Institute For Wealth Management, Llc. Calamos Global Dynamic Income Fund Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Calamos Global Dynamic Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 29,300 shares of CHW stock, worth $211,839. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,300

Previous 30,500 3.93%

Holding current value

$211,839

Previous $194,000 7.22%

% of portfolio

0.02%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$5.59 - $7.13 $6,708 - $8,556	-1,200 Reduced 3.93%	29,300 $208,000
Q2 2024 Jul 25, 2024	SELL	$6.14 - $6.98 $2,597 - $2,952	-423 Reduced 1.37%	30,500 $209,000
Q4 2023 Jan 31, 2024	SELL	$5.09 - $5.9 $25,144 - $29,146	-4,940 Reduced 13.77%	30,923 $178,000
Q3 2023 Oct 13, 2023	SELL	$5.54 - $6.23 $7,650 - $8,603	-1,381 Reduced 3.71%	35,863 $198,000
Q1 2023 Apr 20, 2023	SELL	$5.6 - $6.51 $24,304 - $28,253	-4,340 Reduced 10.44%	37,244 $222,000
Q4 2022 Feb 02, 2023	BUY	$5.36 - $6.47 $16,294 - $19,668	3,040 Added 7.89%	41,584 $232,000
Q2 2022 Jul 25, 2022	SELL	$6.51 - $9.09 $800 - $1,118	-123 Reduced 0.32%	38,544 $263,000
Q4 2021 Jan 21, 2022	SELL	$9.48 - $10.7 $4,664 - $5,264	-492 Reduced 1.26%	38,667 $386,000
Q2 2021 Jul 21, 2021	SELL	$10.12 - $11.03 $455 - $496	-45 Reduced 0.11%	39,159 $429,000
Q1 2021 May 04, 2021	SELL	$9.27 - $10.31 $1,269 - $1,412	-137 Reduced 0.35%	39,204 $401,000
Q4 2020 Feb 01, 2021	SELL	$7.8 - $9.73 $959 - $1,196	-123 Reduced 0.31%	39,341 $376,000
Q2 2020 Jul 30, 2020	SELL	$5.14 - $7.71 $1,542 - $2,313	-300 Reduced 0.75%	39,464 $288,000
Q1 2020 Apr 29, 2020	SELL	$4.14 - $9.01 $11,798 - $25,678	-2,850 Reduced 6.69%	39,764 $228,000
Q4 2019 Feb 27, 2020	BUY	$7.7 - $8.77 $325,278 - $370,479	42,244 Added 11417.3%	42,614 $370,000
Q4 2019 Jan 27, 2020	SELL	$7.7 - $8.77 $325,278 - $370,479	-42,244 Reduced 99.13%	370 $370,000
Q2 2019 Aug 02, 2019	SELL	$7.65 - $8.38 $1,032 - $1,131	-135 Reduced 0.32%	42,614 $345,000
Q4 2018 Feb 08, 2019	SELL	$6.18 - $9.1 $36,326 - $53,489	-5,878 Reduced 12.09%	42,749 $280,000
Q3 2018 Oct 29, 2018	BUY	$8.93 - $9.4 $893 - $940	100 Added 0.21%	48,627 $438,000
Q2 2018 Aug 10, 2018	SELL	$8.86 - $9.41 $5,537 - $5,881	-625 Reduced 1.27%	48,527 $436,000
Q1 2018 May 15, 2018	SELL	$8.76 - $9.82 $788 - $883	-90 Reduced 0.18%	49,152 $452,000
Q4 2017 Feb 12, 2018	BUY	$8.82 - $9.31 $18,821 - $19,867	2,134 Added 4.53%	49,242 $444,000
Q2 2017 Aug 14, 2017	BUY	N/A	47,108	47,108 $401,000

Others Institutions Holding CHW

# of Institutions

103

Shares Held

18.3M

Call Options Held

Put Options Held

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About Calamos Global Dynamic Income Fund

Ticker CHW
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Calamos Global Dynamic Income Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in public equity and fixed income markets across the globe. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in growth...

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Institute For Wealth Management, Llc. Calamos Global Dynamic Income Fund Transaction History