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 74 institutions that hold shares in the stock, with a total of 4.52 Million shares, which have been reported (via 13F filing form) to have a value of $94.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
28,405
shares
|
$609,855
0.0% of portfolio
|
Q2 2025
Added 34.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28,318
shares
|
$607,987
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
27,278
shares
|
$585,658
0.12% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,405
shares
|
$545,445
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
25,164
shares
|
$540,271
0.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
24,795
shares
|
$532,348
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
23,489
shares
|
$504,308
0.01% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
22,086
shares
|
$474,186
0.12% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$429,400
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$429,400
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,958
shares
|
$428,498
0.0% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
19,157
shares
|
$411,300
0.53% of portfolio
|
Q2 2025
Added 61.32%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,139
shares
|
$410,914
0.0% of portfolio
|
Q4 2024
Reduced 54.77%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
18,311
shares
|
$393,137
0.1% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
17,984
shares
|
$386,116
0.17% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
17,429
shares
|
$374,200
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
17,037
shares
|
$365,784
0.11% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
14,723
shares
|
$316,102
0.01% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,341
shares
|
$307,901
0.0% of portfolio
|
Q2 2025
Reduced 24.04%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,719
shares
|
$294,546
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$293,494
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
13,200
shares
|
$283,404
0.01% of portfolio
|
Q3 2023
Added 17.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,637
shares
|
$271,316
0.01% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
11,953
shares
|
$256,630
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
10,671
shares
|
$229,106
0.0% of portfolio
|
Q2 2025
New holding
|