Calamos Global Dynamic IncomCHW
13F holders, Q3 2024 (September 30)96holders +3
8new positions
5sold out
1famous investor
$7.17avg. 13F price*
At the end of Q3 2024, 96 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, up 3 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($37.0M), Advisors Asset Management, Inc. ($12.1M) and Mangrove Partners Im, LLC ($8.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $353K |
| Exits | 5 | $857K |
All 13F filers, Q2 2024 → Q3 2024: 1,718,920 shares bought and 1,011,116 shares sold, net +707,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Morgan Stanley | 0.00% | Add +0.8% | 5,160,154 | $37.0M |
| Advisors Asset Management, Inc. | 0.22% | Add +25.7% | 1,683,751 | $12.1M |
| Mangrove Partners Im, LLC | 0.87% | No change | 1,231,838 | $8.8M |
| Baird Financial Group, Inc. | 0.02% | Add +2.4% | 1,212,186 | $8.7M |
| Karpus Management, Inc. | 0.19% | Add +30.7% | 964,134 | $6.9M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 903,803 | $6.5M |
| Shaker Financial Services, LLC | 2.29% | Add +1197.7% | 845,993 | $6.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -12.0% | 765,482 | $5.5M |
| AQR Arbitrage LLC | 0.16% | Reduce -16.5% | 530,528 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.0% | 403,838 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.5% | 267,596 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 241,823 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 206,333 | $1.5M |
| UBS Group AG | 0.00% | Add +1.6% | 193,893 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +20.7% | 138,790 | $995K |
| Walleye Capital LLC | 0.01% | Add +113.7% | 135,166 | $969K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.5% | 133,186 | $955K |
| Royal Bank of Canada | 0.00% | Add +10.5% | 117,087 | $840K |
| Raymond James & Associates | 0.00% | Reduce -10.4% | 100,870 | $723K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 95,815 | $687K |
| Comerica Bank | 0.00% | No change | 84,543 | $606K |
| Saxony Capital Management, LLC | 0.55% | Add +10.6% | 83,500 | $599K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.7% | 83,465 | $598K |
| Wells Fargo & Company | 0.00% | Add +7.4% | 77,657 | $557K |
| Wolverine Asset Management LLC | 0.05% | Add +375.8% | 67,916 | $487K |
| Rpo LLC | 0.69% | Reduce -84.1% | 61,799 | $443K |
| Dakota Wealth Management | 0.01% | Add +3.0% | 59,500 | $427K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.7% | 58,443 | $417K |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 57,053 | $409K |
| Focus Partners Wealth | 0.00% | Reduce -2.2% | 49,752 | $357K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.0% | 47,432 | $340K |
| Raymond James Trust N.A. | 0.01% | No change | 46,077 | $330K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 43,257 | $310K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 41,074 | $295K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.4% | 40,734 | $292K |
| Bank of Montreal | 0.00% | No change | 40,000 | $286K |
| NWF Advisory Services Inc. | 0.04% | No change | 38,800 | $278K |
| Bank of America Corp. | 0.00% | Add +23.3% | 38,060 | $273K |
| Brookstone Capital Management | 0.00% | Add +1.6% | 35,164 | $252K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 31,500 | $226K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 30,500 | $219K |
| Calamos Wealth Management LLC | 0.01% | No change | 29,748 | $213K |
| 9258 Wealth Management, LLC | 0.03% | Reduce -3.6% | 29,597 | $212K |
| Captrust Financial Advisors | 0.00% | Reduce -5.7% | 28,623 | $205K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.7% | 27,811 | $199K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -85.2% | 25,300 | $181K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -18.9% | 25,297 | $181K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 23,839 | $171K |
| L.M. Kohn & Company | 0.04% | Add +0.2% | 22,811 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | Add +42.5% | 22,797 | $163K |
| Harbour Investments, Inc. | 0.00% | Add +9.1% | 21,104 | $151K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -47.3% | 21,216 | $150K |
| Wedbush Securities Inc. | 0.01% | Add +3.1% | 20,156 | $145K |
| Valeo Financial Advisors, LLC | 0.00% | Add +2.7% | 19,212 | $138K |
| San Luis Wealth Advisors LLC | 0.03% | Add +0.7% | 18,680 | $134K |
| CoreCap Advisors, LLC | 0.01% | Reduce -12.4% | 18,230 | $131K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $123K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -84.1% | 17,192 | $123K |
| MRA Advisory Group | 0.07% | Add +1.1% | 16,823 | $121K |
| Cetera Investment Advisers | 0.00% | Reduce -28.9% | 16,515 | $118K |
| Stephens Inc. | 0.00% | Add +2.9% | 16,250 | $117K |
| D.A. Davidson & Co. | 0.00% | No change | 16,000 | $115K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.9% | 15,872 | $114K |
| Prairie Wealth Advisors, Inc. | 0.05% | Reduce -5.6% | 15,100 | $108K |
| First Heartland Consultants, Inc. | 0.01% | Add +0.4% | 13,502 | $97K |
| &partners | 0.00% | New | 13,326 | $96K |
| Arete Wealth Advisors, LLC | 0.01% | Add +24.5% | 12,688 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +59.9% | 12,632 | $91K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 11,850 | $85K |
| Palogic Value Management, L.P. | 0.03% | No change | 11,000 | $79K |
| SeaCrest Wealth Management, LLC | 0.01% | No change | 10,869 | $78K |
| Lanark Financial, Inc. | 0.01% | Add +10.3% | 10,799 | $77K |
| Spire Wealth Management | 0.00% | No change | 10,200 | $73K |
| TD Private Client Wealth LLC | 0.00% | New | 10,141 | $73K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,141 | $73K |
| Citadel Advisors | 0.00% | Reduce -6.0% | 10,093 | $72K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $72K |
| Farther Finance Advisors, LLC | 0.00% | New | 8,700 | $62K |
| Continuum Advisory, LLC | 0.01% | Reduce -6.1% | 6,415 | $45K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 5,000 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.7% | 4,523 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | New | 4,158 | $30K |
| Principal Securities, Inc. | 0.00% | No change | 4,135 | $30K |
| IFP Advisors, Inc | 0.00% | Add +2.2% | 2,739 | $20K |
| Tidemark, LLC | 0.01% | No change | 2,400 | $17K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,921 | $14K |
| International Assets Investment Management, LLC | 0.00% | New | 1,908 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,500 | $11K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 1,200 | $9K |
| Beacon Capital Management, LLC | 0.00% | Add +2.1% | 1,045 | $7K |
| JPMorgan Chase & Co. | 0.00% | No change | 846 | $6K |
| Allworth Financial LP | 0.00% | No change | 846 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 600 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +14.7% | 540 | $4K |
| US Bancorp \de | 0.00% | New | 230 | $2K |
| 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.