Purchases and Sales Made in Q4 2024 in Calamos Dynamic Convertible & Income Fund (CCD)
This table provides information about the institutional ownership of Calamos Dynamic Convertible & Income Fund (CCD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108KNew |
$2.55M - $2.81M
|
108K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.1K+ 2.72% |
$355K - $391K
|
569K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.9K+ 4.57% |
$351K - $386K
|
340K
$7.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.3KNew |
$336K - $370K
|
14.3K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 47.13% |
$263K - $289K
|
34.8K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 9.6% |
$246K - $271K
|
119K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 3.7% |
$238K - $262K
|
284K
$6.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.48KNew |
$200K - $220K
|
8.48K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.03K+ 11.56% |
$166K - $182K
|
67.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.45K+ 2.64% |
$81.2K - $89.4K
|
134K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.44K+ 5.44% |
$57.5K - $63.3K
|
47.3K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.16K+ 7.53% |
$50.9K - $56.1K
|
30.9K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 7.44% |
$45.4K - $49.9K
|
27.8K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.92KNew |
$45.1K - $49.7K
|
1.92K
$42K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.89KNew |
$44.4K - $48.9K
|
1.89K
$41.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$39.3K - $43.2K
|
1.67K
$36.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.41K+ 8.98% |
$33.2K - $36.6K
|
17.1K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.39K+ 14.45% |
$32.8K - $36.1K
|
11K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.01K+ 3.31% |
$23.8K - $26.2K
|
31.5K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
830+ 3.4% |
$19.6K - $21.5K
|
25.3K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 2.4% |
$18.4K - $20.2K
|
33.3K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
716+ 3.72% |
$16.9K - $18.6K
|
20K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
424+ 2.71% |
$9.99K - $11K
|
16.1K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
334+ 1.82% |
$7.87K - $8.66K
|
18.7K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.39K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
200New |
$4.71K - $5.19K
|
200
$4.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
191+ 72.62% |
$4.5K - $4.95K
|
454
$9.96K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
130+ 2.41% |
$3.06K - $3.37K
|
5.53K
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39+ 0.32% |
$919 - $1.01K
|
12.1K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2- 0.01% |
$47.1 - $51.9
|
29K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-267- 2.53% |
$6.29K - $6.93K
|
10.3K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 47.37% |
$10.6K - $11.7K
|
500
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-770- 70.64% |
$18.1K - $20K
|
320
$7.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-850- 4.75% |
$20K - $22K
|
17K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 10.1% |
$23.6K - $25.9K
|
8.9K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 5.15% |
$23.6K - $25.9K
|
18.4K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.41K- 10.45% |
$33.3K - $36.6K
|
12.1K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.42K- 0.15% |
$33.5K - $36.8K
|
950K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.5K- 2.76% |
$35.3K - $38.9K
|
52.8K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.06K- 2.61% |
$48.5K - $53.4K
|
76.8K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.07K- 6.61% |
$48.8K - $53.7K
|
29.3K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.52K- 33.08% |
$130K - $143K
|
11.2K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.86K- 3.6% |
$138K - $152K
|
157K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.42K- 5.76% |
$151K - $167K
|
105K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.51K- 2.54% |
$177K - $195K
|
288K
$6.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.93K- 42.53% |
$187K - $206K
|
10.7K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.2K- 30.15% |
$193K - $213K
|
19K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.84K- 17.25% |
$208K - $229K
|
42.4K
$930K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 19.36% |
$290K - $320K
|
51.3K
$1.13M
|