Calamos Global Total Return Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 435.67 K | $4.96 M | 2.54% | 4.43% |
| LPL FINANCIAL LLC | 02/11/2026 | 213.04 K | $2.43 M | -5.58% | 2.17% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 183.14 K | $2.10 M | -14.55% | 1.86% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 175.62 K | $2.00 M | -2.72% | 1.79% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 172.01 K | $1.96 M | 1.72% | 1.75% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 163.05 K | $1.86 M | -1.95% | 1.66% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 158.61 K | $1.81 M | -7.98% | 1.61% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 107.33 K | $1.22 M | -3.72% | 1.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 76.67 K | $873.29 K | -15.85% | 0.78% |
| UBS GROUP AG | 01/29/2026 | 73.35 K | $835.43 K | -13.44% | 0.75% |
| COHEN & STEERS, INC. | 02/13/2026 | 57.28 K | $652.00 K | 90.37% | 0.58% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 49.70 K | $566.08 K | -5.17% | 0.51% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 47.58 K | $541.97 K | 5.76% | 0.48% |
| 01/28/2026 | 43.47 K | $495.10 K | -2.79% | 0.44% | |
| INVESCO LTD. | 02/19/2026 | 40.29 K | $458.94 K | 115.10% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 37.20 K | $423.75 K | 0.79% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 27.72 K | $315.75 K | 133.90% | 0.28% |
| ROYAL BANK OF CANADA | 02/17/2026 | 26.46 K | $301.00 K | -4.61% | 0.27% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 01/23/2026 | 20.58 K | $234.36 K | 0.00% | 0.21% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 20.10 K | $228.91 K | 2.12% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 17.00 K | $193.60 K | 0.81% | 0.17% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 16.30 K | $185.66 K | -5.78% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 12.36 K | $141.00 K | 0.70% | 0.13% |
| RETIREMENT PLANNING GROUP | 02/03/2026 | 11.26 K | $128.29 K | 100.00% | 0.11% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 10.50 K | $119.57 K | 0.02% | 0.11% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 10.24 K | $116.66 K | 100.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 10.07 K | $114.68 K | 100.00% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 9.45 K | $107.57 K | 4.72% | 0.10% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 6.04 K | $68.81 K | 0.02% | 0.06% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 6.00 K | $68.35 K | 0.00% | 0.06% |
| COMERICA BANK | 01/29/2026 | 5.64 K | $64.27 K | 0.00% | 0.06% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 5.62 K | $63.96 K | 36.45% | 0.06% |
| NBC SECURITIES, INC. | 01/29/2026 | 4.52 K | $51.53 K | 0.00% | 0.05% |
| CWM, LLC | 01/26/2026 | 1.91 K | $22.00 K | 0.00% | 0.02% |
| ORG PARTNERS LLC | 01/14/2026 | 1.50 K | $17.09 K | 0.00% | 0.02% |
| AMERIFLEX GROUP, INC. | 02/18/2026 | 200 | $2.28 K | -50.00% | 0.00% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 54 | $621 | 1.89% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $11 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Calamos Global Total Return Fund institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Calamos Global Total Return Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 164,567
WOLVERINE ASSET MANAGEMENT LLC: 104,406
UBS Group AG: 73,065
Brookstone Capital Management: 48,760
Kestra Advisory Services, LLC: 22,652
Gilliland Jeter Wealth Management LLC: 20,576
22.97% of Calamos Global Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.86 M shares in the last 24 months. This purchase volume represents approximately $32.84 M in transactions.