CGO

Calamos Global Total Return

+$284.3K

Net Activity

Institutions Holding

41

Popularity Rank

#6495

Avg Weight

0.05%

Total Value

$27.0M

Ownership Trend

41 institutions currently hold CGO, with 26 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$5.0M
SF
Shaker Financial Services, LLC
$2.4M
LF
LPL Financial LLC
$2.3M
PS
Principal Securities, INC.
$2.0M
EA
Envestnet Asset Management INC
$1.8M

Top 5 by Conviction

SF
Shaker Financial Services, LLC
0.84%
PF
PMG Family Office LLC
0.57%
PW
Prairie Wealth Advisors, Inc.
0.43%
GJ
Gilliland Jeter Wealth Management LLC
0.07%
LS
Logan Stone Capital, LLC
0.06%
View all 41 holding institutions

Quarterly Activity

Recent Activity

+$18.1M

Total Buy Value

$7.2M

Total Sell Value

New buy7
Trim10
Add19
Sold out3

26

Net Buyers

13

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CALAMOS GLOBAL TOTAL RETURN (CGO)?
Major stakeholders currently include Morgan Stanley ($5.0M), Shaker Financial Services, LLC ($2.4M), LPL Financial LLC ($2.3M). Based on the latest 13F filings, there are a total of 41 tracked investment funds and institutions maintaining positions in CGO.
What is the overall institutional sentiment toward CGO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $284.3K, driven by 26 managers accumulating shares while 13 reduced their exposure.
Which institutions have been selling or reducing their CGO positions?
In the latest period, 10 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $7.2M.
Are there any notable investors adding CGO to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $18.1M.

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