Purchases and Sales Made in Q4 2022 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q4 2022. 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, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
40.9K+ 13.07% |
$827K - $940K
|
354K
$8.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.8K+ 2.1% |
$420K - $477K
|
1.01M
$25M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$404K - $459K
|
20K
$496K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16KNew |
$323K - $367K
|
16K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 12.64% |
$279K - $317K
|
123K
$3.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11.7KNew |
$236K - $268K
|
11.7K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$220K - $250K
|
10.9K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.67K+ 7.36% |
$195K - $222K
|
141K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.56K+ 42.67% |
$193K - $220K
|
32K
$793K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.08K+ 4.31% |
$62.1K - $70.6K
|
74.4K
$1.85M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.81K+ 1.87% |
$56.7K - $64.4K
|
153K
$3.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.79K+ 0.95% |
$56.4K - $64.2K
|
297K
$7.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.79K+ 3.73% |
$56.4K - $64.1K
|
77.7K
$1.93M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 0.66% |
$42.4K - $48.2K
|
321K
$7.95M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.66K+ 1.96% |
$33.6K - $38.2K
|
86.5K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1KNew |
$20.2K - $23K
|
1K
$24.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
966New |
$19.5K - $22.2K
|
966
$24K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
711+ 7.0% |
$14.4K - $16.3K
|
10.9K
$270K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
682New |
$13.8K - $15.7K
|
682
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 3.4% |
$10.1K - $11.5K
|
15.2K
$377K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
385+ 2.91% |
$7.78K - $8.84K
|
13.6K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
381+ 1.27% |
$7.7K - $8.75K
|
30.4K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
326+ 2.06% |
$6.59K - $7.49K
|
16.1K
$400K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
241+ 2.22% |
$4.87K - $5.54K
|
11.1K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
212+ 1.83% |
$4.28K - $4.87K
|
11.8K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
167New |
$3.37K - $3.84K
|
167
$4.14K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
109+ 0.61% |
$2.2K - $2.5K
|
17.9K
$443K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.78% |
$586 - $666
|
3.75K
$93K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.59% |
$222 - $253
|
1.86K
$46.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$20.2 - $23
|
11.2K
$279K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-107- 0.27% |
$2.16K - $2.46K
|
38.9K
$965K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-161- 1.16% |
$3.25K - $3.7K
|
13.7K
$340K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 6.44% |
$8.08K - $9.19K
|
5.81K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-469- 1.68% |
$9.47K - $10.8K
|
27.4K
$679K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-580- 3.85% |
$11.7K - $13.3K
|
14.5K
$359K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.06K- 80.44% |
$41.6K - $47.3K
|
501
$12.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.14K- 4.57% |
$63.4K - $72.1K
|
65.5K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.84K- 6.4% |
$77.6K - $88.2K
|
56.2K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.98K- 2.65% |
$80.5K - $91.5K
|
146K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.32K- 1.88% |
$87.2K - $99.1K
|
225K
$5.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.05K- 8.26% |
$142K - $162K
|
78.3K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.44K- 3.98% |
$150K - $171K
|
179K
$4.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.9K- 37.55% |
$200K - $227K
|
16.5K
$408K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 29.45% |
$234K - $267K
|
27.8K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-115K- 26.44% |
$2.32M - $2.64M
|
320K
$7.94M
|