Institutional Ownership Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $95.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
863,528
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
614,841
shares
|
$12.7 Million
0.09% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
300,471
shares
|
$6.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
295,679
shares
|
$6.1 Million
0.0% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
291,598
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
203,836
shares
|
$4.21 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
141,994
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
120,238
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
118,465
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
111,898
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
107,338
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
103,796
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
103,408
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
99,891
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
78,070
shares
|
$1.61 Million
0.08% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
73,015
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
67,499
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
64,982
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
50,818
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,798
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,046
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
44,984
shares
|
$928,019
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
42,142
shares
|
$869,389
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
35,652
shares
|
$735,500
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
35,428
shares
|
$730,879
0.29% of portfolio
|
Q2 2025
Added 8.93%
|