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 72 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
28,693
shares
|
$703,839
0.5% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,187
shares
|
$666,897
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
25,877
shares
|
$634,762
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
24,426
shares
|
$599,169
0.14% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,004
shares
|
$588,818
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
23,639
shares
|
$579,864
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$490,600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$490,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,405
shares
|
$476,004
0.0% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
19,234
shares
|
$471,810
0.18% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
18,632
shares
|
$457,042
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,355
shares
|
$450,248
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
18,311
shares
|
$449,168
0.1% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
18,117
shares
|
$444,410
0.14% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,694
shares
|
$409,503
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
15,718
shares
|
$385,562
0.2% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,665
shares
|
$384,262
0.0% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$335,325
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
13,517
shares
|
$331,572
0.1% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
13,200
shares
|
$323,796
0.01% of portfolio
|
Q3 2023
Added 17.86%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,950
shares
|
$317,663
0.24% of portfolio
|
Q1 2024
Added 10.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,060
shares
|
$295,831
0.0% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,535
shares
|
$258,423
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,900
shares
|
$242,847
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,867
shares
|
$242,037
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|