How many institutions own CGO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CGO shares is 45, representing 70.31% of the company's common stock.

Who are the major shareholders selling Calamos Global Total Return Fund stock?

CORECAP ADVISORS, LLC, in the last quarter, reduced its stake in CGO by -23.86% restricting it's holding to 4.28 thousand shares of worth nearly $47.67K. LPL FINANCIAL LLC also lessened -1.99% of the CGO shares from its portfolio, reducing its holding to 208.8 thousand shares of worth $2.33M. UBS GROUP AG also shunned CGO shares holding by -0.39% last quarter which brought its holding to 73.07 thousand shares worth $814.68K.

Investors who are buying CGO stock?

As per its latest 13F filing, STIFEL FINANCIAL CORP increased its stake in CGO by 12.12% in the last quarter. The institutional holder raised its holding to 22.53 thousand shares having worth more than $251.25K. FIFTH THIRD BANCORP also added 100% more shares of CGO to its portfolio, raising its holding to 5.64 thousand shares of worth $62.92K. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC also increased its CGO shares holding by 100% which brought its holding to 7.07 thousand shares worth $78.79K.

CGO's major insiders: who are they?

The insider with the most stakes in CGO is CALAMOS JOHN P SR , president and chairman at the company. Additionally, CGO stock is highly held by director TIMBERS STEPHEN B and director Hamacher Theresa among others.

Did an insider recently sell CGO stock?

Company executives, directors, and other insiders own 1.84% percent of Calamos Global Total Return Fund's stock. Within the last six months, there have been 0 transaction(s) in which CGO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include NEAL JOHN E, TRIPPLE DAVID D, and MICKEY MARK.

Which insider recently purchased CGO stock?

There have been 0 transaction(s) during the past 6-months in which Calamos Global Total Return Fund insiders have bought stock, totalling 0 shares

How much of CGO does insiders own?

Around 0 Calamos Global Total Return Fund shares are held by insiders, which represents about 1.84% of CGO stock.

Who is the insider with the largest stake?

CGO president and chairman, CALAMOS JOHN P SR holds the largest portfolio of the company's shares. CGO shares owned by CALAMOS total nearly 105.6 thousand.

Which institution holds the most shares in CGO?

STIFEL FINANCIAL CORP is the largest institutional owner in CGO which holds 22.53 thousand shares worth $251.25K or 0.23% of the total CGO shares outstanding followed by NBC SECURITIES, INC. with ownership of 4.52 thousand shares representing 0.05% of the CGO ownership. FIFTH THIRD BANCORP is the third largest stakeholder with 5.64 thousand shares or 0.06% of the ownership worth more than $62.92K.

Is Calamos Global Total Return Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CGO is concerned, it is a stock which is not optionable.

Is there a short position on CGO's shares?

Number of CGO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CGO shares are there?

As of today, null shares of CGO are outstanding.

Is there many float in CGO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CGO has null shares in float.

CGO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CGO is null.

Calamos Global Total Return Fund (CGO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.84% Percentage of Shares held by All Insiders

