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Disclosery

CGO CALAMOS GLOBAL TOTAL RETURN

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COM SH BEN INT (common), issuer CIK 1285650

38 managers (38 13F filers) reported a position in CGO shares at 2025-03-31, 2,135,307 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
12
Reduced
11
Sold out
2
Shares held by filers
2,135,307

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY374,766$3.87M<0.01%-5,89513F-HRTimelineGroup
LPL Financial LLC231,775$2.39M<0.01%+4,52813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC203,395$2.1M0.02%-47,26413F-HRTimelineGroup
Shaker Financial Services, LLC199,765$2.06M0.8%+86,61313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC176,395$2.01M0.04%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,902$1.62M<0.01%-23413F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC110,242$1.14M0.06%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG93,382$965K<0.01%+2,70813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.86,130$890K<0.01%-2,09313F-HRTimelineGroup
Prairie Wealth Advisors, Inc.83,575$863K0.42%+5,40013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC66,852$691K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.56,041$579K0.02%+1,64913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,942$382K<0.01%+3,99313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management35,906$371K0.01%+15,59113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,529$264K<0.01%-63113F-HRTimelineGroup
Advisors Asset Management, Inc.22,320$231K<0.01%new13F-HR/ATimeline
Gilliland Jeter Wealth Management LLC20,576$213K0.08%013F-HRTimeline
Ariadne Wealth Management, LP4,327$204K0.11%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,556$192K<0.01%-4013F-HRTimelineGroup
NewEdge Advisors, LLC16,800$174K<0.01%013F-HRTimeline
Capital Market Strategies LLC16,558$171K0.11%013F-HRTimeline
BARD ASSOCIATES INC14,225$147K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,809$143K<0.01%-2,57813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…13,018$134K<0.01%-1,35013F-HRTimeline
CoreCap Advisors, LLC12,929$134K0.01%+17713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,266$106K<0.01%-1,65813F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,365$96.7K<0.01%-2,64413F-HRTimeline
COMERICA BANK5,643$58.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,524$46K<0.01%+4,52013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,224$43.6K<0.01%+3,20813F-HRTimelineGroup
Golden State Wealth Management, LLC3,374$34.9K0.01%+7113F-HR/ATimeline
CWM, LLCin group CWM, LLC1,905$20K<0.01%-20213F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC1,940$19.9K0.01%+4013F-HRTimeline
GPS Wealth Strategies Group, LLC1,650$17K<0.01%013F-HRTimeline
ORG Partners LLC1,500$15.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.200$2.07K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$10<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.