Calamos Global Dynamic IncomCHW
13F holders, Q4 2025 (December 31)94holders −2
8new positions
10sold out
$7.42avg. 13F price*
At the end of Q4 2025, 94 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, down 2 from Q3 2025. 8 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($42.4M), Karpus Management, Inc. ($14.4M) and Advisors Asset Management, Inc. ($11.2M).
- Company
- Calamos Global Dynamic Incom
- CUSIP
- 12811L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.9M |
| Exits | 10 | $5.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,871,848 shares bought and 1,130,180 shares sold, net +741,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Add +5.9% | 5,722,402 | $42.4M |
| Karpus Management, Inc. | 0.44% | Add +16.6% | 1,941,888 | $14.4M |
| Advisors Asset Management, Inc. | 0.19% | Add +33.8% | 1,517,250 | $11.2M |
| Pathstone Holdings, LLC | 0.04% | Add +5.1% | 1,389,314 | $10.3M |
| Guggenheim Capital LLC | 0.06% | Add +8.4% | 1,123,843 | $8.3M |
| LPL Financial LLC | 0.00% | Add +2.5% | 1,026,645 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.3% | 947,646 | $7.0M |
| Shaker Financial Services, LLC | 1.62% | Reduce -16.9% | 684,698 | $5.1M |
| Private Advisor Group, LLC | 0.01% | Add +2.7% | 407,370 | $3.0M |
| Adapt Wealth Advisors, LLC | 1.02% | Add +14.3% | 399,005 | $3.0M |
| Saba Capital Management, L.P. | 0.08% | Reduce -18.8% | 299,358 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 282,196 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 270,022 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 221,640 | $1.6M |
| 1607 Capital Partners, LLC | 0.11% | Add +7.9% | 213,387 | $1.6M |
| Cerity Partners LLC | 0.00% | New | 202,773 | $1.5M |
| UBS Group AG | 0.00% | Add +1.8% | 201,602 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.5% | 186,949 | $1.4M |
| Invesco Ltd. | 0.00% | Add +59.0% | 159,976 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 153,616 | $1.1M |
| Altium Capital Management LLC | 3.86% | New | 131,803 | $977K |
| Wells Fargo & Company | 0.00% | Add +10.2% | 118,210 | $876K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.5% | 112,821 | $857K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.1% | 112,634 | $835K |
| Osaic Holdings, Inc. | 0.00% | Add +24.9% | 108,016 | $800K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Add +27.8% | 99,686 | $739K |
| Saxony Capital Management, LLC | 0.40% | No change | 88,250 | $654K |
| Focus Partners Wealth | 0.00% | Add +115.2% | 86,476 | $629K |
| Comerica Bank | 0.00% | Reduce -0.1% | 78,400 | $581K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 78,263 | $580K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.8% | 63,916 | $474K |
| Dakota Wealth Management | 0.01% | Add +1.1% | 63,635 | $472K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.5% | 57,793 | $459K |
| Rpo LLC | 0.59% | No change | 61,799 | $458K |
| PMG Family Office LLC | 0.53% | Reduce -9.7% | 61,695 | $457K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.5% | 60,802 | $451K |
| Brookstone Capital Management | 0.01% | Add +7.0% | 59,155 | $438K |
| Evolve Private Wealth, LLC | 0.03% | — | 58,125 | $434K |
| Harbour Investments, Inc. | 0.01% | Add +2.5% | 42,765 | $317K |
| NWF Advisory Services Inc. | 0.03% | No change | 41,600 | $308K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.5% | 33,238 | $246K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 32,207 | $239K |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 31,581 | $234K |
| Stifel Financial Corp. | 0.00% | Add +18.3% | 31,284 | $232K |
| Truist Financial Corp. | 0.00% | New | 29,641 | $220K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 29,300 | $217K |
| Stephens Inc. | 0.00% | Add +1.0% | 29,097 | $216K |
| &partners | 0.00% | Add +53.8% | 28,537 | $211K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 28,473 | $211K |
| Continuum Advisory, LLC | 0.02% | Add +27.9% | 28,299 | $210K |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 27,266 | $202K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce 0.0% | 26,525 | $197K |
| Corient Private Wealth LP | 0.00% | New | 25,000 | $185K |
| Closed-End Fund Advisors, Inc. | 0.11% | — | 24,641 | $183K |
| RFG Advisory, LLC | 0.00% | Reduce -17.6% | 23,412 | $173K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.1% | 22,110 | $164K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 20,316 | $151K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.7% | 20,223 | $150K |
| MRA Advisory Group | 0.06% | Reduce -5.5% | 19,006 | $141K |
| San Luis Wealth Advisors LLC | 0.02% | No change | 18,944 | $140K |
| CoreCap Advisors, LLC | 0.00% | No change | 17,905 | $133K |
| Jane Street Group, LLC | 0.00% | Reduce -58.4% | 17,856 | $132K |
| Wedbush Securities Inc. | 0.00% | Add +0.2% | 17,658 | $131K |
| XML Financial, LLC | 0.01% | No change | 17,200 | $127K |
| Boothbay Fund Management, LLC | 0.00% | No change | 17,192 | $127K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.4% | 16,794 | $124K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.1% | 14,798 | $110K |
| Valeo Financial Advisors, LLC | 0.00% | Add +2.0% | 14,412 | $107K |
| Sage Capital Management, LLC | 0.05% | No change | 14,000 | $104K |
| Cetera Investment Advisers | 0.00% | Reduce -4.6% | 13,967 | $103K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -46.1% | 11,742 | $87K |
| Palogic Value Management, L.P. | 0.04% | No change | 11,000 | $82K |
| Decision Investments, Inc. | 0.09% | — | 10,680 | $79K |
| Leigh Baldwin & Co., LLC | 0.05% | No change | 10,000 | $74K |
| Farther Finance Advisors, LLC | 0.00% | No change | 9,159 | $68K |
| Parallel Advisors, LLC | 0.00% | No change | 7,196 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 4,764 | $35K |
| Spire Wealth Management | 0.00% | No change | 4,660 | $35K |
| MAI Capital Management | 0.00% | Add +2.1% | 4,567 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,516 | $26K |
| Assetmark, Inc. | 0.00% | New | 3,250 | $24K |
| IFP Advisors, Inc | 0.00% | Add +2.0% | 3,047 | $23K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,797 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,500 | $19K |
| Citigroup Inc. | 0.00% | No change | 2,500 | $19K |
| ORG Partners LLC | 0.00% | No change | 2,460 | $18K |
| Tidemark, LLC | 0.01% | No change | 2,400 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 1,908 | $14K |
| JPMorgan Chase & Co. | 0.00% | No change | 846 | $6K |
| Allworth Financial LP | 0.00% | No change | 846 | $6K |
| GAMMA Investing LLC | 0.00% | New | 810 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 500 | $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.