Purchases and Sales Made in Q2 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 Q2 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 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
86.6K
+ 8.03%
$1.81M - $2.09M
1.17M $27.9M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
42.1K
+ 12.88%
$878K - $1.02M
369K $8.83M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
31.1K
+ 9.18%
$648K - $749K
369K $8.84M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
30.4K
+ 20.52%
$635K - $734K
179K $4.28M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
20.3K
+ 7.81%
$424K - $490K
281K $6.72M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
11.8K
+ 19.08%
$246K - $285K
73.7K $1.76M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
11.3K
+ 23.35%
$235K - $272K
59.5K $1.42M
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
11.2K
New
$234K - $270K
11.2K $268K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.7K
+ 103.04%
$224K - $259K
21.2K $507K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8.17K
+ 73.73%
$171K - $197K
19.3K $461K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.21K
+ 11.87%
$67K - $77.5K
30.3K $725K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
3.08K
+ 4.14%
$64.3K - $74.3K
77.5K $1.86M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.78K
+ 10.76%
$58.1K - $67.2K
28.7K $686K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
2.3K
New
$47.9K - $55.4K
2.3K $55K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.04K
+ 2.56%
$42.6K - $49.2K
81.7K $1.96M
Jul 28, 2023 Q2 2023
Hallmark Capital Management Inc

BUY
 -
1.5K
New
$31.3K - $36.2K
1.5K $35.9K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.3K
+ 8.08%
$27.1K - $31.4K
17.4K $416K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.2K
+ 11.95%
$25K - $28.9K
11.2K $269K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
1.09K
+ 2.79%
$22.7K - $26.3K
40.1K $960K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
800
New
$16.7K - $19.3K
800 $19.2K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
650
New
$13.6K - $15.7K
650 $15.6K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
500
New
$10.4K - $12.1K
500 $12K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
136
+ 0.82%
$2.84K - $3.28K
16.8K $401K
Jul 26, 2023 Q2 2023
Paragon Wealth Strategies, LLC

BUY
 -
102
+ 0.57%
$2.13K - $2.46K
18.1K $433K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
100
New
$2.09K - $2.41K
100 $2.39K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
58
+ 0.41%
$1.21K - $1.4K
14.1K $337K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
47
+ 1.24%
$981 - $1.13K
3.83K $91.8K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-83
- 0.06%
$1.73K - $2K
142K $3.4M
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-98
- 0.89%
$2.05K - $2.36K
10.9K $261K
Aug 14, 2023 Q2 2023
Elequin Capital LP

New York, NY
SELL
 -
-129
- 12.52%
$2.69K - $3.11K
901 $21.6K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

SELL
 -
-210
- 13.44%
$4.38K - $5.07K
1.35K $32.4K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-306
- 2.19%
$6.39K - $7.38K
13.7K $327K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-400
- 1.6%
$8.35K - $9.65K
24.6K $588K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

SELL
 -
-525
- 4.37%
$11K - $12.7K
11.5K $275K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-711
- 6.54%
$14.8K - $17.1K
10.2K $243K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

SELL
 -
-830
- 5.27%
$17.3K - $20K
14.9K $357K
Jul 10, 2023 Q2 2023
Capital Cs Group, LLC

SELL
 -
-1.96K
- 9.85%
$40.8K - $47.2K
17.9K $428K
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

SELL
 -
-2.63K
- 15.94%
$54.9K - $63.5K
13.9K $332K
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-3.01K
- 1.04%
$62.8K - $72.6K
286K $6.84M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-7.84K
- 12.1%
$164K - $189K
56.9K $1.36M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-12.2K
- 16.18%
$254K - $293K
63K $1.51M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-12.8K
- 8.69%
$267K - $309K
134K $3.22M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-16.9K
- 18.74%
$352K - $407K
73.2K $1.75M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-18.2K
- 13.71%
$381K - $440K
115K $2.75M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-19K
- 5.95%
$396K - $457K
300K $7.18M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-275K
- 95.46%
$5.73M - $6.63M
13.1K $313K

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