Calamos Global Dynamic IncomCHW
13F holders, Q3 2025 (September 30)96holders
10new positions
9sold out
$7.54avg. 13F price*
At the end of Q3 2025, 96 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, unchanged from Q2 2025. 10 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($40.7M), Karpus Management, Inc. ($12.6M) and Pathstone Holdings, LLC ($10.0M).
- Company
- Calamos Global Dynamic Incom
- CUSIP
- 12811L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $15.9M |
| Exits | 9 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,538,442 shares bought and 1,886,619 shares sold, net +651,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Morgan Stanley | 0.00% | Add +3.4% | 5,401,482 | $40.7M |
| Karpus Management, Inc. | 0.40% | Add +0.6% | 1,665,758 | $12.6M |
| Pathstone Holdings, LLC | 0.04% | New | 1,322,076 | $10.0M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -2.9% | 1,133,739 | $8.5M |
| Guggenheim Capital LLC | 0.06% | Reduce -0.2% | 1,037,150 | $7.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.7% | 1,011,243 | $7.6M |
| LPL Financial LLC | 0.00% | Add +1.7% | 1,001,612 | $7.6M |
| Shaker Financial Services, LLC | 2.13% | Reduce -2.0% | 824,490 | $6.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.0% | 396,770 | $3.0M |
| Saba Capital Management, L.P. | 0.09% | New | 368,645 | $2.8M |
| Adapt Wealth Advisors, LLC | 0.97% | New | 348,930 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 303,063 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.6% | 270,162 | $2.0M |
| Mangrove Partners Im, LLC | 0.14% | Reduce -81.6% | 226,522 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +12.8% | 219,058 | $1.7M |
| Wolverine Asset Management LLC | 0.11% | Reduce -50.2% | 200,595 | $1.5M |
| UBS Group AG | 0.00% | Add +2.1% | 198,060 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +2.9% | 197,780 | $1.5M |
| 1607 Capital Partners, LLC | 0.11% | Add +18.8% | 197,687 | $1.5M |
| AQR Arbitrage LLC | 0.04% | Reduce -48.9% | 153,184 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 141,057 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 128,160 | $966K |
| Wells Fargo & Company | 0.00% | Add +26.2% | 107,289 | $809K |
| Invesco Ltd. | 0.00% | Add +2.5% | 100,641 | $759K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 89,896 | $696K |
| Saxony Capital Management, LLC | 0.44% | Add +1.1% | 88,250 | $665K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.1% | 86,503 | $635K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.8% | 80,860 | $610K |
| Comerica Bank | 0.00% | No change | 78,488 | $592K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +71.9% | 77,993 | $588K |
| PMG Family Office LLC | 0.58% | — | 68,328 | $515K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 66,453 | $501K |
| Dakota Wealth Management | 0.01% | Reduce -2.3% | 62,920 | $474K |
| Rpo LLC | 0.84% | No change | 61,799 | $466K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 59,294 | $457K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 60,525 | $456K |
| Brookstone Capital Management | 0.01% | Add +26.1% | 55,286 | $417K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 45,399 | $342K |
| Jane Street Group, LLC | 0.00% | Add +322.6% | 42,963 | $324K |
| Harbour Investments, Inc. | 0.01% | Add +13.0% | 41,716 | $315K |
| NWF Advisory Services Inc. | 0.03% | Add +2.5% | 41,600 | $314K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 41,074 | $310K |
| Focus Partners Wealth | 0.00% | Reduce -2.2% | 40,177 | $303K |
| Readystate Asset Management LP | 0.03% | Reduce -64.5% | 35,725 | $269K |
| Bank of America Corp. | 0.00% | Add +1.6% | 32,465 | $245K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 30,842 | $233K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 29,300 | $221K |
| Stephens Inc. | 0.00% | Reduce -20.6% | 28,797 | $217K |
| RFG Advisory, LLC | 0.00% | Reduce -16.7% | 28,412 | $214K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 28,377 | $214K |
| Captrust Financial Advisors | 0.00% | Reduce -11.1% | 27,942 | $211K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 26,526 | $200K |
| Stifel Financial Corp. | 0.00% | Reduce -8.7% | 26,447 | $199K |
| Strategic Financial Concepts, LLC | 0.03% | No change | 25,300 | $191K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 25,084 | $189K |
| L.M. Kohn & Company | 0.21% | Reduce -6.2% | 22,836 | $172K |
| Continuum Advisory, LLC | 0.02% | No change | 22,117 | $167K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -6.8% | 21,878 | $165K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -43.4% | 21,789 | $164K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 20,316 | $153K |
| MRA Advisory Group | 0.07% | Add +8.9% | 20,110 | $152K |
| Rockefeller Capital Management L.P. | 0.00% | New | 19,500 | $147K |
| San Luis Wealth Advisors LLC | 0.03% | No change | 18,944 | $143K |
| &partners | 0.00% | Add +11.3% | 18,555 | $140K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.6% | 17,905 | $135K |
| Wedbush Securities Inc. | 0.00% | Add +0.2% | 17,616 | $133K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $130K |
| Boothbay Fund Management, LLC | 0.00% | No change | 17,192 | $130K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -0.8% | 16,721 | $126K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 14,642 | $110K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.0% | 14,632 | $110K |
| Valeo Financial Advisors, LLC | 0.00% | New | 14,122 | $106K |
| Prairie Wealth Advisors, Inc. | 0.04% | Reduce -1.4% | 14,100 | $106K |
| Sage Capital Management, LLC | 0.05% | New | 14,000 | $106K |
| Palogic Value Management, L.P. | 0.04% | No change | 11,000 | $83K |
| Leigh Baldwin & Co., LLC | 0.04% | New | 10,000 | $75K |
| Farther Finance Advisors, LLC | 0.00% | No change | 9,159 | $69K |
| Parallel Advisors, LLC | 0.00% | Add +23.5% | 7,196 | $54K |
| NFSG Corp | 0.01% | Reduce -49.7% | 7,008 | $53K |
| Lanark Financial, Inc. | 0.00% | Reduce -43.0% | 4,764 | $36K |
| Spire Wealth Management | 0.00% | No change | 4,660 | $35K |
| MAI Capital Management | 0.00% | Add +2.0% | 4,475 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -53.2% | 3,516 | $27K |
| IFP Advisors, Inc | 0.00% | Add +2.0% | 2,986 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,500 | $19K |
| Citigroup Inc. | 0.00% | New | 2,500 | $19K |
| ORG Partners LLC | 0.00% | No change | 2,460 | $19K |
| Tidemark, LLC | 0.01% | No change | 2,400 | $18K |
| Advisory Services Network, LLC | 0.00% | New | 2,251 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 1,908 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -4.4% | 1,632 | $12K |
| Ameriflex Group, Inc. | 0.00% | New | 1,000 | $8K |
| JPMorgan Chase & Co. | 0.00% | No change | 846 | $6K |
| Allworth Financial LP | 0.00% | No change | 846 | $6K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $2K |
| 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.