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 76 institutions that hold shares in the stock, with a total of 4.36 Million shares, which have been reported (via 13F filing form) to have a value of $95.4 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
|
$18.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
593,084
shares
|
$13 Million
0.1% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
340,300
shares
|
$7.44 Million
0.07% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
287,823
shares
|
$6.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
283,527
shares
|
$6.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
133,939
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
127,165
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
122,610
shares
|
$2.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
113,307
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Added 225.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
106,967
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
105,473
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
103,796
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
99,891
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
78,070
shares
|
$1.71 Million
0.08% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
71,063
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
70,265
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
66,669
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 29.95%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
52,784
shares
|
$1.15 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,798
shares
|
$1.11 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
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
42,414
shares
|
$927,594
0.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
35,683
shares
|
$780,387
0.01% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33,264
shares
|
$727,483
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
28,993
shares
|
$634,076
0.32% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
28,076
shares
|
$614,022
0.01% of portfolio
|
Q1 2025
Reduced 4.07%
|