Comparable stake leader
NORTHWESTERN MUTUAL LIFE INSURANCE CO
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001285650.
Comparable stake leader
NORTHWESTERN MUTUAL LIFE INSURANCE CO
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/41
Latest evidence
31 Mar 2026
Ownership snapshot
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.
Quick read
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.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| 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 |
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 buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 04 Aug 2025.
| 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
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.
| 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 |
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. | ||||||||||