70.31% Percentage of Shares held by All Institutions

71.63% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 70.31% of CGO shares are held by financial institutions. STIFEL FINANCIAL CORP is the top corporate investor, holding 22.53K shares valued at $251.25K. A 0.23% stake in Calamos Global Total Return Fund is owned by the company. NBC SECURITIES, INC. owns 4.52K shares valued at $50.44K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	STIFEL FINANCIAL CORP	0.23%	22.53K	251.25K	2.44K	+12.12%
Mar 31, 2026	NBC SECURITIES, INC.	0.05%	4.52K	50.44K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.06%	5.64K	62.92K	5.64K	+100.00%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.07%	7.07K	78.79K	7.07K	+100.00%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	55	620	1	+1.85%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	2.21%	216.89K	2.42M	33.75K	+18.43%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.04%	4.28K	47.67K	-1.34K	-23.86%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	10.71K	119.4K	1.26K	+13.38%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.11%	10.78K	120.16K	10.78K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	2.12%	208.8K	2.33M	-4.24K	-1.99%
Mar 31, 2026	UBS GROUP AG	0.74%	73.07K	814.68K	-283	-0.39%
Mar 31, 2026	MORGAN STANLEY	4.59%	450.85K	5.03M	15.18K	+3.48%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.61%	158.61K	1.77M	0	0
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.41%	138.85K	1.55M	-33.16K	-19.28%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	1.09%	107.38K	1.2M	43	+0.04%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0%	0	-	-10.24K	-100.00%
Mar 31, 2026	LOGAN STONE CAPITAL, LLC	0.19%	19.1K	213K	19.1K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.17%	16.73K	186.49K	16.73K	+100.00%
Mar 31, 2026	COHEN & STEERS, INC.	0.66%	64.46K	719K	7.18K	+12.54%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.49%	48.02K	535.42K	-1.68K	-3.38%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-10.5K	-100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.02%	1.65K	18.4K	1.65K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.23%	22.65K	252.57K	5.66K	+33.27%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	23.71K	264.37K	-4.01K	-14.47%
Mar 31, 2026	COLONIAL TRUST CO / SC	0.02%	2.05K	21.97K	2.05K	+100.00%
Mar 31, 2026	CWM, LLC	0.03%	2.82K	31.39K	910	+47.77%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.12%	11.33K	126.31K	5.29K	+87.52%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	12.35K	138K	-7	-0.06%
Mar 31, 2026	AMERIFLEX GROUP, INC.	0%	200	2.23K	0	0
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	250	2.79K	250	+100.00%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.18%	18.08K	201.63K	6.82K	+60.55%
Mar 31, 2026	GILLILAND JETER WEALTH MANAGEMENT LLC	0.21%	20.58K	229.42K	0	0
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	1.79%	175.62K	1.96M	6	0.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.67%	164.57K	1.83M	1.52K	+0.93%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	1.06%	104.41K	1.16M	27.73K	+36.17%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.5%	48.76K	543.67K	1.18K	+2.47%
Mar 31, 2026		0.47%	45.7K	509.53K	2.23K	+5.13%
Mar 31, 2026	INVESCO LTD.	0.45%	44K	490.62K	3.71K	+9.21%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.05%	5K	55.75K	-1K	-16.68%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0%	0	-	-10.07K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.25%	25.01K	279K	-1.45K	-5.48%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.13%	13.2K	147.18K	-3.1K	-19.02%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.39%	38.05K	424.26K	847	+2.28%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.11%	11.26K	128.29K	11.26K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.66%	163.05K	1.86M	-3.25K	-1.95%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.61%	158.61K	1.81M	-13.76K	-7.98%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.09%	107.33K	1.22M	-4.14K	-3.72%
Dec 31, 2025		0.44%	43.47K	495.1K	-1.25K	-2.79%
Dec 31, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.21%	20.58K	234.36K	0	0
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.11%	10.5K	119.57K	2	+0.02%
Dec 31, 2025	COMERICA BANK	0.06%	5.64K	64.27K	0	0
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	0	-	-1.1K	-100.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.78%	76.67K	873.29K	-14.44K	-15.85%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.06%	5.62K	63.96K	1.5K	+36.45%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-1.65K	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-23.82K	-100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.05%	4.52K	51.53K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	12.36K	141K	86	+0.70%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	16.3K	185.66K	-1K	-5.78%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	54	621	1	+1.89%
Dec 31, 2025	ORG PARTNERS LLC	0.02%	1.5K	17.09K	0	0
