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Disclosery

CGO CALAMOS GLOBAL TOTAL RETURN

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COM SH BEN INT (common), issuer CIK 1285650

40 managers (40 13F filers) reported a position in CGO shares at 2025-06-30, 2,263,238 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
4
Added
15
Reduced
10
Sold out
2
Shares held by filers
2,263,238

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY399,607$4.68M<0.01%+24,84113F-HRTimelineGroup
LPL Financial LLC241,837$2.83M<0.01%+10,06213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC185,568$2.17M0.02%-17,82713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC179,121$2.1M0.04%+2,72613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC161,024$1.89M<0.01%+4,12213F-HRTimelineGroup
Shaker Financial Services, LLC159,279$1.87M0.68%-40,48613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC110,242$1.29M0.05%013F-HRTimelineGroup
Advisors Asset Management, Inc.101,748$1.19M0.02%+79,42813F-HR/ATimeline
UBS Group AGin group UBS Group AG93,852$1.1M<0.01%+47013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC91,189$1.07M0.02%+24,33713F-HRTimelineGroup
Prairie Wealth Advisors, Inc.86,925$1.02M0.43%+3,35013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.70,604$827K<0.01%-15,52613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.52,714$617K0.02%-3,32713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management39,634$464K0.01%+3,72813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,561$428K<0.01%-38113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,177$330K<0.01%+14,36813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,275$273K<0.01%-2,25413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,750$266K<0.01%+4,19413F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC20,576$241K0.08%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,791$220K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,896$198K<0.01%+6,63013F-HR/ATimelineGroup
NewEdge Advisors, LLC16,200$190K<0.01%-60013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,607$183K<0.01%new13F-HRTimelineGroup
BARD ASSOCIATES INC14,225$167K0.05%013F-HRTimeline
CoreCap Advisors, LLC13,127$154K0.01%+19813F-HRTimeline
Cambridge Investment Research Advisors,…12,270$144K<0.01%-74813F-HRTimeline
Capital Market Strategies LLC11,168$131K0.09%-5,39013F-HRTimeline
Steward Partners Investment Advisory, L…9,365$110K<0.01%013F-HRTimeline
Allworth Financial LP7,001$82K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,040$70.7K<0.01%+1,81613F-HRTimelineGroup
COMERICA BANK5,643$66.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,524$52K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,982$23.2K0.01%+4213F-HRTimeline
CWM, LLCin group CWM, LLC1,905$22K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,650$19.3K<0.01%013F-HRTimeline
ORG Partners LLC1,500$17.6K<0.01%013F-HRTimeline
NFSG Corp608$7.12K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC52$612<0.01%-3,32213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$12<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.