Calamos Global Dynamic Income Fund - CHW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 5,722,402 | 42,403 | 0.0% | 0.0% | 1 | +320,920 | 5.94% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | Added to | 1,941,888 | 14,389 | 0.44% | 0.4% | 2 | +276,130 | 16.58% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,517,250 | 11,242 | 0.19% | 0.15% | 3 | +383,511 | 33.83% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 1,389,314 | 10,294 | 0.04% | — | 4 | +1,389,314 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,123,843 | 8,327 | 0.06% | 0.06% | 5 | +86,693 | 8.36% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 1,026,645 | 7,607 | 0.0% | 0.0% | 6 | +25,033 | 2.5% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 947,646 | 7,022 | 0.01% | 0.01% | 7 | -63,597 | -6.29% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 684,698 | 5,107 | 1.62% | 2.13% | 8 | -139,792 | -16.95% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 407,370 | 3,018 | 0.01% | 0.01% | 9 | +10,600 | 2.67% | Q4 2025 | Feb 17, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 399,005 | 2,956 | 1.02% | 0.97% | 10 | +50,075 | 14.35% | Q4 2025 | Feb 10, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 299,358 | 2,218 | 0.07% | 0.08% | 11 | -69,287 | -18.8% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 282,196 | 2,091 | 0.0% | 0.0% | 12 | -20,867 | -6.89% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 270,022 | 2,000 | 0.0% | 0.0% | 13 | -140 | -0.05% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 221,640 | 1,642 | 0.0% | — | 14 | +221,640 | New | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 213,387 | 1,581 | 0.11% | 0.11% | 15 | +15,700 | 7.94% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 202,773 | 1,502 | 0.0% | — | 16 | +202,773 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 201,602 | 1,493 | 0.0% | 0.0% | 17 | +3,542 | 1.79% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 186,949 | 1,385 | 0.01% | 0.01% | 18 | -10,831 | -5.48% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 159,976 | 1,185 | 0.0% | 0.0% | 19 | +59,335 | 58.96% | Q4 2025 | Feb 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 153,616 | 1,138 | 0.0% | 0.0% | 20 | +12,559 | 8.9% | Q4 2025 | Feb 05, 2026 |
| Altium Capital Management LLC | History | New | 131,803 | 976 | 3.86% | — | 21 | +131,803 | New | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 118,210 | 875 | 0.0% | 0.0% | 22 | +10,921 | 10.18% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,821 | 857 | 0.0% | 0.0% | 23 | +22,925 | 25.5% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 112,634 | 834 | 0.0% | 0.0% | 24 | -15,526 | -12.11% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 108,016 | 800 | 0.0% | 0.0% | 25 | +21,513 | 24.87% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 99,686 | 738 | 0.11% | 0.09% | 26 | +21,693 | 27.81% | Q4 2025 | Feb 09, 2026 |
| Saxony Capital Management, LLC | History | No change | 88,250 | 653 | 0.4% | 0.44% | 27 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Wealth | History | Added to | 86,476 | 629 | 0.0% | 0.0% | 28 | +46,299 | 115.24% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 78,400 | 580 | 0.0% | 0.0% | 29 | -88 | -0.11% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 78,263 | 579 | 0.0% | 0.0% | 30 | -2,597 | -3.21% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 63,916 | 473 | 0.0% | 0.0% | 31 | -2,537 | -3.82% | Q4 2025 | Feb 18, 2026 |
| Dakota Wealth Management | History | Added to | 63,635 | 471 | 0.01% | 0.01% | 32 | +715 | 1.14% | Q4 2025 | Jan 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 57,793 | 459 | 0.01% | 0.01% | 33 | -1,501 | -2.53% | Q4 2025 | Jan 28, 2026 |
| PMG Family Office LLC | History | Reduced | 61,695 | 457 | 0.53% | 0.58% | 35 | -6,633 | -9.71% | Q4 2025 | Jan 28, 2026 |
| RPO LLC | History | No change | 61,799 | 457 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,802 | 450 | 0.0% | 0.0% | 36 | +277 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 59,155 | 438 | 0.01% | 0.0% | 37 | +3,869 | 7.0% | Q4 2025 | Jan 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 58,125 | 433 | 0.03% | — | 38 | +58,125 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 42,765 | 316 | 0.01% | 0.01% | 39 | +1,049 | 2.51% | Q4 2025 | Feb 09, 2026 |
