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 |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.46K- 34.54% |
$71.8K - $80.2K
|
6.56K
$167K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$211K - $236K
|
10.2K
$259K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.09K- 2.04% |
$64K - $71.4K
|
148K
$3.77M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 18.28% |
$35.2K - $39.4K
|
11K
$279K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.98K+ 21.27% |
$41K - $45.7K
|
11.3K
$286K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.18K- 5.45% |
$65.8K - $73.5K
|
55.1K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.6K- 7.01% |
$426K - $476K
|
273K
$6.93M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 9.63% |
$30.7K - $34.3K
|
16.9K
$428K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-33.1K- 15.46% |
$687K - $767K
|
181K
$4.6M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.86K+ 2.22% |
$59.2K - $66.2K
|
132K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.22K+ 2.36% |
$170K - $190K
|
357K
$9.06M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-398- 2.16% |
$8.25K - $9.21K
|
18K
$458K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.5K- 15.56% |
$238K - $266K
|
62.3K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$41.5K - $46.3K
|
2K
$50.8K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
822+ 2.66% |
$17K - $19K
|
31.7K
$805K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.62K- 13.21% |
$33.6K - $37.5K
|
10.6K
$270K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 12.19% |
$267K - $298K
|
118K
$3.01M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
620New |
$12.9K - $14.4K
|
620
$15.7K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.57K+ 0.69% |
$136K - $152K
|
956K
$24.3M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
953+ 3.58% |
$19.8K - $22.1K
|
27.6K
$701K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115+ 0.42% |
$2.38K - $2.66K
|
27.6K
$702K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.7K+ 27.66% |
$97.4K - $109K
|
21.7K
$551K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 3.7% |
$31.6K - $35.3K
|
42.7K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
476+ 1.53% |
$9.87K - $11K
|
31.5K
$801K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.93K+ 6.11% |
$40.1K - $44.7K
|
33.6K
$853K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.87K+ 4.54% |
$122K - $136K
|
135K
$3.43M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6K- 26.24% |
$124K - $139K
|
16.9K
$428K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.8KNew |
$535K - $598K
|
25.8K
$656K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 4.46% |
$45.7K - $51K
|
51.6K
$1.31M
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-281- 2.71% |
$5.83K - $6.51K
|
10.1K
$256K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29.3K+ 5.65% |
$608K - $679K
|
548K
$13.9M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-409- 0.37% |
$8.48K - $9.47K
|
110K
$2.8M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-479- 0.6% |
$9.93K - $11.1K
|
78.9K
$2M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 1.73% |
$1.95K - $2.18K
|
5.53K
$141K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-485- 1.92% |
$10.1K - $11.2K
|
24.8K
$630K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
565+ 2.55% |
$11.7K - $13.1K
|
22.7K
$577K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43+ 0.42% |
$891 - $995
|
10.4K
$263K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.72K- 6.94% |
$77K - $86K
|
49.8K
$1.27M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
779+ 1.29% |
$16.1K - $18K
|
61.3K
$1.56M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-367- 2.41% |
$7.61K - $8.5K
|
14.9K
$378K
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.13K+ 4.13% |
$23.4K - $26.2K
|
28.5K
$724K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.46K+ 59.12% |
$113K - $126K
|
14.7K
$373K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
41New |
$850 - $949
|
41
$1.04K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 5.27% |
$321K - $381K
|
301K
$7.65M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.7K- 12.58% |
$147K - $175K
|
53.5K
$1.36M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5KNew |
$28.7K - $34.1K
|
1.5K
$38.1K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$9.58K - $11.4K
|
500
$12.7K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4K- 37.14% |
$76.6K - $91K
|
6.77K
$172K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.68% |
$23.9K - $28.5K
|
13K
$329K
|