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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$20.47 -0.22 (-1.06%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$20.48 +0.01 (+0.05%)
As of 08:02 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$16.85M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.83M
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CCD Institutional Buying and Selling by Quarter

Calamos Dynamic Convertible and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.97,895$1.97M0.0%-2.0%0.000%
8/13/2025 Guggenheim Capital LLC300,471$6.05M0.0%-1.4%0.000%
8/12/2025 J.W. Cole Advisors Inc.103,408$2.09M0.0%-8.7%0.000%
8/12/2025 Advisors Asset Management Inc.120,238$2.42M0.0%-0.6%0.000%
8/8/2025 Rockefeller Capital Management L.P.28,405$573K0.0%+34.9%0.000%
8/7/2025 Samalin Investment Counsel LLC35,428$714K0.3%+8.9%0.000%
8/6/2025 Moors & Cabot Inc.14,723$297K0.0%+34.2%0.000%
8/4/2025 Wolverine Asset Management LLC50,818$1.03M0.0%N/A0.000%
7/30/2025 D.A. Davidson & CO.614,841$12.40M0.1%+3.7%0.000%
7/28/2025 Mutual Advisors LLC111,898$2.33M0.1%+4.6%0.000%
7/25/2025 Atria Wealth Solutions Inc.12,637$255K0.0%+8.6%0.000%
7/18/2025 Truist Financial Corp107,338$2.17M0.0%+1.8%0.000%
7/17/2025 Janney Montgomery Scott LLC25,164$507K0.0%-4.7%0.000%
7/14/2025 Capital CS Group LLC19,157$386K0.6%+61.3%0.000%
5/16/2025 Advisors Asset Management Inc.120,905$2.57M0.0%-1.4%0.000%
5/15/2025Royal Bank of Canada141,994$3.02M0.0%+6.0%0.000%
5/14/2025 Samalin Investment Counsel LLC32,523$692K0.3%+12.2%0.000%
5/13/2025 Elequin Capital LP5,143$109K0.0%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.11,640$248K0.0%-3.8%0.000%
5/7/2025 LPL Financial LLC127,165$2.71M0.0%-18.8%0.000%
5/6/2025 Tempus Wealth Planning LLC13,719$292K0.1%N/A0.000%
5/5/2025 J.W. Cole Advisors Inc.113,307$2.41M0.1%+225.8%0.000%
5/5/2025 Kestra Private Wealth Services LLC22,175$472K0.0%+18.7%0.000%
4/28/2025 D.A. Davidson & CO.593,084$12.63M0.1%+4.1%0.000%
4/28/2025 Mutual Advisors LLC106,967$2.30M0.1%+1.7%0.000%
4/23/2025 Oppenheimer & Co. Inc.35,683$760K0.0%+13.2%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.70,265$1.50M0.0%-8.5%0.000%
4/22/2025 World Equity Group Inc.19,234$409K0.1%-3.6%0.000%
4/17/2025 Janney Montgomery Scott LLC26,399$562K0.0%+10.0%0.000%
4/9/2025 Capital CS Group LLC11,875$253K0.4%-61.5%0.000%
2/17/2025CoreCap Advisors LLC67,845$1.65M0.1%+11.6%0.000%
2/17/2025Bank of America Corp DE283,527$6.89M0.0%+3.7%0.000%
2/17/2025Ameriprise Financial Inc.42,414$1.03M0.0%-17.2%0.000%
2/14/2025Mercer Global Advisors Inc. ADV18,990$462K0.0%-30.2%0.000%
2/14/2025Stifel Financial Corp10,707$260K0.0%-42.5%0.000%
2/13/2025NewEdge Advisors LLC8,900$216K0.0%-10.1%0.000%
2/13/2025 Guggenheim Capital LLC340,300$8.27M0.1%+4.6%0.000%
2/13/2025 Rockefeller Capital Management L.P.18,405$447K0.0%-5.2%0.000%
2/13/2025Raymond James Financial Inc.108,378$2.63M0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.19,139$465K0.0%-54.8%0.000%
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2/13/2025Wells Fargo & Company MN950,203$23.10M0.0%-0.1%0.000%
2/12/2025Arete Wealth Advisors LLC33,264$806K0.1%+2.4%0.000%
2/12/2025 Everstar Asset Management LLC52,784$1.28M0.9%-2.8%0.000%
2/11/2025 LPL Financial LLC156,683$3.81M0.0%-3.6%0.000%
2/10/2025 Advisors Asset Management Inc.122,610$2.98M0.1%-16.9%0.000%
2/10/2025 GWN Securities Inc.8,481$208K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC47,288$1.15M0.0%+5.4%0.000%
2/7/2025 Moors & Cabot Inc.11,032$268K0.0%+14.5%0.000%
2/6/2025Raymond James Financial Inc.108,378$2.63M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC29,267$711K0.0%-6.6%0.000%
2/5/2025 Oppenheimer & Co. Inc.31,517$766K0.0%+3.3%0.000%
2/4/2025 World Equity Group Inc.19,950$485K0.1%+3.7%0.000%
2/3/2025 Private Advisor Group LLC27,802$676K0.0%+7.4%0.000%
1/31/2025 D.A. Davidson & CO.569,456$13.84M0.1%+2.7%0.000%
1/31/2025 Truist Financial Corp113,157$2.75M0.0%-20.3%0.000%
1/31/2025 J.W. Cole Advisors Inc.34,781$845K0.0%+47.1%0.000%
1/30/2025 Walkner Condon Financial Advisors LLC14,272$347K0.1%N/A0.000%
1/28/2025 Gilliland Jeter Wealth Management LLC17,037$414K0.1%-4.8%0.000%
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%
11/25/2024 Wilmington 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%
11/14/2024 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%
11/12/2024Centaurus 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%
9/23/2024Centaurus 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%
8/8/2024CoreCap 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%
7/31/2024 Commonwealth 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%
7/24/2024Herold Advisors Inc.22,725$510K0.1%+2.5%0.000%
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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%
5/17/2024Comerica 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%
4/30/2024 Commonwealth 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%
(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, 58 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 ($23.10M), D.A. Davidson & CO. ($12.40M), Bank of America Corp DE ($6.62M), Guggenheim Capital LLC ($6.05M), Royal Bank of Canada ($3.02M), and LPL Financial LLC ($2.71M).Learn more on Calamos Dynamic Convertible and Income Fund's institutional investors.

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

Of the 44 institutional investors that purchased Calamos Dynamic Convertible and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($216.76K), D.A. Davidson & CO. ($174.52K), Wolverine Asset Management LLC ($149.55K), International Assets Investment Management LLC ($113.31K), J.W. Cole Advisors Inc. ($113.31K), CoreCap Advisors LLC ($68.25K), and Bank of America Corp DE ($42.90K).

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

Institutional investors have bought a total of 760,367 shares in the last 24 months. This purchase volume represents approximately $17.64M in transactions.

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

Of the 27 institutional investors that sold Calamos Dynamic Convertible and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($60.92K), LPL Financial LLC ($35.37K), Truist Financial Corp ($31.94K), Envestnet Asset Management Inc. ($23.18K), Capital CS Group LLC ($18.98K), J.W. Cole Advisors Inc. ($9.90K), and Ameriprise Financial Inc. ($8.84K).

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

Institutional investors have sold a total of 248,646 shares in the last 24 months. This volume of shares sold represents approximately $5.83M in transactions.


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This page (NASDAQ:CCD) was last updated on 8/15/2025 by MarketBeat.com Staff
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