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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.99K- 11.06% |
$40K - $43.2K
|
16K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.46KNew |
$49.5K - $53.5K
|
2.46K
$51K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.81K- 15.17% |
$36.5K - $39.4K
|
10.1K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
180New |
$3.62K - $3.91K
|
180
$3.74K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.21KNew |
$24.4K - $26.4K
|
1.21K
$25.2K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-817- 0.58% |
$15.7K - $18.3K
|
141K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.54K- 24.04% |
$87.1K - $102K
|
14.3K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.7KNew |
$205K - $239K
|
10.7K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
849+ 12.54% |
$16.3K - $19K
|
7.62K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
666New |
$12.8K - $14.9K
|
666
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.67K+ 71.38% |
$70.5K - $82.3K
|
8.81K
$183K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1KNew |
$19.2K - $22.4K
|
1K
$20.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
$19.2K - $22.4K
|
1K
$20.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
997+ 8.57% |
$19.1K - $22.4K
|
12.6K
$262K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-240- 0.72% |
$5.11K - $5.95K
|
33K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-94- 0.88% |
$2K - $2.33K
|
10.6K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21New |
$447 - $521
|
21
$436
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13.7KNew |
$292K - $340K
|
13.7K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
358New |
$7.62K - $8.88K
|
358
$7.43K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 10.1% |
$23.6K - $25.9K
|
8.9K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.48KNew |
$200K - $220K
|
8.48K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 47.37% |
$10.6K - $11.7K
|
500
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-770- 70.64% |
$18.1K - $20K
|
320
$6.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
191+ 72.62% |
$4.5K - $4.95K
|
454
$9.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.3KNew |
$336K - $370K
|
14.3K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.15K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$39.3K - $43.2K
|
1.67K
$34.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.92KNew |
$45.1K - $49.7K
|
1.92K
$39.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.89KNew |
$44.4K - $48.9K
|
1.89K
$39.1K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2KNew |
$26.4K - $30.5K
|
1.2K
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8KNew |
$176K - $203K
|
8K
$166K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.89K- 18.72% |
$41.5K - $47.9K
|
8.19K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$2.49M - $2.88M
|
113K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-766- 1.54% |
$16.8K - $19.5K
|
49K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 17.09% |
$230K - $266K
|
50.8K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
559New |
$12.3K - $14.2K
|
559
$11.6K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.62K- 13.21% |
$33.6K - $37.5K
|
10.6K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
620New |
$12.9K - $14.4K
|
620
$12.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$41.5K - $46.3K
|
2K
$41.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
41New |
$850 - $949
|
41
$851
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$9.58K - $11.4K
|
500
$10.4K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 10.68% |
$23.9K - $28.5K
|
13K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$262K - $311K
|
13.7K
$284K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
677New |
$11.5K - $13.8K
|
677
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$338K - $405K
|
19.8K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.35KClosed |
$23.1K - $27.7K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
29.3KNew |
$501K - $600K
|
29.3K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
510New |
$8.7K - $10.4K
|
510
$10.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-400- 61.54% |
$6.82K - $8.18K
|
250
$5.19K
|
|