Purchases and Sales Made in Q3 2022 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q3 2022. The information is specifically focused on institutions that hold shares of Calamos Dynamic Convertible & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 13.16% |
$2.3M - $2.86M
|
988K
$21.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9KNew |
$558K - $694K
|
27.9K
$611K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 7.37% |
$315K - $392K
|
229K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 9.37% |
$258K - $321K
|
150K
$3.3M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.6K+ 4.1% |
$252K - $313K
|
319K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2K+ 6.4% |
$225K - $280K
|
187K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.1KNew |
$203K - $252K
|
10.1K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.62K+ 5.31% |
$133K - $165K
|
131K
$2.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.28K+ 7.98% |
$126K - $156K
|
84.9K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.5K+ 32.55% |
$110K - $137K
|
22.4K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.66K+ 1.61% |
$93.3K - $116K
|
295K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 11.44% |
$61.8K - $76.8K
|
30K
$659K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.96K+ 4.32% |
$59.2K - $73.6K
|
71.4K
$1.57M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.71KNew |
$54.4K - $67.6K
|
2.71K
$59.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.26K+ 1.52% |
$45.2K - $56.2K
|
150K
$3.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.56KNew |
$31.3K - $38.9K
|
1.56K
$34.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 3.73% |
$28.1K - $35K
|
39K
$856K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.2KNew |
$23.9K - $29.8K
|
1.2K
$26.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.03K+ 8.45% |
$20.6K - $25.6K
|
13.2K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 5.04% |
$10K - $12.5K
|
10.4K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400+ 2.8% |
$8.01K - $9.96K
|
14.7K
$322K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
258New |
$5.17K - $6.42K
|
258
$5.66K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$4.01K - $4.98K
|
200
$4.39K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
179+ 1.57% |
$3.59K - $4.46K
|
11.6K
$254K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
89+ 0.67% |
$1.78K - $2.22K
|
13.3K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 2.64% |
$300 - $374
|
584
$12.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.43% |
$160 - $199
|
1.85K
$40.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-61- 0.08% |
$1.22K - $1.52K
|
74.9K
$1.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-295- 2.08% |
$5.91K - $7.35K
|
13.9K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-431- 14.41% |
$8.63K - $10.7K
|
2.56K
$56.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-841- 5.05% |
$16.8K - $20.9K
|
15.8K
$347K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1K- 6.23% |
$20K - $24.9K
|
15K
$330K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.06K- 3.86% |
$21.2K - $26.3K
|
26.4K
$578K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.88K- 4.56% |
$37.7K - $46.9K
|
39.4K
$864K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 24.39% |
$40.1K - $49.9K
|
6.21K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.44K- 3.06% |
$68.9K - $85.7K
|
109K
$2.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-5.89K- 24.91% |
$118K - $147K
|
17.8K
$389K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.43K- 37.21% |
$129K - $160K
|
10.8K
$238K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.51K- 1.48% |
$130K - $162K
|
435K
$9.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.98K- 9.23% |
$140K - $174K
|
68.6K
$1.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.42K- 8.97% |
$169K - $210K
|
85.4K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.23K- 24.54% |
$185K - $230K
|
28.4K
$623K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-30.7K- 33.82% |
$614K - $764K
|
60K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-55.7K- 15.11% |
$1.12M - $1.39M
|
313K
$6.87M
|