08% | No change | 20,576 | $248K |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 19,680 | $237K |
| Invesco Ltd. | 0.00% | Reduce -73.5% | 18,732 | $226K |
| NewEdge Advisors, LLC | 0.00% | Add +6.8% | 17,300 | $208K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.9% | 16,861 | $203K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 12,270 | $148K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.9% | 11,851 | $140K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | New | 10,496 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.7% | 9,019 | $109K |
| Wells Fargo & Company | 0.00% | No change | 6,040 | $73K |
| Allworth Financial LP | 0.00% | Reduce -14.3% | 6,001 | $72K |
| Comerica Bank | 0.00% | No change | 5,643 | $68K |
| Lanark Financial, Inc. | 0.00% | No change | 4,524 | $54K |
| CoreCap Advisors, LLC | 0.00% | Reduce -68.7% | 4,115 | $50K |
| Cwm, LLC | 0.00% | No change | 1,905 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,650 | $20K |
| ORG Partners LLC | 0.00% | No change | 1,500 | $18K |
| NFSG Corp | 0.00% | Add +81.4% | 1,103 | $13K |
| Ameriflex Group, Inc. | 0.00% | New | 400 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 53 | $642 |
| 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.