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 76 institutions that hold shares in the stock, with a total of 4.38 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
950,203
shares
|
$23.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
569,456
shares
|
$14.1 Million
0.11% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
340,300
shares
|
$8.42 Million
0.07% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
295,331
shares
|
$7.31 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
273,419
shares
|
$6.76 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
156,683
shares
|
$3.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
130,491
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
122,610
shares
|
$3.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
113,157
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
108,828
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
108,378
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
105,133
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,875
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
60,813
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
52,784
shares
|
$1.31 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
51,303
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
51,253
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
50,798
shares
|
$1.26 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
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,288
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
34,781
shares
|
$860,481
0.03% of portfolio
|
Q4 2024
Added 47.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33,264
shares
|
$822,951
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
31,517
shares
|
$779,730
0.01% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
30,854
shares
|
$763,327
0.66% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
29,267
shares
|
$724,065
0.01% of portfolio
|
Q4 2024
Reduced 6.61%
|