Calamos Global Dynamic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 5.93 M | $43.08 M | 3.69% | 9.29% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 2.19 M | $15.91 M | 12.85% | 3.43% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.58 M | $11.44 M | 3.90% | 2.47% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 1.48 M | $10.74 M | 6.44% | 2.32% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.07 M | $7.77 M | -4.76% | 1.68% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.00 M | $7.26 M | -2.59% | 1.57% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 939.09 K | $6.82 M | -0.90% | 1.47% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 463.61 K | $3.37 M | -32.29% | 0.73% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 422.89 K | $3.07 M | 3.81% | 0.66% |
| ADAPT WEALTH ADVISORS, LLC | 05/11/2026 | 402.64 K | $2.92 M | 0.91% | 0.63% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 366.94 K | $2.66 M | 210.41% | 0.57% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 328.90 K | $2.39 M | 149.54% | 0.52% |
| ROYAL BANK OF CANADA | 05/15/2026 | 303.31 K | $2.20 M | 36.85% | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 288.27 K | $2.09 M | 2.15% | 0.45% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 267.10 K | $1.94 M | -1.08% | 0.42% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 238.69 K | $1.73 M | 11.86% | 0.37% |
| UBS GROUP AG | 05/05/2026 | 201.90 K | $1.47 M | 0.15% | 0.32% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 178.87 K | $1.30 M | -4.32% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 159.10 K | $1.16 M | 3.57% | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 122.70 K | $890.79 K | 23.08% | 0.19% |
| INVESCO LTD. | 05/12/2026 | 122.70 K | $890.77 K | -23.30% | 0.19% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 122.24 K | $887.49 K | -59.16% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 113.39 K | $823.20 K | 0.67% | 0.18% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 100.69 K | $753.18 K | -10.75% | 0.16% |
| SAXONY CAPITAL MANAGEMENT, LLC | 04/24/2026 | 88.25 K | $640.70 K | 0.00% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 86.63 K | $628.95 K | -19.80% | 0.14% |
| COLONY GROUP, LLC | 05/15/2026 | 83.72 K | $607.81 K | -3.19% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 79.96 K | $580.54 K | 100.00% | 0.13% |
| FIFTH THIRD BANCORP | 05/01/2026 | 77.62 K | $563.50 K | 3,967.98% | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 69.24 K | $502.66 K | -11.53% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 68.13 K | $494.60 K | 387.76% | 0.11% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 67.98 K | $493.54 K | 6.83% | 0.11% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 64.82 K | $470.58 K | 1.41% | 0.10% |
| 04/17/2026 | 62.70 K | $455.19 K | 1.63% | 0.10% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 62.66 K | $454.89 K | 3.05% | 0.10% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 60.32 K | $437.90 K | 1.96% | 0.09% |
| 04/16/2026 | 58.77 K | $426.67 K | 1.11% | 0.09% | |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 57.37 K | $416.49 K | 34.14% | 0.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 54.91 K | $398.65 K | 100.00% | 0.09% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 51.84 K | $419.92 K | -10.30% | 0.08% |
| 04/24/2026 | 49.31 K | $357.97 K | 100.00% | 0.08% | |
| RPO LLC | 05/12/2026 | 47.57 K | $345.36 K | -23.02% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 43.36 K | $314.62 K | 59.04% | 0.07% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 36.63 K | $265.91 K | 100.00% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 36.49 K | $264.89 K | 27.86% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 35.90 K | $260.66 K | 8.02% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 32.24 K | $234.00 K | 0.10% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 31.94 K | $231.90 K | 1.14% | 0.05% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 29.65 K | $215.24 K | 0.02% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 29.51 K | $214.25 K | -5.67% | 0.05% |
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Calamos Global Dynamic Income Fund institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Calamos Global Dynamic Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 5.93 M
Karpus Management, Inc.: 2.19 M
Advisors Asset Management, Inc.: 1.58 M
Pathstone Holdings, LLC: 1.48 M
GUGGENHEIM CAPITAL LLC: 1.07 M
LPL Financial LLC: 1 M
32.14% of Calamos Global Dynamic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.84 M shares in the last 24 months. This purchase volume represents approximately $172.43 M in transactions.