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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-231Closed |
$1.86K - $2.31K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
5.14K+ 17.56% |
$41.3K - $51.4K
|
34.4K
$233K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 10.13% |
$9.25K - $11.5K
|
10.2K
$69.1K
|
|
Q4 2021 | |||||||
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.25KNew |
$11.8K - $13.4K
|
1.25K
$8.46K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4KClosed |
$37.9K - $42.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
11.9KNew |
$112K - $127K
|
11.9K
$80.2K
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-31.8KClosed |
$302K - $340K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.5KNew |
$52.1K - $58.8K
|
5.5K
$37.2K
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.5KClosed |
$23.7K - $26.8K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-678Closed |
$6.49K - $7.61K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$112K - $132K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-34.4KClosed |
$329K - $386K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-705Closed |
$6.75K - $7.92K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.75KClosed |
$17.7K - $19.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10KClosed |
$101K - $110K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-400Closed |
$4.05K - $4.41K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6KClosed |
$117K - $128K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$20.7K - $22.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-45.6KClosed |
$461K - $503K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-19KClosed |
$192K - $209K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-91.3KClosed |
$846K - $941K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.61KClosed |
$33.4K - $37.2K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-78Closed |
$723 - $804
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
17.6KNew |
$163K - $181K
|
17.6K
$119K
|
|
Q4 2020 | |||||||
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.86KClosed |
$14.5K - $18.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.3KClosed |
$88.1K - $110K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-600Closed |
$4.68K - $5.84K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.54KClosed |
$11.3K - $13K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-57.6KClosed |
$296K - $444K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-36.5KClosed |
$188K - $281K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-500Closed |
$2.57K - $3.86K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-34.8KClosed |
$179K - $268K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-20.1KClosed |
$103K - $155K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3Closed |
$15.4 - $23.1
|
0
$0
|
|
Q1 2020 | |||||||
May 06, 2020
Q1 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-20.6KClosed |
$85.3K - $186K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.13KClosed |
$8.8K - $19.1K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-11.9KClosed |
$49.5K - $108K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
925New |
$3.83K - $8.33K
|
925
$6.26K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-12.1KClosed |
$93.4K - $106K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.72KNew |
$13.2K - $15K
|
1.72K
$11.6K
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.53KClosed |
$19.4K - $22.1K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.4KClosed |
$150K - $170K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$86.5K - $94.3K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-183Closed |
$1.39K - $1.52K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-27.9KClosed |
$212K - $231K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-690Closed |
$5.24K - $5.71K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1.41KClosed |
$10.8K - $11.8K
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-37Closed |
$250 - $300
|
0
$0
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-9.28KClosed |
$57.3K - $84.4K
|
0
$0
|