Dec 31, 2025	CWM, LLC	0.02%	1.91K	22K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	6.04K	68.81K	1	+0.02%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	17K	193.6K	136	+0.81%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	20.1K	228.91K	417	+2.12%
Dec 31, 2025	ROYAL BANK OF CANADA	0.27%	26.46K	301K	-1.28K	-4.61%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	27.72K	315.75K	15.87K	+133.90%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.38%	37.2K	423.75K	291	+0.79%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.48%	47.58K	541.97K	2.59K	+5.76%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.51%	49.7K	566.08K	-2.71K	-5.17%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.06%	6K	68.35K	0	0
Dec 31, 2025	COHEN & STEERS, INC.	0.58%	57.28K	652K	27.19K	+90.37%
Dec 31, 2025	UBS GROUP AG	0.75%	73.35K	835.43K	-11.39K	-13.44%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	1.79%	175.62K	2M	-4.92K	-2.72%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	1.86%	183.14K	2.1M	-31.19K	-14.55%
Dec 31, 2025	LPL FINANCIAL LLC	2.17%	213.04K	2.43M	-12.59K	-5.58%
Dec 31, 2025	MORGAN STANLEY	4.43%	435.67K	4.96M	10.78K	+2.54%
Dec 31, 2025	AMERIFLEX GROUP, INC.	0%	200	2.28K	-200	-50.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	9.45K	107.57K	426	+4.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	10.07K	114.68K	10.07K	+100.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.1%	10.24K	116.66K	10.24K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.41%	40.29K	458.94K	21.56K	+115.10%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.75%	172.01K	1.96M	2.9K	+1.72%
Sep 30, 2025	UBS GROUP AG	0.86%	84.73K	1.02M	-9.12K	-9.72%
Sep 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.9%	88.58K	1.07M	1.65K	+1.90%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.93%	91.11K	1.1M	-78	-0.09%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.69%	166.29K	2M	5.27K	+3.27%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.72%	169.11K	2.04M	-16.46K	-8.87%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.75%	172.37K	2.08M	172.37K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.53%	52.41K	631K	-305	-0.58%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.46%	44.99K	541.7K	5.36K	+13.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	11.85K	139.89K	-5.05K	-29.86%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	1.84%	180.53K	2.17M	1.41K	+0.79%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	2.18%	214.33K	2.58M	55.05K	+34.56%
Sep 30, 2025	LPL FINANCIAL LLC	2.3%	225.63K	2.72M	-16.21K	-6.70%
Sep 30, 2025	COMERICA BANK	0.06%	5.64K	67.94K	0	0
Sep 30, 2025	CWM, LLC	0.02%	1.91K	23K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.04%	4.12K	49.55K	-9.01K	-68.65%
Sep 30, 2025	NBC SECURITIES, INC.	0.05%	4.52K	54.47K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	1.65K	19.87K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.06%	6K	72.25K	-1K	-14.28%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.13%	111.48K	1.34M	9.73K	+9.56%
Sep 30, 2025	ROYAL BANK OF CANADA	0.28%	27.74K	334K	-439	-1.56%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	1.1K	13.28K	495	+81.41%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	400	4.82K	400	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	9.02K	108.59K	-346	-3.69%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	12.27K	148K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.18%	17.3K	208.29K	1.1K	+6.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	6.04K	72.73K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	16.86K	203.01K	-5.89K	-25.89%
Sep 30, 2025	INVESCO LTD.	0.19%	18.73K	225.53K	-51.87K	-73.47%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	19.68K	236.94K	889	+4.73%
Sep 30, 2025		0.46%	44.72K	538.37K	44.72K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.38%	36.91K	444.42K	351	+0.96%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.11%	10.5K	126.37K	10.5K	+100.00%
Sep 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.21%	20.58K	247.74K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	23.82K	286.78K	544	+2.34%
Sep 30, 2025	MORGAN STANLEY	4.32%	424.89K	5.12M	25.29K	+6.33%
Sep 30, 2025	ORG PARTNERS LLC	0.02%	1.5K	18.06K	0	0
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0%	0	-	-1.98K	-100.00%
Sep 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0%	0	-	-110.24K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-15.61K	-100.00%
Sep 30, 2025	BARD ASSOCIATES INC	0%	0	-	-14.23K	-100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	12	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	53	642	1	+1.92%
Sep 30, 2025	COHEN & STEERS, INC.	0.31%	30.09K	362K	30.09K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	6.04K	70.73K	1.82K	+42.99%
