Purchases and Sales Made in Q3 2024 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$2.49M - $2.88M
|
113K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
54.3KNew |
$1.19M - $1.38M
|
54.3K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 20.33% |
$604K - $698K
|
163K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$520K - $600K
|
23.6K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.28% |
$266K - $308K
|
295K
$7.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.64KNew |
$212K - $245K
|
9.64K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8KNew |
$176K - $203K
|
8K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.51K+ 1.19% |
$143K - $165K
|
554K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.43KNew |
$97.3K - $112K
|
4.43K
$106K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.96K+ 11.35% |
$43.1K - $49.8K
|
19.2K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.7K+ 7.49% |
$37.4K - $43.2K
|
24.4K
$585K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 16.27% |
$37.1K - $42.9K
|
12.1K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.4K+ 5.08% |
$30.8K - $35.6K
|
29K
$695K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.36K+ 1.24% |
$29.9K - $34.6K
|
112K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 2.13% |
$29.1K - $33.7K
|
63.6K
$1.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2KNew |
$26.4K - $30.5K
|
1.2K
$28.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.03K+ 7.0% |
$22.6K - $26.1K
|
15.7K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 2.45% |
$17.1K - $19.8K
|
32.5K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
698+ 0.26% |
$15.3K - $17.7K
|
273K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
595+ 3.3% |
$13.1K - $15.1K
|
18.6K
$446K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
559New |
$12.3K - $14.2K
|
559
$13.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
435New |
$9.56K - $11K
|
435
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
263New |
$5.78K - $6.68K
|
263
$6.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
172+ 0.6% |
$3.78K - $4.37K
|
28.7K
$687K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45+ 0.17% |
$989 - $1.14K
|
25.9K
$620K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48- 0.06% |
$1.06K - $1.22K
|
78.9K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-171- 1.01% |
$3.76K - $4.34K
|
16.7K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-203- 0.64% |
$4.46K - $5.16K
|
31.3K
$751K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-230- 1.27% |
$5.06K - $5.84K
|
17.9K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-319- 3.13% |
$7.01K - $8.1K
|
9.87K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-400- 0.65% |
$8.79K - $10.2K
|
60.8K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-422- 0.99% |
$9.28K - $10.7K
|
42.3K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-450- 1.63% |
$9.89K - $11.4K
|
27.2K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-450- 2.39% |
$9.89K - $11.4K
|
18.4K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-731- 6.49% |
$16.1K - $18.6K
|
10.5K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-766- 1.54% |
$16.8K - $19.5K
|
49K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 3.23% |
$17.6K - $20.3K
|
24K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 10.0% |
$24.2K - $27.9K
|
9.9K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.16K- 17.72% |
$25.6K - $29.5K
|
5.4K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.17K- 0.89% |
$25.7K - $29.6K
|
130K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.19K- 7.07% |
$26.2K - $30.3K
|
15.7K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.35K- 9.08% |
$29.7K - $34.3K
|
13.5K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.89K- 18.72% |
$41.5K - $47.9K
|
8.19K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.29K- 10.54% |
$50.3K - $58.1K
|
19.4K
$465K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.07K- 9.14% |
$67.4K - $77.9K
|
30.5K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.86K- 7.01% |
$84.9K - $98.1K
|
51.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.06K- 0.42% |
$89.2K - $103K
|
952K
$22.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.44K- 80.3% |
$97.7K - $113K
|
1.09K
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.49K- 4.37% |
$143K - $165K
|
142K
$3.4M
|