Calamos Global Total ReturnCGO
13F holders, Q4 2025 (December 31)38holders −1
3new positions
3sold out
$11.84avg. 13F price*
At the end of Q4 2025, 38 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, down 1 from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($5.0M), LPL Financial LLC ($2.4M) and Shaker Financial Services, LLC ($2.1M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $360K |
| Exits | 3 | $320K |
All 13F filers, Q3 2025 → Q4 2025: 115,323 shares bought and 217,246 shares sold, net −101,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Morgan Stanley | 0.00% | Add +2.5% | 435,670 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 213,039 | $2.4M |
| Shaker Financial Services, LLC | 0.67% | Reduce -14.6% | 183,144 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -2.7% | 175,618 | $2.0M |
| Guggenheim Capital LLC | 0.01% | Add +1.7% | 172,012 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 163,045 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -8.0% | 158,611 | $1.8M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -3.7% | 107,333 | $1.2M |
| Wolverine Asset Management LLC | 0.05% | Reduce -15.8% | 76,672 | $873K |
| UBS Group AG | 0.00% | Reduce -13.4% | 73,348 | $835K |
| Cohen & Steers, Inc. | 0.00% | Add +90.4% | 57,277 | $652K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.2% | 49,700 | $566K |
| Brookstone Capital Management | 0.01% | Add +5.8% | 47,583 | $542K |
| PMG Family Office LLC | 0.57% | Reduce -2.8% | 43,468 | $495K |
| Invesco Ltd. | 0.00% | Add +115.1% | 40,293 | $459K |
| Bank of America Corp. | 0.00% | Add +0.8% | 37,203 | $424K |
| Osaic Holdings, Inc. | 0.00% | Add +133.9% | 27,720 | $316K |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 26,459 | $301K |
| Gilliland Jeter Wealth Management LLC | 0.07% | No change | 20,576 | $234K |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 20,097 | $229K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 16,997 | $194K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 16,300 | $186K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 12,356 | $141K |
| Retirement Planning Group, LLC | 0.00% | New | 11,263 | $128K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Add +0.0% | 10,498 | $120K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,242 | $117K |
| Cetera Investment Advisers | 0.00% | New | 10,068 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.7% | 9,445 | $108K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 6,041 | $69K |
| Allworth Financial LP | 0.00% | No change | 6,001 | $68K |
| Comerica Bank | 0.00% | No change | 5,643 | $64K |
| CoreCap Advisors, LLC | 0.00% | Add +36.5% | 5,615 | $64K |
| Lanark Financial, Inc. | 0.00% | No change | 4,524 | $52K |
| Cwm, LLC | 0.00% | No change | 1,905 | $22K |
| ORG Partners LLC | 0.00% | No change | 1,500 | $17K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 200 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 54 | $621 |
| Huntington National Bank | 0.00% | No change | 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.