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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,900
shares
|
$195,177
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,481
shares
|
$185,988
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,771
shares
|
$148,488
0.0% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
5,531
shares
|
$121,294
0.01% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,714
shares
|
$59,518
0.0% of portfolio
|
Q2 2020
Added 21.37%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,296
shares
|
$50,351
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$43,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,915
shares
|
$41,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,885
shares
|
$41,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,667
shares
|
$36,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,500
shares
|
$32,895
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,405
shares
|
$30,811
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,200
shares
|
$26,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
682
shares
|
$14,956
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
620
shares
|
$13,596
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
510
shares
|
$11,184
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
500
shares
|
$10,965
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
454
shares
|
$9,956
0.0% of portfolio
|
Q4 2024
Added 72.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
435
shares
|
$9,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
350
shares
|
$7,675
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
320
shares
|
$7,017
0.0% of portfolio
|
Q4 2024
Reduced 70.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
250
shares
|
$5,482
0.0% of portfolio
|
Q4 2023
Reduced 61.54%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
200
shares
|
$4,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
200
shares
|
$4,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|