Latest Institutional Purchases of Calamos Dynamic Convertible & Income Fund (CCD)
This list provides information on the latest institutional transactions involving Calamos Dynamic Convertible & Income Fund (CCD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$2.49M - $2.88M
|
113K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
54.3KNew |
$1.19M - $1.38M
|
54.3K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 20.33% |
$604K - $698K
|
163K
$4.01M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$520K - $600K
|
23.6K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.28% |
$266K - $308K
|
295K
$7.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.64KNew |
$212K - $245K
|
9.64K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8KNew |
$176K - $203K
|
8K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.51K+ 1.19% |
$143K - $165K
|
554K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.43KNew |
$97.3K - $112K
|
4.43K
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.96K+ 11.35% |
$43.1K - $49.8K
|
19.2K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.7K+ 7.49% |
$37.4K - $43.2K
|
24.4K
$602K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 16.27% |
$37.1K - $42.9K
|
12.1K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.4K+ 5.08% |
$30.8K - $35.6K
|
29K
$715K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.36K+ 1.24% |
$29.9K - $34.6K
|
112K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 2.13% |
$29.1K - $33.7K
|
63.6K
$1.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2KNew |
$26.4K - $30.5K
|
1.2K
$29.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.03K+ 7.0% |
$22.6K - $26.1K
|
15.7K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 2.45% |
$17.1K - $19.8K
|
32.5K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
698+ 0.26% |
$15.3K - $17.7K
|
273K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
595+ 3.3% |
$13.1K - $15.1K
|
18.6K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
559New |
$12.3K - $14.2K
|
559
$13.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
435New |
$9.56K - $11K
|
435
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
263New |
$5.78K - $6.68K
|
263
$6.48K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
172+ 0.6% |
$3.78K - $4.37K
|
28.7K
$707K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45+ 0.17% |
$989 - $1.14K
|
25.9K
$638K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$41.5K - $46.3K
|
2K
$49.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
620New |
$12.9K - $14.4K
|
620
$15.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
41New |
$850 - $949
|
41
$1.01K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$262K - $311K
|
13.7K
$337K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.68% |
$23.9K - $28.5K
|
13K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.24KNew |
$23.8K - $28.3K
|
1.24K
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$9.58K - $11.4K
|
500
$12.3K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
33.9K+ 249.32% |
$579K - $694K
|
47.5K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
29.3KNew |
$501K - $600K
|
29.3K
$723K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24.6KNew |
$420K - $503K
|
24.6K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$338K - $405K
|
19.8K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
$22.4K - $26.9K
|
1.32K
$32.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
677New |
$11.5K - $13.8K
|
677
$16.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
510New |
$8.7K - $10.4K
|
510
$12.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
161New |
$2.75K - $3.29K
|
161
$3.97K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
123+ 0.68% |
$2.1K - $2.52K
|
18.3K
$451K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 17.86% |
$37.3K - $43.9K
|
13.2K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276+ 276.0% |
$5.14K - $6.06K
|
376
$9.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$112 - $132
|
10.8K
$267K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.3KNew |
$47.9K - $55.4K
|
2.3K
$56.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.5KNew |
$31.3K - $36.2K
|
1.5K
$37K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$10.4K - $12.1K
|
500
$12.3K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.9KNew |
$263K - $307K
|
12.9K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6KNew |
$122K - $143K
|
6K
$148K
|
|