Purchases and Sales Made in Q4 2021 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.5K+ 10.36% |
$2.43M - $2.76M
|
879K
$21M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70.9KNew |
$2.08M - $2.37M
|
70.9K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.1K+ 12.95% |
$1.21M - $1.37M
|
359K
$8.59M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.1KNew |
$504K - $573K
|
17.1K
$410K
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
16.3K+ 116.36% |
$479K - $544K
|
30.3K
$725K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.8KNew |
$436K - $495K
|
14.8K
$355K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
12.9K+ 4.99% |
$378K - $430K
|
271K
$6.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 6.25% |
$356K - $404K
|
206K
$4.92M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5KNew |
$339K - $385K
|
11.5K
$276K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.3K+ 3.8% |
$274K - $311K
|
254K
$6.08M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.54K+ 55.79% |
$251K - $285K
|
23.8K
$571K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
8.41KNew |
$247K - $281K
|
8.41K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.97K+ 54.66% |
$234K - $266K
|
22.5K
$540K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.84KNew |
$230K - $262K
|
7.84K
$188K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.05K+ 7.16% |
$207K - $235K
|
106K
$2.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.6K+ 3.42% |
$194K - $220K
|
200K
$4.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.98K+ 5.52% |
$176K - $200K
|
114K
$2.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.85K+ 2.66% |
$172K - $195K
|
226K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
4.02K+ 2.87% |
$118K - $134K
|
144K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.89K+ 7.05% |
$114K - $130K
|
59K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.15K+ 2.6% |
$92.6K - $105K
|
124K
$2.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 4.14% |
$85.8K - $97.5K
|
73.4K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.29KNew |
$67.2K - $76.4K
|
2.29K
$54.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$58.8K - $66.8K
|
2K
$47.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.9K+ 14.79% |
$55.9K - $63.5K
|
14.7K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.77KNew |
$52.1K - $59.2K
|
1.77K
$42.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.49K+ 2.76% |
$43.7K - $49.7K
|
55.5K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1.11K+ 10.87% |
$32.6K - $37.1K
|
11.3K
$271K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 2.2% |
$32.5K - $36.9K
|
51.3K
$1.23M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
542New |
$15.9K - $18.1K
|
542
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
536+ 3.85% |
$15.8K - $17.9K
|
14.5K
$347K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
236+ 0.83% |
$6.94K - $7.88K
|
28.6K
$685K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95+ 2.46% |
$2.79K - $3.17K
|
3.96K
$94.7K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 1.84% |
$1.47K - $1.67K
|
2.76K
$66.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.18% |
$470 - $534
|
9.05K
$217K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.33% |
$176 - $200
|
1.83K
$43.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7- 0.09% |
$206 - $234
|
7.91K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39Closed |
$1.15K - $1.3K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-179- 2.16% |
$5.26K - $5.98K
|
8.1K
$194K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281- 0.64% |
$8.26K - $9.39K
|
43.9K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-380- 2.41% |
$11.2K - $12.7K
|
15.4K
$369K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-674- 5.03% |
$19.8K - $22.5K
|
12.7K
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-730Closed |
$21.5K - $24.4K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.3KClosed |
$38.3K - $43.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.39KClosed |
$40.9K - $46.5K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.02KClosed |
$59.4K - $67.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.4K- 2.3% |
$70.7K - $80.3K
|
102K
$2.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.15K- 13.3% |
$92.6K - $105K
|
20.5K
$491K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.36K- 43.11% |
$98.7K - $112K
|
4.43K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.48K- 6.36% |
$102K - $116K
|
51.1K
$1.22M
|