Calamos Global Dynamic IncomCHW

13F holders, Q1 2026 (March 31)
100holders +6
13new positions
6sold out
$7.27avg. 13F price*

At the end of Q1 2026, 100 institutions reported holding Calamos Global Dynamic Incom (CHW) in their 13F filings, up 6 from Q4 2025. 13 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($43.1M), Karpus Management, Inc. ($15.9M) and Advisors Asset Management, Inc. ($11.4M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$2.2M
Exits6$1.7M

All 13F filers, Q4 2025 → Q1 2026: 1,700,912 shares bought and 872,619 shares sold, net +828,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Morgan Stanley 0.00% Add +3.7% 5,933,801 $43.1M
Karpus Management, Inc. 0.50% Add +12.8% 2,191,419 $15.9M
Advisors Asset Management, Inc. 0.19% Add +3.9% 1,576,363 $11.4M
Pathstone Holdings, LLC 0.04% Add +6.4% 1,478,721 $10.7M
Guggenheim Capital LLC 0.06% Reduce -4.8% 1,070,341 $7.8M
LPL Financial LLC 0.00% Reduce -2.6% 1,000,034 $7.3M
Baird Financial Group, Inc. 0.01% Reduce -0.9% 939,091 $6.8M
Shaker Financial Services, LLC 1.17% Reduce -32.3% 463,606 $3.4M
Private Advisor Group, LLC 0.01% Add +3.8% 422,888 $3.1M
Adapt Wealth Advisors, LLC 1.06% Add +0.9% 402,639 $2.9M
Wells Fargo & Company 0.00% Add +210.4% 366,941 $2.7M
Altium Capital Management LLC 5.68% Add +149.5% 328,901 $2.4M
Royal Bank of Canada 0.00% Add +36.9% 303,310 $2.2M
Raymond James Financial Inc. 0.00% Add +2.1% 288,274 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -1.1% 267,103 $1.9M
1607 Capital Partners, LLC 0.12% Add +11.9% 238,687 $1.7M
UBS Group AG 0.00% Add +0.1% 201,895 $1.5M
D.A. Davidson & Co. 0.01% Reduce -4.3% 178,869 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.6% 159,099 $1.2M
Blue Bell Private Wealth Management, LLC 0.13% Add +23.1% 122,698 $891K
Invesco Ltd. 0.00% Reduce -23.3% 122,695 $891K
Saba Capital Management, L.P. 0.03% Reduce -59.2% 122,244 $887K
Commonwealth Equity Services, LLC 0.00% Add +0.7% 113,388 $823K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.8% 100,693 $753K
Saxony Capital Management, LLC 0.37% No change 88,250 $641K
Osaic Holdings, Inc. 0.00% Reduce -19.8% 86,633 $629K
Focus Partners Wealth 0.00% Reduce -3.2% 83,720 $608K
Envestnet Asset Management Inc. 0.00% New 79,964 $581K
Fifth Third Bancorp 0.00% Add +3968.0% 77,617 $563K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.5% 69,237 $503K
Cetera Investment Advisers 0.00% Add +387.8% 68,126 $495K
Dakota Wealth Management 0.01% Add +6.8% 67,980 $494K
NewEdge Advisors, LLC 0.00% Add +1.4% 64,818 $471K
PMG Family Office LLC 0.51% Add +1.6% 62,698 $455K
Kestra Advisory Services, LLC 0.00% Add +3.0% 62,658 $455K
Brookstone Capital Management 0.01% Add +2.0% 60,317 $438K
Evolve Private Wealth, LLC 0.02% Add +1.1% 58,770 $427K
Chicago Partners Investment Group LLC 0.01% Reduce -10.3% 51,842 $420K
Harbour Investments, Inc. 0.01% Add +34.1% 57,367 $416K
Wolverine Asset Management LLC 0.02% New 54,910 $399K
Investment Management Trust, LLC 0.35% — 49,308 $358K
Rpo LLC 1.80% Reduce -23.0% 47,570 $345K
Captrust Financial Advisors 0.00% Add +59.0% 43,363 $315K
