Calamos Global Dynamic IncomCHW
13F holders, Q2 2024 (June 30)93holders −2
4new positions
6sold out
1famous investor
$6.79avg. 13F price*
At the end of Q2 2024, 93 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, down 2 from Q1 2024. 4 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($35.1M), Advisors Asset Management, Inc. ($9.2M) and Mangrove Partners Im, LLC ($8.5M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $362K |
| Exits | 6 | $888K |
All 13F filers, Q1 2024 → Q2 2024: 729,590 shares bought and 992,723 shares sold, net −263,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 5,119,516 | $35.1M |
| Advisors Asset Management, Inc. | 0.18% | Add +13.6% | 1,339,884 | $9.2M |
| Mangrove Partners Im, LLC | 0.77% | No change | 1,231,838 | $8.5M |
| Baird Financial Group, Inc. | 0.02% | Add +3.9% | 1,183,482 | $8.1M |
| LPL Financial LLC | 0.00% | Reduce -0.0% | 923,436 | $6.3M |
| Guggenheim Capital LLC | 0.04% | Add +12.1% | 870,290 | $6.0M |
| Karpus Management, Inc. | 0.14% | Add +7.3% | 737,421 | $5.1M |
| AQR Arbitrage LLC | 0.20% | Reduce -3.1% | 635,487 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 434,038 | $3.0M |
| Rpo LLC | 4.18% | Reduce -5.6% | 388,441 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.0% | 244,296 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 232,697 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.8% | 209,245 | $1.4M |
| UBS Group AG | 0.00% | Reduce -1.7% | 190,907 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.2% | 132,573 | $909K |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -48.9% | 114,977 | $789K |
| Raymond James & Associates | 0.00% | Reduce -11.5% | 112,585 | $772K |
| Boothbay Fund Management, LLC | 0.03% | Reduce -5.6% | 108,052 | $741K |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 105,986 | $727K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.0% | 94,215 | $646K |
| NewEdge Advisors, LLC | 0.00% | Add +40.4% | 84,923 | $583K |
| Comerica Bank | 0.00% | No change | 84,543 | $580K |
| Flow State Investments, L.P. | 0.29% | Reduce -26.7% | 78,076 | $536K |
| Saxony Capital Management, LLC | 0.57% | Reduce -2.6% | 75,500 | $518K |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 72,310 | $496K |
| Shaker Financial Services, LLC | 0.18% | Reduce -80.6% | 65,191 | $447K |
| Walleye Capital LLC | 0.01% | Add +1.9% | 63,243 | $434K |
| Dakota Wealth Management | 0.01% | Add +0.4% | 57,740 | $396K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.0% | 56,340 | $381K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.4% | 55,427 | $380K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 51,031 | $350K |
| Focus Partners Wealth | 0.00% | Reduce -7.5% | 50,892 | $349K |
| Raymond James Trust N.A. | 0.01% | No change | 46,077 | $316K |
| Bank of Montreal | 0.00% | No change | 40,000 | $309K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.3% | 42,876 | $294K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 41,074 | $282K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +5.0% | 40,220 | $276K |
| NWF Advisory Services Inc. | 0.04% | Reduce -16.7% | 38,800 | $266K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3135.1% | 35,910 | $246K |
| Brookstone Capital Management | 0.00% | Add +2.8% | 34,605 | $244K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -22.2% | 31,500 | $216K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 31,212 | $214K |
| Bank of America Corp. | 0.00% | Reduce -46.6% | 30,868 | $212K |
| Independent Financial Group, LLC | 0.01% | No change | 30,811 | $211K |
| 9258 Wealth Management, LLC | 0.03% | Reduce -2.9% | 30,707 | $211K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -1.4% | 30,500 | $209K |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 30,358 | $208K |
| Calamos Wealth Management LLC | 0.01% | No change | 29,748 | $204K |
| Stifel Financial Corp. | 0.00% | Add +9.5% | 24,316 | $167K |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 23,217 | $159K |
| L.M. Kohn & Company | 0.04% | Add +0.2% | 22,769 | $156K |
| CoreCap Advisors, LLC | 0.01% | No change | 20,810 | $143K |
| Truist Financial Corp. | 0.00% | Reduce -18.5% | 20,555 | $141K |
| Wedbush Securities Inc. | 0.00% | Add +5.6% | 19,546 | $134K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 19,352 | $133K |
| Valeo Financial Advisors, LLC | 0.00% | No change | 18,700 | $128K |
| San Luis Wealth Advisors LLC | 0.03% | No change | 18,547 | $127K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $118K |
| MRA Advisory Group | 0.07% | Add +1.2% | 16,631 | $114K |
| Prairie Wealth Advisors, Inc. | 0.06% | Add +1.9% | 16,000 | $110K |
| D.A. Davidson & Co. | 0.00% | No change | 16,000 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,992 | $110K |
| Stephens Inc. | 0.00% | Reduce -23.4% | 15,800 | $108K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -4.9% | 15,737 | $108K |
| Susquehanna International Group, LLP | 0.00% | Add +16.0% | 15,270 | $105K |
| Wolverine Asset Management LLC | 0.01% | Reduce -93.6% | 14,275 | $98K |
| First Heartland Consultants, Inc. | 0.01% | Add +6.5% | 13,450 | $92K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 11,850 | $81K |
| Palogic Value Management, L.P. | 0.03% | No change | 11,000 | $75K |
| SeaCrest Wealth Management, LLC | 0.01% | Reduce -31.7% | 10,869 | $75K |
| Citadel Advisors | 0.00% | New | 10,741 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 10,473 | $72K |
| Arete Wealth Advisors, LLC | 0.01% | New | 10,192 | $70K |
| Spire Wealth Management | 0.00% | No change | 10,200 | $70K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $69K |
| Lanark Financial, Inc. | 0.01% | No change | 9,792 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,900 | $54K |
| Continuum Advisory, LLC | 0.01% | No change | 6,832 | $47K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 5,000 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.0% | 4,494 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 4,135 | $28K |
| Strategic Financial Concepts, LLC | 0.01% | Add +576.0% | 171,028 | $25K |
| IFP Advisors, Inc | 0.00% | Add +2.3% | 2,680 | $18K |
| Tidemark, LLC | 0.01% | No change | 2,400 | $16K |
| 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% | No change | 1,200 | $8K |
| Beacon Capital Management, LLC | 0.00% | Add +2.3% | 1,023 | $7K |
| Allworth Financial LP | 0.00% | Reduce -82.2% | 846 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 846 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 600 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +332.1% | 471 | $3K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $1K |
"% of holder's portfolio" is CHW's weight in each manager's 13F, not the share of Calamos Global Dynamic Incom the manager owns.