Calamos Global Dynamic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 6.00 M | $53.46 M | 1.11% | 9.39% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 2.46 M | $21.92 M | 12.28% | 3.85% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 2.16 M | $19.27 M | 46.22% | 3.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.50 M | $13.33 M | -5.12% | 2.34% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.14 M | $10.12 M | 6.14% | 1.78% |
| LPL FINANCIAL LLC | 08/07/2026 | 770.91 K | $6.87 M | -22.91% | 1.21% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 769.83 K | $6.86 M | -18.02% | 1.21% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 759.07 K | $6.76 M | 218.02% | 1.19% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 683.78 K | $6.09 M | 459.36% | 1.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 467.62 K | $4.17 M | 27.44% | 0.73% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 412.26 K | $3.67 M | -11.07% | 0.65% |
| ADAPT WEALTH ADVISORS, LLC | 08/12/2026 | 394.42 K | $3.51 M | -2.04% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 378.34 K | $3.37 M | 31.24% | 0.59% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 328.90 K | $2.93 M | 0.00% | 0.52% |
| ROYAL BANK OF CANADA | 08/14/2026 | 314.74 K | $2.81 M | 3.77% | 0.49% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 264.44 K | $2.36 M | -1.00% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 206.39 K | $1.84 M | 2.22% | 0.32% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 181.92 K | $1.62 M | 48.27% | 0.28% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 179.64 K | $1.60 M | 0.43% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 157.13 K | $1.40 M | -1.24% | 0.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 116.12 K | $1.02 M | 15.32% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 101.26 K | $902.22 K | -10.70% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 99.86 K | $889.79 K | 15.27% | 0.16% |
| SAXONY CAPITAL MANAGEMENT, LLC | 07/15/2026 | 88.25 K | $786.31 K | 0.00% | 0.14% |
| COLONY GROUP, LLC | 08/12/2026 | 80.81 K | $719.97 K | -3.48% | 0.13% |
| FIFTH THIRD BANCORP | 08/05/2026 | 77.62 K | $691.57 K | 0.00% | 0.12% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 73.28 K | $652.93 K | 7.80% | 0.11% |
| INVESCO LTD. | 08/14/2026 | 70.11 K | $624.68 K | -42.86% | 0.11% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 69.24 K | $616.94 K | 17.82% | 0.11% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/15/2026 | 69.16 K | $616.25 K | 14.67% | 0.11% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 64.34 K | $573.31 K | 2.63% | 0.10% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 64.07 K | $570.89 K | 524.13% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 61.91 K | $551.58 K | -1.20% | 0.10% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 59.52 K | $530.30 K | -8.18% | 0.09% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 55.31 K | $492.84 K | -3.58% | 0.09% |
| INVESTMENT MANAGEMENT TRUST, LLC | 08/11/2026 | 49.12 K | $437.64 K | -0.39% | 0.08% |
| RPO LLC | 08/13/2026 | 47.57 K | $423.85 K | 0.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 43.18 K | $384.76 K | 20.27% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 42.22 K | $376.15 K | -2.64% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 42.19 K | $375.88 K | 15.63% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 40.71 K | $347.66 K | -21.47% | 0.06% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 36.54 K | $325.53 K | 100.00% | 0.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 34.62 K | $308.49 K | 100.00% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 32.93 K | $293.00 K | 2.16% | 0.05% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 32.60 K | $290.47 K | 13.59% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 31.16 K | $277.61 K | 112.26% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 30.46 K | $271.38 K | 25.52% | 0.05% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 29.82 K | $265.00 K | 100.00% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 29.61 K | $263.81 K | 0.33% | 0.05% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 29.30 K | $261.06 K | 0.00% | 0.05% |
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Calamos Global Dynamic Income Fund institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Calamos Global Dynamic Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 6 M
Karpus Management, Inc.: 2.46 M
Pathstone Holdings, LLC: 2.16 M
Advisors Asset Management, Inc.: 1.5 M
GUGGENHEIM CAPITAL LLC: 1.14 M
LPL Financial LLC: 770,907
34.36% of Calamos Global Dynamic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.47 M shares in the last 24 months. This purchase volume represents approximately $184.78 M in transactions.