Calamos Global Total Return Fund (CGO) Institutional Ownership

$10.06
+0.07 (+0.70%)
(As of 04/26/2024 06:55 PM ET)

Institutional Ownership Changes (13F Filings) for Calamos Global Total Return Fund (NASDAQ:CGO)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.63M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$984.56K
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CGO Institutional Buying and Selling by Quarter

Calamos Global Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024 Brookstone Capital Management19,463$202K0.0%+18.8%0.000%
2/7/2024Shaker Financial Services LLC80,650$739K0.3%+24.6%0.000%
2/7/2024Principal Securities Inc.180,522$1.64M0.1%N/A0.000%
2/2/2024Gilliland Jeter Wealth Management LLC18,076$164K0.1%N/A0.000%
2/1/2024Wolverine Asset Management LLC60,494$549K0.0%+5,022.3%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.21,359$194K0.0%+54.8%0.000%
1/16/2024CoreCap Advisors LLC13,811$125K0.0%+22.8%0.000%
1/11/2024 Brookstone Capital Management16,377$149K0.0%+36.0%0.000%
11/13/2023Kestra Advisory Services LLC20,852$182K0.0%-17.0%0.000%
11/4/2023 NBC Securities Inc.4,104$35K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC64,726$566K0.3%+73.7%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.13,800$121K0.0%N/A0.000%
10/18/2023 Capital Market Strategies LLC19,571$169K0.1%-13.3%0.000%
8/11/2023Guggenheim Capital LLC100,085$966K0.0%-21.7%0.000%
8/7/2023Wolverine Asset Management LLC55,245$536K0.0%-15.5%0.000%
8/7/2023Shaker Financial Services LLC37,260$361K0.2%+26.9%0.000%
7/31/2023LPL Financial LLC156,350$1.52M0.0%+12.1%0.000%
7/28/2023Calamos Wealth Management LLC113,930$1.10M0.1%+3.3%0.000%
7/6/2023 Capital Market Strategies LLC22,578$219K0.2%-10.8%0.000%
5/12/2023 Capital Market Strategies LLC25,311$238K0.4%-5.6%0.000%
5/11/2023Guggenheim Capital LLC127,900$1.20M0.0%-19.6%0.000%
5/10/2023 San Luis Wealth Advisors LLC14,227$134K0.1%N/A0.000%
5/8/2023Shaker Financial Services LLC29,358$276K0.1%-44.4%0.000%
5/8/2023Wolverine Asset Management LLC65,399$615K0.0%+28.8%0.000%
5/4/2023Calamos Wealth Management LLC110,242$1.04M0.1%N/A0.000%
4/28/2023Avantax Advisory Services Inc.11,200$105K0.0%N/A0.000%
4/24/2023Ahrens Investment Partners LLC8,649$81K0.0%N/A0.000%
4/17/2023GPS Wealth Strategies Group LLC6,097$57K0.0%N/A0.000%
2/10/2023CoreCap Advisors LLC10,043$89K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC24,591$217K0.0%-12.9%0.000%
2/7/2023LPL Financial LLC137,098$1.21M0.0%+97.7%0.000%
2/7/2023Envestnet Asset Management Inc.50,295$444K0.0%N/A0.000%
2/3/2023Shaker Financial Services LLC52,843$471K0.2%N/A0.000%
2/1/2023Wolverine Asset Management LLC50,779$448K0.0%N/A0.000%
1/17/2023 Capital Market Strategies LLC26,811$237K0.3%-19.0%0.000%
11/14/2022Guggenheim Capital LLC164,721$1.62M0.0%+5.1%0.000%
11/8/2022Advisors Asset Management Inc.7,544$74K0.0%-74.5%0.000%
11/1/2022Kestra Advisory Services LLC25,137$247K0.0%+7.6%0.000%
8/13/2022Concourse Financial Group Securities Inc.3,600$38K0.0%-41.9%0.000%
8/11/2022CoreCap Advisors LLC8,324$88K0.0%N/A0.000%
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8/8/2022Advisors Asset Management Inc.29,565$313K0.0%-3.5%0.000%
7/19/2022Commonwealth Equity Services LLC26,311$279K0.0%-17.5%0.000%
7/19/2022GPS Wealth Strategies Group LLC7,748$82K0.0%+62.8%0.000%
5/10/2022 San Luis Wealth Advisors LLC14,227$219K0.1%N/A0.000%
5/9/2022Concourse Financial Group Securities Inc.6,200$89K0.0%-62.1%0.000%
