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Disclosery

CHW CALAMOS GBL DYN INCOME FUND

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COM (fund), issuer CIK 1396277

97 managers (97 13F filers) reported a position in CHW shares at 2025-06-30, 18,216,772 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
97
13F filers
97
New
8
Added
40
Reduced
22
Sold out
7
Shares held by filers
18,216,772

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY5,224,474$37.3M<0.01%+204,50313F-HRTimelineGroup
Karpus Management, Inc.1,656,186$11.8M0.38%+310,15513F-HRTimeline
MANGROVE PARTNERS IM, LLC1,231,838$8.78M0.94%013F-HRTimeline
Advisors Asset Management, Inc.1,168,106$8.33M0.15%-293,83213F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,095,421$7.81M0.01%-125,52513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,039,131$7.41M0.06%+74,43113F-HRTimelineGroup
LPL Financial LLC984,846$7.02M<0.01%+26,21913F-HRTimeline
Shaker Financial Services, LLC841,470$6M2.18%+101,92913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC402,466$2.87M0.05%+225,72813F-HRTimelineGroup
Private Advisor Group, LLC396,738$2.83M0.02%+3,56513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC300,860$2.15M<0.01%+22,80713F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC299,786$2.14M0.05%-46,55913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC255,929$1.83M<0.01%+8,61813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA194,226$1.39M<0.01%-52,62113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG193,893$1.38M<0.01%+46113F-HRTimelineGroup
D.A. DAVIDSON & CO.192,129$1.37M0.01%+32,86413F-HRTimeline
1607 Capital Partners, LLC166,351$1.19M0.1%+29,90013F-HRTimeline
Cambridge Investment Research Advisors,…139,223$993K<0.01%+19,90813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,423$909K<0.01%-10,07313F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC104,984$749K0.01%-19,36213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,698$718K<0.01%+24,97413F-HR/ATimelineGroup
READYSTATE ASSET MANAGEMENT LP100,571$717K0.03%+20,65113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.98,189$700K<0.01%-75613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…87,396$626K<0.01%-67,60013F-HRTimeline
Saxony Capital Management, LLC87,250$622K0.48%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,991$606K<0.01%+26013F-HRTimelineGroup
COMERICA BANK78,488$560K<0.01%-6,75013F-HRTimeline
NewEdge Advisors, LLC67,636$482K<0.01%-6,51413F-HRTimeline
Dakota Wealth Management64,420$459K0.01%+4,50013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…63,358$452K0.04%-10,47513F-HRTimelineGroup
RPO LLC61,799$441K1.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC60,921$434K<0.01%+2,83013F-HRTimelineGroup
Chicago Partners Investment Group LLC58,638$422K0.01%+28513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,250$365K<0.01%-22,93113F-HRTimelineGroup
NorthCoast Asset Management LLC45,393$324K<0.01%+813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC45,361$323K0.05%+11,08313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,847$313K<0.01%+5,87513F-HRTimelineGroup
Zuckerman Investment Group, LLC41,074$293K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth41,071$293K<0.01%-3,42013F-HRTimelineGroup
NWF Advisory Services Inc.40,600$289K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.38,475$274K0.01%-5,21713F-HRTimeline
HARBOUR INVESTMENTS, INC.36,913$263K0.01%+1,95613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…36,290$259K<0.01%+4,60013F-HRTimelineGroup
RFG Advisory, LLC34,117$243K0.01%+81513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management33,666$240K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,966$228K<0.01%-11,40213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,416$224K<0.01%+12,53313F-HRTimeline
Janney Montgomery Scott LLC31,079$222K<0.01%-17,54813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC29,748$212K0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.29,300$209K0.02%-1,20013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,965$207K<0.01%+7,93913F-HRTimelineGroup
Waverly Advisors, LLC28,283$202K<0.01%-69613F-HRTimeline
Integrated Wealth Concepts LLC26,525$189K<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC25,300$180K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,084$179K<0.01%-12,00013F-HRTimelineGroup
L.M. KOHN & COMPANY24,345$174K0.05%+94713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,461$167K<0.01%+6,30913F-HRTimelineGroup
Continuum Advisory, LLC22,117$158K0.02%+15,70213F-HRTimeline
B. Riley Wealth Advisors, Inc.20,316$145K0.01%013F-HRTimeline
San Luis Wealth Advisors LLC18,944$135K0.03%013F-HRTimeline
MRA Advisory Group18,462$132K0.06%+9713F-HRTimeline
CoreCap Advisors, LLC18,005$128K0.01%-1,50013F-HRTimeline
Atria Wealth Solutions, Inc.17,872$127K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC17,575$125K<0.01%+4613F-HRTimeline
XML Financial, LLC17,200$123K0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC17,192$123K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,850$120K<0.01%+7913F-HRTimelineGroup
&PARTNERS16,669$119K<0.01%+1,99313F-HRTimeline
Cetera Investment Advisers14,627$104K<0.01%+64813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,483$103K<0.01%new13F-HRTimelineGroup
Prairie Wealth Advisors, Inc.14,300$102K0.04%013F-HRTimeline
NFSG Corp13,924$99.3K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.13,617$97.1K0.01%+4513F-HRTimeline
Palogic Value Management, L.P.11,000$78.4K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,166$72.5K<0.01%-23,15813F-HRTimelineGroup
Almitas Capital LLC10,000$71.3K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC9,159$65.3K<0.01%-1,05013F-HRTimeline
LANARK FINANCIAL, INC.8,360$59K<0.01%+2413F-HRTimeline
Steward Partners Investment Advisory, L…7,516$53.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC5,825$41.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,660$33.2K<0.01%013F-HRTimelineGroup
MAI Capital Management4,385$31.3K<0.01%+9913F-HRTimeline
IFP Advisors, Inc2,926$20.9K<0.01%+6613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,500$17.8K<0.01%013F-HRTimelineGroup
ORG Partners LLC2,460$17.6K<0.01%013F-HRTimeline
Tidemark, LLC2,400$17.1K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,908$13.6K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,707$12.2K<0.01%new13F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,500$9.59K<0.01%13F-HRTimeline
Beacon Capital Management, LLC1,116$7.96K<0.01%+2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$7.13K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO846$6.03K<0.01%013F-HRTimelineGroup
Allworth Financial LP846$6.03K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…600$4.28K<0.01%013F-HRTimeline
Stephens Consulting, LLC200$1.43K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\175$1.25K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.