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CGO

Calamos Global Total Return Fund

Company with tickers: CGO

CIK
1285650
CUSIP
128118106
Shares Outstanding
9,827,294
13F Activity (30d)
34 filings 32 filers
Holders: 42
Total Value: $26,183,582
Total Shares: 2,348,305

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 42 13F filers · Δ vs Dec 31, 2025
Top Holder
19.2%
Jun 2023 → Mar 2026 · range 17.4% – 24.1%
−0.1 pts
Top 5
51.8%
Jun 2023 → Mar 2026 · range 51.3% – 66.1%
−0.4 pts
Top 10
76.6%
Jun 2023 → Mar 2026 · range 75.8% – 86.0%
−1.3 pts
HHI
803
Jun 2023 → Mar 2026 · range 770 – 1,169
Broadly held −22

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
18
Decreased
10
Sold Out
5
Unchanged
6
Holder count: +3
Institutional value: +1.8%
Shares held: +4.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +33,750 216,894
Mid WOLVERINE ASSET MANAGEMENT LLC +27,734 104,406
Mega MORGAN STANLEY +15,181 450,851
Large COHEN & STEERS, INC. +7,180 64,457
Small Retirement Planning Group, LLC +6,820 18,083

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large GUGGENHEIM CAPITAL LLC −33,163 138,849
Mega LPL Financial LLC −4,240 208,799
Large OSAIC HOLDINGS, INC. −4,012 23,708
Mid NewEdge Advisors, LLC −3,100 13,200
Mid HARBOUR INVESTMENTS, INC. −1,680 48,020

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Logan Stone Capital, LLC 19,103 $212,998
Mega RAYMOND JAMES FINANCIAL INC 16,725 $186,483
Large CAPTRUST FINANCIAL ADVISORS 10,777 $120,163
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,066 $78,785
Large FIFTH THIRD BANCORP 5,643 $62,919

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,498 $119,572
Mid Beacon Pointe Advisors, LLC 10,242 $116,656
Large Cetera Investment Advisers 10,068 $114,674
Large COMERICA BANK 5,643 $64,273
Small ORG Partners LLC 1,500 $17,085
Filter: New 8 Increased 18 Reduced 10 Sold out 5 Unchanged 6
Showing 42 of 42
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $5,026,988 19.20% 450,851
Small Shaker Financial Services, LLC $2,418,368 9.24% 216,894
Mega LPL Financial LLC $2,328,108 8.89% 208,799
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,958,207 7.48% 175,624
Mega ENVESTNET ASSET MANAGEMENT INC $1,834,922 7.01% 164,567
Mid Integrated Wealth Concepts LLC $1,768,512 6.75% 158,611
Large GUGGENHEIM CAPITAL LLC $1,548,166 5.91% 138,849
Mid Advisors Asset Management, Inc. $1,197,242 4.57% 107,376
Mid WOLVERINE ASSET MANAGEMENT LLC $1,164,126 4.45% 104,406
Mega UBS Group AG $814,674 3.11% 73,065
Large COHEN & STEERS, INC. $718,695 2.74% 64,457
Mid Brookstone Capital Management $543,674 2.08% 48,760
Mid HARBOUR INVESTMENTS, INC. $535,423 2.04% 48,020
Micro PMG Family Office LLC Family Office $509,532 1.95% 45,698
Mega Invesco Ltd. $490,622 1.87% 44,002
Mega BANK OF AMERICA CORP /DE/ Bank $424,257 1.62% 38,050
Mega ROYAL BANK OF CANADA Bank $278,839 1.06% 25,008
Large OSAIC HOLDINGS, INC. $264,344 1.01% 23,708
Large Kestra Advisory Services, LLC $252,569 0.96% 22,652
Large STIFEL FINANCIAL CORP $251,242 0.96% 22,533
Small Gilliland Jeter Wealth Management LLC $229,422 0.88% 20,576
Small Logan Stone Capital, LLC $212,998 0.81% 19,103
Small Retirement Planning Group, LLC Pension $201,625 0.77% 18,083
Mega RAYMOND JAMES FINANCIAL INC $186,483 0.71% 16,725
Mid NewEdge Advisors, LLC $147,180 0.56% 13,200
Large Cambridge Investment Research Advisors, Inc. $137,691 0.53% 12,349
Mega WELLS FARGO & COMPANY/MN $126,306 0.48% 11,328
Large CAPTRUST FINANCIAL ADVISORS $120,163 0.46% 10,777
Large Steward Partners Investment Advisory, LLC $119,405 0.46% 10,709
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $78,785 0.30% 7,066
Large FIFTH THIRD BANCORP Bank $62,919 0.24% 5,643
Mid Allworth Financial LP $55,750 0.21% 5,000
Small NBC SECURITIES, INC. Broker-Dealer $50,442 0.19% 4,524
Small CoreCap Advisors, LLC $47,666 0.18% 4,275
Large CWM, LLC $31,387 0.12% 2,815
Small Colonial Trust Co / SC Bank $22,812 0.09% 2,046
Mid Western Wealth Management, LLC $18,397 0.07% 1,650
Small HIGHLINE WEALTH PARTNERS LLC $2,787 0.01% 250
Small AMERIFLEX GROUP, INC. $2,230 0.01% 200
Small Golden State Wealth Management, LLC $613 0.00% 55
Large HUNTINGTON NATIONAL BANK Bank $11 0.00% 1
Micro Prairie Wealth Advisors, Inc. $0 0.00% 0

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