Latest Institutional Purchases of Calamos Dynamic Convertible & Income Fund (CCD)
This list provides information on the latest institutional transactions involving Calamos Dynamic Convertible & Income Fund (CCD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
123+ 0.68% |
$2.1K - $2.52K
|
18.3K
$402K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 17.86% |
$37.3K - $43.9K
|
13.2K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276+ 276.0% |
$5.14K - $6.06K
|
376
$8.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6+ 0.06% |
$112 - $132
|
10.8K
$237K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
2.3KNew |
$47.9K - $55.4K
|
2.3K
$50.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.5KNew |
$31.3K - $36.2K
|
1.5K
$32.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$10.4K - $12.1K
|
500
$11K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
12.9KNew |
$263K - $307K
|
12.9K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6KNew |
$122K - $143K
|
6K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
2.14KNew |
$43.5K - $50.9K
|
2.14K
$46.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.41KNew |
$28.6K - $33.4K
|
1.41K
$30.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.2KNew |
$24.3K - $28.4K
|
1.2K
$26.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$7.12K - $8.33K
|
350
$7.68K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.54% |
$204 - $238
|
1.87K
$41.1K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20KNew |
$404K - $459K
|
20K
$439K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
682New |
$13.8K - $15.7K
|
682
$15K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
167New |
$3.37K - $3.84K
|
167
$3.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$20.2 - $23
|
11.2K
$246K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.56KNew |
$31.3K - $38.9K
|
1.56K
$34.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
258New |
$5.17K - $6.42K
|
258
$5.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 2.64% |
$300 - $374
|
584
$12.8K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
20KNew |
$402K - $531K
|
20K
$439K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.8KNew |
$56.2K - $74.3K
|
2.8K
$61.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.98KNew |
$39.7K - $52.5K
|
1.98K
$43.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
254+ 1.64% |
$5.1K - $6.74K
|
15.7K
$345K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$783 - $1.04K
|
39
$855
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$8.31K - $10.1K
|
300
$6.58K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 21.37% |
$694 - $1.08K
|
284
$6.23K
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$84 - $102
|
5
$110
|
|