Vault-13

CALAMOS GBL DYN INCOME FUND CHW

COM · Closed-End Fund · CUSIP 12811L107

97 institutional holders +2 vs Q1 2025
18,410,99818.4m shares reported held*
$131.3mreported value*
8 new 41 added 21 reduced 7 sold out net bought ≈ $4.9m (+683.9k 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 ≈ $7.13.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 68Q4 22: 81Q1 23: 80Q2 23: 78Q3 23: 80Q4 23: 88Q1 24: 96Q2 24: 94Q3 24: 97Q4 24: 94Q1 25: 95Q2 25: 9797Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 30 bought or addedQ3 23: 32 cut or sold outQ4 23: 42 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 48 bought or addedQ1 24: 30 cut or sold outQ2 24: 35 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233032
Q4 20234227
Q1 20244830
Q2 20243535
Q3 20244928
Q4 20244339
Q1 20254530
Q2 20254928

Biggest buyers

Karpus Management, Inc. Added +310,155+310.2k
WOLVERINE ASSET MANAGEMENT LLC Added +225,728+225.7k
MORGAN STANLEY Added +204,503+204.5k
ROYAL BANK OF CANADA Added +141,605+141.6k
Shaker Financial Services, LLC Added +101,929+101.9k
GUGGENHEIM CAPITAL LLC Added +74,431+74.4k
Balyasny Asset Management L.P. New +33,666+33.7k
D.A. DAVIDSON & CO. Added +32,864+32.9k
1607 Capital Partners, LLC Added +29,900+29.9k
Integrated Wealth Concepts LLC New +26,525+26.5k

Biggest sellers

Advisors Asset Management, Inc. Reduced -293,832-293.8k
Baird Financial Group, Inc. Reduced -125,525-125.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -67,600-67.6k
AQR Arbitrage LLC Reduced -46,559-46.6k
JANE STREET GROUP, LLC Reduced -23,158-23.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -22,931-22.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -20,669-20.7k
Valeo Financial Advisors, LLC Sold out -19,488-19.5k
Walleye Capital LLC Reduced -19,362-19.4k
Janney Montgomery Scott LLC Reduced -17,548-17.5k

