CGO on Nasdaq

CALAMOS GLOBAL TOTAL RETURN FUND

CALAMOS GLOBAL TOTAL RETURN FUND is a fund registered in the United States, based in Naperville, active since 2004.² Its shares trade on Nasdaq under the symbol CGO.²

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Last updated Oct 21, 2026.

Overview

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TickerCGO on Nasdaq²
HeadquartersNaperville, United States²
Incorporated inDE³
Business address2020 Calamos Court, C/O Calamos Advisors Llc, Naperville, Il 60563³
Legal formFUND²
Kind of organizationFund²
LEI549300K2D63KU54WRP95²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0001285650²

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Corporate structure

CALAMOS GLOBAL TOTAL RETURN FUND sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of CALAMOS GLOBAL TOTAL RETURN FUND

BlackRock Portfolio Management LLC Filed SCHEDULE 13G on CALAMOS GLOBAL TOTAL RETURN FUND, latest Sep 8, 2026

CALAMOS GLOBAL TOTAL RETURN FUND Naperville, Illinois, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led CALAMOS GLOBAL TOTAL RETURN FUND, and when. Pick a name to see everywhere that person has worked.

2010201520202025

Chief executive officerJohn P. Calamos Sr. Dec 14, 2012 to Dec 14, 2012⁴
ChairJohn P. Calamos Sr. Jan 4, 2006 to Dec 13, 2011⁵
PresidentJohn P. Calamos Sr. Jan 4, 2006 to Dec 14, 2012⁵
Chief financial officerThomas E. Herman Jul 11, 2016 to Jul 11, 2016⁶

Board members and other officers (22)

Chief Compliance OfficerWalter M. Kelly Aug 4, 2025 to now⁷
VP and Assistant SecretarySusan L. Schoenberger Feb 2, 2023 to Feb 2, 2023⁸
Vice PresidentDaniel Dufresne Jul 20, 2021 to Jul 20, 2021⁹
TreasurerStephen Atkins Apr 3, 2020 to Apr 3, 2020¹⁰
TreasurerDave Vanisko Aug 22, 2019 to Aug 22, 2019¹¹
Vice PresidentJohn S. Koudounis Jul 11, 2016 to now¹²
Vice PresidentRobert Behan Aug 6, 2015 to Aug 6, 2015¹³
Vice PresidentGary D. Black Sep 20, 2012 to Sep 20, 2012¹⁴
vice presidentJames J. Boyne Jun 10, 2008 to Jun 10, 2008¹⁵
treasurerCheryl L. Hampton Dec 26, 2007 to Dec 26, 2007¹⁶
secretaryStathy Darcy Dec 26, 2007 to Dec 26, 2007¹⁷
Chief Compliance OfficerMark Mickey Apr 6, 2006 to Jan 3, 2018¹⁸
Board memberChristopher M. Toub Dec 20, 2019 to Dec 20, 2019¹⁹
Board memberKaren Stuckey Dec 20, 2019 to Dec 20, 2019²⁰
Board memberLloyd Wennlund Jul 26, 2018 to Jul 26, 2018²¹
Board memberTheresa Hamacher Sep 1, 2015 to Mar 2, 2016²²
Board memberVirginia G. Breen Sep 1, 2015 to Sep 1, 2015²³
Board memberJohn P. Calamos Sr. Dec 14, 2012 to Dec 14, 2012⁴
Board memberDavid D. Tripple Jan 13, 2006 to Dec 20, 2019²⁴
Board memberStephen B. Timbers May 3, 2006 to Oct 12, 2006²⁵
General counselErik D. Ojala Sep 28, 2023 to Sep 28, 2023²⁶
General counselJ. Christopher Jackson Jun 11, 2010 to Jun 11, 2010²⁷

Subsidiaries and ownership

Fund manager

Calamos Advisors LLC²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

May 14, 20248-K Bylaws or fiscal year changed²⁸
Dec 14, 2012New chief executive John P. Calamos Sr. becomes CEO⁴
Mar 30, 2004Founded CALAMOS GLOBAL TOTAL RETURN FUND is founded²

Filings

59 filings to the SEC since October 2021: 1 major events, 8 insider forms, 1 large holders, 49 other. The latest 20:

The 59 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 0 buys and 1 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Nov 1, 2023	NEAL JOHN EDirector	Sale	7,057	$8.20	$57.9K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

