Calamos Global Dynamic IncomCHW

13F holders, Q2 2025 (June 30)
96holders +2
8new positions
7sold out
$7.13avg. 13F price*

At the end of Q2 2025, 96 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, up 2 from Q1 2025. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($37.3M), Karpus Management, Inc. ($11.8M) and Mangrove Partners Im, LLC ($8.8M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$850K
Exits7$478K

All 13F filers, Q1 2025 → Q2 2025: 1,304,654 shares bought and 814,941 shares sold, net +489,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Morgan Stanley 0.00% Add +4.1% 5,224,474 $37.3M
Karpus Management, Inc. 0.38% Add +23.0% 1,656,186 $11.8M
Mangrove Partners Im, LLC 0.96% No change 1,231,838 $8.8M
Advisors Asset Management, Inc. 0.15% Reduce -20.1% 1,168,106 $8.3M
Baird Financial Group, Inc. 0.01% Reduce -10.3% 1,095,421 $7.8M
Guggenheim Capital LLC 0.06% Add +7.7% 1,039,131 $7.4M
LPL Financial LLC 0.00% Add +2.7% 984,846 $7.0M
Shaker Financial Services, LLC 2.18% Add +13.8% 841,470 $6.0M
Wolverine Asset Management LLC 0.21% Add +127.7% 402,466 $2.9M
Private Advisor Group, LLC 0.02% Add +0.9% 396,738 $2.8M
Raymond James Financial Inc. 0.00% Add +8.2% 300,860 $2.1M
AQR Arbitrage LLC 0.08% Reduce -13.4% 299,786 $2.1M
Ameriprise Financial Inc. 0.00% Add +3.5% 255,929 $1.8M
Royal Bank of Canada 0.00% Reduce -21.3% 194,226 $1.4M
UBS Group AG 0.00% Add +0.2% 193,893 $1.4M
D.A. Davidson & Co. 0.01% Add +20.6% 192,129 $1.4M
1607 Capital Partners, LLC 0.10% Add +21.9% 166,351 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.7% 139,223 $993K
Commonwealth Equity Services, LLC 0.00% Reduce -7.3% 127,423 $909K
Walleye Capital LLC 0.01% Reduce -15.6% 104,984 $749K
Osaic Holdings, Inc. 0.00% Add +33.0% 100,698 $718K
Readystate Asset Management LP 0.05% Add +25.8% 100,571 $717K
Invesco Ltd. 0.00% Reduce -0.8% 98,189 $700K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -43.6% 87,396 $626K
Saxony Capital Management, LLC 0.48% No change 87,250 $622K
Wells Fargo & Company 0.00% Add +0.3% 84,991 $606K
Comerica Bank 0.00% Reduce -7.9% 78,488 $560K
NewEdge Advisors, LLC 0.00% Reduce -8.8% 67,636 $482K
Dakota Wealth Management 0.01% Add +7.5% 64,420 $459K
Landscape Capital Management, L.L.C. 0.04% Reduce -14.2% 63,358 $452K
Rpo LLC 1.30% No change 61,799 $441K
Kestra Advisory Services, LLC 0.00% Add +4.9% 60,921 $434K
Chicago Partners Investment Group LLC 0.01% Add +0.5% 58,638 $422K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -30.9% 51,250 $365K
NorthCoast Asset Management LLC 0.00% Add +0.0% 45,393 $324K
Blue Bell Private Wealth Management, LLC 0.05% Add +32.3% 45,361 $323K
Brookstone Capital Management 0.00% Add +15.5% 43,847 $313K
Zuckerman Investment Group, LLC 0.03% No change 41,074 $293K
Focus Partners Wealth 0.00% Reduce -7.7% 41,071 $293K
NWF Advisory Services Inc. 0.03% No change 40,600 $289K
J.W. Cole Advisors, Inc. 0.01% Reduce -11.9% 38,475 $274K
