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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$24.65 +0.28 (+1.15%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$10.50M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.30M
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CCD Institutional Buying and Selling by Quarter

Calamos Dynamic Convertible and Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Wilmington Savings Fund Society FSB1,200$30K0.0%N/A0.000%
11/18/2024 Arete Wealth Advisors LLC32,485$824K0.1%+2.5%0.000%
11/15/2024 Stifel Financial Corp18,632$473K0.0%+3.3%0.000%
11/15/2024 Integrated Wealth Concepts LLC10,535$268K0.0%-6.5%0.000%
11/14/2024 Rockefeller Capital Management L.P.19,405$493K0.0%-10.5%0.000%
11/13/2024 D.A. Davidson & CO.554,367$14.08M0.1%+1.2%0.000%
11/12/2024 Centaurus Financial Inc.5,401$137K0.0%-17.7%0.000%
11/8/2024 Moors & Cabot Inc.9,639$245K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.147,587$3.75M0.1%-18.5%0.000%
11/7/2024 Semus Wealth Partners LLC8,189$208K0.1%-18.7%0.000%
11/6/2024 Oppenheimer & Co. Inc.30,507$775K0.0%-9.1%0.000%
10/30/2024 World Equity Group Inc.19,234$489K0.2%+11.4%0.000%
10/25/2024 Mutual Advisors LLC111,553$2.76M0.1%+1.2%0.000%
10/24/2024 J.W. Cole Advisors Inc.23,639$600K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC113,309$28.78M0.0%N/A0.000%
10/16/2024 Quad Cities Investment Group LLC15,718$399K0.2%+7.0%0.000%
9/23/2024 Centaurus Financial Inc.6,564$147K0.0%-34.5%0.000%
8/21/2024 Truist Financial Corp148,498$3.33M0.0%-2.0%0.000%
8/14/2024 EverSource Wealth Advisors LLC2,000$46K0.0%N/A0.000%
8/8/2024 CoreCap Advisors LLC61,213$1.37M0.1%N/A0.000%
8/5/2024 Private Advisor Group LLC25,832$580K0.0%N/A0.000%
8/1/2024 D.A. Davidson & CO.547,853$12.29M0.1%+5.7%0.000%
7/31/2024Commonwealth Equity Services LLC51,557$1.16M0.0%+4.5%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.78,923$1.77M0.0%-0.6%0.000%
7/24/2024 Herold Advisors Inc.22,725$510K0.1%+2.5%0.000%
7/19/2024Raymond James & Associates61,271$1.38M0.0%+1.3%0.000%
7/19/2024 World Equity Group Inc.17,273$388K0.1%+4.0%0.000%
7/13/2024 Quad Cities Investment Group LLC14,690$330K0.2%+59.1%0.000%
7/13/2024 Capital CS Group LLC28,521$640K0.7%+4.1%0.000%
5/17/2024 Comerica Bank6,771$148K0.0%-37.1%0.000%
5/14/2024 Advisors Asset Management Inc.214,278$4.67M0.1%-15.3%0.000%
5/7/2024 Primoris Wealth Advisors LLC12,950$282K0.2%+10.7%0.000%
5/1/2024 Janney Montgomery Scott LLC25,289$551K0.0%+3.0%0.000%
4/30/2024Commonwealth Equity Services LLC49,354$1.08M0.0%+14.8%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.79,402$1.73M0.0%-1.6%0.000%
4/13/2024 Quad Cities Investment Group LLC9,232$201K0.1%N/A0.000%
4/11/2024 Capital CS Group LLC27,390$597K0.6%-12.4%0.000%
2/26/2024 Centaurus Financial Inc.10,950$217K0.0%-6.6%0.000%
2/12/2024 Steward Partners Investment Advisory LLC32,350$640K0.0%+2.6%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.80,658$1.60M0.0%-1.6%0.000%
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2/9/2024 D.A. Davidson & CO.447,634$8.85M0.1%+17.2%0.000%
2/9/2024 Wells Fargo & Company MN955,046$18.89M0.0%-1.9%0.000%
2/2/2024 Gilliland Jeter Wealth Management LLC18,117$358K0.1%N/A0.000%
2/2/2024 Herold Advisors Inc.21,430$424K0.1%+8.1%0.000%
2/1/2024 Wolverine Asset Management LLC30,240$598K0.0%-69.4%0.000%
1/30/2024 SFI Advisors LLC29,341$580K0.5%N/A0.000%
1/24/2024 Tempus Wealth Planning LLC24,616$487K0.2%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.54,995$1.09M0.0%-2.3%0.000%
1/16/2024Raymond James & Associates49,551$980K0.0%-17.3%0.000%
1/16/2024 CoreCap Advisors LLC44,768$886K0.1%-3.2%0.000%
1/12/2024 Mutual Advisors LLC110,209$2.18M0.1%+5.2%0.000%
1/9/2024 Capital CS Group LLC31,250$618K0.7%+77.7%0.000%
11/15/2023 Advisors Asset Management Inc.285,010$5.31M0.1%-0.2%0.000%
11/14/2023 Mutual Advisors LLC104,713$1.95M0.1%+2.7%0.000%
11/13/2023 Wolverine Asset Management LLC98,727$1.84M0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC12,640$236K0.0%-7.5%0.000%
11/8/2023 Herold Advisors Inc.19,816$369K0.1%+42.9%0.000%
11/8/2023 D.A. Davidson & CO.381,962$7.12M0.1%+3.4%0.000%
11/8/2023 Landscape Capital Management L.L.C.13,603$254K0.0%N/A0.000%
11/8/2023 Oppenheimer & Co. Inc.26,111$487K0.0%+23.4%0.000%
11/8/2023 Kestra Private Wealth Services LLC18,368$342K0.0%+9.6%0.000%
10/31/2023 Primoris Wealth Advisors LLC11,500$214K0.3%N/A0.000%
10/30/2023 Arete Wealth Advisors LLC29,302$546K0.1%+2.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.56,297$1.05M0.0%-1.1%0.000%
10/24/2023Raymond James & Associates59,904$1.12M0.0%-4.9%0.000%
10/23/2023Commonwealth Equity Services LLC37,237$694K0.0%-67.6%0.000%
10/19/2023 Apeiron RIA LLC15,021$280K0.1%+6.6%0.000%
10/10/2023 Daymark Wealth Partners LLC13,200$246K0.0%+17.9%0.000%
8/14/2023 Perennial Investment Advisors LLC11,238$244K0.0%+12.0%0.000%
8/11/2023 Guggenheim Capital LLC368,947$8.02M0.1%+12.9%0.000%
8/11/2023 D.A. Davidson & CO.369,424$8.03M0.1%+9.2%0.000%
8/10/2023Commonwealth Equity Services LLC114,793$2.50M0.0%-13.7%0.000%
8/3/2023 Atria Wealth Solutions Inc.10,161$221K0.0%-6.5%0.000%
8/3/2023 Oppenheimer & Co. Inc.21,163$460K0.0%+103.0%0.000%
8/1/2023 Truist Financial Corp178,668$3.88M0.0%+20.5%0.000%
7/31/2023 LPL Financial LLC134,377$2.92M0.0%-8.7%0.000%
7/31/2023 Mutual Advisors LLC101,929$2.22M0.1%+5.8%0.000%
7/28/2023 Hallmark Capital Management Inc.1,500$33K0.0%N/A0.000%
7/27/2023 WASHINGTON TRUST Co2,296$50K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.56,917$1.24M0.0%-12.1%0.000%
7/25/2023Raymond James & Associates62,998$1.37M0.0%-16.2%0.000%
7/19/2023 Daymark Wealth Partners LLC11,200$243K0.0%N/A0.000%
7/17/2023 Herold Advisors Inc.13,871$302K0.1%-15.9%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.81,664$1.78M0.0%+2.6%0.000%
7/11/2023 Capital CS Group LLC17,883$389K0.4%-9.9%0.000%
5/22/2023 Arete Wealth Advisors LLC25,872$551K0.0%N/A0.000%
5/12/2023 Advisors Asset Management Inc.288,728$6.15M0.1%-9.8%0.000%
5/12/2023 Perennial Investment Advisors LLC10,038$214K0.0%N/A0.000%
5/11/2023 Investors Research Corp2,138$46K0.0%N/A0.000%
5/11/2023 Cambridge Investment Research Advisors Inc.79,625$1.70M0.0%+2.5%0.000%
First JFK… next Elon? (Ad)

Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.

I share with you in this special investigative documentary.
5/11/2023Commonwealth Equity Services LLC133,038$2.83M0.0%+8.3%0.000%
5/11/2023 Guggenheim Capital LLC326,857$6.96M0.1%-7.7%0.000%
5/10/2023 Oppenheimer & Co. Inc.10,423$222K0.0%N/A0.000%
5/10/2023 LPL Financial LLC147,173$3.14M0.0%+0.5%0.000%
5/8/2023 Tempus Wealth Planning LLC9,616$205K0.1%N/A0.000%
5/5/2023 Truist Financial Corp148,242$3.16M0.0%-3.2%0.000%
5/1/2023 Arete Wealth Advisors LLC25,872$551.07B0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC24,964$532K0.0%-10.2%0.000%
4/25/2023 D.A. Davidson & CO.338,370$7.21M0.1%+5.5%0.000%
4/24/2023 Semus Wealth Partners LLC10,991$234K0.3%-5.8%0.000%
(Data available from 1/1/2016 forward)

CCD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CCD shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Calamos Dynamic Convertible and Income Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($28.78M), Wells Fargo & Company MN ($18.89M), D.A. Davidson & CO. ($14.08M), Guggenheim Capital LLC ($8.02M), Advisors Asset Management Inc. ($3.75M), Truist Financial Corp ($3.33M), and LPL Financial LLC ($2.92M).Learn more on CCD's institutional investors.

Which institutional investors have been buying Calamos Dynamic Convertible and Income Fund stock?

Of the 41 institutional investors that purchased Calamos Dynamic Convertible and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: D.A. Davidson & CO. ($164.89K), International Assets Investment Management LLC ($113.31K), Wolverine Asset Management LLC ($98.73K), CoreCap Advisors LLC ($64.29K), Arete Wealth Advisors LLC ($53.17K), Guggenheim Capital LLC ($42.09K), and Capital CS Group LLC ($34.63K).

How much institutional buying is happening at Calamos Dynamic Convertible and Income Fund?

Institutional investors have bought a total of 970,208 shares in the last 24 months. This purchase volume represents approximately $20.84M in transactions.

Which Calamos Dynamic Convertible and Income Fund major shareholders have been selling company stock?

Of the 24 institutional investors that sold Calamos Dynamic Convertible and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($219.26K), Commonwealth Equity Services LLC ($95.80K), Wolverine Asset Management LLC ($68.49K), Raymond James & Associates ($35.82K), Guggenheim Capital LLC ($27.15K), Wells Fargo & Company MN ($18.32K), and LPL Financial LLC ($16.78K).

How much institutional selling is happening at Calamos Dynamic Convertible and Income Fund?

Institutional investors have sold a total of 551,534 shares in the last 24 months. This volume of shares sold represents approximately $11.49M in transactions.



This page (NASDAQ:CCD) was last updated on 12/22/2024 by MarketBeat.com Staff
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