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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,900
shares
|
$194,643
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,481
shares
|
$185,479
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,771
shares
|
$148,081
0.0% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
5,531
shares
|
$120,962
0.01% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
5,143
shares
|
$112,477
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,714
shares
|
$59,355
0.0% of portfolio
|
Q2 2020
Added 21.37%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
2,296
shares
|
$50,213
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,000
shares
|
$43,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,885
shares
|
$41,224
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,667
shares
|
$36,457
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,500
shares
|
$32,805
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,405
shares
|
$30,727
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,200
shares
|
$26,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
682
shares
|
$14,915
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
620
shares
|
$13,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
510
shares
|
$11,153
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
500
shares
|
$10,935
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
454
shares
|
$9,928
0.0% of portfolio
|
Q4 2024
Added 72.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
435
shares
|
$9,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
358
shares
|
$7,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
350
shares
|
$7,654
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
320
shares
|
$6,998
0.0% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
250
shares
|
$5,467
0.0% of portfolio
|
Q4 2023
Reduced 61.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
200
shares
|
$4,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
21
shares
|
$459
0.01% of portfolio
|
Q1 2025
New holding
|