Purchases and Sales Made in Q1 2024 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
70.9K+ 15.84% |
$1.36M - $1.61M
|
519K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
26.6KNew |
$510K - $606K
|
26.6K
$657K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.1K+ 6.4% |
$347K - $412K
|
301K
$7.43M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17KNew |
$325K - $387K
|
17K
$419K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.6KNew |
$318K - $378K
|
16.6K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.9K+ 117.82% |
$285K - $339K
|
27.5K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
14.9K+ 16.39% |
$284K - $338K
|
106K
$2.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$262K - $311K
|
13.7K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 22.08% |
$210K - $249K
|
60.5K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.3KNew |
$178K - $212K
|
9.3K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.29KNew |
$178K - $211K
|
9.29K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.23KNew |
$177K - $210K
|
9.23K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.46K+ 7.03% |
$162K - $193K
|
129K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.37K+ 14.82% |
$122K - $145K
|
49.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.22K+ 29.61% |
$100K - $119K
|
22.9K
$564K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.55K+ 5.05% |
$68K - $80.8K
|
73.8K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.51K+ 19.52% |
$48.1K - $57.2K
|
15.4K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.15K+ 1.69% |
$41.2K - $48.9K
|
129K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5KNew |
$28.7K - $34.1K
|
1.5K
$37K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.68% |
$23.9K - $28.5K
|
13K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.24KNew |
$23.8K - $28.3K
|
1.24K
$30.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.24K+ 29.44% |
$23.7K - $28.2K
|
5.44K
$134K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
730+ 3.41% |
$14K - $16.6K
|
22.2K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
729+ 2.42% |
$14K - $16.6K
|
30.9K
$761K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
725+ 2.95% |
$13.9K - $16.5K
|
25.3K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
571+ 1.4% |
$10.9K - $13K
|
41.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$9.58K - $11.4K
|
500
$12.3K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
392+ 0.36% |
$7.51K - $8.92K
|
111K
$2.73M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
300+ 1.62% |
$5.75K - $6.83K
|
18.8K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51+ 0.5% |
$977 - $1.16K
|
10.3K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
44+ 0.14% |
$843 - $1K
|
31.6K
$780K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-126- 0.82% |
$2.41K - $2.87K
|
15.2K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-175- 0.05% |
$3.35K - $3.98K
|
349K
$8.59M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-434- 4.02% |
$8.31K - $9.88K
|
10.4K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-861- 1.46% |
$16.5K - $19.6K
|
58.3K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-922- 8.42% |
$17.7K - $21K
|
10K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 1.56% |
$24.1K - $28.6K
|
79.4K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.29K- 3.98% |
$24.6K - $29.3K
|
31.1K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 9.86% |
$25.7K - $30.5K
|
12.3K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.47K- 2.67% |
$28.1K - $33.4K
|
53.5K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.61K- 12.4% |
$50K - $59.4K
|
18.4K
$454K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.86K- 2.17% |
$54.7K - $65K
|
129K
$3.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.86K- 12.35% |
$73.9K - $87.9K
|
27.4K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4K- 37.14% |
$76.6K - $91K
|
6.77K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.93K- 0.62% |
$114K - $135K
|
949K
$23.4M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.7K- 12.58% |
$147K - $175K
|
53.5K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.1K- 7.41% |
$232K - $276K
|
152K
$3.74M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 5.27% |
$321K - $381K
|
301K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 5.27% |
$321K - $381K
|
301K
$7.43M
|