Comparable stake leader
NORTHWESTERN MUTUAL LIFE INSURANCE CO
SEC ownership of CALAMOS GLOBAL TOTAL RETURN FUND
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001285650.
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/41
Latest evidence
31 Mar 2026
- Public ticker
- CGO on Nasdaq
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
NORTHWESTERN MUTUAL LIFE INSURANCE CO
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001285650
- Issuer location
- Naperville, IL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CALAMOS GLOBAL TOTAL RETURN FUND (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
NORTHWESTERN MUTUAL LIFE ...
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/41
Latest evidence
31 Mar 2026
3/4/5
13F
Highest disclosed value: $5,027,006
41 rows are not safely comparable across share classes.
Showing 1-8 of 41 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $5.03M.
0 of 41 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$5.03M
Shaker Financial Services, LLC
$2.42M
LPL Financial LLC
$2.33M
PRINCIPAL SECURITIES, INC.
$1.96M
ENVESTNET ASSET MANAGEMENT INC
$1.83M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 41 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL LIFE INSURANCE CO |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
200,000 shares
|
— | 24 Aug 2021 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$5,027,006
450,851 shares
|
— | 31 Mar 2026 |
| Shaker Financial Services, LLC |
13F
Company
|
—
class O/S missing
|
$2,418,369
216,894 shares
|
— | 31 Mar 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,328,109
208,799 shares
|
— | 31 Mar 2026 |
| PRINCIPAL SECURITIES, INC. |
13F
Company
|
—
class O/S missing
|
$1,958,203
175,624 shares
|
— | 31 Mar 2026 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$1,834,917
164,567 shares
|
— | 31 Mar 2026 |
| Integrated Wealth Concepts LLC |
13F
Company
|
—
class O/S missing
|
$1,768,513
158,611 shares
|
— | 31 Mar 2026 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$1,548,166
138,849 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to CALAMOS GLOBAL TOTAL RETURN FUND. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest Forms 3/4/5 holder
Thomas P. Kiley III
Net 12M change
$0
Latest report
01 Sep 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Thomas P. Kiley III | Vice President | Mixed | 17 Dec 2024 | |||
| NORTHWESTERN MUTUAL LIFE INSURANCE CO | 10%+ Owner | Mixed | 24 Aug 2021 | |||
| Daniel Dufresne | Vice President | Mixed | 30 Jun 2021 | |||
| Ojala Erik D. | VP, Sec'y & Chief Legal Off. | Mixed | 26 Sep 2023 | |||
| John E. Neal | Director | Mixed | 01 Nov 2023 | |||
| Susan L. Schoenberger | VP and Assistant Secretary | Mixed | 30 Sep 2022 | |||
| Walter M. Kelly | Chief Compliance Officer | Mixed | 29 Jul 2025 | |||
| Hugh Armstrong | Trustee | Mixed | 01 Sep 2025 | |||
| Jeffrey S. Phlegar | Trustee | Mixed | 01 Sep 2025 | |||
| John S. Koudounis | Vice President, Trustee effective 9-1-25 | Mixed | 01 Sep 2025 |
Recent insider transactions for CALAMOS GLOBAL TOTAL RETURN FUND
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.