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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$24.45 +0.18 (+0.74%)
As of 01/21/2025 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$10.34M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.23M
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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
1/17/2025 Apeiron RIA LLC12,105$294K0.1%-10.4%0.000%
1/17/2025 Mutual Advisors LLC105,133$2.50M0.1%-5.8%0.000%
1/17/2025 Westside Investment Management Inc.1,667$41K0.0%N/A0.000%
1/14/2025 Quad Cities Investment Group LLC17,129$416K0.2%+9.0%0.000%
1/14/2025 Capital CS Group LLC30,854$750K1.0%+7.5%0.000%
1/13/2025 Eastern Bank1,915$47K0.0%N/A0.000%
1/10/2025 ORG Partners LLC1,885$46K0.0%N/A0.000%
11/25/2024Wilmington Savings Fund Society FSB1,200$30K0.0%N/A0.000%
11/18/2024Arete Wealth Advisors LLC32,485$824K0.1%+2.5%0.000%
11/15/2024Stifel Financial Corp18,632$473K0.0%+3.3%0.000%
11/15/2024Integrated Wealth Concepts LLC10,535$268K0.0%-6.5%0.000%
11/14/2024Rockefeller Capital Management L.P.19,405$493K0.0%-10.5%0.000%
11/13/2024D.A. Davidson & CO.554,367$14.08M0.1%+1.2%0.000%
11/12/2024Centaurus Financial Inc.5,401$137K0.0%-17.7%0.000%
11/8/2024Moors & Cabot Inc.9,639$245K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.147,587$3.75M0.1%-18.5%0.000%
11/7/2024Semus Wealth Partners LLC8,189$208K0.1%-18.7%0.000%
11/6/2024Oppenheimer & Co. Inc.30,507$775K0.0%-9.1%0.000%
10/30/2024World 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%
10/24/2024J.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%
9/23/2024Centaurus Financial Inc.6,564$147K0.0%-34.5%0.000%
8/21/2024Truist Financial Corp148,498$3.33M0.0%-2.0%0.000%
8/14/2024EverSource Wealth Advisors LLC2,000$46K0.0%N/A0.000%
8/8/2024CoreCap Advisors LLC61,213$1.37M0.1%N/A0.000%
8/5/2024Private Advisor Group LLC25,832$580K0.0%N/A0.000%
8/1/2024D.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%
7/26/2024Cambridge Investment Research Advisors Inc.78,923$1.77M0.0%-0.6%0.000%
7/24/2024Herold Advisors Inc.22,725$510K0.1%+2.5%0.000%
7/19/2024Raymond James & Associates61,271$1.38M0.0%+1.3%0.000%
7/19/2024World 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%
5/17/2024Comerica Bank6,771$148K0.0%-37.1%0.000%
5/14/2024Advisors Asset Management Inc.214,278$4.67M0.1%-15.3%0.000%
5/7/2024Primoris Wealth Advisors LLC12,950$282K0.2%+10.7%0.000%
5/1/2024 Janney Montgomery Scott LLC25,289$551K0.0%+3.0%0.000%
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4/30/2024Commonwealth Equity Services LLC49,354$1.08M0.0%+14.8%0.000%
4/25/2024Cambridge 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%
2/26/2024Centaurus Financial Inc.10,950$217K0.0%-6.6%0.000%
2/12/2024Steward Partners Investment Advisory LLC32,350$640K0.0%+2.6%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.80,658$1.60M0.0%-1.6%0.000%
2/9/2024D.A. Davidson & CO.447,634$8.85M0.1%+17.2%0.000%
2/9/2024Wells Fargo & Company MN955,046$18.89M0.0%-1.9%0.000%
2/2/2024Gilliland Jeter Wealth Management LLC18,117$358K0.1%N/A0.000%
2/2/2024Herold Advisors Inc.21,430$424K0.1%+8.1%0.000%
2/1/2024Wolverine Asset Management LLC30,240$598K0.0%-69.4%0.000%
1/30/2024SFI Advisors LLC29,341$580K0.5%N/A0.000%
1/24/2024Tempus 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%
1/16/2024CoreCap 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%
11/15/2023Advisors 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%
11/13/2023Wolverine Asset Management LLC98,727$1.84M0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC12,640$236K0.0%-7.5%0.000%
11/8/2023Herold Advisors Inc.19,816$369K0.1%+42.9%0.000%
11/8/2023D.A. Davidson & CO.381,962$7.12M0.1%+3.4%0.000%
11/8/2023Landscape Capital Management L.L.C.13,603$254K0.0%N/A0.000%
11/8/2023Oppenheimer & Co. Inc.26,111$487K0.0%+23.4%0.000%
11/8/2023Kestra Private Wealth Services LLC18,368$342K0.0%+9.6%0.000%
10/31/2023Primoris Wealth Advisors LLC11,500$214K0.3%N/A0.000%
10/30/2023Arete 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%
8/14/2023Perennial Investment Advisors LLC11,238$244K0.0%+12.0%0.000%
8/11/2023Guggenheim Capital LLC368,947$8.02M0.1%+12.9%0.000%
8/11/2023D.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%
8/3/2023Atria Wealth Solutions Inc.10,161$221K0.0%-6.5%0.000%
8/3/2023Oppenheimer & Co. Inc.21,163$460K0.0%+103.0%0.000%
8/1/2023Truist Financial Corp178,668$3.88M0.0%+20.5%0.000%
7/31/2023LPL Financial LLC134,377$2.92M0.0%-8.7%0.000%
7/31/2023 Mutual Advisors LLC101,929$2.22M0.1%+5.8%0.000%
7/28/2023Hallmark Capital Management Inc.1,500$33K0.0%N/A0.000%
7/27/2023WASHINGTON 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%
7/17/2023Herold Advisors Inc.13,871$302K0.1%-15.9%0.000%
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7/13/2023Cambridge 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%
5/22/2023Arete Wealth Advisors LLC25,872$551K0.0%N/A0.000%
5/12/2023Advisors Asset Management Inc.288,728$6.15M0.1%-9.8%0.000%
5/12/2023Perennial Investment Advisors LLC10,038$214K0.0%N/A0.000%
5/11/2023Investors Research Corp2,138$46K0.0%N/A0.000%
5/11/2023Cambridge Investment Research Advisors Inc.79,625$1.70M0.0%+2.5%0.000%
5/11/2023Commonwealth Equity Services LLC133,038$2.83M0.0%+8.3%0.000%
5/11/2023Guggenheim Capital LLC326,857$6.96M0.1%-7.7%0.000%
5/10/2023Oppenheimer & Co. Inc.10,423$222K0.0%N/A0.000%
(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, 54 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 44 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 ($36.80K).

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

Institutional investors have bought a total of 977,585 shares in the last 24 months. This purchase volume represents approximately $21.03M in transactions.

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

Of the 26 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 559,366 shares in the last 24 months. This volume of shares sold represents approximately $11.68M in transactions.



This page (NASDAQ:CCD) was last updated on 1/22/2025 by MarketBeat.com Staff
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