KELLY WALTER M

PrivateCIK: 1376682
Location

NAPERVILLE, IL

ROBERT YOUNG L

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Oct 27, 2026·11h ago
1 txn

JPMORGAN CHASE BANK, N.A.

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Oct 23, 2026·4d ago
2 txn

BANK OF AMERICA CORP /DE/

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Oct 22, 2026·5d ago
4 txn

JONES NATHANIEL T.

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Oct 22, 2026·5d ago
2 txn

HAMILTON MICHAEL S.

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Oct 9, 2026·Oct 9, 2026
1 txn

AKSIA LLC

4
→CALAMOS AKSIA HEDGED STRATEGIES FUND
Oct 9, 2026·Oct 9, 2026
2 txn

AKSIA LLC

4
→CALAMOS AKSIA PRIVATE EQUITY & ALTERNATIVES FUND
Oct 9, 2026·Oct 9, 2026
2 txn

JPMORGAN CHASE BANK, N.A.

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Oct 5, 2026·Oct 5, 2026
2 txn

LINCOLN NATIONAL LIFE INSURANCE CO /IN/

3
→CALAMOS STRATEGIC TOTAL RETURN FUND
Sep 3, 2026·Sep 3, 2026
2 txn

THRIVENT FINANCIAL FOR LUTHERANS

3
→CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND
Sep 2, 2026·Sep 2, 2026
1 txn

THRIVENT FINANCIAL FOR LUTHERANS

3
→CALAMOS GLOBAL DYNAMIC INCOME FUND
Sep 2, 2026·Sep 2, 2026
1 txn

THRIVENT FINANCIAL FOR LUTHERANS

4
→CALAMOS CONVERTIBLE & HIGH INCOME FUND
Aug 26, 2026·Aug 26, 2026
1 txn

THRIVENT FINANCIAL FOR LUTHERANS

4
→CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
Aug 26, 2026·Aug 26, 2026
1 txn

METLIFE INVESTMENT MANAGEMENT, LLC

4
→CALAMOS GLOBAL DYNAMIC INCOME FUND
Aug 26, 2026·Aug 26, 2026
5 txn

METLIFE INVESTMENT MANAGEMENT, LLC

4
→CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND
Aug 26, 2026·Aug 26, 2026
9 txn

METLIFE INVESTMENT MANAGEMENT, LLC

4
→CALAMOS CONVERTIBLE & HIGH INCOME FUND
Aug 26, 2026·Aug 26, 2026
8 txn

THRIVENT FINANCIAL FOR LUTHERANS

4
→CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND
Aug 26, 2026·Aug 26, 2026
1 txn

CALAMOS AKSIA HEDGED STRATEGIES FUND (OFFSHORE), LTD.

4
→CALAMOS AKSIA HEDGED STRATEGIES FUND
Aug 26, 2026·Aug 26, 2026
1 txn

CALAMOS AKSIA HEDGED STRATEGIES FUND (OFFSHORE), LTD.

4
→CALAMOS AKSIA HEDGED STRATEGIES FUND
Aug 3, 2026·Aug 3, 2026
1 txn

CALAMOS AKSIA HEDGED STRATEGIES FUND (OFFSHORE), LTD.

4
→CALAMOS AKSIA HEDGED STRATEGIES FUND
Jul 28, 2026·Jul 28, 2026
1 txn

CALAMOS JOHN P SR

4
→CALAMOS AKSIA PRIVATE EQUITY & ALTERNATIVES FUND
Jul 1, 2026·Jul 1, 2026
8 txn

CALAMOS FAMILY PARTNERS, INC.

3
→CALAMOS AKSIA HEDGED STRATEGIES FUND
Jul 1, 2026·Jul 1, 2026
1 txn

CALAMOS JOHN P SR

4
→CALAMOS AKSIA ALTERNATIVE CREDIT & INCOME FUND
Jun 2, 2026·Jun 2, 2026
12 txn

BANK OF AMERICA CORP /DE/

4
→NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
May 20, 2026·May 20, 2026
2 txn

CALAMOS JOHN P SR

4
→CALAMOS AKSIA ALTERNATIVE CREDIT & INCOME FUND
Apr 23, 2026·Apr 23, 2026
11 txn
Page 1 of 5 · 125 total
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