Latest Institutional Transactions on Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information on the latest institutional transactions involving Calamos Dynamic Convertible & Income Fund (CCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 7.44% |
$45.4K - $49.9K
|
27.8K
$676K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39+ 0.32% |
$919 - $1.01K
|
12.1K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.1K+ 2.72% |
$355K - $391K
|
569K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.9K- 20.32% |
$680K - $748K
|
113K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 47.13% |
$263K - $289K
|
34.8K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.3KNew |
$336K - $370K
|
14.3K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-850- 4.75% |
$20K - $22K
|
17K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.87K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
334+ 1.82% |
$7.87K - $8.66K
|
18.7K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.41K- 10.45% |
$33.3K - $36.6K
|
12.1K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.42K- 5.76% |
$151K - $167K
|
105K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$39.3K - $43.2K
|
1.67K
$40.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.92KNew |
$45.1K - $49.7K
|
1.92K
$46.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.41K+ 8.98% |
$33.2K - $36.6K
|
17.1K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.16K+ 7.53% |
$50.9K - $56.1K
|
30.9K
$751K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.89KNew |
$44.4K - $48.9K
|
1.89K
$45.9K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2KNew |
$26.4K - $30.5K
|
1.2K
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.54K- 8.06% |
$210K - $242K
|
109K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.29K- 10.54% |
$50.3K - $58.1K
|
19.4K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-203- 0.64% |
$4.46K - $5.16K
|
31.3K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-731- 6.49% |
$16.1K - $18.6K
|
10.5K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8KNew |
$176K - $203K
|
8K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 10.0% |
$24.2K - $27.9K
|
9.9K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.86K- 7.01% |
$84.9K - $98.1K
|
51.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.17K- 0.89% |
$25.7K - $29.6K
|
130K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.7K+ 7.49% |
$37.4K - $43.2K
|
24.4K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.28% |
$266K - $308K
|
295K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
698+ 0.26% |
$15.3K - $17.7K
|
273K
$6.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
595+ 3.3% |
$13.1K - $15.1K
|
18.6K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 2.45% |
$17.1K - $19.8K
|
32.5K
$790K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.06K- 0.42% |
$89.2K - $103K
|
952K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.4K+ 5.08% |
$30.8K - $35.6K
|
29K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.19K- 7.07% |
$26.2K - $30.3K
|
15.7K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 2.13% |
$29.1K - $33.7K
|
63.6K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.4K- 8.79% |
$690K - $797K
|
325K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-319- 3.13% |
$7.01K - $8.1K
|
9.87K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-450- 1.63% |
$9.89K - $11.4K
|
27.2K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.16K- 17.72% |
$25.6K - $29.5K
|
5.4K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
263New |
$5.78K - $6.68K
|
263
$6.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
54.3KNew |
$1.19M - $1.38M
|
54.3K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.43KNew |
$97.3K - $112K
|
4.43K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-400- 0.65% |
$8.79K - $10.2K
|
60.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 20.33% |
$604K - $698K
|
163K
$3.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.64KNew |
$212K - $245K
|
9.64K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-33.6K- 18.53% |
$738K - $853K
|
148K
$3.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-171- 1.01% |
$3.76K - $4.34K
|
16.7K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.89K- 18.72% |
$41.5K - $47.9K
|
8.19K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-422- 0.99% |
$9.28K - $10.7K
|
42.3K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.07K- 9.14% |
$67.4K - $77.9K
|
30.5K
$742K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.44K- 80.3% |
$97.7K - $113K
|
1.09K
$26.5K
|
|