Calamos Global Dynamic IncomCHW

13F holders, Q2 2026 (June 30)
103holders +3
12new positions
11sold out
1famous investor
$8.91avg. 13F price*

At the end of Q2 2026, 103 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, up 3 from Q1 2026. 12 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($53.5M), Karpus Management, Inc. ($21.9M) and Pathstone Holdings, LLC ($19.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Calamos Global Dynamic Incom
CUSIP
12811L107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 95Q1 2024Q2 2024: 93Q2 2024Q3 2024: 96Q3 2024Q4 2024: 93Q4 2024Q1 2025: 94Q1 2025Q2 2025: 96Q2 2025Q3 2025: 96Q3 2025Q4 2025: 94Q4 2025Q1 2026: 100Q1 2026Q2 2026: 103Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$1.1M
Exits11$3.9M

All 13F filers, Q1 2026 → Q2 2026: 2,729,841 shares bought and 1,390,769 shares sold, net +1,339,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

Morgan Stanley 0.00% Add +1.1% 5,999,561 $53.5M
Karpus Management, Inc. 0.63% Add +12.3% 2,460,540 $21.9M
Pathstone Holdings, LLC 0.06% Add +46.2% 2,162,194 $19.3M
Advisors Asset Management, Inc. 0.20% Reduce -5.1% 1,495,579 $13.3M
Guggenheim Capital LLC 0.07% Add +6.1% 1,136,096 $10.1M
LPL Financial LLC 0.00% Reduce -22.9% 770,907 $6.9M
Baird Financial Group, Inc. 0.01% Reduce -18.0% 769,825 $6.9M
1607 Capital Partners, LLC 0.59% Add +218.0% 759,065 $6.8M
Saba Capital Management, L.P. 0.19% Add +459.4% 683,781 $6.1M
Wells Fargo & Company 0.00% Add +27.4% 467,615 $4.2M
Shaker Financial Services, LLC 1.15% Reduce -11.1% 412,262 $3.7M
Adapt Wealth Advisors, LLC 1.15% Reduce -2.0% 394,418 $3.5M
Raymond James Financial Inc. 0.00% Add +31.2% 378,342 $3.4M
Altium Capital Management LLC 6.17% No change 328,901 $2.9M
Royal Bank of Canada 0.00% Add +3.8% 314,744 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 264,443 $2.4M
UBS Group AG 0.00% Add +2.2% 206,386 $1.8M
Blue Bell Private Wealth Management, LLC 0.20% Add +48.3% 181,919 $1.6M
D.A. Davidson & Co. 0.01% Add +0.4% 179,641 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.2% 157,131 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.3% 116,122 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -10.7% 101,259 $902K
Osaic Holdings, Inc. 0.00% Add +15.3% 99,864 $890K
Saxony Capital Management, LLC 0.36% No change 88,250 $786K
Focus Partners Wealth 0.00% Reduce -3.5% 80,805 $720K
Fifth Third Bancorp 0.00% No change 77,617 $692K
Dakota Wealth Management 0.01% Add +7.8% 73,280 $653K
Invesco Ltd. 0.00% Reduce -42.9% 70,110 $625K
Evolve Private Wealth, LLC 0.04% Add +17.8% 69,241 $617K
Brookstone Capital Management 0.01% Add +14.7% 69,164 $616K
PMG Family Office LLC 0.53% Add +2.6% 64,344 $573K
Almitas Capital LLC 0.14% Add +524.1% 64,073 $571K
Kestra Advisory Services, LLC 0.00% Reduce -1.2% 61,906 $552K
NewEdge Advisors, LLC 0.00% Reduce -8.2% 59,517 $530K
Harbour Investments, Inc. 0.01% Reduce -3.6% 55,313 $493K
Investment Management Trust, LLC 0.39% Reduce -0.4% 49,118 $438K
Rpo LLC 2.89% No change 47,570 $424K
PNC Financial Services Group, Inc. 0.00% Add +20.3% 43,182 $385K
Captrust Financial Advisors 0.00% Reduce -2.6% 42,217 $376K
&partners 0.00% Add +15.6% 42,187 $376K
Chicago Partners Investment Group LLC 0.01% Reduce -21.5% 40,710 $348K
Advisory Solutions Group, LLC 0.11% — 36,535 $326K
