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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
28,018
shares
|
$612,753
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
26,399
shares
|
$577,346
0.0% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
24,712
shares
|
$540,451
0.12% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,175
shares
|
$484,967
0.01% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$437,400
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,000
shares
|
$437,400
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
19,234
shares
|
$420,647
0.14% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,139
shares
|
$418,569
0.0% of portfolio
|
Q4 2024
Reduced 54.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,990
shares
|
$415,311
0.0% of portfolio
|
Q4 2024
Reduced 30.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,405
shares
|
$402,517
0.0% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
18,311
shares
|
$400,461
0.1% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
17,525
shares
|
$383,271
0.19% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
17,037
shares
|
$372,599
0.13% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,089
shares
|
$351,866
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
13,719
shares
|
$300,034
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$298,962
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,200
shares
|
$288,684
0.01% of portfolio
|
Q3 2023
Added 17.86%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,950
shares
|
$283,216
0.23% of portfolio
|
Q1 2024
Added 10.68%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,105
shares
|
$264,736
0.08% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,875
shares
|
$259,706
0.25% of portfolio
|
Q1 2025
Reduced 61.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,640
shares
|
$254,566
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,974
shares
|
$240,001
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,871
shares
|
$237,748
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
10,707
shares
|
$234,162
0.0% of portfolio
|
Q4 2024
Reduced 42.53%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,268
shares
|
$224,561
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|