Calamos Global Dynamic Income Fund - CHW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,933,801 | 43,079 | 0.0% | 0.0% | 1 | +211,399 | 3.69% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Added to | 2,191,419 | 15,909 | 0.5% | 0.44% | 2 | +249,531 | 12.85% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,576,363 | 11,444 | 0.19% | 0.19% | 3 | +59,113 | 3.9% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,478,721 | 10,735 | 0.04% | 0.04% | 4 | +89,407 | 6.44% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,070,341 | 7,770 | 0.06% | 0.06% | 5 | -53,502 | -4.76% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,000,034 | 7,260 | 0.0% | 0.0% | 6 | -26,611 | -2.59% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 939,091 | 6,817 | 0.01% | 0.01% | 7 | -8,555 | -0.9% | Q1 2026 | May 14, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 463,606 | 3,365 | 1.17% | 1.62% | 8 | -221,092 | -32.29% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 422,888 | 3,070 | 0.01% | 0.01% | 9 | +15,518 | 3.81% | Q1 2026 | Apr 24, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 402,639 | 2,923 | 1.06% | 1.02% | 10 | +3,634 | 0.91% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 366,941 | 2,663 | 0.0% | 0.0% | 11 | +248,731 | 210.41% | Q1 2026 | May 11, 2026 |
| Altium Capital Management LLC | History | Added to | 328,901 | 2,387 | 5.68% | 3.86% | 12 | +197,098 | 149.54% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 303,310 | 2,202 | 0.0% | 0.0% | 13 | +81,670 | 36.85% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 288,274 | 2,092 | 0.0% | 0.0% | 14 | +6,078 | 2.15% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 267,103 | 1,939 | 0.0% | 0.0% | 15 | -2,919 | -1.08% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 238,687 | 1,732 | 0.12% | 0.11% | 16 | +25,300 | 11.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 201,895 | 1,465 | 0.0% | 0.0% | 17 | +293 | 0.15% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 178,869 | 1,298 | 0.01% | 0.01% | 18 | -8,080 | -4.32% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 159,099 | 1,155 | 0.0% | 0.0% | 19 | +5,483 | 3.57% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Reduced | 122,695 | 890 | 0.0% | 0.0% | 20 | -37,281 | -23.3% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 122,698 | 890 | 0.13% | 0.11% | 21 | +23,012 | 23.08% | Q1 2026 | May 11, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 122,244 | 887 | 0.02% | 0.07% | 22 | -177,114 | -59.16% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 113,388 | 823 | 0.0% | 0.0% | 23 | +754 | 0.67% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 100,693 | 753 | 0.0% | 0.0% | 24 | -12,128 | -10.75% | Q1 2026 | Apr 08, 2026 |
| Saxony Capital Management, LLC | History | No change | 88,250 | 640 | 0.37% | 0.4% | 25 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 86,633 | 628 | 0.0% | 0.0% | 26 | -21,383 | -19.8% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 83,720 | 607 | 0.0% | 0.0% | 27 | -2,756 | -3.19% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 79,964 | 580 | 0.0% | — | 29 | +79,964 | New | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 78,400 | 580 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 77,617 | 563 | 0.0% | 0.0% | 30 | +75,709 | 3967.98% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 69,237 | 502 | 0.0% | 0.0% | 31 | -9,026 | -11.53% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 68,126 | 494 | 0.0% | 0.0% | 32 | +54,159 | 387.76% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 67,980 | 493 | 0.01% | 0.01% | 33 | +4,345 | 6.83% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 64,818 | 470 | 0.0% | 0.0% | 34 | +902 | 1.41% | Q1 2026 | Jun 02, 2026 |
| PMG Family Office LLC | History | Added to | 62,698 | 455 | 0.51% | 0.53% | 35 | +1,003 | 1.63% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 62,658 | 454 | 0.0% | 0.0% | 36 | +1,856 | 3.05% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 60,317 | 437 | 0.0% | 0.01% | 37 | +1,162 | 1.96% | Q1 2026 | Apr 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 58,770 | 426 | 0.02% | 0.03% | 38 | +645 | 1.11% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 51,842 | 419 | 0.01% | 0.01% | 39 | -5,951 | -10.3% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,367 | 416 | 0.01% | 0.01% | 40 | +14,602 | 34.14% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 54,910 | 398 | 0.0% | — | 41 | +54,910 | New | Q1 2026 | May 04, 2026 |
| Investment Management Trust, LLC | History | New | 49,308 | 357 | 0.35% | — | 42 | +49,308 | New | Q1 2026 | Apr 24, 2026 |