Harbour Investments, Inc. 0.01% Add +5.6% 36,913 $263K
Stephens Inc. 0.00% Add +14.5% 36,290 $259K
RFG Advisory, LLC 0.01% Add +2.5% 34,117 $243K
Balyasny Asset Management L.P. 0.00% New 33,666 $240K
Bank of America Corp. 0.00% Reduce -26.3% 31,966 $228K
Captrust Financial Advisors 0.00% Add +66.4% 31,416 $224K
Janney Montgomery Scott LLC 0.00% Reduce -36.1% 31,079 $222K
Calamos Wealth Management LLC 0.01% No change 29,748 $212K
Institute for Wealth Management, LLC. 0.02% Reduce -3.9% 29,300 $209K
Stifel Financial Corp. 0.00% Add +37.8% 28,965 $207K
Waverly Advisors, LLC 0.00% Reduce -2.4% 28,283 $202K
Integrated Wealth Concepts LLC 0.00% New 26,525 $189K
Strategic Financial Concepts, LLC 0.03% No change 25,300 $180K
PNC Financial Services Group, Inc. 0.00% Reduce -32.4% 25,084 $179K
L.M. Kohn & Company 0.05% Add +4.0% 24,345 $174K
Oppenheimer & Co. Inc. 0.00% Add +36.8% 23,461 $167K
Continuum Advisory, LLC 0.02% Add +244.8% 22,117 $158K
B. Riley Wealth Advisors, Inc. 0.01% No change 20,316 $145K
San Luis Wealth Advisors LLC 0.03% No change 18,944 $135K
MRA Advisory Group 0.06% Add +0.5% 18,462 $132K
CoreCap Advisors, LLC 0.01% Reduce -7.7% 18,005 $128K
Atria Wealth Solutions, Inc. 0.00% New 17,872 $127K
Wedbush Securities Inc. 0.00% Add +0.3% 17,575 $125K
XML Financial, LLC 0.01% No change 17,200 $123K
Boothbay Fund Management, LLC 0.00% No change 17,192 $123K
Apollon Wealth Management, LLC 0.00% Add +0.5% 16,850 $120K
&partners 0.00% Add +13.6% 16,669 $119K
Cetera Investment Advisers 0.00% Add +4.6% 14,627 $104K
Concurrent Investment Advisors, LLC 0.00% New 14,483 $103K
Prairie Wealth Advisors, Inc. 0.04% No change 14,300 $102K
NFSG Corp 0.02% New 13,924 $99K
First Heartland Consultants, Inc. 0.01% Add +0.3% 13,617 $97K
Palogic Value Management, L.P. 0.03% No change 11,000 $78K
Jane Street Group, LLC 0.00% Reduce -69.5% 10,166 $72K
Almitas Capital LLC 0.02% New 10,000 $71K
Farther Finance Advisors, LLC 0.00% Reduce -10.3% 9,159 $65K
Lanark Financial, Inc. 0.00% Add +0.3% 8,360 $59K
Steward Partners Investment Advisory, LLC 0.00% No change 7,516 $54K
Parallel Advisors, LLC 0.00% No change 5,825 $42K
Spire Wealth Management 0.00% No change 4,660 $33K
MAI Capital Management 0.00% Add +2.3% 4,385 $31K
IFP Advisors, Inc 0.00% Add +2.3% 2,926 $21K
EverSource Wealth Advisors, LLC 0.00% No change 2,500 $18K
ORG Partners LLC 0.00% No change 2,460 $18K
Tidemark, LLC 0.01% No change 2,400 $17K
Fifth Third Bancorp 0.00% No change 1,908 $14K
Ameritas Advisory Services, LLC 0.00% New 1,707 $12K
Oliver Lagore Vanvalin Investment Group 0.00% — 1,500 $10K
Beacon Capital Management, LLC 0.00% Add +2.3% 1,116 $8K
Principal Securities, Inc. 0.00% New 1,000 $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% No change 600 $4K
Stephens Consulting, LLC 0.00% No change 200 $1K
US Bancorp \de 0.00% No change 175 $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.