BlackRock Portfolio Management LLCSCHEDULE 13G, 1 filing Sep 8, 2026²⁹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 46. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	464,707	$6.3M	0.0%	+13,856
Advisors Asset Management, Inc.	240,943	$3.3M	0.1%	+133,567
LPL Financial LLC	212,238	$2.9M	0.0%	+3,439
Shaker Financial Services, LLC	177,106	$2.4M	0.8%	−39,788
Principal Securities, Inc.	176,675	$2.4M	0.0%	+1,051
Envestnet Asset Management Inc	166,026	$2.3M	0.0%	+1,459
Integrated Wealth Concepts LLC	158,585	$2.2M	0.0%	−26
Prairie Wealth Advisors, Inc.	0	$1.3M	0.3%	No change
Guggenheim Capital LLC	92,824	$1.3M	0.0%	−46,025
UBS Group AG	72,596	$991.7K	0.0%	−469
Wolverine Asset Management LLC	61,070	$834.2K	0.0%	−43,336
Brookstone Capital Management	52,485	$716.9K	0.0%	+3,725
Advisory Solutions Group, LLC	52,381	$715.5K	0.2%	New
Harbour Investments, Inc.	48,020	$656.0K	0.0%	No change
PMG Family Office LLC	46,760	$638.7K	0.6%	+1,062
Invesco Ltd.	43,809	$598.4K	0.0%	−193
Bank Of America Corp /de/	43,778	$598.0K	0.0%	+5,728
Royal Bank Of Canada	23,508	$321.0K	0.0%	−1,500
Osaic Holdings, Inc.	23,395	$319.6K	0.0%	−313
Stifel Financial Corp	22,944	$313.4K	0.0%	+411
Gilliland Jeter Wealth Management LLC	20,576	$281.1K	0.1%	No change
Blue Bell Private Wealth Management, LLC	20,419	$278.9K	0.0%	+13,353
Kestra Advisory Services, LLC	16,851	$230.2K	0.0%	−5,801
Logan Stone Capital, LLC	15,841	$216.4K	0.0%	−3,262
Retirement Planning Group, LLC	15,680	$214.2K	0.0%	−2,403

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How CALAMOS GLOBAL TOTAL RETURN FUND is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARCALAMOS GLOBAL TOTAL RETURN FUND¹
CIK0001285650
Employer ID (EIN)20-3377281¹
Incorporated inDelaware¹
Fiscal year endsOctober 31¹
Business address2020 Calamos Court, C/O Calamos Advisors Llc, Naperville, IL 60563¹
Phone6302451046¹
On EDGAR sinceMar 31, 2004¹
Filings409 in all: 3 (39), NPORT-P (28), N-Q (27), 4 (26), 40-17G (21), 497 (21), DEF 14A (21), N-CSR (21)¹
All 48 form types
N-CSRS (21), N-PX (21), CORRESP (20), 5 (14), N-2/A (13), NSAR-B (13), NSAR-A (12), 40-17G/A (9), SC 13G/A (9), N-CEN (8), 424B3 (6), 486BPOS (6), N-2 (6), EFFECT (5), POS EX (5), N-23C-2 (4), SC 13G (4), 8-K (3), 8-A12B (2), N-CSR/A (2), POS 8C (2), UPLOAD (2), 25 (1), 3/A (1), 4/A (1), 40-6C/A (1), 40-APP/A (1), 424B5 (1), 497J (1), CERTNAS (1), CERTNYS (1), N-2MEF (1), N-8A (1), N-CEN/A (1), NO ACT (1), NPORT-EX (1), NPORT-P/A (1), NSAR-B/A (1), SC 13D (1), SCHEDULE 13G (1)
Latest filingsProxy statement (DEF 14A) May 11, 2026
Latest 8-K (8-K) May 14, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARCALAMOS GLOBAL TOTAL RETURN FUND filings on SEC EDGAR
2
GLEIFCALAMOS GLOBAL TOTAL RETURN FUND LEI record (549300K2D63KU54WRP95)
3
SEC EDGARCALAMOS GLOBAL TOTAL RETURN FUND filings on SEC EDGAR
4
SEC EDGARJohn P. Calamos Sr., Chief executive officer
5
SEC EDGARJohn P. Calamos Sr., Chair
6
SEC EDGARThomas E. Herman, Chief financial officer
7
SEC EDGARWalter M. Kelly, Chief Compliance Officer
8
SEC EDGARSusan L. Schoenberger, VP and Assistant Secretary
9
SEC EDGARDaniel Dufresne, Vice President
10
SEC EDGARStephen Atkins, Treasurer
11
SEC EDGARDave Vanisko, Treasurer
12
SEC EDGARJohn S. Koudounis, Vice President
13
SEC EDGARRobert Behan, Vice President
14
SEC EDGARGary D. Black, Vice President
15
SEC EDGARJames J. Boyne, vice president
16
SEC EDGARCheryl L. Hampton, treasurer
17
SEC EDGARStathy Darcy, secretary
18
SEC EDGARMark Mickey, Chief Compliance Officer
19
SEC EDGARChristopher M. Toub, Board member
20
SEC EDGARKaren Stuckey, Board member
21
SEC EDGARLloyd Wennlund, Board member
22
SEC EDGARTheresa Hamacher, Board member
23
SEC EDGARVirginia G. Breen, Board member
24
SEC EDGARDavid D. Tripple, Board member
25
SEC EDGARStephen B. Timbers, Board member
26
SEC EDGARErik D. Ojala, General counsel
27
SEC EDGARJ. Christopher Jackson, General counsel
28
SEC EDGARBylaws or fiscal year changed
29
SEC EDGARBlackRock Portfolio Management LLC SCHEDULE 13G on CALAMOS GLOBAL TOTAL RETURN FUND