Jun 30, 2025	ROYAL BANK OF CANADA	0.29%	28.18K	330K	14.37K	+104.05%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	23.28K	272.55K	-2.25K	-8.83%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	16.9K	197.86K	6.63K	+64.58%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	15.61K	182.76K	15.61K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.13%	13.13K	153.73K	198	+1.53%
Jun 30, 2025	BARD ASSOCIATES INC	0.14%	14.23K	166.58K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	12.27K	144K	-748	-5.75%
Jun 30, 2025	MORGAN STANLEY	4.07%	399.61K	4.68M	24.84K	+6.63%
Jun 30, 2025	LPL FINANCIAL LLC	2.46%	241.84K	2.83M	10.06K	+4.34%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	22.75K	266.41K	4.19K	+22.60%
Jun 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.21%	20.58K	240.95K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	9.37K	109.67K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.07%	7K	81.98K	7K	+100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	52	612	-3.32K	-98.46%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	12	0	0
Jun 30, 2025	ARIADNE WEALTH MANAGEMENT, LP	0%	0	-	-4.33K	-100.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.89%	185.57K	2.17M	-17.83K	-8.76%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	1.82%	179.12K	2.1M	2.73K	+1.55%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.64%	161.02K	1.89M	4.12K	+2.63%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	1.62%	159.28K	1.87M	-40.49K	-20.27%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	1.12%	110.24K	1.29M	0	0
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.04%	101.75K	1.19M	79.43K	+355.86%
Jun 30, 2025	UBS GROUP AG	0.96%	93.85K	1.1M	470	+0.50%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.93%	91.19K	1.07M	24.34K	+36.40%
Jun 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.89%	86.93K	1.02M	3.35K	+4.01%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0.02%	1.98K	23.21K	42	+2.16%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-200	-100.00%
Jun 30, 2025	INVESCO LTD.	0.72%	70.6K	826.77K	-15.53K	-18.03%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.54%	52.71K	617.28K	-3.33K	-5.94%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.19%	18.79K	220.05K	18.79K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	16.2K	189.7K	-600	-3.57%
Jun 30, 2025	COMERICA BANK	0.06%	5.64K	66.08K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.05%	4.52K	52K	0	0
Jun 30, 2025	CWM, LLC	0.02%	1.91K	22K	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.4%	39.63K	464.11K	3.73K	+10.38%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.37%	36.56K	428.13K	-381	-1.03%
Jun 30, 2025	CAPITAL MARKET STRATEGIES LLC	0.11%	11.17K	130.78K	-5.39K	-32.55%
Jun 30, 2025		0%	0	-	-200	-100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	1.65K	19.32K	0	0
Jun 30, 2025	ORG PARTNERS LLC	0.02%	1.5K	17.63K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	608	7.12K	608	+100.00%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	2.03%	199.77K	2.06M	86.61K	+76.55%
Mar 31, 2025		0%	200	2.07K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	1.65K	17.05K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	10.27K	106.06K	-1.66K	-13.90%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.23%	22.32K	230.57K	22.32K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.37%	35.91K	370.91K	15.59K	+76.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.38%	36.94K	381.61K	3.99K	+12.12%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.57%	56.04K	578.9K	1.65K	+3.03%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.68%	66.85K	690.58K	66.85K	+100.00%
Mar 31, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.85%	83.58K	863.33K	5.4K	+6.91%
Mar 31, 2025	INVESCO LTD.	0.88%	86.13K	889.72K	-2.09K	-2.37%
Mar 31, 2025	UBS GROUP AG	0.95%	93.38K	964.64K	2.71K	+2.99%
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	1.12%	110.24K	1.14M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.08K	-100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	10	0	0
Mar 31, 2025	ORG PARTNERS LLC	0.02%	1.5K	15.56K	0	0
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.07%	203.4K	2.1M	-47.26K	-18.86%
Mar 31, 2025	LPL FINANCIAL LLC	2.36%	231.78K	2.39M	4.53K	+1.99%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	13.81K	143K	-2.58K	-15.73%
Mar 31, 2025	BARD ASSOCIATES INC	0.14%	14.23K	146.95K	0	0
Mar 31, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.21%	20.58K	212.55K	0	0
Mar 31, 2025	MORGAN STANLEY	3.81%	374.77K	3.87M	-5.9K	-1.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	25.53K	263.72K	-631	-2.41%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.13%	12.93K	133.56K	177	+1.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	13.02K	134K	-1.35K	-9.40%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.6%	156.9K	1.62M	-234	-0.15%
Mar 31, 2025	CWM, LLC	0.02%	1.91K	20K	-202	-9.59%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.03%	3.37K	34.86K	71	+2.15%
Mar 31, 2025	CAPITAL MARKET STRATEGIES LLC	0.17%	16.56K	171.04K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.17%	16.8K	173.54K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	18.56K	191.68K	-40	-0.22%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.04%	4.22K	43.63K	3.21K	+315.75%
