Purchases and Sales Made in Q1 2024 in Calamos Global Total Return Fund (CGO)
This table provides information about the institutional ownership of Calamos Global Total Return Fund (CGO) during Q1 2024. The information is specifically focused on institutions that hold shares of CALAMOS GLOBAL TOTAL RETURN FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
71KNew |
$638K - $753K
|
71K
$809K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28K+ 8.13% |
$251K - $297K
|
372K
$4.24M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28K+ 8.13% |
$251K - $297K
|
372K
$4.24M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 18.92% |
$179K - $212K
|
125K
$1.43M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.9KNew |
$152K - $179K
|
16.9K
$192K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9K+ 57.35% |
$107K - $127K
|
32.8K
$373K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.41K+ 4.55% |
$84.5K - $99.8K
|
216K
$2.46M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.08K+ 5.46% |
$63.6K - $75.1K
|
137K
$1.56M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.37K+ 10.67% |
$48.2K - $57K
|
55.7K
$635K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.43K+ 25.37% |
$30.8K - $36.4K
|
17K
$193K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.09K+ 18.84% |
$27.7K - $32.7K
|
19.5K
$222K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.5K+ 13.83% |
$22.5K - $26.5K
|
20.6K
$234K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2K+ 43.62% |
$18K - $21.2K
|
6.59K
$75K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
405+ 19.71% |
$3.64K - $4.3K
|
2.46K
$28K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
173+ 0.21% |
$1.55K - $1.84K
|
83.8K
$954K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-149- 0.87% |
$1.34K - $1.58K
|
17K
$193K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 1.4% |
$2.69K - $3.18K
|
21.1K
$240K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-377- 1.43% |
$3.39K - $4K
|
26K
$296K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-565- 3.01% |
$5.07K - $5.99K
|
18.2K
$207K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 80.0% |
$9.59K - $11.3K
|
267
$3.04K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.15K- 10.22% |
$19.3K - $22.8K
|
18.8K
$215K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.2KClosed |
$19.8K - $23.3K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.67K- 87.93% |
$23.9K - $28.3K
|
366
$4.17K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.81K- 29.98% |
$61.1K - $72.2K
|
15.9K
$181K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7.67K- 4.25% |
$68.9K - $81.4K
|
173K
$1.97M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.34K- 2.45% |
$83.8K - $99.1K
|
372K
$4.24M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-58.4K- 72.4% |
$524K - $620K
|
22.3K
$254K
|