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 71 institutions that hold shares in the stock, with a total of 4.31 Million shares, which have been reported (via 13F filing form) to have a value of $88.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
25,164
shares
|
$517,875
0.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
24,712
shares
|
$508,572
0.12% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
22,175
shares
|
$456,361
0.01% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
22,086
shares
|
$454,529
0.12% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,059
shares
|
$433,394
0.0% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,000
shares
|
$411,599
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$411,599
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
19,157
shares
|
$394,251
0.53% of portfolio
|
Q2 2025
Added 61.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,139
shares
|
$393,880
0.0% of portfolio
|
Q4 2024
Reduced 54.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,879
shares
|
$388,529
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
18,311
shares
|
$376,840
0.1% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
17,984
shares
|
$370,110
0.17% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
17,037
shares
|
$350,621
0.13% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,721
shares
|
$344,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,510
shares
|
$339,775
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,719
shares
|
$282,337
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$281,328
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,200
shares
|
$271,656
0.01% of portfolio
|
Q3 2023
Added 17.86%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,950
shares
|
$266,511
0.23% of portfolio
|
Q1 2024
Added 10.68%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
11,952
shares
|
$245,972
0.08% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,640
shares
|
$239,551
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,974
shares
|
$225,844
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,871
shares
|
$223,725
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,613
shares
|
$218,415
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,268
shares
|
$211,315
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|