Institute for Wealth Management, LLC. - CALAMOS GBL DYN INCOME FUND ownership

CALAMOS GBL DYN INCOME FUND's ticker is CHW and the CUSIP is 12811L107. A total of 57 filers reported holding CALAMOS GBL DYN INCOME FUND in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of CALAMOS GBL DYN INCOME FUND
ValueSharesWeighting
Q2 2024$209,230
+3.9%
30,500
-1.4%
0.03%
+7.7%
Q1 2024$201,309
+12.8%
30,9230.0%0.03%
-10.3%
Q4 2023$178,426
-10.2%
30,923
-13.8%
0.03%
-19.4%
Q3 2023$198,682
-11.4%
35,863
-3.7%
0.04%
-5.3%
Q2 2023$224,209
+0.7%
37,2440.0%0.04%
-11.6%
Q1 2023$222,719
-4.0%
37,244
-10.4%
0.04%
-12.2%
Q4 2022$232,039
-0.8%
41,584
+7.9%
0.05%
-7.5%
Q3 2022$234,000
-11.0%
38,5440.0%0.05%
+1.9%
Q2 2022$263,000
-23.3%
38,544
-0.3%
0.05%
-5.5%
Q1 2022$343,000
-11.1%
38,6670.0%0.06%
-12.7%
Q4 2021$386,000
+2.9%
38,667
-1.3%
0.06%
-4.5%
Q3 2021$375,000
-12.6%
39,1590.0%0.07%
-12.0%
Q2 2021$429,000
+7.0%
39,159
-0.1%
0.08%
-1.3%
Q1 2021$401,000
+6.6%
39,204
-0.3%
0.08%
+1.3%
Q4 2020$376,000
+17.1%
39,341
-0.3%
0.08%
+2.7%
Q3 2020$321,000
+11.5%
39,4640.0%0.07%
+2.8%
Q2 2020$288,000
+26.3%
39,464
-0.8%
0.07%
+1.4%
Q1 2020$228,000
-38.4%
39,764
-6.7%
0.07%
-16.7%
Q4 2019$370,000
+11.1%
42,6140.0%0.08%0.0%
Q3 2019$333,000
-3.5%
42,6140.0%0.08%
+10.5%
Q2 2019$345,000
+0.9%
42,614
-0.3%
0.08%
+2.7%
Q1 2019$342,000
+22.1%
42,7490.0%0.07%
-35.7%
Q4 2018$280,000
-36.1%
42,749
-12.1%
0.12%
-22.3%
Q3 2018$438,000
+0.5%
48,627
+0.2%
0.15%
+6.5%
Q2 2018$436,000
-3.5%
48,527
-1.3%
0.14%
+4.5%
Q1 2018$452,000
+1.8%
49,152
-0.2%
0.13%
+30.4%
Q4 2017$444,000
+5.0%
49,242
+4.5%
0.10%
-26.1%
Q3 2017$423,000
+5.5%
47,1080.0%0.14%
+25.5%
Q2 2017$401,00047,1080.11%
Other shareholders
CALAMOS GBL DYN INCOME FUND shareholders Q1 2018
NameSharesValueWeighting ↓
Titus Wealth Management 293,991$2,005,0001.00%
San Luis Wealth Advisors LLC 18,547$126,0000.14%
Claybrook Capital, LLC 34,403$235,0000.14%
Capital CS Group, LLC 18,129$124,0000.13%
9258 Wealth Management, LLC 62,096$423,0000.11%
Advisors Asset Management, Inc. 808,506$5,514,0000.10%
Penserra Capital Management LLC 490,360$3,344,0000.09%
FIRETHORN WEALTH PARTNERS, LLC 13,677$102,0000.08%
Pointe Capital Management LLC 11,850$81,0000.06%
L.M. KOHN & COMPANY 16,714$114,0000.05%
View complete list of CALAMOS GBL DYN INCOME FUND shareholders