CALAMOS GBL DYN INCOME FUND (CHW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
98
Reporting holders
$193.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $53.5M | 5,999,561 | 0.00% | 35q | +1.1%+$585.9K |
| Karpus Management, Inc. | $21.9M | 2,460,540 | 0.63% | 11q | +12.3%+$2.4M |
| Pathstone Holdings, LLC | $19.3M | 2,162,194 | 0.06% | 4q | +46.2%+$6.1M |
| Advisors Asset Management, Inc. | $13.3M | 1,495,579 | 0.20% | 34q | -5.1%-$719.8K |
| GUGGENHEIM CAPITAL LLC | $10.1M | 1,136,096 | 0.06% | 31q | +6.1%+$585.9K |
| LPL Financial LLC | $6.9M | 770,907 | 0.00% | 31q | -22.9%-$2.0M |
| Baird Financial Group, Inc. | $6.9M | 769,825 | 0.01% | 31q | -18.0%-$1.5M |
| 1607 Capital Partners, LLC | $6.8M | 759,065 | 0.59% | 7q | +218.0%+$4.6M |
| Saba Capital Management, L.P. | $6.1M | 683,781 | 0.16% | 4q | +459.4%+$5.0M |
| WELLS FARGO & COMPANY/MN | $4.2M | 467,615 | 0.00% | 31q | -36.3%-$2.4M |
| Shaker Financial Services, LLC | $3.7M | 412,262 | 1.15% | 16q | -11.1%-$457.5K |
| ADAPT WEALTH ADVISORS, LLC | $3.5M | 394,418 | 1.15% | 4q | -2.0%-$73.2K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 378,342 | 0.00% | 7q | +31.2%+$802.5K |
| Altium Capital Management LLC | $2.9M | 328,901 | 6.17% | 3q | HELD |
| ROYAL BANK OF CANADA | $2.8M | 314,744 | 0.00% | 31q | +3.8%+$101.9K |
| AMERIPRISE FINANCIAL INC | $2.4M | 264,443 | 0.00% | 31q | -50.5%-$2.4M |
| UBS Group AG | $1.8M | 206,386 | 0.00% | 31q | +2.2%+$40.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.6M | 181,919 | 0.20% | 7q | +48.3%+$527.7K |
| D.A. DAVIDSON & CO. | $1.6M | 179,641 | 0.01% | 11q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 116,122 | 0.00% | 12q | +15.3%+$136.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $902.2K | 101,259 | 0.00% | 31q | -10.7%-$108.1K |
| OSAIC HOLDINGS, INC. | $889.8K | 99,864 | 0.00% | 26q | +15.3%+$117.9K |
| Saxony Capital Management, LLC | $786.3K | 88,250 | 0.36% | 11q | HELD |
| Focus Partners Wealth | $720.0K | 80,805 | 0.00% | 11q | -3.5%-$26.0K |
| FIFTH THIRD BANCORP | $691.6K | 77,617 | 0.00% | 6q | HELD |
| Dakota Wealth Management | $652.9K | 73,280 | 0.01% | 10q | +7.8%+$47.2K |
| Invesco Ltd. | $624.7K | 70,110 | 0.00% | 7q | -42.9%-$468.5K |
| EVOLVE PRIVATE WEALTH, LLC | $616.9K | 69,241 | 0.04% | 3q | +17.8%+$93.3K |
| Brookstone Capital Management | $616.2K | 69,164 | 0.01% | 12q | +14.7%+$78.8K |
| PMG Family Office LLC | $573.3K | 64,344 | 0.53% | 4q | +2.6%+$14.7K |
| Almitas Capital LLC | $570.9K | 64,073 | 0.14% | 2q | +524.1%+$479.4K |
| Kestra Advisory Services, LLC | $551.6K | 61,906 | 0.00% | 24q | -1.2%-$6.7K |
| NewEdge Advisors, LLC | $530.3K | 59,517 | 0.00% | 31q | +132.9%+$302.6K |
| HARBOUR INVESTMENTS, INC. | $492.8K | 55,313 | 0.01% | 21q | -3.6%-$18.3K |
| Investment Management Trust, LLC | $437.6K | 49,118 | 0.39% | 2q | HELD |
| RPO LLC | $423.8K | 47,570 | 1.39% | 13q | HELD |
| PNC Financial Services Group, Inc. | $384.8K | 43,182 | 0.00% | 31q | +20.3%+$64.9K |
| CAPTRUST FINANCIAL ADVISORS | $376.1K | 42,217 | 0.00% | 14q | -2.6%-$10.2K |
| &PARTNERS | $375.9K | 42,187 | 0.00% | 8q | +15.6%+$50.8K |
| Chicago Partners Investment Group LLC | $347.7K | 40,710 | 0.01% | 16q | -21.5%-$95.1K |
