Purchases and Sales Made in Q3 2023 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
98.7KNew |
$1.84M - $2.17M
|
98.7K
$2.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36K+ 12.83% |
$670K - $790K
|
316K
$7.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 47.04% |
$522K - $614K
|
87.5K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.2KNew |
$433K - $510K
|
23.2K
$573K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.6KNew |
$253K - $299K
|
13.6K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.5K+ 3.39% |
$234K - $275K
|
382K
$9.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 63.64% |
$228K - $269K
|
31.5K
$777K
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$214K - $252K
|
11.5K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.82K+ 1089.35% |
$183K - $215K
|
10.7K
$264K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.27KNew |
$173K - $203K
|
9.27K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.68K+ 11.79% |
$162K - $191K
|
82.3K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.95K+ 42.86% |
$111K - $130K
|
19.8K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.95K+ 23.38% |
$92.2K - $109K
|
26.1K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.78K+ 2.73% |
$51.9K - $61.1K
|
105K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 17.86% |
$37.3K - $43.9K
|
13.2K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 9.61% |
$30K - $35.3K
|
18.4K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 0.94% |
$24.9K - $29.4K
|
144K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.07K+ 3.53% |
$19.9K - $23.4K
|
31.4K
$773K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
936+ 6.65% |
$17.4K - $20.5K
|
15K
$370K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
646+ 2.25% |
$12K - $14.2K
|
29.3K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
400+ 2.68% |
$7.45K - $8.78K
|
15.3K
$378K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
325+ 0.4% |
$6.05K - $7.13K
|
82K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
308+ 8.04% |
$5.74K - $6.76K
|
4.14K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276+ 276.0% |
$5.14K - $6.06K
|
376
$9.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
237+ 2.06% |
$4.42K - $5.2K
|
11.7K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$3.73K - $4.39K
|
200
$4.93K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
114+ 0.63% |
$2.12K - $2.5K
|
18.2K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52+ 0.51% |
$969 - $1.14K
|
10.2K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$112 - $132
|
10.8K
$267K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.03% |
$55.9 - $65.9
|
10.9K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44- 0.11% |
$820 - $966
|
40K
$987K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-298- 1.67% |
$5.55K - $6.54K
|
17.6K
$433K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-620- 1.09% |
$11.6K - $13.6K
|
56.3K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-830- 6.16% |
$15.5K - $18.2K
|
12.6K
$311K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 7.49% |
$19.1K - $22.5K
|
12.6K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.94K- 1.45% |
$36.2K - $42.6K
|
132K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 4.91% |
$57.6K - $67.9K
|
59.9K
$1.48M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.89K- 22.54% |
$72.5K - $85.5K
|
13.4K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 27.03% |
$87.6K - $103K
|
12.7K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.57K- 8.98% |
$122K - $144K
|
66.6K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 8.48% |
$282K - $333K
|
164K
$4.03M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31.3K- 40.32% |
$582K - $686K
|
46.3K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-45.6K- 12.37% |
$850K - $1M
|
323K
$7.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.6K- 67.56% |
$1.44M - $1.7M
|
37.2K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 16.46% |
$3.57M - $4.21M
|
973K
$24M
|