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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-770- 70.64% |
$18.1K - $20K
|
320
$6.59K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 47.37% |
$10.6K - $11.7K
|
500
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
191+ 72.62% |
$4.5K - $4.95K
|
454
$9.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.3KNew |
$336K - $370K
|
14.3K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.12K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-850- 4.75% |
$20K - $22K
|
17K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$39.3K - $43.2K
|
1.67K
$34.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.92KNew |
$45.1K - $49.7K
|
1.92K
$39.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.89KNew |
$44.4K - $48.9K
|
1.89K
$38.8K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2KNew |
$26.4K - $30.5K
|
1.2K
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8KNew |
$176K - $203K
|
8K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-319- 3.13% |
$7.01K - $8.1K
|
9.87K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.43KNew |
$97.3K - $112K
|
4.43K
$91.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.89K- 18.72% |
$41.5K - $47.9K
|
8.19K
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
435New |
$9.56K - $11K
|
435
$8.95K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$2.49M - $2.88M
|
113K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-766- 1.54% |
$16.8K - $19.5K
|
49K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 17.09% |
$230K - $266K
|
50.8K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
559New |
$12.3K - $14.2K
|
559
$11.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.62K- 13.21% |
$33.6K - $37.5K
|
10.6K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
620New |
$12.9K - $14.4K
|
620
$12.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$41.5K - $46.3K
|
2K
$41.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
41New |
$850 - $949
|
41
$844
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4K- 37.14% |
$76.6K - $91K
|
6.77K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$9.58K - $11.4K
|
500
$10.3K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.68% |
$23.9K - $28.5K
|
13K
$267K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.24KNew |
$23.8K - $28.3K
|
1.24K
$25.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$262K - $311K
|
13.7K
$281K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
677New |
$11.5K - $13.8K
|
677
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$338K - $405K
|
19.8K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.35KClosed |
$23.1K - $27.7K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
33.9K+ 249.32% |
$579K - $694K
|
47.5K
$978K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-68.5K- 69.37% |
$1.17M - $1.4M
|
30.2K
$622K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
29.3KNew |
$501K - $600K
|
29.3K
$604K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
510New |
$8.7K - $10.4K
|
510
$10.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-400- 61.54% |
$6.82K - $8.18K
|
250
$5.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
161New |
$2.75K - $3.29K
|
161
$3.31K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
123+ 0.68% |
$2.1K - $2.52K
|
18.3K
$377K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276+ 276.0% |
$5.14K - $6.06K
|
376
$7.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$112 - $132
|
10.8K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 17.86% |
$37.3K - $43.9K
|
13.2K
$272K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$10.4K - $12.1K
|
500
$10.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.5KNew |
$31.3K - $36.2K
|
1.5K
$30.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.3KNew |
$47.9K - $55.4K
|
2.3K
$47.3K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-345- 35.71% |
$7.02K - $8.21K
|
621
$12.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$7.12K - $8.33K
|
350
$7.2K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6KNew |
$122K - $143K
|
6K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
2.14KNew |
$43.5K - $50.9K
|
2.14K
$44K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.41KNew |
$28.6K - $33.4K
|
1.41K
$28.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.54% |
$204 - $238
|
1.87K
$38.5K
|
|