Calamos Global Total ReturnCGO
13F holders, Q1 2026 (March 31)40holders +2
7new positions
3sold out
$11.57avg. 13F price*
At the end of Q1 2026, 40 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, up 2 from Q4 2025. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($5.0M), Shaker Financial Services, LLC ($2.4M) and LPL Financial LLC ($2.3M).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $686K |
| Exits | 3 | $351K |
All 13F filers, Q4 2025 → Q1 2026: 177,362 shares bought and 81,085 shares sold, net +96,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +3.5% | 450,851 | $5.0M |
| Shaker Financial Services, LLC | 0.84% | Add +18.4% | 216,894 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 208,799 | $2.3M |
| Principal Securities, Inc. | 0.03% | Add +0.0% | 175,624 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 164,567 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | No change | 158,611 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -19.3% | 138,849 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | Add +0.0% | 107,376 | $1.2M |
| Wolverine Asset Management LLC | 0.06% | Add +36.2% | 104,406 | $1.2M |
| UBS Group AG | 0.00% | Reduce -0.4% | 73,065 | $815K |
| Cohen & Steers, Inc. | 0.00% | Add +12.5% | 64,457 | $719K |
| Brookstone Capital Management | 0.01% | Add +2.5% | 48,760 | $544K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.4% | 48,020 | $535K |
| PMG Family Office LLC | 0.57% | Add +5.1% | 45,698 | $510K |
| Invesco Ltd. | 0.00% | Add +9.2% | 44,002 | $491K |
| Bank of America Corp. | 0.00% | Add +2.3% | 38,050 | $424K |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 25,008 | $279K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.5% | 23,708 | $264K |
| Kestra Advisory Services, LLC | 0.00% | Add +33.3% | 22,652 | $253K |
| Stifel Financial Corp. | 0.00% | Add +12.1% | 22,533 | $251K |
| Gilliland Jeter Wealth Management LLC | 0.07% | No change | 20,576 | $229K |
| Logan Stone Capital, LLC | 0.06% | New | 19,103 | $213K |
| Retirement Planning Group, LLC | 0.01% | Add +60.5% | 18,083 | $202K |
| Raymond James Financial Inc. | 0.00% | New | 16,725 | $186K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.0% | 13,200 | $147K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 12,349 | $138K |
| Wells Fargo & Company | 0.00% | Add +87.5% | 11,328 | $126K |
| Captrust Financial Advisors | 0.00% | New | 10,777 | $120K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.4% | 10,709 | $119K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 7,066 | $79K |
| Fifth Third Bancorp | 0.00% | New | 5,643 | $63K |
| Allworth Financial LP | 0.00% | Reduce -16.7% | 5,000 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 4,524 | $50K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.9% | 4,275 | $48K |
| Cwm, LLC | 0.00% | Add +47.8% | 2,815 | $31K |
| Colonial Trust Co / SC | 0.00% | New | 2,046 | $22K |
| Highline Wealth Partners LLC | 0.00% | New | 250 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 200 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 55 | $620 |
| 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.