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Disclosery

CHW CALAMOS GBL DYN INCOME FUND

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COM (fund), issuer CIK 1396277

94 managers (94 13F filers) reported a position in CHW shares at 2024-12-31, 17,203,135 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
94
13F filers
94
New
13
Added
29
Reduced
25
Sold out
14
Shares held by filers
17,203,135

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,853,920$32.8M<0.01%-306,23413F-HR/ATimelineGroup
Advisors Asset Management, Inc.1,859,477$12.6M0.23%+175,72613F-HR/ATimeline
MANGROVE PARTNERS IM, LLC1,231,838$8.31M0.99%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,215,342$8.2M0.02%+3,15613F-HRTimelineGroup
Karpus Management, Inc.1,005,461$6.79M0.2%+41,32713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC965,829$6.52M0.05%+200,34713F-HRTimelineGroup
LPL Financial LLC927,740$6.26M<0.01%+23,93713F-HRTimeline
Shaker Financial Services, LLC721,031$4.9M1.88%-124,96213F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC407,189$2.75M0.07%-123,33913F-HRTimelineGroup
Private Advisor Group, LLC391,788$2.64M0.01%-12,05013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,017$2.07M<0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC244,242$1.66M<0.01%+2,41913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…218,996$1.48M<0.01%-48,60013F-HR/ATimeline
UBS Group AGin group UBS Group AG194,789$1.31M<0.01%+89613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC194,006$1.31M<0.01%-12,32713F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC132,638$895K0.01%-2,52813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,762$869K<0.01%+11,67513F-HRTimelineGroup
Cambridge Investment Research Advisors,…119,426$806K<0.01%+23,61113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP117,178$791K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93,689$632K<0.01%+52,95513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC87,980$594K0.01%+20,06413F-HRTimelineGroup
COMERICA BANK85,238$575K<0.01%+69513F-HR/ATimeline
Saxony Capital Management, LLC83,500$564K0.5%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,309$542K<0.01%+2,65213F-HRTimelineGroup
1607 Capital Partners, LLC79,769$538K0.04%new13F-HRTimeline
NewEdge Advisors, LLC75,225$508K<0.01%-8,24013F-HRTimeline
RPO LLC61,799$417K0.54%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…61,075$412K0.04%-77,71513F-HRTimelineGroup
Dakota Wealth Management59,500$402K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC58,932$400K0.01%+48913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,595$382K<0.01%-45813F-HR/ATimelineGroup
D.A. DAVIDSON & CO.55,151$372K<0.01%+39,15113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,053$365K<0.01%+10,79613F-HRTimelineGroup
Janney Montgomery Scott LLC49,709$336K<0.01%+2,27713F-HRTimeline
NorthCoast Asset Management LLC45,379$306K<0.01%new13F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth45,294$306K<0.01%-4,45813F-HR/ATimelineGroup
Zuckerman Investment Group, LLC41,074$281K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,000$270K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,978$250K<0.01%-1,08213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management35,066$237K<0.01%-9813F-HRTimelineGroup
Waverly Advisors, LLC30,958$209K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.30,500$206K0.03%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC29,748$201K0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.29,170$197K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS28,452$192K<0.01%-17113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,949$182K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.25,581$173K0.01%+28413F-HRTimeline
Strategic Financial Concepts, LLC25,300$171K0.03%013F-HR/ATimeline
L.M. KOHN & COMPANY22,853$154K0.04%+4213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,768$154K<0.01%-1,07113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,949$148K<0.01%-84813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,278$144K<0.01%+17413F-HRTimeline
B. Riley Wealth Advisors, Inc.20,316$138K<0.01%-90013F-HRTimeline
Valeo Financial Advisors, LLC19,346$131K<0.01%+13413F-HRTimeline
San Luis Wealth Advisors LLC18,944$128K0.02%+26413F-HRTimeline
WEDBUSH SECURITIES INC18,887$127K<0.01%-1,26913F-HRTimeline
CoreCap Advisors, LLC18,230$123K0.01%013F-HRTimeline
MRA Advisory Group17,828$120K0.06%+1,00513F-HRTimeline
XML Financial, LLC17,200$116K0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC17,192$116K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,150$116K<0.01%+90013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,012$108K<0.01%+14013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.15,500$105K0.03%new13F-HRTimeline
Cetera Investment Advisers14,577$98.4K<0.01%-1,93813F-HRTimeline
Prairie Wealth Advisors, Inc.14,300$97.2K0.05%-80013F-HRTimeline
&PARTNERS14,032$95.4K<0.01%+70613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,753$86.1K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.13,530$81.3K0.01%+2813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,698$79K<0.01%new13F-HRTimelineGroup
Palogic Value Management, L.P.11,000$74.2K0.03%013F-HR/ATimeline
SeaCrest Wealth Management, LLC10,319$69.7K0.01%-55013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,000$67.5K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC8,700$58.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,516$50.7K<0.01%-5,11613F-HRTimeline
Continuum Advisory, LLC6,415$43.3K0.01%013F-HRTimeline
Elequin Capital, LP6,172$41.7K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,660$31.5K<0.01%-5,54013F-HRTimelineGroup
MAI Capital Management4,432$29.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,559$24K<0.01%-96413F-HRTimelineGroup
IFP Advisors, Inc2,797$18.9K<0.01%+5813F-HRTimeline
ORG Partners LLC2,460$16.6K<0.01%new13F-HRTimeline
Tidemark, LLC2,400$16.2K0.01%013F-HRTimeline
Venturi Wealth Management, LLC1,921$13K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,500$10.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC1,067$7.21K<0.01%+2213F-HRTimeline
Allworth Financial LP846$5.87K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO846$5.71K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…600$4.05K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$3.44K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\230$1.55K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC200$1.35K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.9$650.01%-10,79013F-HRTimeline
FMR LLCin group FMR LLC1$7<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.