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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$21.50 -0.09 (-0.42%)
As of 04/30/2025 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)
28
Total
Institutional Inflows
(last 12 months)
$15.35M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$5.73M
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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
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%
2/13/2025Guggenheim Capital LLC340,300$8.27M0.1%+4.6%0.000%
2/13/2025Rockefeller 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%
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%
2/12/2025Everstar Asset Management LLC52,784$1.28M0.9%-2.8%0.000%
2/11/2025LPL Financial LLC156,683$3.81M0.0%-3.6%0.000%
2/10/2025Advisors Asset Management Inc.122,610$2.98M0.1%-16.9%0.000%
2/10/2025GWN Securities Inc.8,481$208K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC47,288$1.15M0.0%+5.4%0.000%
2/7/2025Moors & Cabot Inc.11,032$268K0.0%+14.5%0.000%
2/6/2025Raymond James Financial Inc.108,378$2.63M0.0%N/A0.000%
2/6/2025Steward 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%
2/3/2025Private 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%
1/31/2025J.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%
1/28/2025Gilliland Jeter Wealth Management LLC17,037$414K0.1%-4.8%0.000%
1/17/2025Apeiron 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%
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1/13/2025Eastern 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%
11/13/2024 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%
11/8/2024Moors & 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%
11/6/2024 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%
10/24/2024J.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%
8/21/2024 Truist 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%
8/1/2024 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%
7/24/2024Herold Advisors Inc.22,725$510K0.1%+2.5%0.000%
7/19/2024Raymond James & Associates61,271$1.38M0.0%+1.3%0.000%
7/19/2024 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%
5/14/2024Advisors 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%
2/26/2024Centaurus Financial Inc.10,950$217K0.0%-6.6%0.000%
2/12/2024Steward Partners Investment Advisory LLC32,350$640K0.0%+2.6%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.80,658$1.60M0.0%-1.6%0.000%
2/9/2024 D.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%
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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%
11/8/2023 D.A. Davidson & CO.381,962$7.12M0.1%+3.4%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, 59 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. ($12.63M), Guggenheim Capital LLC ($8.27M), Bank of America Corp DE ($6.89M), LPL Financial LLC ($3.81M), and Advisors Asset Management Inc. ($2.98M).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: Raymond James Financial Inc. ($216.76K), D.A. Davidson & CO. ($183.82K), International Assets Investment Management LLC ($113.31K), Wolverine Asset Management LLC ($98.73K), CoreCap Advisors LLC ($68.25K), Guggenheim Capital LLC ($56.97K), and Arete Wealth Advisors LLC ($53.95K).

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

Institutional investors have bought a total of 1,203,414 shares in the last 24 months. This purchase volume represents approximately $26.80M in transactions.

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

Of the 32 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. ($129.24K), Commonwealth Equity Services LLC ($95.80K), Wolverine Asset Management LLC ($68.49K), Truist Financial Corp ($36.82K), Guggenheim Capital LLC ($27.15K), Raymond James & Associates ($25.61K), and Capital CS Group LLC ($24.79K).

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

Institutional investors have sold a total of 552,018 shares in the last 24 months. This volume of shares sold represents approximately $11.99M in transactions.



This page (NASDAQ:CCD) was last updated on 5/1/2025 by MarketBeat.com Staff
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