CALAMOS GLOBAL TOTAL RETURN CGO
COM SH BEN INT · Closed-End Fund · CUSIP 128118106
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.19.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 24 |
| Q4 2022 | 27 |
| Q1 2023 | 31 |
| Q2 2023 | 29 |
| Q3 2023 | 31 |
| Q4 2023 | 33 |
| Q1 2024 | 31 |
| Q2 2024 | 31 |
| Q3 2024 | 32 |
| Q4 2024 | 37 |
| Q1 2025 | 38 |
| Q2 2025 | 40 |
| Q3 2025 | 39 |
| Q4 2025 | 39 |
| Q1 2026 | 41 |
| Q2 2026 | 46 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 16 | 10 |
| Q4 2024 | 17 | 12 |
| Q1 2025 | 15 | 13 |
| Q2 2025 | 19 | 12 |
| Q3 2025 | 17 | 16 |
| Q4 2025 | 18 | 17 |
| Q1 2026 | 25 | 13 |
| Q2 2026 | 22 | 16 |
Biggest buyers
| Advisors Asset Management, Inc. | Added | +133.6k |
| CITADEL ADVISORS LLC | New | +13.9k |
| MORGAN STANLEY | Added | +13.9k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Added | +13.4k |
| HRT FINANCIAL LP | New | +13.3k |
| Cambridge Investment Research Advisors, Inc. | Added | +12.2k |
| XTX Topco Ltd | New | +10.2k |
| Farther Finance Advisors, LLC | New | +5.8k |
| BANK OF AMERICA CORP /DE/ | Added | +5.7k |
| Continuum Advisory, LLC | New | +4.1k |
Biggest sellers
| GUGGENHEIM CAPITAL LLC | Reduced | -46.0k |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -43.3k |
| Shaker Financial Services, LLC | Reduced | -39.8k |
| RAYMOND JAMES FINANCIAL INC | Sold out | -16.7k |
| COHEN & STEERS, INC. | Reduced | -7.5k |
| Kestra Advisory Services, LLC | Reduced | -5.8k |
| Logan Stone Capital, LLC | Reduced | -3.3k |
| Allworth Financial LP | Reduced | -2.5k |
| Retirement Planning Group, LLC | Reduced | -2.4k |
| NewEdge Advisors, LLC | Reduced | -2.3k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-09-08 | 100.0% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 464.7k $6.3m | Added +13.9k |
| Advisors Asset Management, Inc. 0.05% of their portfolio | 240.9k $3.3m | Added +133.6k |
| LPL Financial LLC 0.00% of their portfolio | 212.2k $2.9m | Added +3.4k |
| Shaker Financial Services, LLC 0.76% of their portfolio | 177.1k $2.4m | Reduced -39.8k |
| PRINCIPAL SECURITIES, INC. 0.03% of their portfolio | 176.7k $2.4m | Added +1.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 166.0k $2.3m | Added +1.5k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 158.6k $2.2m | Reduced -26 |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 92.8k $1.3m | Reduced -46.0k |
| UBS Group AG 0.00% of their portfolio | 72.6k $991.7k | Reduced -469 |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 61.1k $834.2k | Reduced -43.3k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 57.0k $778.0k | Reduced -7.5k |
| Brookstone Capital Management 0.01% of their portfolio | 52.5k $716.9k | Added +3.7k |
| Advisory Solutions Group, LLC 0.24% of their portfolio | 52.4k $715.5k | First filing |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 48.0k $656.0k | Unchanged |
| PMG Family Office LLC 0.59% of their portfolio | 46.8k $638.7k | Added +1.1k |
| Invesco Ltd. 0.00% of their portfolio | 43.8k $598.4k | Reduced -193 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 43.8k $598.0k | Added +5.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.5k $336.0k | Added +12.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 23.5k $321.0k | Reduced -1.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 23.4k $319.6k | Reduced -313 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 22.9k $313.4k | Added +411 |
| Gilliland Jeter Wealth Management LLC 0.07% of their portfolio | 20.6k $281.1k | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio | 20.4k $278.9k | Added +13.4k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 16.9k $230.2k | Reduced -5.8k |
| Logan Stone Capital, LLC 0.05% of their portfolio | 15.8k $216.4k | Reduced -3.3k |
| Retirement Planning Group, LLC 0.01% of their portfolio | 15.7k $214.2k | Reduced -2.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 13.9k $189.9k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 13.3k $181.0k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 11.4k $156.0k | Added +710 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 11.3k $154.8k | Added +1 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 10.9k $148.9k | Reduced -2.3k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 10.8k $147.8k | Added +44 |
| XTX Topco Ltd 0.00% of their portfolio | 10.2k $139.3k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 5.8k $79.1k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 5.6k $77.1k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 4.5k $61.8k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 4.3k $58.4k | Unchanged |
| Continuum Advisory, LLC 0.00% of their portfolio | 4.1k $56.6k | New |
| Allworth Financial LP 0.00% of their portfolio | 2.5k $34.1k | Reduced -2.5k |
| Colonial Trust Co / SC 0.00% of their portfolio | 2.0k $27.4k | Unchanged |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 1.4k $19.8k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 280 $3.8k | New |
| AMERIFLEX GROUP, INC. 0.00% of their portfolio | 200 $2.7k | Unchanged |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 56 $773 | Added +1 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $14 | Unchanged |
| Prairie Wealth Advisors, Inc. 0.31% of their portfolio | 0 $1.3m | Unchanged |