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Disclosery

CHW CALAMOS GBL DYN INCOME FUND

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COM (fund), issuer CIK 1396277

95 managers (95 13F filers) reported a position in CHW shares at 2025-03-31, 17,725,559 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
95
13F filers
95
New
7
Added
38
Reduced
25
Sold out
5
Shares held by filers
17,725,559

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY5,019,971$32.1M<0.01%+166,05113F-HRTimelineGroup
Advisors Asset Management, Inc.1,461,938$9.36M0.18%-397,53913F-HR/ATimeline
Karpus Management, Inc.1,346,031$8.6M0.28%+340,57013F-HRTimeline
MANGROVE PARTNERS IM, LLC1,231,838$7.87M0.88%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,220,946$7.8M0.02%+5,60413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC964,700$6.17M0.06%-1,12913F-HRTimelineGroup
LPL Financial LLC958,627$6.13M<0.01%+30,88713F-HRTimeline
Shaker Financial Services, LLC739,541$4.73M1.84%+18,51013F-HRTimeline
Private Advisor Group, LLC393,173$2.51M0.02%+1,38513F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC346,345$2.22M0.05%-60,84413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC278,053$1.78M<0.01%-27,96413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC247,311$1.58M<0.01%+3,06913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA246,847$1.58M<0.01%+118,08513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG193,432$1.24M<0.01%-1,35713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC176,738$1.13M0.02%+88,75813F-HRTimelineGroup
D.A. DAVIDSON & CO.159,265$1.02M0.01%+104,11413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…154,996$990K<0.01%-64,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,496$879K<0.01%-56,51013F-HRTimeline
1607 Capital Partners, LLC136,451$872K0.07%+56,68213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC124,346$796K0.01%-8,29213F-HRTimelineGroup
Cambridge Investment Research Advisors,…119,315$762K<0.01%-11113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.98,945$632K<0.01%+69,77513F-HRTimelineGroup
Saxony Capital Management, LLC87,250$558K0.49%+3,75013F-HRTimeline
COMERICA BANK85,238$545K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,731$541K<0.01%+4,42213F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP79,920$511K0.03%-37,25813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,724$484K<0.01%+19,12913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,181$474K<0.01%-19,50813F-HRTimelineGroup
NewEdge Advisors, LLC74,150$474K<0.01%-1,07513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…73,833$472K0.04%+12,75813F-HRTimelineGroup
RPO LLC61,799$395K0.79%013F-HRTimeline
Dakota Wealth Management59,920$383K0.01%+42013F-HRTimeline
Chicago Partners Investment Group LLC58,353$382K0.01%-57913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC58,091$371K<0.01%+4,03813F-HRTimelineGroup
Janney Montgomery Scott LLC48,627$311K<0.01%-1,08213F-HRTimeline
NorthCoast Asset Management LLC45,385$290K<0.01%+613F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth44,491$284K<0.01%-80313F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.43,692$279K0.01%+18,11113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,368$277K<0.01%+6,39013F-HRTimelineGroup
Zuckerman Investment Group, LLC41,074$262K0.03%013F-HRTimeline
NWF Advisory Services Inc.40,600$259K0.04%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,972$243K<0.01%+2,90613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,084$237K<0.01%+15,13513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.34,957$223K0.01%+13,67913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC34,278$219K0.04%+21,52513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,324$213K<0.01%new13F-HR/ATimelineGroup
RFG Advisory, LLC33,302$213K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,690$202K<0.01%+14,54013F-HRTimelineGroup
Institute for Wealth Management, LLC.30,500$195K0.03%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC29,748$190K0.01%013F-HRTimelineGroup
Waverly Advisors, LLC28,979$185K<0.01%-1,97913F-HRTimeline
Strategic Financial Concepts, LLC25,300$162K0.03%013F-HRTimeline
L.M. KOHN & COMPANY23,398$150K0.04%+54513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,026$134K<0.01%-1,74213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,669$132K<0.01%-6,28013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,316$130K<0.01%013F-HRTimeline
CoreCap Advisors, LLC19,505$125K0.01%+1,27513F-HRTimeline
Valeo Financial Advisors, LLC19,488$125K<0.01%+14213F-HRTimeline
San Luis Wealth Advisors LLC18,944$121K0.03%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS18,883$121K<0.01%-9,56913F-HRTimeline
MRA Advisory Group18,365$117K0.06%+53713F-HRTimeline
WEDBUSH SECURITIES INC17,529$112K<0.01%-1,35813F-HRTimeline
XML Financial, LLC17,200$110K0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC17,192$110K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,152$110K<0.01%+1,14013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,771$107K<0.01%+5,07313F-HRTimelineGroup
&PARTNERS14,676$94.4K<0.01%+64413F-HRTimeline
Prairie Wealth Advisors, Inc.14,300$91.4K0.04%013F-HRTimeline
Cetera Investment Advisers13,979$89.3K<0.01%-59813F-HRTimeline
First Heartland Consultants, Inc.13,572$86.7K0.01%+4213F-HRTimeline
Palogic Value Management, L.P.11,000$70.3K0.03%013F-HR/ATimeline
FIRST MANHATTAN CO. LLC.10,522$67.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC10,209$65.4K<0.01%+1,50913F-HRTimeline
Advisor Resource Council10,230$65.4K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,000$63.9K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.8,336$53K<0.01%+8,32713F-HRTimeline
Steward Partners Investment Advisory, L…7,516$48K<0.01%013F-HRTimeline
Continuum Advisory, LLC6,415$41K0.01%013F-HRTimeline
Parallel Advisors, LLC5,825$37.2K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,660$29.8K<0.01%013F-HRTimelineGroup
MAI Capital Management4,286$27.4K<0.01%-14613F-HRTimeline
Elequin Capital, LP3,343$21.4K<0.01%-2,82913F-HRTimeline
IFP Advisors, Inc2,860$18.3K<0.01%+6313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,500$16K<0.01%-1,05913F-HRTimelineGroup
ORG Partners LLC2,460$15.8K<0.01%013F-HRTimeline
Tidemark, LLC2,400$15.3K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,908$12.2K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC1,091$6.97K<0.01%+2413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO846$5.41K<0.01%013F-HRTimelineGroup
Allworth Financial LP846$5.35K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…600$3.83K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$3.19K<0.01%013F-HRTimeline
Stephens Consulting, LLC200$1.28K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\175$1.12K<0.01%-5513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.