Vault-13

CALAMOS GBL DYN INCOME FUND CHW

COM · Closed-End Fund · CUSIP 12811L107

104 institutional holders +3 vs Q1 2026
22,089,92822.1m shares reported held*
$196.9mreported value*
12 new 41 added 26 reduced 11 sold out net bought ≈ $13.3m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $8.91.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 68Q4 22: 81Q1 23: 80Q2 23: 78Q3 23: 80Q4 23: 88Q1 24: 96Q2 24: 94Q3 24: 97Q4 24: 94Q1 25: 95Q2 25: 97Q3 25: 96Q4 25: 96Q1 26: 101Q2 26: 104104Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202268
Q4 202281
Q1 202380
Q2 202378
Q3 202380
Q4 202388
Q1 202496
Q2 202494
Q3 202497
Q4 202494
Q1 202595
Q2 202597
Q3 202596
Q4 202596
Q1 2026101
Q2 2026104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 49 bought or addedQ3 24: 28 cut or sold outQ4 24: 43 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 45 bought or addedQ1 25: 30 cut or sold outQ2 25: 49 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 38 cut or sold outQ4 25: 45 bought or addedQ4 25: 33 cut or sold outQ4 25Q1 26: 52 bought or addedQ1 26: 30 cut or sold outQ2 26: 53 bought or addedQ2 26: 37 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244928
Q4 20244339
Q1 20254530
Q2 20254928
Q3 20254538
Q4 20254533
Q1 20265230
Q2 20265337

Biggest buyers

Pathstone Holdings, LLC Added +683,473+683.5k
Saba Capital Management, L.P. Added +561,537+561.5k
1607 Capital Partners, LLC Added +520,378+520.4k
Karpus Management, Inc. Added +269,121+269.1k
Cambridge Investment Research Advisors, Inc. Added +155,163+155.2k
WELLS FARGO & COMPANY/MN Added +100,674+100.7k
RAYMOND JAMES FINANCIAL INC Added +90,068+90.1k
MORGAN STANLEY Added +65,760+65.8k
GUGGENHEIM CAPITAL LLC Added +65,755+65.8k
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Added +59,221+59.2k

Biggest sellers

Private Advisor Group, LLC Sold out -422,888-422.9k
LPL Financial LLC Reduced -229,127-229.1k
Baird Financial Group, Inc. Reduced -169,266-169.3k
Advisors Asset Management, Inc. Reduced -80,784-80.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -54,320-54.3k
Invesco Ltd. Reduced -52,585-52.6k
Shaker Financial Services, LLC Reduced -51,344-51.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -47,586-47.6k
Cetera Investment Advisers Reduced -46,511-46.5k
WOLVERINE ASSET MANAGEMENT LLC Reduced -43,710-43.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MetLife Investment Management, LLC 13G · institution new · filed 2026-09-08 38.6% new 440.0k 2026-09-08
BlackRock Portfolio Management LLC 13G · institution new · filed 2026-09-08 38.6% new 440.0k 2026-09-08
THRIVENT FINANCIAL FOR LUTHERANS 13G · institution new · filed 2026-09-02 22.8% new 260.0k 2026-09-02
MORGAN STANLEY 13G · institution filed 2026-05-11 9.3% 5.9m≈ $52.9m 2026-05-11

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

DateInsiderTradeSharesPrice ValueTheir holding
2026-08-26 MetLife Investment Management, LLC 10% owner · See Footnotes · Series H Mandatory Redeemable Preferred Shares Bought 440,000 $25.00 $11.0m440.0k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,999,5616.0m $53.5m $53.5m 0.00% Added +65.8k +65,760
2 Karpus Management, Inc. 0.63% of their portfolio Pittsford, NY 2,460,5402.5m $21.9m $21.9m 0.63% Added +269.1k +269,121
3 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 2,162,1942.2m $19.3m $19.3m 0.06% Added +683.5k +683,473
4 Advisors Asset Management, Inc. 0.20% of their portfolio Monument, CO 1,495,5791.5m $13.3m $13.3m 0.20% Reduced -80.8k -80,784
5 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 1,136,0961.1m $10.1m $10.1m 0.07% Added +65.8k +65,755
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 770,907770.9k $6.9m $6.9m 0.00% Reduced -229.1k -229,127
7 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 769,825769.8k $6.9m $6.9m 0.01% Reduced -169.3k -169,266
8 1607 Capital Partners, LLC 0.59% of their portfolio Richmond, VA 759,065759.1k $6.8m $6.8m 0.59% Added +520.4k +520,378
9 Saba Capital Management, L.P. 0.19% of their portfolio NEW YORK, NY 683,781683.8k $6.1m $6.1m 0.19% Added +561.5k +561,537
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 467,615467.6k $4.2m $4.2m 0.00% Added +100.7k +100,674
11 Shaker Financial Services, LLC 1.15% of their portfolio Arlington, VA 412,262412.3k $3.7m $3.7m 1.15% Reduced -51.3k -51,344
12 ADAPT WEALTH ADVISORS, LLC 1.15% of their portfolio ATLANTA, GA 394,418394.4k $3.5m $3.5m 1.15% Reduced -8.2k -8,221
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 378,342378.3k $3.4m $3.4m 0.00% Added +90.1k +90,068
14 Altium Capital Management LLC 6.17% of their portfolio NEW YORK, NY 328,901328.9k $2.9m $2.9m 6.17% Unchanged
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 314,744314.7k $2.8m $2.8m 0.00% Added +11.4k +11,434
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 314,262314.3k $2.8m $2.8m 0.00% Added +155.2k +155,163
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 264,443264.4k $2.4m $2.4m 0.00% Reduced -2.7k -2,660
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 206,386206.4k $1.8m $1.8m 0.00% Added +4.5k +4,491
19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 181,919181.9k $1.6m $1.6m 0.20% Added +59.2k +59,221
20 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 179,641179.6k $1.6m $1.6m 0.01% Added +772 +772
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 116,122116.1k $1.0m $1.0m 0.00% Added +15.4k +15,429
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 101,259101.3k $902.2k $902.2k 0.00% Reduced -12.1k -12,129
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 99,86499.9k $889.8k $889.8k 0.00% Added +13.2k +13,231
24 Saxony Capital Management, LLC 0.36% of their portfolio ST. LOUIS, MO 88,25088.2k $786.3k $786.3k 0.36% Unchanged
25 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 80,80580.8k $720.0k $720.0k 0.00% Reduced -2.9k -2,915
26 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 77,61777.6k $691.6k $691.6k 0.00% Unchanged
27 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 73,28073.3k $652.9k $652.9k 0.01% Added +5.3k +5,300
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 70,11070.1k $624.7k $624.7k 0.00% Reduced -52.6k -52,585
29 EVOLVE PRIVATE WEALTH, LLC 0.04% of their portfolio LOS ANGELES, CA 69,24169.2k $616.9k $616.9k 0.04% Added +10.5k +10,471
30 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 69,16469.2k $616.2k $616.2k 0.01% Added +8.8k +8,847
31 PMG Family Office LLC 0.53% of their portfolio PLANO, TX 64,34464.3k $573.3k $573.3k 0.53% Added +1.6k +1,646
32 Almitas Capital LLC 0.14% of their portfolio SANTA MONICA, CA 64,07364.1k $570.9k $570.9k 0.14% Added +53.8k +53,807
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 61,90661.9k $551.6k $551.6k 0.00% Reduced -752 -752
34 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 59,51759.5k $530.3k $530.3k 0.00% Reduced -5.3k -5,301
35 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 55,31355.3k $492.8k $492.8k 0.01% Reduced -2.1k -2,054
36 Investment Management Trust, LLC 0.39% of their portfolio FITCHBURG, MA 49,11849.1k $437.6k $437.6k 0.39% Reduced -190 -190
37 RPO LLC 1.75% of their portfolio Stamford, CT 47,57047.6k $423.8k $423.8k 1.75% Unchanged
38 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 43,18243.2k $384.8k $384.8k 0.00% Added +7.3k +7,279
39 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 42,21742.2k $376.1k $376.1k 0.00% Reduced -1.1k -1,146
40 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 42,18742.2k $375.9k $375.9k 0.00% Added +5.7k +5,701
41 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 40,71040.7k $347.7k $347.7k 0.01% Reduced -11.1k -11,132
42 Advisory Solutions Group, LLC 0.11% of their portfolio PLYMOUTH, MN 36,53536.5k $325.5k $325.5k 0.11% First filing
43 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 34,62334.6k $308.5k $308.5k 0.00% New
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,93432.9k $293.0k $293.0k 0.00% Added +696 +696
45 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 32,60032.6k $290.5k $290.5k 0.03% Added +3.9k +3,900
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,15731.2k $277.6k $277.6k 0.00% Added +16.5k +16,478
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,45830.5k $271.4k $271.4k 0.00% Added +6.2k +6,193
48 Stonebridge Financial Group, LLC/CA 0.04% of their portfolio SAN RAFAEL, CA 29,82029.8k $265.0k $265.0k 0.04% First filing
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 29,60829.6k $263.8k $263.8k 0.00% Added +97 +97
50 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 29,30029.3k $261.1k $261.1k 0.02% Unchanged
51 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 28,53928.5k $254.3k $254.3k 0.00% Added +2.0k +2,014
52 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 28,40828.4k $253.1k $253.1k 0.02% Added +109 +109
53 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 26,70526.7k $237.9k $237.9k 0.01% Added +8.8k +8,800
54 Closed-End Fund Advisors, Inc. 0.23% of their portfolio RICHMOND, VA 26,02926.0k $231.9k $231.9k 0.23% Added +1.4k +1,388
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,64425.6k $228.5k $228.5k 0.00% Reduced -54.3k -54,320
56 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 24,97825.0k $222.6k $222.6k 0.00% Reduced -7.0k -6,964
57 Strategic Financial Concepts, LLC 0.07% of their portfolio SAN ANTONIO, TX 24,78324.8k $220.8k $220.8k 0.07% Unchanged
58 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 23,78223.8k $211.9k $211.9k 0.00% Reduced -5.5k -5,542
59 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 23,07723.1k $206.0k $206.0k 0.01% Added +4.0k +4,038
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,65121.7k $192.9k $192.9k 0.00% Reduced -47.6k -47,586
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,64221.6k $192.8k $192.8k 0.00% New
62 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,61521.6k $192.6k $192.6k 0.00% Reduced -46.5k -46,511
63 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 20,87020.9k $186.0k $186.0k 0.00% Reduced -8.2k -8,196
64 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 20,52220.5k $180.0k $180.0k 0.01% Added +206 +206
65 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,41020.4k $181.8k $181.8k 0.00% Reduced -9.2k -9,237
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,22320.2k $180.2k $180.2k 0.00% Unchanged
67 MRA Advisory Group 0.06% of their portfolio PARSIPPANY, NJ 19,48019.5k $173.6k $173.6k 0.06% Added +228 +228
68 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 19,11519.1k $170.3k $170.3k 0.00% Reduced -1.1k -1,053
69 San Luis Wealth Advisors LLC 0.03% of their portfolio SAN LUIS OBISPO, CA 18,94418.9k $168.8k $168.8k 0.03% Unchanged
70 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 18,20618.2k $162.0k $162.0k 0.01% New
71 Virtu Financial LLC 0.00% of their portfolio New York, NY 17,33617.3k $154.0k $154.0k 0.00% New
72 XML Financial, LLC 0.01% of their portfolio BETHESDA, MD 17,20017.2k $153.3k $153.3k 0.01% Unchanged
73 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,49616.5k $147.0k $147.0k 0.00% New
74 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 16,02816.0k $142.8k $142.8k 0.00% Added +3.1k +3,116
75 Retirement Planning Group, LLC 0.00% of their portfolio LEAWOOD, KS 15,53015.5k $138.4k $138.4k 0.00% Added +269 +269
76 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 15,52615.5k $138.3k $138.3k 0.00% Added +41 +41
77 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 15,10815.1k $134.6k $134.6k 0.00% Added +149 +149
78 Valeo Financial Advisors, LLC 0.00% of their portfolio CARMEL, IN 14,94914.9k $133.2k $133.2k 0.00% Added +258 +258
79 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 13,23413.2k $117.9k $117.9k 0.00% Unchanged
80 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 13,05913.1k $116.4k $116.4k 0.00% Reduced -2.4k -2,353
81 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,22212.2k $108.0k $108.0k 0.00% New
82 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 11,20011.2k $99.8k $99.8k 0.00% Reduced -43.7k -43,710
83 Palogic Value Management, L.P. 0.04% of their portfolio DALLAS, TX 11,00011.0k $98.0k $98.0k 0.04% Unchanged
84 DECISION INVESTMENTS, INC 0.09% of their portfolio SAN DIEGO, CA 10,68010.7k $95.2k $95.2k 0.09% Reduced -30 -30
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,63310.6k $93.5k $93.5k 0.00% Added +772 +772
86 LEIGH BALDWIN & CO., LLC 0.05% of their portfolio CAZENOVIA, NY 10,00010.0k $89.1k $89.1k 0.05% Unchanged
87 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 4,6604.7k $41.5k $41.5k 0.00% Unchanged
88 Colonial Trust Co / SC 0.00% of their portfolio SPARTANBURG, SC 3,3013.3k $28.9k $28.9k 0.00% Unchanged
89 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,2503.2k $29.0k $29.0k 0.00% Unchanged
90 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 2,9943.0k $26.7k $26.7k 0.02% New
91 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,8502.9k $25.4k $25.4k 0.00% Unchanged
92 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,5002.5k $22.3k $22.3k 0.00% Unchanged
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,5002.5k $22.3k $22.3k 0.00% Unchanged
94 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 2,4002.4k $21.4k $21.4k 0.00% Unchanged
95 MCDONALD PARTNERS LLC 0.00% of their portfolio CLEVELAND, OH 1,6501.6k $14.7k $14.7k 0.00% New
96 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6161.6k $14.4k $14.4k 0.00% Added +28 +28
97 Farmers & Merchants Trust Co of Chambersburg PA 0.00% of their portfolio CHAMBERSBURG, PA 1,3751.4k $12.0k $12.0k 0.00% New
98 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 846846 $7.4k $7.4k 0.00% Unchanged
99 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 500500 $4.5k $4.5k 0.00% Unchanged
100 Silver Grove Financial Group, Inc. 0.00% of their portfolio ORCHARD PARK, NY 490490 $4.4k $4.4k 0.00% New