| Advisory Solutions Group, LLC | $325.5K | 36,535 | 0.11% | new | FIRST |
| Allspring Global Investments Holdings, LLC | $308.5K | 34,623 | 0.00% | new | NEW |
| NWF Advisory Services Inc. | $290.5K | 32,600 | 0.03% | 6q | +13.6%+$34.7K |
| JANE STREET GROUP, LLC | $277.6K | 31,157 | 0.00% | 6q | +112.3%+$146.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $271.4K | 30,458 | 0.00% | 2q | +25.5%+$55.2K |
| STIFEL FINANCIAL CORP | $263.8K | 29,608 | 0.00% | 29q | HELD |
| Institute for Wealth Management, LLC. | $261.1K | 29,300 | 0.02% | 31q | HELD |
| Integrated Wealth Concepts LLC | $254.3K | 28,539 | 0.00% | 5q | +7.6%+$17.9K |
| Continuum Advisory, LLC | $253.1K | 28,408 | 0.02% | 10q | HELD |
| Corient Private Wealth LP | $240.7K | 27,020 | 0.00% | 3q | +100.0%+$120.4K |
| CoreCap Advisors, LLC | $237.9K | 26,705 | 0.01% | 18q | +49.1%+$78.4K |
| Closed-End Fund Advisors, Inc. | $231.9K | 26,029 | 0.23% | 3q | +5.6%+$12.4K |
| ENVESTNET ASSET MANAGEMENT INC | $228.5K | 25,644 | 0.00% | 2q | -67.9%-$484.0K |
| BANK OF AMERICA CORP /DE/ | $222.6K | 24,978 | 0.00% | 31q | -21.8%-$62.1K |
| Strategic Financial Concepts, LLC | $220.8K | 24,783 | 0.07% | 2q | HELD |
| STEPHENS INC /AR/ | $211.9K | 23,782 | 0.00% | 11q | -18.9%-$49.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192.9K | 21,651 | 0.00% | 25q | -68.7%-$424.0K |
| CITADEL ADVISORS LLC | $192.8K | 21,642 | 0.00% | new | NEW |
| Cetera Investment Advisers | $192.6K | 21,615 | 0.00% | 10q | -68.3%-$414.4K |
| Waverly Advisors, LLC | $186.0K | 20,870 | 0.00% | 7q | -28.2%-$73.0K |
| TRUIST FINANCIAL CORP | $181.8K | 20,410 | 0.00% | 3q | -31.2%-$82.3K |
| Rockefeller Capital Management L.P. | $180.2K | 20,223 | 0.00% | 4q | HELD |
| B. Riley Wealth Advisors, Inc. | $180.0K | 20,522 | 0.01% | 30q | +1.0%+$1.8K |
| MRA Advisory Group | $173.6K | 19,480 | 0.06% | 10q | +1.2%+$2.0K |
| OPPENHEIMER & CO INC | $170.3K | 19,115 | 0.00% | 22q | -5.2%-$9.4K |
| San Luis Wealth Advisors LLC | $168.8K | 18,944 | 0.03% | 19q | HELD |
| StoneX Group Inc. | $162.0K | 18,206 | 0.01% | new | NEW |
| XML Financial, LLC | $153.3K | 17,200 | 0.01% | 16q | HELD |
| HighTower Advisors, LLC | $147.0K | 16,496 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $142.8K | 16,028 | 0.00% | 2q | +24.1%+$27.8K |
| Retirement Planning Group, LLC | $138.4K | 15,530 | 0.00% | 2q | +1.8%+$2.4K |
| Apollon Wealth Management, LLC | $138.3K | 15,526 | 0.00% | 7q | HELD |
| Concurrent Investment Advisors, LLC | $134.6K | 15,108 | 0.00% | 5q | +1.0%+$1.3K |
| Valeo Financial Advisors, LLC | $133.2K | 14,949 | 0.00% | 4q | +1.8%+$2.3K |
| Prairie Wealth Advisors, Inc. | $128.3K | 0 | 0.03% | 10q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $117.9K | 13,234 | 0.00% | 13q | HELD |
| RFG Advisory, LLC | $116.4K | 13,059 | 0.00% | 6q | -15.3%-$21.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $99.8K | 11,200 | 0.00% | 2q | -79.6%-$389.5K |
| Palogic Value Management, L.P. | $98.0K | 11,000 | 0.03% | 15q | HELD |
| DECISION INVESTMENTS, INC | $95.2K | 10,680 | 0.09% | 3q | HELD |
| Farther Finance Advisors, LLC | $93.5K | 10,633 | 0.00% | 8q | +7.8%+$6.8K |
| LEIGH BALDWIN & CO., LLC | $89.1K | 10,000 | 0.05% | 4q | HELD |
| Spire Wealth Management | $41.5K | 4,660 | 0.00% | 22q | HELD |
| ASSETMARK, INC | $29.0K | 3,250 | 0.00% | 3q | HELD |
| Colonial Trust Co / SC | $28.9K | 3,301 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $26.7K | 2,994 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $25.4K | 2,850 | 0.00% | 31q | HELD |
| CITIGROUP INC | $22.3K | 2,500 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $22.3K | 2,500 | 0.00% | 15q | HELD |
| Tidemark, LLC | $21.4K | 2,400 | 0.00% | 11q | HELD |
| MCDONALD PARTNERS LLC | $14.7K | 1,650 | 0.00% | new | NEW |
| IFP Advisors, Inc | $14.4K | 1,616 | 0.00% | 18q | +1.8% |
| JPMORGAN CHASE & CO | $7.4K | 846 | 0.00% | 16q | HELD |
| AMERIFLEX GROUP, INC. | $4.5K | 500 | 0.00% | 4q | HELD |
| Silver Grove Financial Group, Inc. | $4.4K | 490 | 0.00% | new | NEW |
| Plante Moran Financial Advisors, LLC | $3.9K | 438 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.8K | 314,262 | 0.00% | 31q | +97.5%+$1.4K |
| Tower Research Capital LLC (TRC) | $1.7K | 194 | 0.00% | new | NEW |
| US BANCORP \DE\ | $1.6K | 175 | 0.00% | 8q | HELD |
| Janney Montgomery Scott LLC | $293 | 32,934 | 0.00% | 31q | +2.2% |
Showing the largest 100 of 105 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 98 | $193.3M | 21,685,922 | 9 | 35 | 24 | 0.0% |
| Q1 2026 | 98 | $152.1M | 20,910,770 | 13 | 32 | 25 | 0.0% |
| Q4 2025 | 92 | $156.3M | 21,068,598 | 7 | 31 | 20 | 0.0% |
| Q3 2025 | 92 | $140.3M | 18,600,722 | 10 | 27 | 27 | 0.0% |
| Q2 2025 | 90 | $128.8M | 18,068,394 | 8 | 32 | 19 | 0.0% |
| Q1 2025 | 87 | $110.9M | 17,354,996 | 7 | 33 | 20 | 0.0% |
| Q4 2024 | 88 | $126.3M | 18,706,934 | 13 | 23 | 22 | 0.0% |
| Q3 2024 | 86 | $131.7M | 18,364,485 | 7 | 33 | 20 | 0.0% |
| Q2 2024 | 82 | $117.2M | 17,084,189 | 3 | 23 | 25 | 0.0% |
| Q1 2024 | 86 | $172.8M | 26,541,091 | 14 | 28 | 19 | 0.0% |
| Q4 2023 | 79 | $119.8M | 20,742,487 | 12 | 29 | 15 | 0.0% |
| Q3 2023 | 70 | $77.5M | 13,981,688 | 7 | 19 | 22 | 0.0% |
| Q2 2023 | 68 | $78.7M | 13,057,173 | 7 | 17 | 15 | 0.0% |
| Q1 2023 | 71 | $72.0M | 12,031,582 | 8 | 22 | 18 | 0.0% |
| Q4 2022 | 67 | $59.2M | 10,606,706 | 19 | 17 | 16 | 0.0% |
| Q3 2022 | 65 | $60.7M | 10,000,028 | 7 | 18 | 18 | 0.0% |
| Q2 2022 | 65 | $67.0M | 9,818,174 | 3 | 19 | 19 | 0.0% |
| Q1 2022 | 78 | $87.4M | 9,915,180 | 8 | 22 | 23 | 0.0% |
| Q4 2021 | 78 | $97.5M | 9,776,296 | 10 | 24 | 18 | 0.0% |
| Q3 2021 | 70 | $91.3M | 9,539,284 | 12 | 19 | 15 | 0.0% |
| Q2 2021 | 64 | $101.8M | 9,282,581 | 5 | 21 | 18 | 0.0% |
| Q1 2021 | 72 | $97.5M | 9,534,607 | 15 | 22 | 15 | 0.0% |
| Q4 2020 | 60 | $94.2M | 9,851,067 | 7 | 21 | 13 | 0.0% |
| Q3 2020 | 58 | $76.5M | 9,414,372 | 4 | 18 | 16 | 0.0% |
| Q2 2020 | 59 | $69.3M | 9,475,368 | 6 | 21 | 16 | 0.0% |
| Q1 2020 | 61 | $58.3M | 10,155,160 | 16 | 14 | 19 | 0.0% |
| Q4 2019 | 52 | $79.5M | 9,143,614 | 4 | 17 | 16 | 0.0% |
| Q3 2019 | 53 | $62.0M | 7,917,639 | 3 | 15 | 17 | 0.0% |
| Q2 2019 | 59 | $65.6M | 8,097,555 | 7 | 14 | 14 | 0.0% |
| Q1 2019 | 55 | $65.6M | 8,202,528 | 3 | 19 | 18 | 0.0% |
| Q4 2018 | 63 | $62.0M | 9,464,518 | 2 | 1 | 1 | 0.0% |