CHW Calamos Global Dynamic Income
Calamos Global Dynamic Income (CHW) Institutional Ownership
What the institutions did with CHW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 6.0M | 27.1% |
| Karpus Management, Inc. | 2.5M | 11.1% |
| Pathstone Holdings, LLC | 2.2M | 9.8% |
| Advisors Asset Management, Inc. | 1.5M | 6.8% |
| GUGGENHEIM CAPITAL LLC | 1.1M | 5.1% |
| LPL Financial LLC | 770.9K | 3.5% |
| Baird Financial Group, Inc. | 769.8K | 3.5% |
| 1607 Capital Partners, LLC | 759.1K | 3.4% |
| Saba Capital Management, L.P. | 683.8K | 3.1% |
| WELLS FARGO & COMPANY/MN | 467.6K | 2.1% |
| Shaker Financial Services, LLC | 412.3K | 1.9% |
| ADAPT WEALTH ADVISORS, LLC | 394.4K | 1.8% |
| RAYMOND JAMES FINANCIAL INC | 378.3K | 1.7% |
| Altium Capital Management LLC | 328.9K | 1.5% |
| ROYAL BANK OF CANADA | 314.7K | 1.4% |
| Cambridge Investment Research Advisors, Inc. | 314.3K | 1.4% |
| AMERIPRISE FINANCIAL INC | 264.4K | 1.2% |
| UBS Group AG | 206.4K | 0.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 181.9K | 0.8% |
| D.A. DAVIDSON & CO. | 179.6K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116.1K | 0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 101.3K | 0.5% |
| OSAIC HOLDINGS, INC. | 99.9K | 0.5% |
| Saxony Capital Management, LLC | 88.3K | 0.4% |
| Focus Partners Wealth | 80.8K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Pathstone Holdings, LLC | Increased | 1.5M | 2.2M | +683.5K |
| Saba Capital Management, L.P. | Increased | 122.2K | 683.8K | +561.5K |
| 1607 Capital Partners, LLC | Increased | 238.7K | 759.1K | +520.4K |
| Private Advisor Group, LLC | Sold Out | 422.9K | 0 | -422.9K |
| Karpus Management, Inc. | Increased | 2.2M | 2.5M | +269.1K |
| LPL Financial LLC | Reduced | 1.0M | 770.9K | -229.1K |
| Baird Financial Group, Inc. | Reduced | 939.1K | 769.8K | -169.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 159.1K | 314.3K | +155.2K |
| WELLS FARGO & COMPANY/MN | Increased | 366.9K | 467.6K | +100.7K |
| RAYMOND JAMES FINANCIAL INC | Increased | 288.3K | 378.3K | +90.1K |
| Advisors Asset Management, Inc. | Reduced | 1.6M | 1.5M | -80.8K |
| MORGAN STANLEY | Increased | 5.9M | 6.0M | +65.8K |
| GUGGENHEIM CAPITAL LLC | Increased | 1.1M | 1.1M | +65.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 122.7K | 181.9K | +59.2K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 80.0K | 25.6K | -54.3K |
| Almitas Capital LLC | Increased | 10.3K | 64.1K | +53.8K |
| Invesco Ltd. | Reduced | 122.7K | 70.1K | -52.6K |
| Shaker Financial Services, LLC | Reduced | 463.6K | 412.3K | -51.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 69.2K | 21.7K | -47.6K |
| Cetera Investment Advisers | Reduced | 68.1K | 21.6K | -46.5K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 54.9K | 11.2K | -43.7K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 36.6K | 0 | -36.6K |
| Allspring Global Investments Holdings, LLC | New | 0 | 34.6K | +34.6K |
| CITADEL ADVISORS LLC | New | 0 | 21.6K | +21.6K |
| StoneX Group Inc. | New | 0 | 18.2K | +18.2K |
| Virtu Financial LLC | New | 0 | 17.3K | +17.3K |
| HighTower Advisors, LLC | New | 0 | 16.5K | +16.5K |
| JANE STREET GROUP, LLC | Increased | 14.7K | 31.2K | +16.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 100.7K | 116.1K | +15.4K |
| Sage Capital Management, LLC | Sold Out | 14.0K | 0 | -14.0K |
| Corient Private Wealth LP | Sold Out | 13.5K | 0 | -13.5K |
| OSAIC HOLDINGS, INC. | Increased | 86.6K | 99.9K | +13.2K |
| Logan Stone Capital, LLC | Sold Out | 12.9K | 0 | -12.9K |
| HRT FINANCIAL LP | New | 0 | 12.2K | +12.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 113.4K | 101.3K | -12.1K |
| ROYAL BANK OF CANADA | Increased | 303.3K | 314.7K | +11.4K |
| Chicago Partners Investment Group LLC | Reduced | 51.8K | 40.7K | -11.1K |
| Palogic Value Management, L.P. | Increased | 11.0K | 22.0K | +11.0K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | Sold Out | 10.5K | 0 | -10.5K |
| EVOLVE PRIVATE WEALTH, LLC | Increased | 58.8K | 69.2K | +10.5K |
| NOMURA HOLDINGS INC | Sold Out | 10.0K | 0 | -10.0K |
| TRUIST FINANCIAL CORP | Reduced | 29.6K | 20.4K | -9.2K |
| Brookstone Capital Management | Increased | 60.3K | 69.2K | +8.8K |
| CoreCap Advisors, LLC | Increased | 17.9K | 26.7K | +8.8K |
| ADAPT WEALTH ADVISORS, LLC | Reduced | 402.6K | 394.4K | -8.2K |
| Waverly Advisors, LLC | Reduced | 29.1K | 20.9K | -8.2K |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 35.9K | 43.2K | +7.3K |
| BANK OF AMERICA CORP /DE/ | Reduced | 31.9K | 25.0K | -7.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 24.3K | 30.5K | +6.2K |
| &PARTNERS | Increased | 36.5K | 42.2K | +5.7K |
| STEPHENS INC /AR/ | Reduced | 29.3K | 23.8K | -5.5K |
| MAI Capital Management | Sold Out | 5.4K | 0 | -5.4K |
| NewEdge Advisors, LLC | Reduced | 64.8K | 59.5K | -5.3K |
| Dakota Wealth Management | Increased | 68.0K | 73.3K | +5.3K |
| NBC SECURITIES, INC. | Sold Out | 4.8K | 0 | -4.8K |
| UBS Group AG | Increased | 201.9K | 206.4K | +4.5K |
| WEDBUSH SECURITIES INC | Increased | 19.0K | 23.1K | +4.0K |
| NWF Advisory Services Inc. | Increased | 28.7K | 32.6K | +3.9K |
| Prospera Financial Services Inc | Increased | 12.9K | 16.0K | +3.1K |
| EVOLUTION WEALTH MANAGEMENT INC. | New | 0 | 3.0K | +3.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.