Purchases and Sales Made in Q2 2023 in Calamos Global Total Return Fund (CGO)
This table provides information about the institutional ownership of Calamos Global Total Return Fund (CGO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 12.13% |
$152K - $164K
|
156K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 15.64% |
$133K - $143K
|
109K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
7.9K+ 26.92% |
$71.1K - $76.6K
|
37.3K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.16K+ 19.84% |
$37.4K - $40.3K
|
25.1K
$286K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.69K+ 3.35% |
$33.2K - $35.8K
|
114K
$1.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1K+ 10.95% |
$9.9K - $10.7K
|
11.1K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
800+ 3.46% |
$7.2K - $7.76K
|
23.9K
$272K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400New |
$3.6K - $3.88K
|
400
$4.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
387New |
$3.48K - $3.75K
|
387
$4.41K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
265+ 14.82% |
$2.39K - $2.57K
|
2.05K
$23.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-552- 1.09% |
$4.97K - $5.35K
|
50K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.89K- 5.26% |
$17K - $18.3K
|
34K
$387K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.73K- 10.8% |
$24.6K - $26.5K
|
22.6K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3K- 47.68% |
$27K - $29.1K
|
3.3K
$37.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.22K- 13.92% |
$37.9K - $40.9K
|
26.1K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.45K- 72.94% |
$40K - $43.1K
|
1.65K
$18.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.44K- 4.91% |
$48.9K - $52.7K
|
105K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.73K- 3.1% |
$78.6K - $84.7K
|
273K
$3.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.64K- 42.66% |
$86.8K - $93.5K
|
13K
$148K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-10.2K- 15.53% |
$91.4K - $98.5K
|
55.2K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.8K- 21.75% |
$250K - $270K
|
100K
$1.14M
|