Latest Institutional Transactions on Calamos Global Dynamic Income Fund (CHW)
This table provides information on the latest institutional transactions involving Calamos Global Dynamic Income Fund (CHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.78K+ 17.26% |
$34.5K - $40K
|
46.1K
$312K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-545Closed |
$3.02K - $3.4K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.05K- 1.97% |
$5.82K - $6.54K
|
52.3K
$354K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2K- 16.67% |
$11.1K - $12.5K
|
10K
$67.7K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$6.65K - $7.48K
|
1.2K
$8.12K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
600New |
$3.4K - $3.67K
|
600
$4.06K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25K+ 62.5% |
$140K - $163K
|
65K
$440K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7KNew |
$9.49K - $11K
|
1.7K
$11.5K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$116K - $134K
|
20.7K
$140K
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
28.4K+ 16.13% |
$159K - $185K
|
205K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-519- 4.74% |
$2.91K - $3.38K
|
10.4K
$70.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.65K- 12.19% |
$9.22K - $10.7K
|
11.9K
$80.3K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38.2K- 70.22% |
$214K - $249K
|
16.2K
$110K
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
29.7KNew |
$167K - $194K
|
29.7K
$201K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.92KNew |
$10.8K - $12.5K
|
1.92K
$13K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
75New |
$420 - $488
|
75
$508
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
254+ 2.54% |
$1.42K - $1.65K
|
10.3K
$69.5K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580New |
$3.25K - $3.78K
|
580
$3.93K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.5K- 18.25% |
$19.6K - $22.8K
|
15.7K
$106K
|
|
Q4 2022 | |||||||
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.5KNew |
$8.04K - $9.71K
|
1.5K
$10.2K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
11KNew |
$59K - $71.2K
|
11K
$74.5K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15K- 31.3% |
$80.3K - $96.9K
|
32.9K
$223K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.08K- 15.52% |
$5.81K - $7.01K
|
5.9K
$39.9K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
467+ 2.62% |
$2.5K - $3.02K
|
18.3K
$124K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$5.36K - $6.47K
|
1K
$6.77K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.5KNew |
$86.7K - $113K
|
14.5K
$98.3K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
293New |
$1.75K - $2.29K
|
293
$1.98K
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.6KNew |
$123K - $161K
|
20.6K
$139K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
17.2KNew |
$103K - $134K
|
17.2K
$116K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-103Closed |
$671 - $936
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200New |
$1.3K - $1.82K
|
200
$1.35K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-15K- 4.85% |
$97.7K - $136K
|
294K
$1.99M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.54KClosed |
$23K - $32.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.15K- 1.64% |
$53.1K - $74.1K
|
490K
$3.32M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-28.2KClosed |
$184K - $256K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-369Closed |
$2.4K - $3.35K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-80KClosed |
$521K - $727K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6KClosed |
$39.1K - $54.5K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.52KClosed |
$9.88K - $13.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2KNew |
$86.1K - $120K
|
13.2K
$89.5K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$88.8K - $124K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.68K- 3.08% |
$10.9K - $15.3K
|
52.8K
$358K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 0.82% |
$326 - $455
|
6.12K
$41.4K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3KClosed |
$19.5K - $27.3K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.75KClosed |
$30.9K - $43.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8.08KClosed |
$52.6K - $73.4K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.28KClosed |
$8.32K - $11.6K
|
0
$0
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-60- 0.43% |
$482 - $601
|
14K
$94.8K
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-11.2KClosed |
$90K - $112K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 16.31% |
$18.1K - $22.5K
|
16K
$109K
|