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 2024
Institutional positions in Calamos Global Dynamic Income Fund as of Jun 30, 2024. 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
- 93
- −2 vs. Q1 2024
- Shares held
- 16.4M
- −263.1K (−1.6%) vs. Q1 2024
- Total value
- $111.5M
- +$2.91M (+2.7%) vs. Q1 2024
- New holders
- 4
- 31 more added
- Sold out
- 6
- 29 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Calamos Global Dynamic Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 471 | $3.23K | 0.00% | +362+332.1% | Added |
| Redwood Wealth Management Group, LLC | 600 | $4.12K | 0.00% | +600 | New |
| JPMorgan Chase & Co | 846 | $5.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $5.86K | 0.00% | −3,900−82.2% | Reduced |
| Beacon Capital Management, LLC | 1,023 | $7.02K | 0.00% | +23+2.3% | Added |
| Carolinas Wealth Consulting LLC | 1,200 | $8.23K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $10.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,921 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,400 | $16.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,680 | $18.4K | 0.00% | +59+2.3% | Added |
| Principal Securities, Inc. | 4,135 | $28.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,494 | $30.9K | 0.00% | +43+1.0% | Added |
| Gilliland Jeter Wealth Management LLC | 5,000 | $34.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,832 | $46.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,900 | $54.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,792 | $67.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,192 | $70.0K | 0.01% | +10,192 | New |
| Aptus Capital Advisors, LLC | 10,473 | $71.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,741 | $73.7K | 0.00% | +10,741 | New |
| SeaCrest Wealth Management, LLC | 10,869 | $74.6K | 0.01% | −5,041−31.7% | Reduced |
| Palogic Value Management, L.P. | 11,000 | $75.5K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,850 | $81.3K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 13,450 | $92.0K | 0.01% | +823+6.5% | Added |
| Wolverine Asset Management LLC | 14,275 | $97.9K | 0.00% | −209,943−93.6% | Reduced |
| Susquehanna International Group, LLP | 15,270 | $104.8K | 0.00% | +2,108+16.0% | Added |
| Oppenheimer & Co Inc | 15,737 | $108.0K | 0.00% | −807−4.9% | Reduced |
| Stephens Inc | 15,800 | $108.4K | 0.00% | −4,825−23.4% | Reduced |
| The PNC Financial Services Group, Inc. | 15,992 | $109.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,000 | $109.8K | 0.00% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 16,000 | $109.8K | 0.06% | +300+1.9% | Added |
| Morris Retirement Advisors, LLC | 16,631 | $114.1K | 0.07% | +196+1.2% | Added |
| XML Financial, LLC | 17,200 | $118.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 18,547 | $127.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 18,700 | $128.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19,352 | $132.8K | 0.00% | +177+0.9% | Added |
| Wedbush Securities Inc | 19,546 | $134.0K | 0.00% | +1,041+5.6% | Added |
| Truist Financial Corp | 20,555 | $141.0K | 0.00% | −4,666−18.5% | Reduced |
| CoreCap Advisors, LLC | 20,810 | $142.8K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 22,769 | $156.2K | 0.04% | +43+0.2% | Added |
| Cetera Investment Advisers | 23,217 | $159.3K | 0.00% | −1,629−6.6% | Reduced |
| Stifel Financial Corp | 24,316 | $166.8K | 0.00% | +2,111+9.5% | Added |
| Calamos Wealth Management LLC | 29,748 | $204.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 30,358 | $208.3K | 0.00% | +1,465+5.1% | Added |
| Institute for Wealth Management, LLC. | 30,500 | $209.2K | 0.03% | −423−1.4% | Reduced |
| 9258 Wealth Management, LLC | 30,707 | $210.6K | 0.03% | −917−2.9% | Reduced |
| Independent Financial Group, LLC | 30,811 | $211.4K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 30,868 | $211.8K | 0.00% | −26,914−46.6% | Reduced |
| J.W. Cole Advisors, Inc. | 31,212 | $214.1K | 0.01% | +31,212 | New |
| Rockefeller Capital Management L.P. | 31,500 | $216.1K | 0.00% | −9,000−22.2% | Reduced |
| Brookstone Capital Management | 34,605 | $243.6K | 0.00% | +929+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 35,910 | $246.3K | 0.00% | +34,800+3,135.1% | Added |
| NWF Advisory Services Inc. | 38,800 | $266.2K | 0.04% | −7,800−16.7% | Reduced |
| National Asset Management, Inc. | 40,220 | $275.9K | 0.01% | +1,906+5.0% | Added |
| Zuckerman Investment Group, LLC | 41,074 | $281.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 42,876 | $294.1K | 0.00% | +9,454+28.3% | Added |
| Bank of Montreal | 40,000 | $308.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 46,077 | $316.1K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 50,892 | $349.0K | 0.00% | −4,133−7.5% | Reduced |
| Janney Montgomery Scott LLC | 51,031 | $350.0K | 0.00% | +231+0.5% | Added |
| Advisor Group Holdings, Inc. | 55,427 | $380.2K | 0.00% | −44,267−44.4% | Reduced |
| Chicago Partners Investment Group LLC | 56,340 | $380.9K | 0.01% | −549−1.0% | Reduced |
| Dakota Wealth Management | 57,740 | $396.1K | 0.01% | +250+0.4% | Added |
| Walleye Capital LLC | 63,243 | $433.8K | 0.00% | +1,209+1.9% | Added |
| Shaker Financial Services, LLC | 65,191 | $447.2K | 0.18% | −271,096−80.6% | Reduced |
| Wells Fargo & Company | 72,310 | $496.0K | 0.00% | −164−0.2% | Reduced |
| Saxony Capital Management, LLC | 75,500 | $517.9K | 0.57% | −2,000−2.6% | Reduced |
| Flow State Investments, L.P. | 78,076 | $535.6K | 0.17% | −28,386−26.7% | Reduced |
| Comerica Bank | 84,543 | $580.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 84,923 | $582.6K | 0.00% | +24,424+40.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,215 | $646.0K | 0.00% | +23,898+34.0% | Added |
| Royal Bank of Canada | 105,986 | $727.0K | 0.00% | −213−0.2% | Reduced |
| Boothbay Fund Management, LLC | 108,052 | $741.2K | 0.02% | −6,400−5.6% | Reduced |
| Raymond James & Associates | 112,585 | $772.3K | 0.00% | −14,684−11.5% | Reduced |
| Landscape Capital Management, L.L.C. | 114,977 | $788.7K | 0.07% | −109,915−48.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 132,573 | $909.4K | 0.00% | −13,437−9.2% | Reduced |
| UBS Group AG | 190,907 | $1.31M | 0.00% | −3,251−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 209,245 | $1.44M | 0.00% | +15,199+7.8% | Added |
| Ameriprise Financial Inc | 232,697 | $1.60M | 0.00% | +6,107+2.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 244,296 | $1.68M | 0.00% | +52,000+27.0% | Added |
| Rpo LLC | 388,441 | $2.66M | 4.02% | −23,008−5.6% | Reduced |
| Private Advisor Group, LLC | 434,038 | $2.98M | 0.02% | +2,600+0.6% | Added |
| CNH Partners LLC | 635,487 | $4.36M | 0.11% | −20,662−3.1% | Reduced |
| Karpus Management, Inc. | 737,421 | $5.06M | 0.14% | +50,373+7.3% | Added |
| Guggenheim Capital LLC | 870,290 | $5.97M | 0.04% | +93,968+12.1% | Added |
| LPL Financial LLC | 923,436 | $6.33M | 0.00% | −1250.0% | Reduced |
| Baird Financial Group, Inc. | 1,183,482 | $8.12M | 0.02% | +44,245+3.9% | Added |
| Mangrove Partners | 1,231,838 | $8.45M | 0.76% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,339,884 | $9.19M | 0.18% | +160,773+13.6% | Added |
| Morgan Stanley | 5,119,516 | $35.1M | 0.00% | −38,171−0.7% | Reduced |
| Strategic Financial Concepts, LLC | 171,028 | – | – | +145,728+576.0% | Added |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −105,488−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −27,678−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |