Calamos Global Dynamic IncomCHW
13F holders, Q4 2024 (December 31)93holders −3
13new positions
14sold out
$6.75avg. 13F price*
At the end of Q4 2024, 93 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, down 3 from Q3 2024. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($32.8M), Advisors Asset Management, Inc. ($12.6M) and Mangrove Partners Im, LLC ($8.3M).
- Company
- Calamos Global Dynamic Incom
- CUSIP
- 12811L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.6M |
| Exits | 14 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 998,349 shares bought and 911,223 shares sold, net +87,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Morgan Stanley | 0.00% | Reduce -5.9% | 4,853,920 | $32.8M |
| Advisors Asset Management, Inc. | 0.23% | Add +10.4% | 1,859,477 | $12.6M |
| Mangrove Partners Im, LLC | 1.01% | No change | 1,231,838 | $8.3M |
| Baird Financial Group, Inc. | 0.02% | Add +0.3% | 1,215,342 | $8.2M |
| Karpus Management, Inc. | 0.20% | Add +4.3% | 1,005,461 | $6.8M |
| Guggenheim Capital LLC | 0.05% | Add +26.2% | 965,829 | $6.5M |
| LPL Financial LLC | 0.00% | Add +2.6% | 927,740 | $6.3M |
| Shaker Financial Services, LLC | 1.88% | Reduce -14.8% | 721,031 | $4.9M |
| AQR Arbitrage LLC | 0.12% | Reduce -23.3% | 407,189 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.0% | 391,788 | $2.6M |
| Raymond James Financial Inc. | 0.00% | — | 306,017 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 244,242 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.2% | 218,996 | $1.5M |
| UBS Group AG | 0.00% | Add +0.5% | 194,789 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 194,006 | $1.3M |
| Walleye Capital LLC | 0.01% | Reduce -1.9% | 132,638 | $895K |
| Royal Bank of Canada | 0.00% | Add +10.0% | 128,762 | $869K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.6% | 119,426 | $806K |
| Readystate Asset Management LP | 0.06% | New | 117,178 | $791K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +130.0% | 93,689 | $632K |
| Wolverine Asset Management LLC | 0.04% | Add +29.5% | 87,980 | $594K |
| Comerica Bank | 0.00% | Add +0.8% | 85,238 | $575K |
| Saxony Capital Management, LLC | 0.50% | No change | 83,500 | $564K |
| Wells Fargo & Company | 0.00% | Add +3.4% | 80,309 | $542K |
| 1607 Capital Partners, LLC | 0.04% | New | 79,769 | $538K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.9% | 75,225 | $508K |
| Rpo LLC | 0.59% | No change | 61,799 | $417K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -56.0% | 61,075 | $412K |
| Dakota Wealth Management | 0.01% | No change | 59,500 | $402K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.8% | 58,932 | $400K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 56,595 | $382K |
| D.A. Davidson & Co. | 0.00% | Add +244.7% | 55,151 | $372K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.0% | 54,053 | $365K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 49,709 | $336K |
| NorthCoast Asset Management LLC | 0.00% | New | 45,379 | $306K |
| Focus Partners Wealth | 0.00% | Reduce -9.0% | 45,294 | $306K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 41,074 | $281K |
| Bank of Montreal | 0.00% | No change | 40,000 | $270K |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 36,978 | $250K |
| Brookstone Capital Management | 0.00% | Reduce -0.3% | 35,066 | $237K |
| Waverly Advisors, LLC | 0.00% | New | 30,958 | $209K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 30,500 | $206K |
| Calamos Wealth Management LLC | 0.01% | No change | 29,748 | $201K |
| Invesco Ltd. | 0.00% | New | 29,170 | $197K |
| Captrust Financial Advisors | 0.00% | Reduce -0.6% | 28,452 | $192K |
| Susquehanna International Group, LLP | 0.00% | New | 26,949 | $182K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.1% | 25,581 | $173K |
| Strategic Financial Concepts, LLC | 0.03% | No change | 25,300 | $171K |
| L.M. Kohn & Company | 0.04% | Add +0.2% | 22,853 | $154K |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 22,768 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 21,949 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 21,278 | $144K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -4.2% | 20,316 | $138K |
| Valeo Financial Advisors, LLC | 0.00% | Add +0.7% | 19,346 | $131K |
| San Luis Wealth Advisors LLC | 0.02% | Add +1.4% | 18,944 | $128K |
| Wedbush Securities Inc. | 0.00% | Reduce -6.3% | 18,887 | $127K |
| CoreCap Advisors, LLC | 0.01% | No change | 18,230 | $123K |
| MRA Advisory Group | 0.06% | Add +6.0% | 17,828 | $120K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $116K |
| Boothbay Fund Management, LLC | 0.00% | No change | 17,192 | $116K |
| Stephens Inc. | 0.00% | Add +5.5% | 17,150 | $116K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.9% | 16,012 | $108K |
| Meridian Investment Counsel Inc. | 0.03% | New | 15,500 | $105K |
| Cetera Investment Advisers | 0.00% | Reduce -11.7% | 14,577 | $98K |
| Prairie Wealth Advisors, Inc. | 0.05% | Reduce -5.3% | 14,300 | $97K |
| &partners | 0.00% | Add +5.3% | 14,032 | $95K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 12,753 | $86K |
| First Heartland Consultants, Inc. | 0.01% | Add +0.2% | 13,530 | $81K |
| Apollon Wealth Management, LLC | 0.00% | New | 11,698 | $79K |
| Palogic Value Management, L.P. | 0.03% | No change | 11,000 | $74K |
| SeaCrest Wealth Management, LLC | 0.01% | Reduce -5.1% | 10,319 | $70K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $68K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8,700 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.5% | 7,516 | $51K |
| Continuum Advisory, LLC | 0.01% | No change | 6,415 | $43K |
| Elequin Capital, LP | 0.01% | New | 6,172 | $42K |
| Spire Wealth Management | 0.00% | Reduce -54.3% | 4,660 | $31K |
| MAI Capital Management | 0.00% | New | 4,432 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -21.3% | 3,559 | $24K |
| IFP Advisors, Inc | 0.00% | Add +2.1% | 2,797 | $19K |
| ORG Partners LLC | 0.00% | New | 2,460 | $17K |
| 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 |
| Beacon Capital Management, LLC | 0.00% | Add +2.1% | 1,067 | $7K |
| Allworth Financial LP | 0.00% | No change | 846 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 846 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 600 | $4K |
| Ameriflex Group, Inc. | 0.00% | — | 500 | $3K |
| US Bancorp \de | 0.00% | No change | 230 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 9 | $65 |
| 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.