| RPO LLC | History | Reduced | 47,570 | 345 | 1.07% | 0.05% | 43 | -14,229 | -23.02% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,363 | 314 | 0.0% | 0.0% | 44 | +16,097 | 59.04% | Q1 2026 | May 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 36,626 | 265 | 0.01% | — | 45 | +36,626 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 36,486 | 264 | 0.0% | 0.0% | 46 | +7,949 | 27.86% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,903 | 260 | 0.0% | 0.0% | 47 | +2,665 | 8.02% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,238 | 234 | 0.0% | 0.0% | 48 | +31 | 0.1% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 31,942 | 231 | 0.0% | 0.0% | 49 | +361 | 1.14% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,647 | 215 | 0.0% | 0.0% | 50 | +6 | 0.02% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 29,511 | 214 | 0.0% | 0.0% | 51 | -1,773 | -5.67% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 29,324 | 212 | 0.0% | 0.0% | 52 | +227 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 29,300 | 212 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,066 | 211 | 0.0% | 0.0% | 54 | +593 | 2.08% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 28,700 | 208 | 0.02% | 0.03% | 55 | -12,900 | -31.01% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | No change | 28,299 | 205 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,525 | 192 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 24,783 | 179 | 0.04% | — | 58 | +24,783 | New | Q1 2026 | May 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 24,641 | 178 | 0.18% | 0.11% | 59 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,265 | 176 | 0.0% | — | 60 | +24,265 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,168 | 146 | 0.0% | 0.0% | 61 | -1,942 | -8.78% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,223 | 146 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 20,316 | 142 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MRA Advisory Group | History | Added to | 19,252 | 139 | 0.06% | 0.06% | 64 | +246 | 1.29% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,039 | 138 | 0.0% | 0.0% | 65 | +1,381 | 7.82% | Q1 2026 | Apr 21, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 18,944 | 137 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 17,905 | 129 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| XML Financial, LLC | History | No change | 17,200 | 124 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,485 | 112 | 0.0% | 0.0% | 69 | -1,309 | -7.79% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,412 | 111 | 0.0% | 0.0% | 70 | -8,000 | -34.17% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Group, LLC | History | New | 15,261 | 110 | 0.0% | — | 71 | +15,261 | New | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,959 | 108 | 0.0% | 0.0% | 72 | +161 | 1.09% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,679 | 106 | 0.0% | 0.0% | 73 | -3,177 | -17.79% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 14,691 | 106 | 0.0% | 0.0% | 74 | +279 | 1.94% | Q1 2026 | May 08, 2026 |
| Sage Capital Management, LLC | History | No change | 14,000 | 101 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,510 | 98 | 0.0% | 0.0% | 76 | -11,490 | -45.96% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 13,234 | 96 | 0.0% | 0.0% | 77 | -3,958 | -23.02% | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, LLC | History | New | 12,936 | 93 | 0.03% | — | 78 | +12,936 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | New | 12,912 | 93 | 0.0% | — | 79 | +12,912 | New | Q1 2026 | Apr 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 11,000 | 79 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 10,710 | 77 | 0.09% | 0.09% | 81 | +30 | 0.28% | Q1 2026 | Apr 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 10,500 | 76 | 0.04% | — | 82 | +10,500 | New | Q1 2026 | Apr 27, 2026 |
| Almitas Capital LLC | History | New | 10,266 | 74 | 0.02% | — | 83 | +10,266 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,861 | 73 | 0.0% | 0.0% | 84 | +702 | 7.66% | Q1 2026 | Apr 07, 2026 |
| NOMURA HOLDINGS INC | History | New | 10,000 | 72 | 0.0% | — | 86 | +10,000 | New | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 10,000 | 72 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| MAI Capital Management | History | Added to | 5,372 | 39 | 0.0% | 0.0% | 87 | +805 | 17.63% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,764 | 34 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | No change | 4,660 | 33 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Co / SC | History | New | 3,301 | 23 | 0.0% | — | 91 | +3,301 | New | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | No change | 3,250 | 23 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,850 | 20 | 0.0% | 0.0% | 92 | -666 | -18.94% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | No change | 2,500 | 18 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,500 | 18 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 2,460 | 18 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tidemark, LLC | History | No change | 2,400 | 17 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 2,251 | 16 | 0.0% | — | 97 | +2,251 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,588 | 11 | 0.0% | 0.0% | 98 | -1,459 | -47.88% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | No change | 846 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 846 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 3 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 175 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202,773 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,742 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,196 | -100.0% | Q1 2026 | Jun 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,797 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -810 | -100.0% | Q1 2026 | Apr 06, 2026 |