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 in Q2 2025

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.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,224,4745.2m $37.3m $37.3m 0.00% Added +204.5k +204,503
2 Karpus Management, Inc. 0.38% of their portfolio Pittsford, NY 1,656,1861.7m $11.8m $11.8m 0.38% Added +310.2k +310,155
3 MANGROVE PARTNERS IM, LLC 0.94% of their portfolio Greenwich, CT 1,231,8381.2m $8.8m $8.8m 0.94% Unchanged
4 Advisors Asset Management, Inc. 0.15% of their portfolio Monument, CO 1,168,1061.2m $8.3m $8.3m 0.15% Reduced -293.8k -293,832
5 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 1,095,4211.1m $7.8m $7.8m 0.01% Reduced -125.5k -125,525
6 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 1,039,1311.0m $7.4m $7.4m 0.06% Added +74.4k +74,431
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 984,846984.8k $7.0m $7.0m 0.00% Added +26.2k +26,219
8 Shaker Financial Services, LLC 2.18% of their portfolio Arlington, VA 841,470841.5k $6.0m $6.0m 2.18% Added +101.9k +101,929
9 WOLVERINE ASSET MANAGEMENT LLC 0.05% of their portfolio CHICAGO, IL 402,466402.5k $2.9m $2.9m 0.05% Added +225.7k +225,728
10 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 396,738396.7k $2.8m $2.8m 0.02% Added +3.6k +3,565
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 388,452388.5k $2.8m $2.8m 0.00% Added +141.6k +141,605
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 300,860300.9k $2.1m $2.1m 0.00% Added +22.8k +22,807
13 AQR Arbitrage LLC 0.05% of their portfolio Greenwich, CT 299,786299.8k $2.1m $2.1m 0.05% Reduced -46.6k -46,559
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 255,929255.9k $1.8m $1.8m 0.00% Added +8.6k +8,618
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 193,893193.9k $1.4m $1.4m 0.00% Added +461 +461
16 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 192,129192.1k $1.4m $1.4m 0.01% Added +32.9k +32,864
17 1607 Capital Partners, LLC 0.10% of their portfolio Richmond, VA 166,351166.4k $1.2m $1.2m 0.10% Added +29.9k +29,900
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 139,223139.2k $993.0k $993.0k 0.00% Added +19.9k +19,908
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 127,423127.4k $909.0k $909.0k 0.00% Reduced -10.1k -10,073
20 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 104,984105.0k $748.5k $748.5k 0.01% Reduced -19.4k -19,362
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 100,698100.7k $718.0k $718.0k 0.00% Added +25.0k +24,974
22 READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio CHICAGO, IL 100,571100.6k $717.1k $717.1k 0.03% Added +20.7k +20,651
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 98,18998.2k $700.1k $700.1k 0.00% Reduced -756 -756
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 87,39687.4k $626.2k $626.2k 0.00% Reduced -67.6k -67,600
25 Saxony Capital Management, LLC 0.48% of their portfolio ST. LOUIS, MO 87,25087.2k $622.1k $622.1k 0.48% Unchanged
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 84,99185.0k $606.0k $606.0k 0.00% Added +260 +260
27 COMERICA BANK 0.00% of their portfolio DALLAS, TX 78,48878.5k $559.6k $559.6k 0.00% Reduced -6.8k -6,750
28 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 67,63667.6k $482.2k $482.2k 0.00% Reduced -6.5k -6,514
29 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 64,42064.4k $459.3k $459.3k 0.01% Added +4.5k +4,500
30 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio Englewood, NJ 63,35863.4k $451.7k $451.7k 0.04% Reduced -10.5k -10,475
31 RPO LLC 1.03% of their portfolio Stamford, CT 61,79961.8k $440.6k $440.6k 1.03% Unchanged
32 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 60,92160.9k $434.4k $434.4k 0.00% Added +2.8k +2,830
33 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 58,63858.6k $421.6k $421.6k 0.01% Added +285 +285
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 51,25051.2k $365.4k $365.4k 0.00% Reduced -22.9k -22,931
35 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 45,39345.4k $323.6k $323.6k 0.00% Added +8 +8
36 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 45,36145.4k $323.4k $323.4k 0.05% Added +11.1k +11,083
37 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 43,84743.8k $312.6k $312.6k 0.00% Added +5.9k +5,875
38 Zuckerman Investment Group, LLC 0.03% of their portfolio CHICAGO, IL 41,07441.1k $292.9k $292.9k 0.03% Unchanged
39 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 41,07141.1k $292.8k $292.8k 0.00% Reduced -3.4k -3,420
40 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 40,60040.6k $289.5k $289.5k 0.03% Unchanged
41 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 38,47538.5k $274.3k $274.3k 0.01% Reduced -5.2k -5,217
42 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 36,91336.9k $263.2k $263.2k 0.01% Added +2.0k +1,956
43 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 36,29036.3k $258.7k $258.7k 0.00% Added +4.6k +4,600
44 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 34,11734.1k $243.3k $243.3k 0.01% Added +815 +815
45 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 33,66633.7k $240.0k $240.0k 0.00% New
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 31,96632.0k $227.9k $227.9k 0.00% Reduced -11.4k -11,402
