Latest Institutional Transactions on Calamos Dynamic Convertible & Income Fund (CCD)

CCD Quotes by TradingView

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
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-7.91K
Closed
$159K - $210K
0 $0
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-9.1K
Closed
$183K - $242K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-301
Closed
$6.04K - $7.99K
0 $0
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
254
+ 1.64%
$5.1K - $6.74K
15.7K $387K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-21.1K
Closed
$424K - $561K
0 $0
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-9.07K
Closed
$182K - $241K
0 $0
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-650
Closed
$13.1K - $17.3K
0 $0
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-4.12K
Closed
$82.7K - $109K
0 $0
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

SELL
 -
-315
Closed
$6.33K - $8.36K
0 $0
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-120
- 2.16%
$2.41K - $3.19K
5.43K $134K
Aug 01, 2022 Q2 2022
Shaker Financial Services, LLC

SELL
 -
-12.5K
Closed
$251K - $332K
0 $0
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
2.8K
New
$56.2K - $74.3K
2.8K $69K
Jul 27, 2022 Q2 2022
Advisor Resource Council

SELL
 -
-8.8K
Closed
$177K - $234K
0 $0
Jul 22, 2022 Q2 2022
Jnba Financial Advisors

BUY
 -
39
New
$783 - $1.04K
39 $961
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
20K
New
$402K - $531K
20K $493K
Q1 2022
May 16, 2022 Q1 2022
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-1.3K
Closed
$30.3K - $40.8K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.77K
Closed
$41.2K - $55.6K
0 $0
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-14.5K
Closed
$337K - $454K
0 $0
May 10, 2022 Q1 2022
Legacy Wealth Planning, LLC

SELL
 -
-7.59K
Closed
$177K - $238K
0 $0
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-24.3K
- 99.98%
$564K - $761K
5 $123
Apr 29, 2022 Q1 2022
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-22.1K
Closed
$513K - $692K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-14.8K
Closed
$345K - $465K
0 $0
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

SELL
 -
-350
Closed
$8.14K - $11K
0 $0
Q4 2021
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-2.02K
Closed
$59.4K - $67.5K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-730
Closed
$21.5K - $24.4K
0 $0
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-6.79K
Closed
$200K - $227K
0 $0
Feb 11, 2022 Q4 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-14.3K
Closed
$419K - $476K
0 $0
Feb 11, 2022 Q4 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-7.34K
Closed
$216K - $245K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-1.39K
Closed
$40.9K - $46.5K
0 $0
Feb 07, 2022 Q4 2021
Doliver Advisors, LP

Houston, TX
SELL
 -
-10.9K
Closed
$322K - $366K
0 $0
Jan 10, 2022 Q4 2021
Fny Investment Advisers, LLC

SELL
 -
-1.3K
Closed
$38.3K - $43.5K
0 $0
Q3 2021
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-7.79K
Closed
$226K - $250K
0 $0
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
500
+ 111.11%
$14.5K - $16K
950 $23.4K
Q2 2021
Aug 16, 2021 Q2 2021
Cohen & Steers, Inc.

New York, NY
SELL
 -
-54K
Closed
$1.66M - $1.78M
0 $0
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-8.71K
Closed
$268K - $287K
0 $0
Aug 11, 2021 Q2 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-50
Closed
$1.54K - $1.65K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-4.78K
Closed
$147K - $158K
0 $0
Jul 16, 2021 Q2 2021
Summit X, LLC

Chesterfield, MO
SELL
 -
-12.8K
Closed
$394K - $422K
0 $0
Q1 2021
May 18, 2021 Q1 2021
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-162K
Closed
$4.48M - $5.46M
0 $0
May 17, 2021 Q1 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-18.7K
Closed
$516K - $630K
0 $0
May 17, 2021 Q1 2021
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-3.25K
Closed
$90K - $110K
0 $0
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
300
New
$8.31K - $10.1K
300 $7.4K
Apr 16, 2021 Q1 2021
Country Trust Bank

SELL
 -
-668
Closed
$18.5K - $22.6K
0 $0
Q4 2020
Feb 11, 2021 Q4 2020
Rmb Capital Management, LLC

SELL
 -
-13.5K
Closed
$302K - $390K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-1.69K
Closed
$37.7K - $48.6K
0 $0
Q3 2020
Oct 08, 2020 Q3 2020
Larson Financial Group LLC

SELL
 -
-219
Closed
$4.65K - $5.25K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
50
+ 21.37%
$694 - $1.08K
284 $7K
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-19.4K
Closed
$269K - $421K
0 $0
Aug 13, 2020 Q2 2020
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-160
Closed
$2.22K - $3.47K
0 $0

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