Purchases and Sales Made in Q4 2023 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
65.7K+ 17.19% |
$1.12M - $1.34M
|
448K
$10.8M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.9K+ 12.31% |
$595K - $713K
|
318K
$7.68M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
33.9K+ 249.32% |
$579K - $694K
|
47.5K
$1.15M
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
29.3KNew |
$501K - $600K
|
29.3K
$709K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 9.36% |
$479K - $574K
|
328K
$7.92M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.4K+ 7.87% |
$434K - $520K
|
349K
$8.43M
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
24.6KNew |
$420K - $503K
|
24.6K
$595K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$338K - $405K
|
19.8K
$478K
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18.1KNew |
$309K - $370K
|
18.1K
$438K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
13.7K+ 77.71% |
$233K - $279K
|
31.3K
$755K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.32K+ 10.1% |
$142K - $170K
|
90.7K
$2.19M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.75K+ 15.43% |
$98K - $118K
|
43K
$1.04M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.5K+ 5.25% |
$93.8K - $112K
|
110K
$2.66M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.49K+ 21.02% |
$93.6K - $112K
|
31.6K
$763K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.32K+ 15.11% |
$39.5K - $47.3K
|
17.6K
$426K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.61K+ 8.14% |
$27.5K - $33K
|
21.4K
$518K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.6K+ 0.5% |
$27.3K - $32.7K
|
318K
$7.68M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.5K+ 16.18% |
$25.6K - $30.7K
|
10.8K
$260K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
$22.4K - $26.9K
|
1.32K
$31.8K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
$22.4K - $26.9K
|
1.32K
$31.8K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.24K+ 9.23% |
$21.1K - $25.3K
|
14.6K
$353K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
874New |
$14.9K - $17.9K
|
874
$21.1K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
854+ 2.91% |
$14.6K - $17.5K
|
30.2K
$729K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
831+ 2.64% |
$14.2K - $17K
|
32.4K
$782K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
677New |
$11.5K - $13.8K
|
677
$16.4K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
606+ 1.51% |
$10.3K - $12.4K
|
40.6K
$982K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
510New |
$8.7K - $10.4K
|
510
$12.3K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
339+ 2.26% |
$5.78K - $6.93K
|
15.4K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
224+ 1.77% |
$3.82K - $4.58K
|
12.9K
$311K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
208+ 0.13% |
$3.55K - $4.25K
|
164K
$3.96M
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
200+ 1.74% |
$3.41K - $4.09K
|
11.7K
$283K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
161New |
$2.75K - $3.29K
|
161
$3.89K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137+ 0.75% |
$2.34K - $2.8K
|
18.5K
$447K
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
123+ 0.68% |
$2.1K - $2.52K
|
18.3K
$442K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65+ 0.64% |
$1.11K - $1.33K
|
10.3K
$248K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 1.47% |
$1.04K - $1.25K
|
4.2K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.31% |
$597 - $716
|
11.3K
$272K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-106- 0.97% |
$1.81K - $2.17K
|
10.8K
$261K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-400- 61.54% |
$6.82K - $8.18K
|
250
$6.04K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-780- 6.65% |
$13.3K - $16K
|
11K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-907- 8.46% |
$15.5K - $18.5K
|
9.81K
$237K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.3K- 2.31% |
$22.2K - $26.6K
|
55K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.33K- 1.62% |
$22.7K - $27.2K
|
80.7K
$1.95M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.35KClosed |
$23.1K - $27.7K
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.5K- 3.24% |
$25.6K - $30.7K
|
44.8K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.38K- 4.06% |
$91.8K - $110K
|
127K
$3.07M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.43K- 11.16% |
$127K - $152K
|
59.2K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.63K- 41.45% |
$164K - $197K
|
13.6K
$329K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.3K- 32.87% |
$176K - $211K
|
21K
$508K
|