Institutional Ownership Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
951,623
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
554,367
shares
|
$13.3 Million
0.12% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
325,423
shares
|
$7.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
295,331
shares
|
$7.08 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
273,419
shares
|
$6.55 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
162,539
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
147,587
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
142,011
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
130,491
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
111,553
shares
|
$2.67 Million
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
108,828
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,875
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
63,623
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
60,813
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
54,284
shares
|
$1.3 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
51,253
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,798
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,046
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
44,849
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
42,317
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
32,485
shares
|
$778,340
0.07% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
31,337
shares
|
$750,834
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
30,507
shares
|
$730,947
0.01% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
28,995
shares
|
$694,720
0.33% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
28,693
shares
|
$687,484
0.5% of portfolio
|
Q3 2024
Added 0.6%
|