Mar 31, 2025	ARIADNE WEALTH MANAGEMENT, LP	0.04%	4.33K	204.15K	4.33K	+100.00%
Mar 31, 2025	NBC SECURITIES, INC.	0.05%	4.52K	46	4.52K	+113,000.00%
Mar 31, 2025	COMERICA BANK	0.06%	5.64K	58.29K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	9.37K	96.74K	-2.64K	-22.02%
Mar 31, 2025	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	1.79%	176.4K	2.01M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.34%	32.78K	340.92K	11.95K	+57.35%
Mar 31, 2024		0.74%	71K	738.4K	71K	+100.00%
Mar 31, 2024	MORGAN STANLEY	3.9%	371.95K	3.87M	27.96K	+8.13%
Mar 31, 2024	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0%	0	-	-212	-100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-60.49K	-100.00%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	-2.2K	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	1	10	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	267	2.78K	-1.07K	-80.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	366	3.81K	-2.67K	-87.93%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	771	8.02K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	1.65K	17.16K	0	0
Mar 31, 2024	CWM, LLC	0.03%	2.46K	26K	405	+19.71%
Mar 31, 2024	NBC SECURITIES, INC.	0.04%	4.1K	42K	0	0
Mar 31, 2024	COMERICA BANK	0.07%	6.59K	68.48K	2K	+43.62%
Mar 31, 2024	BARD ASSOCIATES INC	0.15%	14.23K	147.94K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.17%	15.9K	165.36K	-6.81K	-29.98%
Mar 31, 2024	ROYAL BANK OF CANADA	0.18%	16.96K	176K	3.43K	+25.37%
Mar 31, 2024	CAPITAL MARKET STRATEGIES LLC	0.19%	18.21K	189.34K	-565	-3.01%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.2%	18.85K	195.99K	-2.15K	-10.22%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.2%	19.46K	202.42K	3.09K	+18.84%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.22%	20.58K	213.99K	2.5K	+13.83%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.22%	21.06K	219.01K	-300	-1.40%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.23%	22.26K	231.49K	-58.39K	-72.40%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	26K	270.46K	-377	-1.43%
Mar 31, 2024	PRAIRIE WEALTH ADVISORS, INC.	0.74%	71K	738.4K	71K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.88%	83.78K	871.31K	173	+0.21%
Mar 31, 2024	CALAMOS WEALTH MANAGEMENT LLC	1.19%	113.93K	1.18M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.32%	125.47K	1.3M	19.96K	+18.92%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.43%	136.62K	1.42M	7.08K	+5.46%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	1.81%	172.85K	1.8M	-7.67K	-4.25%
Mar 31, 2024	LPL FINANCIAL LLC	2.27%	216.1K	2.25M	9.41K	+4.55%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.22%	20.83K	189.16K	-1.18K	-5.37%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.22%	21.36K	193.94K	7.56K	+54.78%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.24%	22.71K	207.79K	-4.2K	-15.60%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.28%	26.38K	239.56K	-2.97K	-10.12%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.53%	50.35K	457.2K	-338	-0.67%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.63%	60.49K	549.29K	59.31K	+5,022.27%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.85%	80.65K	738.63K	15.92K	+24.60%
Dec 31, 2023	UBS GROUP AG	0.88%	83.61K	759.15K	-3.95K	-4.51%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.11%	105.51K	958.07K	3.56K	+3.49%
Dec 31, 2023	CALAMOS WEALTH MANAGEMENT LLC	1.19%	113.93K	1.03M	0	0
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.36%	129.55K	1.18M	4.03K	+3.21%
Dec 31, 2023		0.19%	18.08K	164.13K	18.08K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	2.17%	206.69K	1.88M	2.29K	+1.12%
Dec 31, 2023	MORGAN STANLEY	3.61%	343.99K	3.12M	31.4K	+10.04%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0%	0	-	-400	-100.00%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0%	1	9	0	0
Dec 31, 2023	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0%	212	1.93K	212	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	771	7K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.34K	12.12K	0	0
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	1.65K	14.98K	0	0
Dec 31, 2023	CWM, LLC	0.02%	2.06K	19K	2	+0.10%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.02%	2.2K	20.15M	-400	-15.38%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	3.03K	27.54K	-263	-7.98%
Dec 31, 2023	NBC SECURITIES, INC.	0.04%	4.1K	37K	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.22%	20.99K	190.6K	139	+0.67%
Dec 31, 2023	COMERICA BANK	0.05%	4.59K	41.63K	942	+25.86%
Dec 31, 2023	ROYAL BANK OF CANADA	0.14%	13.53K	123K	839	+6.61%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.14%	13.81K	125.4K	2.57K	+22.84%
Dec 31, 2023	BARD ASSOCIATES INC	0.15%	14.23K	130.3K	0	0
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.17%	16.38K	148.7K	4.34K	+36.04%
Dec 31, 2023	CAPITAL MARKET STRATEGIES LLC	0.2%	18.77K	170.44K	-800	-4.09%

