CGO · Company research
Calamos Global Total Return Fund (CGO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
54records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500 | 34150 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PMG Family Office LLC | 2102299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46760 | 638742 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12270 | 168 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 464705 | 6347870 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23508 | 321000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11419 | 155980 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61070 | 834216 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Brookstone Capital Management | 1599584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52485 | 716944 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10195 | 139264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Institute for Wealth Management, LLC. | 1533954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1447 | 19767 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92824 | 1267976 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22944 | 313404 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5643 | 77083 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43809 | 598431 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Solutions Group, LLC | 2147643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52381 | 715524 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176675 | 2413381 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10313 | 140876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23395 | 319594 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280 | 3825 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13902 | 189901 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43778 | 598008 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13312 | 181 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Retirement Planning Group, LLC | 1508195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15680 | 214189 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56975 | 778 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Shaker Financial Services, LLC | 1511794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177106 | 2419268 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212238 | 2899177 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 2732 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240943 | 3291281 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158585 | 2166268 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166026 | 2267916 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4524 | 61797 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72596 | 991661 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10900 | 148894 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Logan Stone Capital, LLC | 1535521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15841 | 216388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kestra Advisory Services, LLC | 1830819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16851 | 230180 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1015 | 11319 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13200 | 147180 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 107333 | 1222523 | — | — | — | Aug 21, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 111477 | 1342183 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 101748 | 1191469 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 22320 | 230566 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 7544 | 74 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Thu Jun 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 29565 | 313 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Thu Mar 31 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 30626 | 444996 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 31247 | 480579 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Thu Sep 30 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 31357 | 499000 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Wed Jun 30 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 35006 | 568 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Wed Mar 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 35116 | 522877 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Thu Dec 31 2020 00:00:00 GMT+0000 (Coordinated Universal Time) | 34181 | 501 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Mar 31 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 22905 | 280128 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Mon Dec 31 2018 00:00:00 GMT+0000 (Coordinated Universal Time) | 145858 | 1480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Sep 30 2018 00:00:00 GMT+0000 (Coordinated Universal Time) | 261285 | 3645 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sat Jun 30 2018 00:00:00 GMT+0000 (Coordinated Universal Time) | 326723 | 4607 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sat Mar 31 2018 00:00:00 GMT+0000 (Coordinated Universal Time) | 392447 | 5840 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.