Calamos Global Total Return Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 464.71 K | $6.35 M | 3.07% | 4.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 240.94 K | $3.29 M | 124.39% | 2.45% |
| LPL FINANCIAL LLC | 08/07/2026 | 212.24 K | $2.90 M | 1.65% | 2.16% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 177.11 K | $2.42 M | -18.34% | 1.80% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 176.68 K | $2.41 M | 0.60% | 1.80% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 166.03 K | $2.27 M | 0.89% | 1.69% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 158.59 K | $2.17 M | -0.02% | 1.61% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 92.82 K | $1.27 M | -33.15% | 0.94% |
| UBS GROUP AG | 08/13/2026 | 72.60 K | $991.66 K | -0.64% | 0.74% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 61.07 K | $834.22 K | -41.51% | 0.62% |
| COHEN & STEERS, INC. | 08/14/2026 | 56.98 K | $778.00 K | -11.61% | 0.58% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/15/2026 | 52.49 K | $716.94 K | 7.64% | 0.53% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 52.38 K | $715.52 K | 100.00% | 0.53% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 48.02 K | $655.95 K | 0.00% | 0.49% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 46.76 K | $638.74 K | 2.32% | 0.48% |
| INVESCO LTD. | 08/14/2026 | 43.81 K | $598.43 K | -0.44% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 43.78 K | $598.01 K | 15.05% | 0.45% |
| ROYAL BANK OF CANADA | 08/14/2026 | 23.51 K | $321.00 K | -6.00% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 23.40 K | $319.59 K | -1.32% | 0.24% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 22.94 K | $313.40 K | 1.82% | 0.23% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 07/29/2026 | 20.58 K | $281.07 K | 0.00% | 0.21% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 20.42 K | $278.92 K | 188.98% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 16.85 K | $230.18 K | -25.61% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 15.84 K | $216.39 K | -17.08% | 0.16% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 15.68 K | $214.19 K | -13.29% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.90 K | $189.90 K | 100.00% | 0.14% |
| HRT FINANCIAL LP | 08/14/2026 | 13.31 K | $181.00 K | 100.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 12.27 K | $168.00 K | -0.64% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 11.42 K | $155.98 K | 6.63% | 0.12% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 11.33 K | $154.75 K | 0.01% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 10.90 K | $148.89 K | -17.42% | 0.11% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 10.82 K | $147.82 K | 0.41% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 10.20 K | $139.26 K | 100.00% | 0.10% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 5.79 K | $79.06 K | 100.00% | 0.06% |
| FIFTH THIRD BANCORP | 08/05/2026 | 5.64 K | $77.08 K | 0.00% | 0.06% |
| NBC SECURITIES, INC. | 07/21/2026 | 4.52 K | $61.80 K | 0.00% | 0.05% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 4.28 K | $58.40 K | 0.00% | 0.04% |
| CONTINUUM ADVISORY, LLC | 08/06/2026 | 4.14 K | $56.55 K | 100.00% | 0.04% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 2.50 K | $34.15 K | -50.00% | 0.03% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 2.05 K | $27.40 K | 0.00% | 0.02% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 1.45 K | $19.77 K | 100.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 280 | $3.83 K | 100.00% | 0.00% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 200 | $2.73 K | 0.00% | 0.00% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 56 | $773 | 1.82% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $14 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Calamos Global Total Return Fund institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Calamos Global Total Return Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 464,707
Advisors Asset Management, Inc.: 240,943
LPL Financial LLC: 212,238
Shaker Financial Services, LLC: 177,106
PRINCIPAL SECURITIES, INC.: 176,675
ENVESTNET ASSET MANAGEMENT INC: 166,026
24.94% of Calamos Global Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.04 M shares in the last 24 months. This purchase volume represents approximately $35.01 M in transactions.