Allspring Global Investments Holdings, LLC 0.00% New 34,623 $308K
Janney Montgomery Scott LLC 0.00% Add +2.2% 32,934 $293K
NWF Advisory Services Inc. 0.03% Add +13.6% 32,600 $290K
Jane Street Group, LLC 0.00% Add +112.3% 31,157 $278K
Susquehanna International Group, LLP 0.00% Add +25.5% 30,458 $271K
Stonebridge Financial Group, LLC 0.04% — 29,820 $265K
Stifel Financial Corp. 0.00% Add +0.3% 29,608 $264K
Institute for Wealth Management, LLC. 0.02% No change 29,300 $261K
Continuum Advisory, LLC 0.02% Add +0.4% 28,408 $253K
Integrated Wealth Concepts LLC 0.00% Add +3.8% 27,539 $245K
CoreCap Advisors, LLC 0.01% Add +49.1% 26,705 $238K
Closed-End Fund Advisors, Inc. 0.23% Add +5.6% 26,029 $232K
Envestnet Asset Management Inc. 0.00% Reduce -67.9% 25,644 $228K
Bank of America Corp. 0.00% Reduce -21.8% 24,978 $223K
Strategic Financial Concepts, LLC 0.07% No change 24,783 $221K
Stephens Inc. 0.00% Reduce -18.9% 23,782 $212K
Wedbush Securities Inc. 0.01% Add +21.2% 23,077 $206K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -68.7% 21,651 $193K
Citadel Advisors 0.00% New 21,642 $193K
Cetera Investment Advisers 0.00% Reduce -68.3% 21,615 $193K
Waverly Advisors, LLC 0.00% Reduce -28.2% 20,870 $186K
Truist Financial Corp. 0.00% Reduce -31.2% 20,410 $182K
Rockefeller Capital Management L.P. 0.00% No change 20,223 $180K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.0% 20,522 $180K
MRA Advisory Group 0.06% Add +1.2% 19,480 $174K
Oppenheimer & Co. Inc. 0.00% Reduce -5.2% 19,115 $170K
San Luis Wealth Advisors LLC 0.03% No change 18,944 $169K
StoneX Group Inc. 0.01% New 18,206 $162K
Virtu Financial LLC 0.00% New 17,336 $154K
XML Financial, LLC 0.01% No change 17,200 $153K
HighTower Advisors, LLC 0.00% New 16,496 $147K
Prospera Financial Services Inc 0.00% Add +24.1% 16,028 $143K
Retirement Planning Group, LLC 0.00% Add +1.8% 15,530 $138K
Apollon Wealth Management, LLC 0.00% Add +0.3% 15,526 $138K
Concurrent Investment Advisors, LLC 0.00% Add +1.0% 15,108 $135K
Valeo Financial Advisors, LLC 0.00% Add +1.8% 14,949 $133K
Boothbay Fund Management, LLC 0.00% No change 13,234 $118K
RFG Advisory, LLC 0.00% Reduce -15.3% 13,059 $116K
HRT Financial LP 0.00% New 12,222 $108K
Wolverine Asset Management LLC 0.01% Reduce -79.6% 11,200 $100K
Palogic Value Management, L.P. 0.04% No change 11,000 $98K
Decision Investments, Inc. 0.09% Reduce -0.3% 10,680 $95K
Farther Finance Advisors, LLC 0.00% Add +7.8% 10,633 $94K
Leigh Baldwin & Co., LLC 0.05% No change 10,000 $89K
Spire Wealth Management 0.00% No change 4,660 $42K
Assetmark, Inc. 0.00% No change 3,250 $29K
Colonial Trust Co / SC 0.00% No change 3,301 $29K
Evolution Wealth Management Inc. 0.02% New 2,994 $27K
Steward Partners Investment Advisory, LLC 0.00% No change 2,850 $25K
EverSource Wealth Advisors, LLC 0.00% No change 2,500 $22K
Citigroup Inc. 0.00% No change 2,500 $22K
Tidemark, LLC 0.00% No change 2,400 $21K
McDonald Partners LLC 0.00% New 1,650 $15K
IFP Advisors, Inc 0.00% Add +1.8% 1,616 $14K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 1,375 $12K
JPMorgan Chase & Co. 0.00% No change 846 $7K
Ameriflex Group, Inc. 0.00% No change 500 $4K
Silver Grove Financial Group, Inc. 0.00% New 490 $4K

"% of holder's portfolio" is CHW's weight in each manager's 13F, not the share of Calamos Global Dynamic Incom the manager owns.

Show all 103 holders