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 | No change | 5,999,561 | 53,456 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Karpus Management, Inc. | History | No change | 2,460,540 | 21,923 | 0.63% | 0.63% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,162,194 | 19,265 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,495,579 | 13,325 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,136,096 | 10,122 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 770,907 | 6,868 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 769,825 | 6,859 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 759,065 | 6,763 | 0.59% | 0.59% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Saba Capital Management, L.P. | History | No change | 683,781 | 6,092 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 467,615 | 4,166 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | Added to | 491,862 | 3,969 | 1.31% | 1.15% | 11 | +79,600 | 19.31% | Q3 2026 | Oct 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 394,418 | 3,514 | 1.15% | 1.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 378,342 | 3,371 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 314,744 | 2,805 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altium Capital Management LLC | History | No change | 328,901 | 2,654 | 3.86% | 6.17% | 15 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 264,443 | 2,356 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 206,386 | 1,838 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 202,129 | 1,631 | 0.19% | 0.2% | 18 | +20,210 | 11.11% | Q3 2026 | Oct 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 163,480 | 1,319 | 0.0% | 0.0% | 19 | +6,349 | 4.04% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 128,720 | 1,038 | 0.01% | 0.01% | 20 | -50,921 | -28.35% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 99,864 | 889 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 95,262 | 768 | 0.0% | 0.0% | 22 | -5,997 | -5.92% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 80,805 | 719 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 73,280 | 652 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 70,110 | 624 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 69,241 | 616 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 75,225 | 607 | 0.0% | 0.0% | 27 | -2,392 | -3.08% | Q3 2026 | Nov 05, 2026 |
| Brookstone Capital Management | History | Added to | 73,427 | 592 | 0.01% | 0.01% | 28 | +4,263 | 6.16% | Q3 2026 | Oct 22, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 72,750 | 587 | 0.25% | 0.36% | 29 | -15,500 | -17.56% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 72,576 | 584 | 0.0% | 0.0% | 30 | -43,546 | -37.5% | Q3 2026 | Oct 13, 2026 |
| Almitas Capital LLC | History | No change | 64,073 | 570 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 59,517 | 530 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PMG Family Office LLC | History | Added to | 65,242 | 526 | 0.49% | 0.53% | 33 | +898 | 1.4% | Q3 2026 | Oct 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 62,213 | 502 | 0.0% | 0.0% | 34 | +307 | 0.5% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 55,313 | 492 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RPO LLC | History | No change | 47,570 | 423 | 1.39% | 1.39% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43,182 | 384 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 42,217 | 376 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 42,187 | 375 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Management Trust, LLC | History | Reduced | 41,720 | 336 | 0.3% | 0.39% | 40 | -7,398 | -15.06% | Q3 2026 | Nov 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 39,799 | 306 | 0.01% | 0.01% | 41 | -911 | -2.24% | Q3 2026 | Oct 26, 2026 |
| Advisory Solutions Group, LLC | History | No change | 36,535 | 294 | 0.06% | 0.11% | 42 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 32,934 | 293 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 34,809 | 280 | 0.01% | 0.01% | 44 | +14,287 | 69.62% | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 34,683 | 279 | 0.0% | 0.0% | 45 | +60 | 0.17% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,157 | 277 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,458 | 271 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 29,820 | 265 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,608 | 263 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 32,600 | 263 | 0.02% | 0.03% | 50 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 29,300 | 261 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 28,408 | 253 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 27,539 | 245 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 29,915 | 241 | 0.01% | 0.01% | 54 | +3,210 | 12.02% | Q3 2026 | Oct 08, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 28,607 | 230 | 0.0% | 0.0% | 55 | +17,407 | 155.42% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,644 | 228 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 24,978 | 222 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 24,783 | 220 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 23,782 | 211 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BFC Planning, Inc. | History | No change | 21,846 | 194 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,651 | 192 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,642 | 192 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 21,615 | 192 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 23,123 | 187 | 0.0% | 0.01% | 64 | +46 | 0.2% | Q3 2026 | Oct 22, 2026 |
| Waverly Advisors, LLC | History | No change | 20,870 | 185 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,223 | 180 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 20,823 | 168 | 0.17% | 0.23% | 67 | -5,206 | -20.0% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,595 | 167 | 0.0% | 0.0% | 68 | +5,567 | 34.73% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,448 | 165 | 0.0% | 0.0% | 69 | +38 | 0.19% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 18,546 | 165 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| MRA Advisory Group | History | Added to | 19,750 | 159 | 0.06% | 0.06% | 71 | +270 | 1.39% | Q3 2026 | Oct 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,373 | 156 | 0.0% | 0.0% | 72 | +258 | 1.35% | Q3 2026 | Oct 26, 2026 |
| Virtu Financial LLC | History | No change | 17,336 | 154 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 18,944 | 152 | 0.02% | 0.03% | 74 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 16,496 | 146 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,050 | 145 | 0.0% | 0.0% | 76 | +2,942 | 19.47% | Q3 2026 | Oct 16, 2026 |
| XML Financial, LLC | History | No change | 17,200 | 138 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 15,861 | 127 | 0.0% | 0.0% | 78 | +331 | 2.13% | Q3 2026 | Oct 19, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 15,576 | 125 | 0.0% | 0.0% | 79 | +50 | 0.32% | Q3 2026 | Oct 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 15,265 | 123 | 0.0% | 0.0% | 80 | +316 | 2.11% | Q3 2026 | Oct 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 13,234 | 117 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 12,222 | 108 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 13,059 | 105 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Palogic Value Management, L.P. | History | No change | 11,000 | 98 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 10,000 | 89 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 10,680 | 86 | 0.08% | 0.09% | 86 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,649 | 85 | 0.0% | 0.0% | 87 | +16 | 0.15% | Q3 2026 | Oct 08, 2026 |
| Spire Wealth Management | History | No change | 4,660 | 37 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Colonial Trust Co / SC | History | No change | 3,301 | 28 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 3,250 | 26 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,850 | 25 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,994 | 24 | 0.01% | 0.02% | 92 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tidemark, LLC | History | No change | 2,400 | 21 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,500 | 20 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Added to | 1,651 | 13 | 0.0% | 0.0% | 96 | +35 | 2.17% | Q3 2026 | Oct 16, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,650 | 13 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 846 | 7 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 490 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| EASTERN BANK | History | New | 350 | 2 | 0.0% | — | 100 | +350 | New | Q3 2026 | Oct 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 328 | 2 | 0.0% | — | 101 | +328 | New | Q3 2026 | Oct 19, 2026 |
| US BANCORP \DE\ | History | No change | 175 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 194 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,206 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,375 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -438 | -100.0% | Q3 2026 | Nov 04, 2026 |