Purchases and Sales Made in Q2 2025 in Calamos Global Dynamic Income Fund (CHW)
This table provides information about the institutional ownership of Calamos Global Dynamic Income Fund (CHW) during Q2 2025. The information is specifically focused on institutions that hold shares of Calamos Global Dynamic Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
310K+ 23.04% |
$1.73M - $2.21M
|
1.66M
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
226K+ 127.72% |
$1.26M - $1.61M
|
402K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
205K+ 4.07% |
$1.14M - $1.46M
|
5.22M
$38.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
102K+ 13.78% |
$570K - $727K
|
841K
$6.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
74.4K+ 7.72% |
$416K - $531K
|
1.04M
$7.69M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.1K+ 68.95% |
$230K - $293K
|
101K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.7KNew |
$188K - $240K
|
33.7K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.9K+ 20.63% |
$184K - $234K
|
192K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
29.9K+ 21.91% |
$167K - $213K
|
166K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.5KNew |
$148K - $189K
|
26.5K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.2K+ 2.74% |
$147K - $187K
|
985K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.8K+ 8.2% |
$127K - $163K
|
301K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20.7K+ 25.84% |
$115K - $147K
|
101K
$744K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 16.69% |
$111K - $142K
|
139K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9KNew |
$99.9K - $127K
|
17.9K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.7K+ 244.77% |
$87.8K - $112K
|
22.1K
$164K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.5KNew |
$81K - $103K
|
14.5K
$107K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.9KNew |
$77.8K - $99.3K
|
13.9K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5K+ 66.37% |
$70.1K - $89.4K
|
31.4K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.1K+ 32.33% |
$62K - $79K
|
45.4K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10KNew |
$55.9K - $71.3K
|
10K
$74K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.62K+ 3.48% |
$48.2K - $61.4K
|
256K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.94K+ 37.76% |
$44.4K - $56.6K
|
29K
$214K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.31K+ 36.78% |
$35.3K - $45K
|
23.5K
$174K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.88K+ 15.47% |
$32.8K - $41.9K
|
43.8K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.6K+ 14.52% |
$25.7K - $32.8K
|
36.3K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.5K+ 7.51% |
$25.2K - $32.1K
|
64.4K
$477K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.57K+ 0.91% |
$19.9K - $25.4K
|
397K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.83K+ 4.87% |
$15.8K - $20.2K
|
60.9K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.99K+ 13.58% |
$11.1K - $14.2K
|
16.7K
$123K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.96K+ 5.6% |
$10.9K - $13.9K
|
36.9K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.71KNew |
$9.54K - $12.2K
|
1.71K
$12.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1KNew |
$5.59K - $7.13K
|
1K
$7.4K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
947+ 4.05% |
$5.29K - $6.75K
|
24.3K
$180K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
815+ 2.45% |
$4.56K - $5.81K
|
34.1K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
648+ 4.64% |
$3.62K - $4.62K
|
14.6K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
461+ 0.24% |
$2.58K - $3.29K
|
194K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
285+ 0.49% |
$1.59K - $2.03K
|
58.6K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
260+ 0.31% |
$1.45K - $1.85K
|
85K
$629K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97+ 0.53% |
$542 - $692
|
18.5K
$137K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
79+ 0.47% |
$442 - $563
|
16.9K
$125K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 2.31% |
$369 - $471
|
2.93K
$21.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 0.26% |
$257 - $328
|
17.6K
$130K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
45+ 0.33% |
$252 - $321
|
13.6K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
25+ 2.29% |
$140 - $178
|
1.12K
$8.26K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.29% |
$134 - $171
|
8.36K
$61.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8+ 0.02% |
$44.7 - $57
|
45.4K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-696- 2.4% |
$3.89K - $4.96K
|
28.3K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-756- 0.76% |
$4.23K - $5.39K
|
98.2K
$727K
|