Insiders

Among the CGO insiders holding of 1.84% of the stake in company, CALAMOS JOHN P SR, president and chairman, holds the largest shares of 105.6K. TIMBERS STEPHEN B, director, is the second largest CGO insider with ownership of 6.5K shares. HAMACHER THERESA, director, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
CALAMOS JOHN P SR	president and chairman	105.6K
TIMBERS STEPHEN B	director	6.5K
HAMACHER THERESA	director	1K
NEAL JOHN E	director	0
TRIPPLE DAVID D	director	0
MICKEY MARK	Chief Compliance Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 01, 2023	NEAL JOHN E	SALE	8.20	7.06K	57.85K	0
Mar 20, 2020	NEAL JOHN E	SALE	7.41	10.09K	74.75K	7.06K
Dec 19, 2019	TRIPPLE DAVID D	SALE	13.18	500	6.59K	0
Jan 02, 2018	MICKEY MARK	SALE	14.98	1K	14.98K	0
Mar 01, 2016	HAMACHER THERESA	PURCHASE	10.16	1K	10.16K	1K
Jul 10, 2014	TRIPPLE DAVID D	SALE	14.69	1K	14.69K	500
Jul 09, 2009	TRIPPLE DAVID D	SALE	10.98	1.9K	20.86K	1.5K
Aug 16, 2007	CALAMOS JOHN P SR	PURCHASE	14.23	5K	71.15K	105.6K
Jul 24, 2007	MICKEY MARK	SALE	18.05	400	7.22K	1K
Mar 01, 2007	CALAMOS JOHN P SR	PURCHASE	16.20	100	1.62K	100
Oct 11, 2006	TIMBERS STEPHEN B	PURCHASE	15.86	4.5K	71.36K	6.5K
May 11, 2006	CALAMOS JOHN P SR	PURCHASE	14.90	8K	119.2K	68.44K
May 10, 2006	CALAMOS JOHN P SR	PURCHASE	14.90	4.4K	65.56K	52.04K
May 08, 2006	CALAMOS JOHN P SR	PURCHASE	14.59	2.4K	35.02K	47.64K
May 05, 2006	CALAMOS JOHN P SR	PURCHASE	14.50	11.3K	163.85K	45.24K
May 04, 2006	CALAMOS JOHN P SR	PURCHASE	14.44	7.5K	108.3K	30.14K
May 03, 2006	CALAMOS JOHN P SR	PURCHASE	14.45	11.3K	163.29K	22.64K
May 02, 2006	CALAMOS JOHN P SR	PURCHASE	14.42	11.34K	163.52K	11.34K
May 02, 2006	TIMBERS STEPHEN B	PURCHASE	14.40	2K	28.81K	2K
Apr 06, 2006	NEAL JOHN E	PURCHASE	14.54	17.15K	249.36K	17.15K
Apr 06, 2006	MICKEY MARK	PURCHASE	14.55	2.5K	36.38K	2.5K
Jan 18, 2006	TRIPPLE DAVID D	PURCHASE	14.48	3.4K	49.23K	3.4K
Jan 03, 2006	CALAMOS JOHN P SR	PURCHASE	13.89	200	2.78K	40.2K
Dec 30, 2005	CALAMOS JOHN P SR	PURCHASE	13.82	1K	13.82K	29K
Dec 29, 2005	CALAMOS JOHN P SR	PURCHASE	13.60	8K	108.8K	28K
Dec 28, 2005	CALAMOS JOHN P SR	PURCHASE	13.20	2.5K	33K	12.5K
Dec 27, 2005	CALAMOS JOHN P SR	PURCHASE	13.48	500	6.74K	500
Dec 09, 2005	CALAMOS JOHN P SR	PURCHASE	13.29	2.5K	33.23K	47.5K
Dec 08, 2005	CALAMOS JOHN P SR	PURCHASE	13.28	1K	13.28K	35K
Dec 07, 2005	CALAMOS JOHN P SR	PURCHASE	13.35	1K	13.35K	30K
Dec 06, 2005	CALAMOS JOHN P SR	PURCHASE	13.30	4.5K	59.85K	25.5K
Dec 05, 2005	CALAMOS JOHN P SR	PURCHASE	13.31	1K	13.31K	16K
Dec 02, 2005	CALAMOS JOHN P SR	PURCHASE	13.28	2K	26.56K	12K
Dec 01, 2005	CALAMOS JOHN P SR	PURCHASE	13.28	4.3K	57.1K	4.3K
Jan 03, 2005	CALAMOS JOHN P SR	PURCHASE	13.90	2.6K	36.14K	42.8K

Frequently Asked Questions