Latest Institutional Transactions on Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information on the latest institutional transactions involving Calamos Dynamic Convertible & Income Fund (CCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
130+ 2.41% |
$3.06K - $3.37K
|
5.53K
$120K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.06K- 2.61% |
$48.5K - $53.4K
|
76.8K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 3.7% |
$238K - $262K
|
284K
$6.17M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
830+ 3.4% |
$19.6K - $21.5K
|
25.3K
$550K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-267- 2.53% |
$6.29K - $6.93K
|
10.3K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 9.6% |
$246K - $271K
|
119K
$2.6M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.03K+ 11.56% |
$166K - $182K
|
67.8K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.45K+ 2.64% |
$81.2K - $89.4K
|
134K
$2.92M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.84K- 17.25% |
$208K - $229K
|
42.4K
$923K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.51K- 2.54% |
$177K - $195K
|
288K
$6.27M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.2K- 30.15% |
$193K - $213K
|
19K
$413K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 5.15% |
$23.6K - $25.9K
|
18.4K
$401K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 10.1% |
$23.6K - $25.9K
|
8.9K
$194K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.93K- 42.53% |
$187K - $206K
|
10.7K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.9K+ 4.57% |
$351K - $386K
|
340K
$7.41M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.2K- 54.77% |
$546K - $601K
|
19.1K
$417K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.52K- 33.08% |
$130K - $143K
|
11.2K
$243K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.42K- 0.15% |
$33.5K - $36.8K
|
950K
$20.7M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 2.4% |
$18.4K - $20.2K
|
33.3K
$724K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.5K- 2.76% |
$35.3K - $38.9K
|
52.8K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.35K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.86K- 3.6% |
$138K - $152K
|
157K
$3.41M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2- 0.01% |
$47.1 - $51.9
|
29K
$631K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.44K+ 5.44% |
$57.5K - $63.3K
|
47.3K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 47.37% |
$10.6K - $11.7K
|
500
$10.9K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
424+ 2.71% |
$9.99K - $11K
|
16.1K
$350K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-770- 70.64% |
$18.1K - $20K
|
320
$6.97K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.48KNew |
$200K - $220K
|
8.48K
$185K
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-25K- 16.92% |
$588K - $648K
|
123K
$2.67M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.39K+ 14.45% |
$32.8K - $36.1K
|
11K
$240K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 19.36% |
$290K - $320K
|
51.3K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.07K- 6.61% |
$48.8K - $53.7K
|
29.3K
$637K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108KNew |
$2.55M - $2.81M
|
108K
$2.36M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
191+ 72.62% |
$4.5K - $4.95K
|
454
$9.88K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.01K+ 3.31% |
$23.8K - $26.2K
|
31.5K
$686K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
716+ 3.72% |
$16.9K - $18.6K
|
20K
$434K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 7.44% |
$45.4K - $49.9K
|
27.8K
$605K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.1K+ 2.72% |
$355K - $391K
|
569K
$12.4M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.9K- 20.32% |
$680K - $748K
|
113K
$2.46M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39+ 0.32% |
$919 - $1.01K
|
12.1K
$263K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 47.13% |
$263K - $289K
|
34.8K
$757K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.3KNew |
$336K - $370K
|
14.3K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
334+ 1.82% |
$7.87K - $8.66K
|
18.7K
$407K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.35K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-850- 4.75% |
$20K - $22K
|
17K
$371K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$39.3K - $43.2K
|
1.67K
$36.3K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.42K- 5.76% |
$151K - $167K
|
105K
$2.29M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.41K- 10.45% |
$33.3K - $36.6K
|
12.1K
$264K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.16K+ 7.53% |
$50.9K - $56.1K
|
30.9K
$672K
|