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 31,41631.4k $224.0k $224.0k 0.00% Added +12.5k +12,533
48 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,07931.1k $222.0k $222.0k 0.00% Reduced -17.5k -17,548
49 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 29,74829.7k $212.1k $212.1k 0.01% Unchanged
50 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 29,30029.3k $208.9k $208.9k 0.02% Reduced -1.2k -1,200
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 28,96529.0k $206.5k $206.5k 0.00% Added +7.9k +7,939
52 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 28,28328.3k $201.7k $201.7k 0.00% Reduced -696 -696
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 26,52526.5k $189.1k $189.1k 0.00% New
54 Strategic Financial Concepts, LLC 0.03% of their portfolio SAN ANTONIO, TX 25,30025.3k $180.4k $180.4k 0.03% Unchanged
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 25,08425.1k $178.9k $178.9k 0.00% Reduced -12.0k -12,000
56 L.M. KOHN & COMPANY 0.05% of their portfolio CINCINNATI, OH 24,34524.3k $173.6k $173.6k 0.05% Added +947 +947
57 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 23,46123.5k $167.3k $167.3k 0.00% Added +6.3k +6,309
58 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 22,11722.1k $157.7k $157.7k 0.02% Added +15.7k +15,702
59 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 20,31620.3k $144.9k $144.9k 0.01% Unchanged
60 San Luis Wealth Advisors LLC 0.03% of their portfolio SAN LUIS OBISPO, CA 18,94418.9k $135.0k $135.0k 0.03% Unchanged
61 MRA Advisory Group 0.06% of their portfolio PARSIPPANY, NJ 18,46218.5k $131.6k $131.6k 0.06% Added +97 +97
62 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 18,00518.0k $128.4k $128.4k 0.01% Reduced -1.5k -1,500
63 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 17,87217.9k $127.4k $127.4k 0.00% New
64 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 17,57517.6k $125.0k $125.0k 0.00% Added +46 +46
65 XML Financial, LLC 0.01% of their portfolio BETHESDA, MD 17,20017.2k $122.6k $122.6k 0.01% Unchanged
66 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 17,19217.2k $122.6k $122.6k 0.00% Unchanged
67 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 16,85016.9k $120.1k $120.1k 0.00% Added +79 +79
68 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 16,66916.7k $118.9k $118.9k 0.00% Added +2.0k +1,993
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,62714.6k $104.3k $104.3k 0.00% Added +648 +648
70 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 14,48314.5k $103.3k $103.3k 0.00% New
71 Prairie Wealth Advisors, Inc. 0.04% of their portfolio OMAHA, NE 14,30014.3k $102.0k $102.0k 0.04% Unchanged
72 NFSG Corp 0.02% of their portfolio BOCA RATON, FL 13,92413.9k $99.3k $99.3k 0.02% New
73 First Heartland Consultants, Inc. 0.01% of their portfolio LAKE ST. LOUIS, MO 13,61713.6k $97.1k $97.1k 0.01% Added +45 +45
74 Palogic Value Management, L.P. 0.03% of their portfolio DALLAS, TX 11,00011.0k $78.4k $78.4k 0.03% Unchanged
75 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,16610.2k $72.5k $72.5k 0.00% Reduced -23.2k -23,158
76 Almitas Capital LLC 0.02% of their portfolio SANTA MONICA, CA 10,00010.0k $71.3k $71.3k 0.02% New
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9,1599.2k $65.3k $65.3k 0.00% Reduced -1.1k -1,050
78 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 8,3608.4k $59.0k $59.0k 0.00% Added +24 +24
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,5167.5k $53.6k $53.6k 0.00% Unchanged
80 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,8255.8k $41.5k $41.5k 0.00% Unchanged
81 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 4,6604.7k $33.2k $33.2k 0.00% Unchanged
82 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,3854.4k $31.3k $31.3k 0.00% Added +99 +99
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,9262.9k $20.9k $20.9k 0.00% Added +66 +66
84 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,5002.5k $17.8k $17.8k 0.00% Unchanged
85 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 2,4602.5k $17.6k $17.6k 0.00% Unchanged
86 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 2,4002.4k $17.1k $17.1k 0.01% Unchanged
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,9081.9k $13.6k $13.6k 0.00% Unchanged
88 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,7071.7k $12.2k $12.2k 0.00% New
89 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 1,5001.5k $9.6k $9.6k 0.00% First filing
90 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 1,1161.1k $8.0k $8.0k 0.00% Added +25 +25
91 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $7.1k $7.1k 0.00% New
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 846846 $6.0k $6.0k 0.00% Unchanged
93 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 846846 $6.0k $6.0k 0.00% Unchanged
94 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 600600 $4.3k $4.3k 0.00% Unchanged
95 Stephens Consulting, LLC 0.00% of their portfolio FLINT, MI 200200 $1.4k $1.4k 0.00% Unchanged
96 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 175175 $1.2k $1.2k 0.00% Unchanged
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged