Calamos Global Total Return Fund
Calamos Global Total Return Fund (CGO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CGO · as of Dec 31, 2021
Ownership Breakdown
25
Institutional Holders
▲ 6 vs Q3
$12.74M
Total Inst. Value
▲ $638,000 vs Q3
9.83M
Shares Outstanding
freeFloat 97.98%
828,387
13F Shares Held
▲ 75,729 vs Q3
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CGO largest shareholders · institutional ownership
Q4 2021 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MORGAN STANLEY | 244.3K | 2.71% | 2.71% | $3.76B | Feb 14, 2022 | ▼ 1.8K |
UBS GROUP AG | 108.1K | 1.20% | 1.20% | $1.66B | Feb 14, 2022 | ▲ 7.4K |
GUGGENHEIM CAPITAL LLC | 103.2K | 1.15% | 1.15% | $1.59B | Feb 14, 2022 | ▼ 1.7K |
BANK OF AMERICA CORP /DE/ | 56.8K | 63.11% | 63.11% | $874.00M | Feb 8, 2022 | ▲ 377 |
CAPITAL MARKET STRATEGIES LLC | 40.3K | 44.71% | 44.71% | $619.00M | Feb 7, 2022 | NEW |
INVESCO LTD. | 37.1K | 41.25% | 41.25% | $571.00M | Feb 14, 2022 | ▼ 8.7K |
HARBOUR INVESTMENTS, INC. | 33.7K | 37.44% | 37.44% | $519.00M | Feb 16, 2022 | ▼ 100 |
ADVISORS ASSET MANAGEMENT, INC. | 31.2K | 34.70% | 34.70% | $481.00M | Feb 15, 2022 | ▼ 110 |
ADVISOR GROUP HOLDINGS, INC. | 24.5K | 27.21% | 27.21% | $376.00M | Feb 3, 2022 | ▼ 2.9K |
WELLS FARGO & COMPANY/MN | 21.6K | 24.02% | 24.02% | $333.00M | Feb 14, 2022 | ▲ 3.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q4 2021 vs prior quarter
Q4 2021
6
Increased
+17.5K shares9
New Positions
first time holders8
Decreased
−16.3K shares3
Sold Out
fully exitedNet shares change (top 50)
+1.2K
+17.5K / −16.3K
Net new holders
+4
9 new / 3 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CGO insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
NEAL JOHN E director | Nov 1, 2023 | Sale | 7,057 | $8.20 | $57.9K | 0 | Form 4 ↗ |
NEAL JOHN E director | Mar 20, 2020 | Sale | 10,093 | $7.41 | $74.7K | 7.1K | Form 4 ↗ |
TRIPPLE DAVID D director | Dec 19, 2019 | Sale | 500 | $13.18 | $6.6K | 0 | Form 4 ↗ |
Mickey Mark Chief Compliance Officer | Jan 2, 2018 | Sale | 1,000 | $14.98 | $15.0K | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Calamos Global Total Return Fund (CGO) is primarily owned by institutional investors, who hold approximately 8.4% of total shares outstanding. Company insiders own approximately 2.02%, while retail and public investors account for the remaining 89.55%.
The largest institutional shareholder of Calamos Global Total Return Fund is MORGAN STANLEY, holding approximately 244,307 shares — equal to 2.71% of outstanding shares — as of December 31, 2021.
A total of 25 institutional investors currently hold CGO stock, with a combined institutional value of approximately $12,737,000 as of the most recent 13F filing period.
Frequently asked questions
CGO ownershipCalamos Global Total Return Fund (CGO) is primarily owned by institutional investors, who hold approximately 8.4% of shares. The largest shareholder is MORGAN STANLEY with a 2.71% stake. Company insiders hold 2.02%. Data sourced from SEC Form 13F as of December 31, 2021.