Readystate Asset Management LP 0.03% New 36,626 $266K
&partners 0.00% Add +27.9% 36,486 $265K
PNC Financial Services Group, Inc. 0.00% Add +8.0% 35,903 $261K
Janney Montgomery Scott LLC 0.00% Add +0.1% 32,238 $234K
Bank of America Corp. 0.00% Add +1.1% 31,942 $232K
Truist Financial Corp. 0.00% Add +0.0% 29,647 $215K
Stifel Financial Corp. 0.00% Reduce -5.7% 29,511 $214K
Stephens Inc. 0.00% Add +0.8% 29,324 $213K
Institute for Wealth Management, LLC. 0.02% No change 29,300 $213K
Waverly Advisors, LLC 0.00% Add +2.1% 29,066 $211K
NWF Advisory Services Inc. 0.02% Reduce -31.0% 28,700 $208K
Continuum Advisory, LLC 0.02% No change 28,299 $205K
Integrated Wealth Concepts LLC 0.00% No change 26,525 $193K
Strategic Financial Concepts, LLC 0.04% New 24,783 $180K
Closed-End Fund Advisors, Inc. 0.18% No change 24,641 $179K
Susquehanna International Group, LLP 0.00% New 24,265 $176K
Rockefeller Capital Management L.P. 0.00% No change 20,223 $147K
Oppenheimer & Co. Inc. 0.00% Reduce -8.8% 20,168 $146K
B. Riley Wealth Advisors, Inc. 0.01% No change 20,316 $142K
MRA Advisory Group 0.06% Add +1.3% 19,252 $140K
Wedbush Securities Inc. 0.00% Add +7.8% 19,039 $138K
San Luis Wealth Advisors LLC 0.02% No change 18,944 $138K
CoreCap Advisors, LLC 0.00% No change 17,905 $130K
XML Financial, LLC 0.01% No change 17,200 $125K
Apollon Wealth Management, LLC 0.00% Reduce -7.8% 15,485 $112K
RFG Advisory, LLC 0.00% Reduce -34.2% 15,412 $112K
Retirement Planning Group, LLC 0.00% New 15,261 $111K
Concurrent Investment Advisors, LLC 0.00% Add +1.1% 14,959 $109K
Valeo Financial Advisors, LLC 0.00% Add +1.9% 14,691 $107K
Jane Street Group, LLC 0.00% Reduce -17.8% 14,679 $107K
Sage Capital Management, LLC 0.05% No change 14,000 $102K
Corient Private Wealth LP 0.00% Reduce -46.0% 13,510 $98K
Boothbay Fund Management, LLC 0.00% Reduce -23.0% 13,234 $96K
Logan Stone Capital, LLC 0.03% New 12,936 $94K
Prospera Financial Services Inc 0.00% New 12,912 $94K
Palogic Value Management, L.P. 0.04% No change 11,000 $80K
Decision Investments, Inc. 0.09% Add +0.3% 10,710 $78K
Capital Financial Group Inc\co\ 0.04% New 10,500 $76K
Almitas Capital LLC 0.02% New 10,266 $75K
Farther Finance Advisors, LLC 0.00% Add +7.7% 9,861 $73K
Leigh Baldwin & Co., LLC 0.05% No change 10,000 $73K
Nomura Holdings Inc. 0.00% New 10,000 $73K
MAI Capital Management 0.00% Add +17.6% 5,372 $39K
Lanark Financial, Inc. 0.00% No change 4,764 $35K
Spire Wealth Management 0.00% No change 4,660 $34K
Assetmark, Inc. 0.00% No change 3,250 $24K
Colonial Trust Co / SC 0.00% New 3,301 $23K
Steward Partners Investment Advisory, LLC 0.00% Reduce -18.9% 2,850 $21K
EverSource Wealth Advisors, LLC 0.00% No change 2,500 $18K
Citigroup Inc. 0.00% No change 2,500 $18K
Tidemark, LLC 0.00% No change 2,400 $17K
Advisory Services Network, LLC 0.00% New 2,251 $16K
IFP Advisors, Inc 0.00% Reduce -47.9% 1,588 $12K
Allworth Financial LP 0.00% No change 846 $6K
JPMorgan Chase & Co. 0.00% No change 846 $6K
Ameriflex Group, Inc. 0.00% No change 500 $4K
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.