| NWF Advisory Services Inc. | History | No change | 41,600 | 308 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,238 | 246 | 0.0% | 0.0% | 41 | +8,154 | 32.51% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,207 | 239 | 0.0% | 0.0% | 42 | +1,365 | 4.43% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,581 | 234 | 0.0% | 0.0% | 43 | -884 | -2.72% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,284 | 231 | 0.0% | 0.0% | 44 | +4,837 | 18.29% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 29,641 | 219 | 0.0% | — | 45 | +29,641 | New | Q4 2025 | Feb 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 29,300 | 217 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Added to | 29,097 | 215 | 0.0% | 0.0% | 47 | +300 | 1.04% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 28,537 | 211 | 0.0% | 0.0% | 48 | +9,982 | 53.8% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 28,473 | 210 | 0.0% | 0.0% | 49 | +96 | 0.34% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,299 | 209 | 0.02% | 0.02% | 50 | +6,182 | 27.95% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 27,266 | 202 | 0.0% | 0.0% | 51 | -676 | -2.42% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 26,525 | 196 | 0.0% | 0.0% | 52 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 25,000 | 185 | 0.0% | — | 53 | +25,000 | New | Q4 2025 | Mar 09, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 24,641 | 182 | 0.11% | — | 54 | +24,641 | New | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 23,412 | 173 | 0.0% | 0.0% | 55 | -5,000 | -17.6% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,110 | 163 | 0.0% | 0.0% | 56 | +232 | 1.06% | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 20,316 | 150 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,223 | 149 | 0.0% | 0.0% | 58 | +723 | 3.71% | Q4 2025 | Mar 16, 2026 |
| MRA Advisory Group | History | Reduced | 19,006 | 140 | 0.06% | 0.07% | 59 | -1,104 | -5.49% | Q4 2025 | Jan 16, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 18,944 | 140 | 0.02% | 0.03% | 60 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,856 | 132 | 0.0% | 0.0% | 61 | -25,107 | -58.44% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 17,905 | 132 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,658 | 131 | 0.0% | 0.0% | 63 | +42 | 0.24% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 17,192 | 127 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | No change | 17,200 | 127 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,794 | 124 | 0.0% | 0.0% | 66 | +73 | 0.44% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,798 | 109 | 0.0% | 0.0% | 67 | +166 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 107 | 0.05% | 0.04% | 68 | -14,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valeo Financial Advisors, LLC | History | Added to | 14,412 | 106 | 0.0% | 0.0% | 69 | +290 | 2.05% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,967 | 103 | 0.0% | 0.0% | 70 | -675 | -4.61% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | No change | 14,000 | 103 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,742 | 87 | 0.0% | 0.0% | 72 | -10,047 | -46.11% | Q4 2025 | Feb 11, 2026 |
| Palogic Value Management, L.P. | History | No change | 11,000 | 81 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DECISION INVESTMENTS, INC | History | New | 10,680 | 79 | 0.09% | — | 74 | +10,680 | New | Q4 2025 | Feb 17, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 10,000 | 74 | 0.05% | 0.04% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 9,159 | 67 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 7,196 | 53 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,764 | 35 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 4,660 | 34 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Added to | 4,567 | 33 | 0.0% | 0.0% | 80 | +92 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,516 | 26 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 3,250 | 24 | 0.0% | — | 82 | +3,250 | New | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 3,047 | 22 | 0.0% | 0.0% | 83 | +61 | 2.04% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,797 | 20 | 0.0% | — | 84 | +2,797 | New | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | No change | 2,500 | 18 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,500 | 18 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 2,460 | 18 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tidemark, LLC | History | No change | 2,400 | 17 | 0.0% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,908 | 14 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 846 | 6 | 0.0% | — | 91 | +846 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | New | 810 | 6 | 0.0% | — | 92 | +810 | New | Q4 2025 | Jan 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 846 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 500 | 3 | 0.0% | 0.0% | 93 | -500 | -50.0% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | No change | 175 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stephens Consulting, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -226,522 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200,595 | -100.0% | Q3 2025 | Oct 28, 2025 |
| AQR Arbitrage LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -153,184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,399 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,074 | -100.0% | Q3 2025 | Nov 13, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -35,725 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,008 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,251 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,632 | -100.0% | Q3 2025 | Nov 06, 2025 |