Calamos Global Dynamic IncomCHW
13F holders, Q1 2024 (March 31)95holders
$6.51avg. 13F price*
At the end of Q1 2024, 95 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings. The largest holders were Morgan Stanley ($33.6M), Mangrove Partners Im, LLC ($8.0M) and Advisors Asset Management, Inc. ($7.7M).
- Company
- Calamos Global Dynamic Incom
- CUSIP
- 12811L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.3M |
| Exits | 7 | $760K |
Ownership 95 holders
| Morgan Stanley | 0.00% | Reduce -0.9% | 5,157,687 | $33.6M |
| Mangrove Partners Im, LLC | 0.69% | Add +4.7% | 1,231,838 | $8.0M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -15.5% | 1,179,111 | $7.7M |
| Baird Financial Group, Inc. | 0.02% | Add +1.5% | 1,139,237 | $7.4M |
| LPL Financial LLC | 0.00% | Add +0.8% | 923,561 | $6.0M |
| Guggenheim Capital LLC | 0.04% | Add +5.8% | 776,322 | $5.1M |
| Karpus Management, Inc. | 0.13% | Add +985.9% | 687,048 | $4.5M |
| AQR Arbitrage LLC | 0.23% | Add +34.7% | 656,149 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +15.7% | 431,438 | $2.8M |
| Rpo LLC | 3.95% | No change | 411,449 | $2.7M |
| Shaker Financial Services, LLC | 0.85% | Reduce -27.1% | 336,287 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 226,590 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.13% | Add +39.9% | 224,892 | $1.5M |
| Wolverine Asset Management LLC | 0.13% | Reduce -44.8% | 224,218 | $1.5M |
| UBS Group AG | 0.00% | Add +14.9% | 194,158 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.0% | 194,046 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.8% | 192,296 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 146,010 | $951K |
| Raymond James & Associates | 0.00% | Reduce -2.0% | 127,269 | $829K |
| Boothbay Fund Management, LLC | 0.02% | No change | 114,452 | $745K |
| Flow State Investments, L.P. | 0.37% | Add +15.2% | 106,462 | $693K |
| Royal Bank of Canada | 0.00% | Add +6.4% | 106,199 | $692K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 105,488 | $687K |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 99,694 | $649K |
| Comerica Bank | 0.00% | Add +1.2% | 84,543 | $550K |
| Saxony Capital Management, LLC | 0.61% | Add +36.0% | 77,500 | $505K |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 72,474 | $472K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.8% | 70,317 | $458K |
| Walleye Capital LLC | 0.00% | Add +332.8% | 62,034 | $404K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.1% | 60,499 | $394K |
| Bank of America Corp. | 0.00% | Add +37.6% | 57,782 | $376K |
| Dakota Wealth Management | 0.01% | New | 57,490 | $374K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -2.1% | 56,889 | $361K |
| Focus Partners Wealth | 0.00% | Add +10.5% | 55,025 | $358K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.8% | 50,800 | $331K |
| NWF Advisory Services Inc. | 0.05% | Reduce -0.8% | 46,600 | $303K |
| Raymond James Trust N.A. | 0.01% | No change | 46,077 | $300K |
| Bank of Montreal | 0.00% | Reduce -38.5% | 40,000 | $296K |
| Zuckerman Investment Group, LLC | 0.03% | New | 41,074 | $267K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 40,500 | $264K |
| Brookstone Capital Management | 0.00% | Add +23.5% | 33,676 | $219K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.9% | 33,422 | $218K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.3% | 38,314 | $212K |
| 9258 Wealth Management, LLC | 0.03% | New | 31,624 | $206K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 30,923 | $201K |
| Independent Financial Group, LLC | 0.01% | Reduce -18.0% | 30,811 | $201K |
| Calamos Wealth Management LLC | 0.01% | No change | 29,748 | $194K |
| Captrust Financial Advisors | 0.00% | Reduce -5.4% | 28,893 | $188K |
| Logan Stone Capital, LLC | 0.04% | Reduce -66.6% | 27,678 | $180K |
| Strategic Financial Concepts, LLC | 0.04% | New | 25,300 | $165K |
| Truist Financial Corp. | 0.00% | New | 25,221 | $164K |
| Cetera Investment Advisers | 0.00% | New | 24,846 | $162K |
| L.M. Kohn & Company | 0.04% | Add +29.2% | 22,726 | $148K |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 22,205 | $145K |
| CoreCap Advisors, LLC | 0.01% | No change | 20,810 | $135K |
| Stephens Inc. | 0.00% | Add +15.2% | 20,625 | $134K |
| Harbour Investments, Inc. | 0.00% | Add +6.2% | 19,175 | $125K |
| San Luis Wealth Advisors LLC | 0.06% | No change | 18,547 | $121K |
| Wedbush Securities Inc. | 0.00% | Add +31.6% | 18,505 | $120K |
| Valeo Financial Advisors, LLC | 0.00% | Add +43.9% | 18,700 | $119K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $112K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.9% | 16,544 | $108K |
| MRA Advisory Group | 0.06% | New | 16,435 | $107K |
| D.A. Davidson & Co. | 0.00% | No change | 16,000 | $104K |
| PNC Financial Services Group, Inc. | 0.00% | Add +124.2% | 15,992 | $104K |
| SeaCrest Wealth Management, LLC | 0.01% | Reduce -11.3% | 15,910 | $104K |
| Prairie Wealth Advisors, Inc. | 0.05% | — | 15,700 | $102K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.8% | 13,162 | $86K |
| First Heartland Consultants, Inc. | 0.01% | New | 12,627 | $82K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 11,850 | $77K |
| Palogic Value Management, L.P. | 0.03% | No change | 11,000 | $72K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,473 | $68K |
| Spire Wealth Management | 0.00% | No change | 10,200 | $66K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $65K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.7% | 9,792 | $63K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,900 | $51K |
| Continuum Advisory, LLC | 0.01% | New | 6,832 | $45K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 5,000 | $33K |
| Allworth Financial LP | 0.00% | No change | 4,746 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.4% | 4,451 | $28K |
| Principal Securities, Inc. | 0.00% | No change | 4,135 | $27K |
| IFP Advisors, Inc | 0.00% | Add +2.5% | 2,621 | $17K |
| Tidemark, LLC | 0.01% | No change | 2,400 | $16K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 2,000 | $13K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,921 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,500 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 1,200 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,110 | $7K |
| Beacon Capital Management, LLC | 0.00% | New | 1,000 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 925 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -73.2% | 846 | $6K |
| Larson Financial Group LLC | 0.00% | Add +1.7% | 305 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.1% | 109 | $710 |
| FMR LLC | 0.00% | New | 1 | $7 |
"% of holder's portfolio" is CHW's weight in each manager's 13F, not the share of Calamos Global Dynamic Incom the manager owns.