5/4/2022Commonwealth Equity Services LLC31,910$459K0.0%-15.6%0.000%
4/28/2022Ahrens Investment Partners LLC8,201$118K0.0%+439.9%0.000%
4/26/2022Kestra Advisory Services LLC20,425$294K0.0%N/A0.000%
4/20/2022GPS Wealth Strategies Group LLC4,759$69K0.0%N/A0.000%
4/18/2022 Capital Market Strategies LLC33,361$480K0.4%-17.2%0.000%
2/14/2022Guggenheim Capital LLC103,209$1.59M0.0%-1.6%0.000%
2/9/2022Wolverine Asset Management LLC14,896$229K0.0%N/A0.000%
2/8/2022 Raymond James & Associates16,916$260K0.0%-4.2%0.000%
2/7/2022Concourse Financial Group Securities Inc.16,338$253K0.0%+63.7%0.000%
2/7/2022 Capital Market Strategies LLC40,267$619K0.5%N/A0.000%
2/7/2022Shaker Financial Services LLC15,507$238K0.1%N/A0.000%
2/3/2022Advisor Group Holdings Inc.24,503$376K0.0%-10.6%0.000%
1/31/2022Commonwealth Equity Services LLC37,792$581K0.0%+7.1%0.000%
12/8/2021Moors & Cabot Inc.5,219$214K0.0%N/A0.000%
11/15/2021Guggenheim Capital LLC104,861$1.67M0.0%+50.5%0.000%
11/12/2021B. Riley Wealth Management Inc.12,038$191K0.0%-5.2%0.000%
11/10/2021 CX Institutional2,019$32K0.0%N/A0.000%
11/5/2021Moors & Cabot Inc.5,219$214K0.0%N/A0.000%
11/5/2021Advisor Group Holdings Inc.27,396$435K0.0%-16.7%0.000%
11/2/2021 Raymond James & Associates17,663$281K0.0%+28.9%0.000%
10/29/2021Commonwealth Equity Services LLC35,279$560K0.0%-17.8%0.000%
9/7/2021 Newbridge Financial Services Group Inc.33,335$540K0.3%+47.0%0.000%
8/16/2021Morgan Stanley244,928$3.97M0.0%+18.2%0.000%
8/12/2021B. Riley Wealth Management Inc.12,703$206K0.0%+16.5%0.000%
8/11/2021Commonwealth Equity Services LLC42,940$695K0.0%-4.3%0.000%
8/10/2021Mid Atlantic Financial Management Inc. ADV19,200$311K0.0%+43.3%0.000%
5/18/2021Morgan Stanley207,195$3.09M0.0%+6.0%0.000%
5/17/2021Royal Bank of Canada12,249$182K0.0%+18.8%0.000%
5/13/2021Guggenheim Capital LLC25,850$385K0.0%-80.5%0.000%
5/12/2021UBS Group AG93,233$1.39M0.0%+1.9%0.000%
5/11/2021Mid Atlantic Financial Management Inc. ADV13,400$200K0.0%N/A0.000%
5/7/2021Advisors Asset Management Inc.35,116$523K0.0%+2.7%0.000%
5/4/2021Commonwealth Equity Services LLC44,892$668K0.0%-4.6%0.000%
2/16/2021Guggenheim Capital LLC132,812$1.95M0.0%-16.2%0.000%
2/16/2021Laidlaw Wealth Management LLC20,425$300K0.1%N/A0.000%
2/9/2021Wells Fargo & Company MN24,934$366K0.0%-45.5%0.000%
2/4/2021Nottingham Advisors Inc.15,500$227K0.0%N/A0.000%
1/20/2021Kestra Advisory Services LLC12,817$191K0.0%N/A0.000%
11/13/2020Morgan Stanley206,586$2.45M0.0%+3.1%0.000%
11/13/2020Guggenheim Capital LLC158,576$1.89M0.0%-25.3%0.000%
11/9/2020Shaker Financial Services LLC69,159$820K0.4%N/A0.000%
11/5/2020Wells Fargo & Company MN45,749$542K0.0%-16.5%0.000%
8/17/2020Private Advisor Group LLC5,480$62K0.0%N/A0.000%
8/14/2020Bank of America Corp DE69,086$783K0.0%+19.6%0.000%
8/14/2020Advisor Group Holdings Inc.46,772$530K0.0%-5.5%0.000%
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8/12/2020Commonwealth Equity Services LLC49,874$565K0.0%-15.0%0.000%
7/31/2020UBS Group AG83,243$944K0.0%-4.3%0.000%
6/2/2020Guggenheim Capital LLC218,593$1.99M0.0%-2.9%0.000%
5/18/2020Advisor Group Holdings Inc.49,476$450K0.0%N/A0.000%
5/15/2020Morgan Stanley181,369$1.65M0.0%+1.5%0.000%
5/14/2020Wells Fargo & Company MN56,698$515K0.0%-3.9%0.000%
5/13/2020Proequities Inc.24,328$221K0.0%-11.8%0.000%
5/11/2020Commonwealth Equity Services LLC58,671$533K0.0%-13.0%0.000%
5/11/2020Mid Atlantic Financial Management Inc. ADV17,200$156K0.0%-20.4%0.000%
5/1/2020UBS Group AG87,024$791K0.0%+42.1%0.000%
(Data available from 1/1/2016 forward)

