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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
13,200
shares
|
$273,900
0.01% of portfolio
|
Q3 2023
Added 17.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,637
shares
|
$262,217
0.01% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
12,419
shares
|
$257,694
0.0% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
11,026
shares
|
$228,789
0.01% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
10,140
shares
|
$210,405
0.05% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,620
shares
|
$158,115
0.0% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,161
shares
|
$107,090
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,714
shares
|
$56,315
0.0% of portfolio
|
Q2 2020
Added 21.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,460
shares
|
$51,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$41,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,885
shares
|
$39,113
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,667
shares
|
$34,590
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,657
shares
|
$34,382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$31,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,405
shares
|
$29,153
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,213
shares
|
$25,169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,200
shares
|
$24,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,000
shares
|
$20,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
933
shares
|
$19,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
682
shares
|
$14,151
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
620
shares
|
$12,865
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
545
shares
|
$11,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
510
shares
|
$10,582
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$10,375
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
410
shares
|
$8,507
0.0% of portfolio
|
Q3 2025
Added 105.0%
|
|