Purchases and Sales Made in Q1 2023 in Calamos Dynamic Convertible & Income Fund (CCD)

CCD Quotes by TradingView

This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q1 2023. The information is specifically focused on institutions that hold shares of Calamos Dynamic Convertible & Income Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
271K
+ 1566.04%
$5.5M - $6.44M
288K $7.09M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
69.3K
+ 6.87%
$1.41M - $1.65M
1.08M $26.6M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
35.4K
+ 15.75%
$720K - $842K
260K $6.41M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
21.2K
+ 7.13%
$432K - $505K
319K $7.86M
Apr 07, 2023 Q1 2023
Capital Cs Group, LLC

BUY
 -
19.8K
New
$404K - $472K
19.8K $489K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
17.7K
+ 5.52%
$360K - $421K
338K $8.34M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
16.3K
+ 50.88%
$331K - $387K
48.2K $1.19M
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

BUY
 -
12.9K
New
$263K - $307K
12.9K $318K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.4K
New
$212K - $248K
10.4K $257K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
10.2K
+ 8.28%
$207K - $242K
133K $3.28M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
9.77K
+ 11.29%
$199K - $232K
96.3K $2.37M
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
9.62K
New
$196K - $229K
9.62K $237K
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
6K
New
$122K - $143K
6K $148K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
5.68K
+ 10.11%
$116K - $135K
61.9K $1.52M
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
2.14K
New
$43.5K - $50.9K
2.14K $52.7K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.95K
+ 2.5%
$39.6K - $46.3K
79.6K $1.96M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
1.41K
New
$28.6K - $33.4K
1.41K $34.6K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.2K
New
$24.3K - $28.4K
1.2K $29.5K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.18K
+ 0.84%
$24K - $28K
142K $3.51M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
900
+ 5.92%
$18.3K - $21.4K
16.1K $397K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
730
+ 0.5%
$14.9K - $17.4K
147K $3.63M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
661
+ 6.34%
$13.5K - $15.7K
11.1K $273K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
636
+ 3.98%
$12.9K - $15.1K
16.6K $410K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
530
+ 5.12%
$10.8K - $12.6K
10.9K $268K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
434
+ 3.19%
$8.83K - $10.3K
14K $346K
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
365
+ 2.26%
$7.43K - $8.68K
16.5K $407K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
350
New
$7.12K - $8.33K
350 $8.63K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
260
+ 1.9%
$5.29K - $6.19K
14K $344K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
210
+ 1.78%
$4.27K - $5K
12K $296K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
181
+ 1.78%
$3.68K - $4.31K
10.3K $255K
Apr 26, 2023 Q1 2023
Paragon Wealth Strategies, LLC

BUY
 -
109
+ 0.61%
$2.22K - $2.59K
18K $443K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
88
+ 0.23%
$1.79K - $2.09K
39K $961K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
37
+ 0.99%
$753 - $880
3.79K $93.3K
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
BUY
 -
30
+ 3.0%
$611 - $714
1.03K $25.4K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
10
+ 0.54%
$204 - $238
1.87K $46.1K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-345
- 35.71%
$7.02K - $8.21K
621 $15.3K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-530
- 4.87%
$10.8K - $12.6K
10.3K $255K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-678
- 5.81%
$13.8K - $16.1K
11K $271K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-713
- 4.33%
$14.5K - $17K
15.8K $388K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-757
- 1.16%
$15.4K - $18K
64.8K $1.6M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-1K
- 6.92%
$20.4K - $23.8K
13.5K $332K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-1.51K
- 5.52%
$30.8K - $36K
25.9K $638K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-2.84K
- 10.2%
$57.7K - $67.5K
25K $615K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.16K
- 4.04%
$64.4K - $75.2K
75.2K $1.85M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-3.36K
- 11.04%
$68.3K - $79.9K
27.1K $667K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-4.88K
- 3.19%
$99.4K - $116K
148K $3.65M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-27.1K
- 7.67%
$552K - $646K
327K $8.06M
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-31.3K
- 9.77%
$636K - $744K
289K $7.12M

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