CGO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGO shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Calamos Global Total Return Fund. The most heavily invested institutionals were Principal Securities Inc. ($1.64M), LPL Financial LLC ($1.52M), Calamos Wealth Management LLC ($1.10M), Guggenheim Capital LLC ($966K), Shaker Financial Services LLC ($739K), Wolverine Asset Management LLC ($549K), and Envestnet Asset Management Inc. ($444K).Learn more on CGO's institutional investors.

Which institutional investors have been buying Calamos Global Total Return Fund stock?

Of the 17 institutional investors that purchased Calamos Global Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($180.52K), Wolverine Asset Management LLC ($124.71K), Calamos Wealth Management LLC ($113.93K), Shaker Financial Services LLC ($104.14K), LPL Financial LLC ($84.65K), Envestnet Asset Management Inc. ($50.30K), and San Luis Wealth Advisors LLC ($28.45K).

How much institutional buying is happening at Calamos Global Total Return Fund?

Institutional investors have bought a total of 797,302 shares in the last 24 months. This purchase volume represents approximately $7.34M in transactions.

Which Calamos Global Total Return Fund major shareholders have been selling company stock?

The following institutional investors have sold Calamos Global Total Return Fund stock in the last 24 months: Guggenheim Capital LLC ($59.02K), Shaker Financial Services LLC ($23.49K), Advisors Asset Management Inc. ($23.08K), Commonwealth Equity Services LLC ($15.13K), Capital Market Strategies LLC ($13.54K), Concourse Financial Group Securities Inc. ($12.74K), and Wolverine Asset Management LLC ($10.15K).

How much institutional selling is happening at Calamos Global Total Return Fund?

Institutional investors have sold a total of 161,413 shares in the last 24 months. This volume of shares sold represents approximately $1.62M in transactions.


This page (NASDAQ:CGO) was last updated on 4/29/2024 by MarketBeat.com Staff

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