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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,512
shares
|
$225,692
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,440
shares
|
$224,146
0.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
8,814
shares
|
$189,236
0.14% of portfolio
|
Q2 2025
Added 71.38%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,620
shares
|
$163,601
0.0% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,019
shares
|
$107,757
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,714
shares
|
$58,269
0.0% of portfolio
|
Q2 2020
Added 21.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$42,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,885
shares
|
$40,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,667
shares
|
$35,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
1,500
shares
|
$32,205
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,405
shares
|
$30,165
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,200
shares
|
$25,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$21,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$21,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
682
shares
|
$14,642
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
666
shares
|
$14,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
620
shares
|
$13,311
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
510
shares
|
$10,949
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$10,735
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
350
shares
|
$7,514
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
320
shares
|
$6,870
0.0% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
250
shares
|
$5,367
0.0% of portfolio
|
Q4 2023
Reduced 61.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
200
shares
|
$4,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|