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 81 institutions that hold shares in the stock, with a total of 4.68 Million shares, which have been reported (via 13F filing form) to have a value of $97.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
39,861
shares
|
$827,115
0.31% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
36,334
shares
|
$753,930
0.01% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,656
shares
|
$656,862
0.0% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
30,257
shares
|
$627,832
0.0% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
26,441
shares
|
$548,650
0.14% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,796
shares
|
$535,267
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
24,592
shares
|
$510,284
0.01% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
24,440
shares
|
$507,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
23,973
shares
|
$497,439
0.0% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
23,793
shares
|
$493,704
0.02% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,939
shares
|
$475,984
0.0% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
22,495
shares
|
$466,771
0.11% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
21,509
shares
|
$446,311
0.41% of portfolio
|
Q4 2025
Added 14.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,000
shares
|
$415,000
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$415,000
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
18,311
shares
|
$379,953
0.1% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
17,889
shares
|
$371,196
0.06% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
17,578
shares
|
$364,743
0.0% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
17,237
shares
|
$357,667
0.11% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,945
shares
|
$351,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
15,995
shares
|
$331,896
0.15% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,521
shares
|
$322,060
0.02% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
14,996
shares
|
$311,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
13,719
shares
|
$284,669
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$283,652
0.01% of portfolio
|
Q1 2024
New holding
|
|