Significant Ownership of Calamos Wealth Management LLC
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Calamos Wealth Management LLC focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- /s/ Erik D. Ojala - Erik D. Ojala, Senior Vice President, Secretary
- Manager location
- Naperville, IL
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Manager
Names, identifiers, and filing context for this profile.
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Significant Ownership of Calamos Wealth Management LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| Calamos Aksia Private Equity and Alternatives Fund | Class I | 16% | +$4,771,202 | 5,780,351 | +7.9% | Calamos Wealth Management LLC | 30 Jun 2026 | ||
| Calamos Aksia Hedged Strategies Fund | Class I | 13% | 743,450 | +14% | Calamos Wealth Management LLC | 30 Jun 2026 | |||
| Calamos Aksia Alternative Credit and Income Fund | Class I | 9.1% | -$1,537,820 | 10,345,060 | -1.4% | Calamos Wealth Management LLC | 30 Jun 2026 |
Schedules 13D/G Reported by Calamos Wealth Management LLC:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.