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, Q3 2023
Institutional positions in Calamos Global Dynamic Income Fund as of Sep 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
- 79
- +2 vs. Q2 2023
- Shares held
- 14.5M
- +851.9K (+6.2%) vs. Q2 2023
- Total value
- $80.4M
- −$1.89M (−2.3%) vs. Q2 2023
- New holders
- 8
- 24 more added
- Sold out
- 6
- 25 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.66K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 580 | $3.21K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 925 | $5.13K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 977 | $5.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $5.41K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,110 | $6.15K | 0.00% | +779+235.3% | Added |
| Clearstead Advisors, LLC | 1,200 | $6.65K | 0.00% | +1,200 | New |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $8.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $10.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,489 | $13.8K | 0.00% | +61+2.5% | Added |
| EverSource Wealth Advisors, LLC | 4,339 | $24.0K | 0.00% | +31+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,900 | $33.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,732 | $42.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,900 | $43.8K | 0.00% | +2,750+53.4% | Added |
| Equitable Holdings, Inc. | 10,000 | $55.4K | 0.00% | −2,000−16.7% | Reduced |
| Spire Wealth Management | 10,200 | $56.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 10,558 | $58.5K | 0.01% | −13,702−56.5% | Reduced |
| Palogic Value Management, L.P. | 11,000 | $60.9K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,659 | $64.0K | 0.01% | +11,659 | New |
| Pointe Capital Management LLC | 11,850 | $65.6K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,255 | $67.9K | 0.00% | +12,255 | New |
| Stratos Wealth Partners, LTD. | 12,300 | $68.1K | 0.00% | −300−2.4% | Reduced |
| Cetera Advisor Networks LLC | 12,829 | $71.1K | 0.00% | +12,829 | New |
| Flow State Investments, L.P. | 12,926 | $71.6K | 0.03% | +12,926 | New |
| SeaCrest Wealth Management, LLC | 13,321 | $73.8K | 0.01% | +1,358+11.4% | Added |
| Wedbush Securities Inc | 14,515 | $80.0K | 0.00% | +42+0.3% | Added |
| XML Financial, LLC | 17,200 | $95.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 17,584 | $97.4K | 0.00% | +150+0.9% | Added |
| L.M. Kohn & Company | 17,594 | $97.5K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 19,049 | $102.1K | 0.00% | +19,049 | New |
| San Luis Wealth Advisors LLC | 18,547 | $103.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20,810 | $115.3K | 0.01% | −4,500−17.8% | Reduced |
| Harbour Investments, Inc. | 20,820 | $115.3K | 0.01% | −1,525−6.8% | Reduced |
| Stifel Financial Corp | 22,028 | $122.0K | 0.00% | −5,650−20.4% | Reduced |
| Wolverine Asset Management LLC | 24,144 | $133.8K | 0.00% | −571,436−95.9% | Reduced |
| Truist Financial Corp | 28,847 | $159.8K | 0.00% | −1,965−6.4% | Reduced |
| Kestra Advisory Services, LLC | 29,636 | $164.2K | 0.00% | +1,178+4.1% | Added |
| Calamos Wealth Management LLC | 29,748 | $164.8K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,901 | $165.7K | 0.00% | +12,796+74.8% | Added |
| Claybrook Capital, LLC | 34,403 | $190.6K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 34,534 | $191.3K | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 35,863 | $198.7K | 0.04% | −1,381−3.7% | Reduced |
| Independent Financial Group, LLC | 36,470 | $202.0K | 0.01% | −4,000−9.9% | Reduced |
| 9258 Wealth Management, LLC | 37,920 | $210.1K | 0.04% | −1,548−3.9% | Reduced |
| National Asset Management, Inc. | 38,314 | $212.3K | 0.01% | +2,677+7.5% | Added |
| Raymond James Trust N.A. | 39,295 | $217.7K | 0.01% | −7,502−16.0% | Reduced |
| Landscape Capital Management, L.L.C. | 42,018 | $232.8K | 0.03% | −45,866−52.2% | Reduced |
| Susquehanna International Group, LLP | 43,325 | $240.0K | 0.00% | +3,198+8.0% | Added |
| NWF Advisory Services Inc. | 47,000 | $260.4K | 0.06% | −2,800−5.6% | Reduced |
| Janney Montgomery Scott LLC | 48,987 | $271.0K | 0.00% | +32+0.1% | Added |
| Colony Group LLC | 52,301 | $290.0K | 0.00% | −1,050−2.0% | Reduced |
| Wells Fargo & Company | 53,149 | $294.4K | 0.00% | −151,013−74.0% | Reduced |
| Rockefeller Capital Management L.P. | 56,500 | $313.0K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 63,474 | $330.7K | 0.02% | −15,439−19.6% | Reduced |
| Comerica Bank | 64,261 | $356.0K | 0.00% | +64,261 | New |
| Cambridge Investment Research Advisors, Inc. | 71,125 | $394.0K | 0.00% | +281+0.4% | Added |
| GWM Advisors LLC | 75,761 | $419.7K | 0.00% | −4,054−5.1% | Reduced |
| Bank of Montreal | 65,000 | $425.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 77,928 | $431.7K | 0.00% | −3,775−4.6% | Reduced |
| Royal Bank of Canada | 99,026 | $549.0K | 0.00% | −204−0.2% | Reduced |
| Boothbay Fund Management, LLC | 114,452 | $634.1K | 0.02% | +41,839+57.6% | Added |
| Raymond James & Associates | 132,385 | $733.4K | 0.00% | −4,217−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 140,485 | $778.3K | 0.00% | +7,039+5.3% | Added |
| Advisor Group Holdings, Inc. | 148,510 | $822.8K | 0.00% | +49,156+49.5% | Added |
| UBS Group AG | 166,848 | $924.3K | 0.00% | −3,404−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 207,821 | $1.15M | 0.00% | +207,821 | New |
| Ameriprise Financial Inc | 250,829 | $1.39M | 0.00% | +200+0.1% | Added |
| Commonwealth Equity Services, LLC | 264,488 | $1.47M | 0.00% | −33,982−11.4% | Reduced |
| CNH Partners LLC | 304,271 | $1.69M | 0.08% | +209,723+221.8% | Added |
| Private Advisor Group, LLC | 322,603 | $1.79M | 0.02% | +47,900+17.4% | Added |
| Shaker Financial Services, LLC | 383,934 | $2.13M | 0.99% | −67,425−14.9% | Reduced |
| Rpo LLC | 411,449 | $2.28M | 3.89% | +41,839+11.3% | Added |
| Guggenheim Capital LLC | 635,552 | $3.52M | 0.03% | −59,799−8.6% | Reduced |
| Mangrove Partners | 664,802 | $3.68M | 0.38% | 00.0% | Unchanged |
| LPL Financial LLC | 874,509 | $4.84M | 0.00% | +437,639+100.2% | Added |
| Baird Financial Group, Inc. | 910,773 | $5.05M | 0.01% | +173,370+23.5% | Added |
| Advisors Asset Management, Inc. | 1,684,429 | $9.33M | 0.20% | +391,575+30.3% | Added |
| Morgan Stanley | 5,292,315 | $29.3M | 0.00% | +164,872+3.2% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −25,391−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −16,212−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −16,045−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,227−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −545−100.0% | Sold out |