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 75 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $95.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
28,993
shares
|
$635,816
0.32% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,802
shares
|
$609,697
0.0% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,256
shares
|
$553,864
0.14% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,004
shares
|
$526,407
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$438,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$438,600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
19,950
shares
|
$437,503
0.1% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,139
shares
|
$419,718
0.0% of portfolio
|
Q4 2024
Reduced 54.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,990
shares
|
$416,450
0.0% of portfolio
|
Q4 2024
Reduced 30.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,689
shares
|
$409,849
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,405
shares
|
$403,621
0.0% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
18,311
shares
|
$401,560
0.1% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
17,129
shares
|
$375,638
0.21% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
17,037
shares
|
$373,621
0.14% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,089
shares
|
$352,831
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,272
shares
|
$312,984
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$299,783
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13,200
shares
|
$289,476
0.01% of portfolio
|
Q3 2023
Added 17.86%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
12,950
shares
|
$283,993
0.25% of portfolio
|
Q1 2024
Added 10.68%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,105
shares
|
$265,462
0.08% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,099
shares
|
$265,331
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,171
shares
|
$244,980
0.01% of portfolio
|
Q4 2024
Reduced 33.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
11,032
shares
|
$241,931
0.01% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
10,707
shares
|
$234,804
0.0% of portfolio
|
Q4 2024
Reduced 42.53%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,268
shares
|
$225,177
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|