B. Riley Wealth Advisors, Inc.
Position in CHW — Calamos Global Dynamic Income Fund
CIK 1464811
MEMPHIS, TN
Position in CHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$182,851
+$35,357 QoQ
Shares Held
20,522
+1.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 17 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. CHW ranks #55 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in CHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,851 | 20,522 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $147,494 | 20,316 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $150,541 | 20,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $153,182 | 20,316 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $144,853 | 20,316 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $137,133 | 20,316 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $152,118 | 21,216 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $275,909 | 40,220 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $249,424 | 38,314 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $236,073 | 40,914 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $212,259 | 38,314 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $214,534 | 35,637 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $213,946 | 35,777 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $195,980 | 35,122 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $209,214 | 34,467 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $247,688 | 36,318 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $370,171 | 41,686 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $413,276 | 41,452 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $382,082 | 39,925 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $414,244 | 37,796 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $406,153 | 39,741 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $264,095 | 27,625 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $277,940 | 34,187 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $240,323 | 32,876 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $172,647 | 30,078 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||