Purchases and Sales Made in Q1 2025 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q1 2025. 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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.5K+ 225.77% |
$1.67M - $1.95M
|
113K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 50.28% |
$506K - $590K
|
71.1K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23.6K+ 4.15% |
$503K - $586K
|
593K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$356K - $415K
|
16.7K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 29.95% |
$327K - $381K
|
66.7K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13.7KNew |
$292K - $340K
|
13.7K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 4.29% |
$259K - $301K
|
296K
$5.87M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2K+ 15.07% |
$218K - $254K
|
78.1K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.06K+ 6.01% |
$171K - $200K
|
142K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.14KNew |
$109K - $128K
|
5.14K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.17K+ 13.22% |
$88.7K - $103K
|
35.7K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.78K+ 1.31% |
$80.4K - $93.6K
|
292K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.53K+ 12.18% |
$75.2K - $87.5K
|
32.5K
$646K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.49K+ 18.65% |
$74.2K - $86.5K
|
22.2K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.65K+ 14.42% |
$56.5K - $65.8K
|
21.1K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.4K+ 9.98% |
$51K - $59.4K
|
26.4K
$524K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.83K+ 1.74% |
$39K - $45.5K
|
107K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
421+ 2.62% |
$8.96K - $10.4K
|
16.5K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
396+ 2.31% |
$8.43K - $9.82K
|
17.5K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
358New |
$7.62K - $8.88K
|
358
$7.11K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
216+ 0.78% |
$4.6K - $5.36K
|
28K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21New |
$447 - $521
|
21
$417
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.02% |
$21.3 - $24.8
|
5.53K
$110K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-58- 0.53% |
$1.23K - $1.44K
|
11K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-94- 0.88% |
$2K - $2.33K
|
10.6K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111- 0.58% |
$2.36K - $2.75K
|
18.9K
$375K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-153- 1.26% |
$3.26K - $3.79K
|
12K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-240- 0.72% |
$5.11K - $5.95K
|
33K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-272- 0.64% |
$5.79K - $6.75K
|
42.1K
$837K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-300- 2.69% |
$6.39K - $7.44K
|
10.9K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-459- 3.79% |
$9.77K - $11.4K
|
11.6K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-544- 2.15% |
$11.6K - $13.5K
|
24.7K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-716- 3.59% |
$15.2K - $17.8K
|
19.2K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 4.07% |
$25.4K - $29.5K
|
28.1K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.71K- 1.39% |
$36.3K - $42.3K
|
121K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.55K- 8.53% |
$139K - $162K
|
70.3K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.68K- 6.79% |
$164K - $191K
|
105K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.49K- 7.83% |
$181K - $210K
|
99.9K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.5K- 12.98% |
$330K - $384K
|
104K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-19K- 61.51% |
$404K - $471K
|
11.9K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.5K- 18.84% |
$628K - $732K
|
127K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-35.7K- 10.48% |
$759K - $884K
|
305K
$6.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.7K- 9.12% |
$1.85M - $2.15M
|
864K
$17.1M
|