Calamos Global Total Return Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 450.85 K | $5.03 M | 3.48% | 4.59% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 216.89 K | $2.42 M | 18.43% | 2.21% |
| LPL FINANCIAL LLC | 05/06/2026 | 208.80 K | $2.33 M | -1.99% | 2.12% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 175.62 K | $1.96 M | 0.00% | 1.79% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 164.57 K | $1.83 M | 0.93% | 1.67% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 158.61 K | $1.77 M | 0.00% | 1.61% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 138.85 K | $1.55 M | -19.28% | 1.41% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 107.38 K | $1.20 M | 0.04% | 1.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 104.41 K | $1.16 M | 36.17% | 1.06% |
| UBS GROUP AG | 05/05/2026 | 73.07 K | $814.68 K | -0.39% | 0.74% |
| COHEN & STEERS, INC. | 05/15/2026 | 64.46 K | $719.00 K | 12.54% | 0.66% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 48.76 K | $543.67 K | 2.47% | 0.50% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 48.02 K | $535.42 K | -3.38% | 0.49% |
| 04/17/2026 | 45.70 K | $509.53 K | 5.13% | 0.47% | |
| INVESCO LTD. | 05/12/2026 | 44.00 K | $490.62 K | 9.21% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 38.05 K | $424.26 K | 2.28% | 0.39% |
| ROYAL BANK OF CANADA | 05/15/2026 | 25.01 K | $279.00 K | -5.48% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 23.71 K | $264.37 K | -14.47% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 22.65 K | $252.57 K | 33.27% | 0.23% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 22.53 K | $251.25 K | 12.12% | 0.23% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 04/24/2026 | 20.58 K | $229.42 K | 0.00% | 0.21% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 19.10 K | $213.00 K | 100.00% | 0.19% |
| RETIREMENT PLANNING GROUP | 05/04/2026 | 18.08 K | $201.63 K | 60.55% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 16.73 K | $186.49 K | 100.00% | 0.17% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 13.20 K | $147.18 K | -19.02% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 12.35 K | $138.00 K | -0.06% | 0.13% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 11.33 K | $126.31 K | 87.52% | 0.12% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 10.78 K | $120.16 K | 100.00% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 10.71 K | $119.40 K | 13.38% | 0.11% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 7.07 K | $78.79 K | 100.00% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 5.64 K | $62.92 K | 100.00% | 0.06% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 5.00 K | $55.75 K | -16.68% | 0.05% |
| NBC SECURITIES, INC. | 04/14/2026 | 4.52 K | $50.44 K | 0.00% | 0.05% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 4.28 K | $47.67 K | -23.86% | 0.04% |
| CWM, LLC | 05/14/2026 | 2.82 K | $31.39 K | 47.77% | 0.03% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 2.05 K | $21.97 K | 100.00% | 0.02% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 1.65 K | $18.40 K | 100.00% | 0.02% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 250 | $2.79 K | 100.00% | 0.00% |
| AMERIFLEX GROUP, INC. | 05/15/2026 | 200 | $2.23 K | 0.00% | 0.00% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 55 | $620 | 1.85% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $11 | 0.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 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, 60 institutional investors and hedge funds held shares of Calamos Global Total Return Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 450,851
Shaker Financial Services, LLC: 216,894
LPL Financial LLC: 208,799
PRINCIPAL SECURITIES, INC.: 175,624
ENVESTNET ASSET MANAGEMENT INC: 164,567
Integrated Wealth Concepts LLC: 158,611
23.90% of Calamos Global Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.89 M shares in the last 24 months. This purchase volume represents approximately $33.27 M in transactions.