Calamos Global Dynamic Income Fund
CHW- Exchange
- Nasdaq
- SEC CIK
- 0001396277
In the last 90 days, Calamos Global Dynamic Income Fund insiders filed 1 open-market purchase and 0 sales; 104 institutions reported holding it in 13F filings for Q2 2026, worth $195.5M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Calamos Global Dynamic Income Fund as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- −2 vs. Q1 2023
- Shares held
- 13.7M
- +987.6K (+7.8%) vs. Q1 2023
- Total value
- $82.3M
- +$6.55M (+8.6%) vs. Q1 2023
- New holders
- 9
- 19 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CHW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 104 | $195.5M |
| Q1 2026 | 101 | $149.2M |
| Q4 2025 | 95 | $146.4M |
| Q3 2025 | 96 | $142.6M |
| Q2 2025 | 96 | $129.9M |
| Q1 2025 | 94 | $113.3M |
| Q4 2024 | 93 | $116.2M |
| Q3 2024 | 96 | $122.8M |
| Q2 2024 | 93 | $111.5M |
| Q1 2024 | 95 | $108.6M |
| Q4 2023 | 87 | $92.5M |
| Q3 2023 | 79 | $80.4M |
| Q2 2023 | 77 | $82.3M |
| Q1 2023 | 80 | $75.8M |
| Q4 2022 | 81 | $66.4M |
| Q3 2022 | 67 | $61.0M |
| Q2 2022 | 66 | $66.9M |
| Q1 2022 | 78 | $80.7M |
| Q4 2021 | 79 | $97.8M |
| Q3 2021 | 72 | $91.5M |
| Q2 2021 | 66 | $114.1M |
| Q1 2021 | 73 | $97.5M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 200 | $1.20K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 331 | $1.99K | 0.00% | −245−42.5% | Reduced |
| Abound Wealth Management | 545 | $3.28K | 0.00% | +545 | New |
| GPS Wealth Strategies Group, LLC | 580 | $3.49K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 600 | $3.61K | 0.00% | +600 | New |
| Sound Income Strategies, LLC | 925 | $5.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $5.88K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 977 | $5.88K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $9.03K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $11.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,428 | $22.1K | 0.00% | +60+2.5% | Added |
| EverSource Wealth Advisors, LLC | 4,308 | $25.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,150 | $31.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,732 | $46.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,200 | $61.4K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 11,000 | $66.2K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,850 | $71.3K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,963 | $72.0K | 0.01% | +11,963 | New |
| Equitable Holdings, Inc. | 12,000 | $72.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,600 | $75.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,227 | $79.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,473 | $87.0K | 0.00% | +14,473 | New |
| IHT Wealth Management, LLC | 16,045 | $96.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,212 | $97.6K | 0.00% | −2,576−13.7% | Reduced |
| Captrust Financial Advisors | 17,105 | $103.0K | 0.00% | +4,224+32.8% | Added |
| XML Financial, LLC | 17,200 | $103.5K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,434 | $105.0K | 0.00% | +145+0.8% | Added |
| L.M. Kohn & Company | 17,594 | $105.9K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 18,547 | $112.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22,345 | $134.5K | 0.01% | −921−4.0% | Reduced |
| Elequin Capital LP | 24,260 | $146.0K | 0.07% | −5,832−19.4% | Reduced |
| CoreCap Advisors, LLC | 25,310 | $152.4K | 0.01% | +25,310 | New |
| Logan Stone Capital, LLC | 25,391 | $152.9K | 0.05% | +25,391 | New |
| Stifel Financial Corp | 27,678 | $166.6K | 0.00% | +2,949+11.9% | Added |
| Kestra Advisory Services, LLC | 28,458 | $171.3K | 0.00% | +919+3.3% | Added |
| Calamos Wealth Management LLC | 29,748 | $179.1K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 30,812 | $185.5K | 0.00% | +2,034+7.1% | Added |
| Claybrook Capital, LLC | 34,403 | $207.1K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 34,534 | $207.9K | 0.08% | −2,766−7.4% | Reduced |
| National Asset Management, Inc. | 35,637 | $214.5K | 0.00% | −140−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 37,244 | $224.2K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 39,468 | $237.6K | 0.04% | −2,004−4.8% | Reduced |
| Susquehanna International Group, LLP | 40,127 | $241.6K | 0.00% | −9,179−18.6% | Reduced |
| Independent Financial Group, LLC | 40,470 | $243.6K | 0.02% | −1,500−3.6% | Reduced |
| Raymond James Trust N.A. | 46,797 | $282.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 48,955 | $295.0K | 0.00% | −680−1.4% | Reduced |
| NWF Advisory Services Inc. | 49,800 | $299.8K | 0.07% | 00.0% | Unchanged |
| Colony Group LLC | 53,351 | $321.0K | 0.00% | +110+0.2% | Added |
| Rockefeller Capital Management L.P. | 56,500 | $340.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 70,844 | $426.0K | 0.00% | +2,172+3.2% | Added |
| Bank of Montreal | 65,000 | $432.9K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 72,613 | $437.1K | 0.02% | +72,613 | New |
| Chicago Partners Investment Group LLC | 78,913 | $478.2K | 0.02% | +4,815+6.5% | Added |
| GWM Advisors LLC | 79,815 | $480.5K | 0.01% | +1,501+1.9% | Added |
| Bank of America Corp | 81,703 | $491.9K | 0.00% | +12,129+17.4% | Added |
| Landscape Capital Management, L.L.C. | 87,884 | $529.1K | 0.07% | −19,004−17.8% | Reduced |
| CNH Partners LLC | 94,548 | $569.2K | 0.02% | +94,548 | New |
| Royal Bank of Canada | 99,230 | $597.0K | 0.00% | +1,240+1.3% | Added |
| Advisor Group Holdings, Inc. | 99,354 | $598.1K | 0.00% | −14,677−12.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 133,446 | $803.3K | 0.00% | −6,691−4.8% | Reduced |
| Raymond James & Associates | 136,602 | $822.3K | 0.00% | +3,402+2.6% | Added |
| UBS Group AG | 170,252 | $1.02M | 0.00% | −9,873−5.5% | Reduced |
| Wells Fargo & Company | 204,162 | $1.23M | 0.00% | −8,006−3.8% | Reduced |
| Ameriprise Financial Inc | 250,629 | $1.51M | 0.00% | −181−0.1% | Reduced |
| Private Advisor Group, LLC | 274,703 | $1.70M | 0.01% | +47,390+20.8% | Added |
| Commonwealth Equity Services, LLC | 298,470 | $1.80M | 0.00% | −3,928−1.3% | Reduced |
| Rpo LLC | 369,610 | $2.23M | 2.26% | +369,610 | New |
| LPL Financial LLC | 436,870 | $2.63M | 0.00% | +76,145+21.1% | Added |
| Shaker Financial Services, LLC | 451,359 | $2.72M | 1.19% | −11,499−2.5% | Reduced |
| Wolverine Asset Management LLC | 595,580 | $3.59M | 0.07% | −19,649−3.2% | Reduced |
| Mangrove Partners | 664,802 | $4.00M | 0.40% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 695,351 | $4.19M | 0.03% | +43,966+6.7% | Added |
| Baird Financial Group, Inc. | 737,403 | $4.44M | 0.01% | +101,521+16.0% | Added |
| Advisors Asset Management, Inc. | 1,292,854 | $7.78M | 0.16% | +380,567+41.7% | Added |
| Morgan Stanley | 5,127,443 | $30.9M | 0.00% | +110,613+2.2% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −204,531−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,658−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −16,210−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −15,658−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,670−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |