CALAMOS GBL DYN INCOME FUND CHW
COM · Closed-End Fund · CUSIP 12811L107
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 68 |
| Q4 2022 | 81 |
| Q1 2023 | 80 |
| Q2 2023 | 78 |
| Q3 2023 | 80 |
| Q4 2023 | 88 |
| Q1 2024 | 96 |
| Q2 2024 | 94 |
| Q3 2024 | 97 |
| Q4 2024 | 94 |
| Q1 2025 | 95 |
| Q2 2025 | 97 |
| Q3 2025 | 96 |
| Q4 2025 | 96 |
| Q1 2026 | 101 |
| Q2 2026 | 104 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 49 | 28 |
| Q4 2024 | 43 | 39 |
| Q1 2025 | 45 | 30 |
| Q2 2025 | 49 | 28 |
| Q3 2025 | 45 | 38 |
| Q4 2025 | 45 | 33 |
| Q1 2026 | 52 | 30 |
| Q2 2026 | 53 | 37 |
Biggest buyers
| Pathstone Holdings, LLC | Added | +683.5k |
| Saba Capital Management, L.P. | Added | +561.5k |
| 1607 Capital Partners, LLC | Added | +520.4k |
| Karpus Management, Inc. | Added | +269.1k |
| Cambridge Investment Research Advisors, Inc. | Added | +155.2k |
| WELLS FARGO & COMPANY/MN | Added | +100.7k |
| RAYMOND JAMES FINANCIAL INC | Added | +90.1k |
| MORGAN STANLEY | Added | +65.8k |
| GUGGENHEIM CAPITAL LLC | Added | +65.8k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Added | +59.2k |
Biggest sellers
| Private Advisor Group, LLC | Sold out | -422.9k |
| LPL Financial LLC | Reduced | -229.1k |
| Baird Financial Group, Inc. | Reduced | -169.3k |
| Advisors Asset Management, Inc. | Reduced | -80.8k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -54.3k |
| Invesco Ltd. | Reduced | -52.6k |
| Shaker Financial Services, LLC | Reduced | -51.3k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -47.6k |
| Cetera Investment Advisers | Reduced | -46.5k |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -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.
| Holder | Stake |
|---|---|
| MetLife Investment Management, LLC 13G · institution new · filed 2026-09-08 | 38.6% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-09-08 | 38.6% |
| THRIVENT FINANCIAL FOR LUTHERANS 13G · institution new · filed 2026-09-02 | 22.8% |
| MORGAN STANLEY 13G · institution filed 2026-05-11 | 9.3% |
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.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-26 | MetLife Investment Management, LLC 10% owner · See Footnotes · Series H Mandatory Redeemable Preferred Shares | Bought | $11.0m440.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 6.0m $53.5m | Added +65.8k |
| Karpus Management, Inc. 0.63% of their portfolio | 2.5m $21.9m | Added +269.1k |
| Pathstone Holdings, LLC 0.06% of their portfolio | 2.2m $19.3m | Added +683.5k |
| Advisors Asset Management, Inc. 0.20% of their portfolio | 1.5m $13.3m | Reduced -80.8k |
| GUGGENHEIM CAPITAL LLC 0.07% of their portfolio | 1.1m $10.1m | Added +65.8k |
| LPL Financial LLC 0.00% of their portfolio | 770.9k $6.9m | Reduced -229.1k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 769.8k $6.9m | Reduced -169.3k |
| 1607 Capital Partners, LLC 0.59% of their portfolio | 759.1k $6.8m | Added +520.4k |
| Saba Capital Management, L.P. 0.19% of their portfolio | 683.8k $6.1m | Added +561.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 467.6k $4.2m | Added +100.7k |
| Shaker Financial Services, LLC 1.15% of their portfolio | 412.3k $3.7m | Reduced -51.3k |
| ADAPT WEALTH ADVISORS, LLC 1.15% of their portfolio | 394.4k $3.5m | Reduced -8.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 378.3k $3.4m | Added +90.1k |
| Altium Capital Management LLC 6.17% of their portfolio | 328.9k $2.9m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 314.7k $2.8m | Added +11.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 314.3k $2.8m | Added +155.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 264.4k $2.4m | Reduced -2.7k |
| UBS Group AG 0.00% of their portfolio | 206.4k $1.8m | Added +4.5k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio | 181.9k $1.6m | Added +59.2k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 179.6k $1.6m | Added +772 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 116.1k $1.0m | Added +15.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 101.3k $902.2k | Reduced -12.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 99.9k $889.8k | Added +13.2k |
| Saxony Capital Management, LLC 0.36% of their portfolio | 88.2k $786.3k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 80.8k $720.0k | Reduced -2.9k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 77.6k $691.6k | Unchanged |
| Dakota Wealth Management 0.01% of their portfolio | 73.3k $652.9k | Added +5.3k |
| Invesco Ltd. 0.00% of their portfolio | 70.1k $624.7k | Reduced -52.6k |
| EVOLVE PRIVATE WEALTH, LLC 0.04% of their portfolio | 69.2k $616.9k | Added +10.5k |
| Brookstone Capital Management 0.01% of their portfolio | 69.2k $616.2k | Added +8.8k |
| PMG Family Office LLC 0.53% of their portfolio | 64.3k $573.3k | Added +1.6k |
| Almitas Capital LLC 0.14% of their portfolio | 64.1k $570.9k | Added +53.8k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 61.9k $551.6k | Reduced -752 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 59.5k $530.3k | Reduced -5.3k |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 55.3k $492.8k | Reduced -2.1k |
| Investment Management Trust, LLC 0.39% of their portfolio | 49.1k $437.6k | Reduced -190 |
| RPO LLC 1.75% of their portfolio | 47.6k $423.8k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 43.2k $384.8k | Added +7.3k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 42.2k $376.1k | Reduced -1.1k |
| &PARTNERS 0.00% of their portfolio | 42.2k $375.9k | Added +5.7k |
| Chicago Partners Investment Group LLC 0.01% of their portfolio | 40.7k $347.7k | Reduced -11.1k |
| Advisory Solutions Group, LLC 0.11% of their portfolio | 36.5k $325.5k | First filing |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 34.6k $308.5k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 32.9k $293.0k | Added +696 |
| NWF Advisory Services Inc. 0.03% of their portfolio | 32.6k $290.5k | Added +3.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 31.2k $277.6k | Added +16.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 30.5k $271.4k | Added +6.2k |
| Stonebridge Financial Group, LLC/CA 0.04% of their portfolio | 29.8k $265.0k | First filing |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 29.6k $263.8k | Added +97 |
| Institute for Wealth Management, LLC. 0.02% of their portfolio | 29.3k $261.1k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 28.5k $254.3k | Added +2.0k |
| Continuum Advisory, LLC 0.02% of their portfolio | 28.4k $253.1k | Added +109 |
| CoreCap Advisors, LLC 0.01% of their portfolio | 26.7k $237.9k | Added +8.8k |
| Closed-End Fund Advisors, Inc. 0.23% of their portfolio | 26.0k $231.9k | Added +1.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 25.6k $228.5k | Reduced -54.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 25.0k $222.6k | Reduced -7.0k |
| Strategic Financial Concepts, LLC 0.07% of their portfolio | 24.8k $220.8k | Unchanged |
| STEPHENS INC /AR/ 0.00% of their portfolio | 23.8k $211.9k | Reduced -5.5k |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 23.1k $206.0k | Added +4.0k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 21.7k $192.9k | Reduced -47.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.6k $192.8k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 21.6k $192.6k | Reduced -46.5k |
| Waverly Advisors, LLC 0.00% of their portfolio | 20.9k $186.0k | Reduced -8.2k |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 20.5k $180.0k | Added +206 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 20.4k $181.8k | Reduced -9.2k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 20.2k $180.2k | Unchanged |
| MRA Advisory Group 0.06% of their portfolio | 19.5k $173.6k | Added +228 |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 19.1k $170.3k | Reduced -1.1k |
| San Luis Wealth Advisors LLC 0.03% of their portfolio | 18.9k $168.8k | Unchanged |
| StoneX Group Inc. 0.01% of their portfolio | 18.2k $162.0k | New |
| Virtu Financial LLC 0.00% of their portfolio | 17.3k $154.0k | New |
| XML Financial, LLC 0.01% of their portfolio | 17.2k $153.3k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 16.5k $147.0k | New |
| Prospera Financial Services Inc 0.00% of their portfolio | 16.0k $142.8k | Added +3.1k |
| Retirement Planning Group, LLC 0.00% of their portfolio | 15.5k $138.4k | Added +269 |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 15.5k $138.3k | Added +41 |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 15.1k $134.6k | Added +149 |
| Valeo Financial Advisors, LLC 0.00% of their portfolio | 14.9k $133.2k | Added +258 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 13.2k $117.9k | Unchanged |
| RFG Advisory, LLC 0.00% of their portfolio | 13.1k $116.4k | Reduced -2.4k |
| HRT FINANCIAL LP 0.00% of their portfolio | 12.2k $108.0k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 11.2k $99.8k | Reduced -43.7k |
| Palogic Value Management, L.P. 0.04% of their portfolio | 11.0k $98.0k | Unchanged |
| DECISION INVESTMENTS, INC 0.09% of their portfolio | 10.7k $95.2k | Reduced -30 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10.6k $93.5k | Added +772 |
| LEIGH BALDWIN & CO., LLC 0.05% of their portfolio | 10.0k $89.1k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 4.7k $41.5k | Unchanged |
| Colonial Trust Co / SC 0.00% of their portfolio | 3.3k $28.9k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 3.2k $29.0k | Unchanged |
| EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio | 3.0k $26.7k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.9k $25.4k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 2.5k $22.3k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 2.5k $22.3k | Unchanged |
| Tidemark, LLC 0.00% of their portfolio | 2.4k $21.4k | Unchanged |
| MCDONALD PARTNERS LLC 0.00% of their portfolio | 1.6k $14.7k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 1.6k $14.4k | Added +28 |
| Farmers & Merchants Trust Co of Chambersburg PA 0.00% of their portfolio | 1.4k $12.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 846 $7.4k | Unchanged |
| AMERIFLEX GROUP, INC. 0.00% of their portfolio | 500 $4.5k | Unchanged |
| Silver Grove Financial Group, Inc. 0.00% of their portfolio | 490 $4.4k | New |