Calamos Global Dynamic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 5.72 M | $42.40 M | 5.94% | 8.96% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.94 M | $14.39 M | 16.58% | 3.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 1.52 M | $11.24 M | 33.83% | 2.38% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 1.39 M | $10.29 M | 5.09% | 2.18% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.12 M | $8.33 M | 8.36% | 1.76% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.03 M | $7.61 M | 2.50% | 1.61% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 947.65 K | $7.02 M | -6.29% | 1.48% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 684.70 K | $5.11 M | -16.96% | 1.07% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 407.37 K | $3.02 M | 2.67% | 0.64% |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 399.01 K | $2.96 M | 14.35% | 0.62% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 299.36 K | $2.22 M | -18.80% | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 282.20 K | $2.09 M | -6.89% | 0.44% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 270.02 K | $2.00 M | -0.05% | 0.42% |
| ROYAL BANK OF CANADA | 02/17/2026 | 221.64 K | $1.64 M | 1.18% | 0.35% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 213.39 K | $1.58 M | 7.94% | 0.33% |
| CERITY PARTNERS LLC | 02/11/2026 | 202.77 K | $1.50 M | 100.00% | 0.32% |
| UBS GROUP AG | 01/29/2026 | 201.60 K | $1.49 M | 1.79% | 0.32% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 186.95 K | $1.39 M | -5.48% | 0.29% |
| INVESCO LTD. | 02/19/2026 | 159.98 K | $1.19 M | 58.96% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 153.62 K | $1.14 M | 8.90% | 0.24% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 131.80 K | $976.66 K | 100.00% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 118.21 K | $875.94 K | 10.18% | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 112.82 K | $857.44 K | 25.50% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 112.63 K | $834.62 K | -12.11% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 108.02 K | $800.40 K | 24.87% | 0.17% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 99.69 K | $738.67 K | 27.81% | 0.16% |
| SAXONY CAPITAL MANAGEMENT, LLC | 01/15/2026 | 88.25 K | $653.93 K | 0.00% | 0.14% |
| COLONY GROUP, LLC | 02/13/2026 | 86.48 K | $629.29 K | 115.24% | 0.14% |
| COMERICA BANK | 01/29/2026 | 78.40 K | $580.94 K | -0.11% | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 78.26 K | $579.93 K | -3.21% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 63.92 K | $473.62 K | -3.82% | 0.10% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 63.64 K | $471.54 K | 1.14% | 0.10% |
| RPO LLC | 02/17/2026 | 61.80 K | $457.93 K | 0.00% | 0.10% |
| 01/28/2026 | 61.70 K | $457.16 K | -9.71% | 0.10% | |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 60.80 K | $450.54 K | 0.46% | 0.10% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 59.16 K | $438.34 K | 7.00% | 0.09% |
| 02/17/2026 | 58.13 K | $433.59 K | 100.00% | 0.09% | |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 57.79 K | $459.45 K | -2.53% | 0.09% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 42.77 K | $316.89 K | 2.51% | 0.07% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 41.60 K | $308.26 K | 0.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 33.24 K | $246.30 K | 32.51% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 32.21 K | $239.00 K | 4.43% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 31.58 K | $234.01 K | -2.72% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 31.28 K | $231.81 K | 18.29% | 0.05% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 29.64 K | $219.64 K | 100.00% | 0.05% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 29.30 K | $217.11 K | 0.00% | 0.05% |
| STEPHENS INC /AR/ | 02/05/2026 | 29.10 K | $215.61 K | 1.04% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 28.54 K | $211.46 K | 53.80% | 0.04% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 28.47 K | $210.98 K | 0.34% | 0.04% |
| CONTINUUM ADVISORY, LLC | 02/11/2026 | 28.30 K | $209.70 K | 27.95% | 0.04% |
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Calamos Global Dynamic Income Fund institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of Calamos Global Dynamic Income Fund. The most heavily invested institutionals were:
Private Advisor Group, LLC: 422,888
Altium Capital Management LP: 328,901
UBS Group AG: 201,895
D.A. DAVIDSON & CO.: 178,869
Cambridge Investment Research Advisors, Inc.: 159,099
COMMONWEALTH EQUITY SERVICES, LLC: 113,388
30.89% of Calamos Global Dynamic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.66 M shares in the last 24 months. This purchase volume represents approximately $171.11 M in transactions.