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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$20.92 -0.44 (-2.06%)
Closing price 04:00 PM Eastern
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$20.93 +0.01 (+0.05%)
As of 05:50 PM Eastern
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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)
35
Total
Institutional Inflows
(last 12 months)
$17.99M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$5.72M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.65,184$1.31M0.0%-2.2%0.000%
8/29/2025 Centaurus Financial Inc.5,019$101K0.0%-9.2%0.000%
8/19/2025 Newbridge Financial Services Group Inc.17,429$351K0.1%N/A0.000%
8/15/2025 Bank of America Corp DE328,473$6.62M0.0%+11.1%0.000%
8/15/2025 Ameriprise Financial Inc.48,501$978K0.0%+15.1%0.000%
8/14/2025 Raymond 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%
5/16/2025Advisors 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%
5/14/2025Samalin Investment Counsel LLC32,523$692K0.3%+12.2%0.000%
5/13/2025Elequin Capital LP5,143$109K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.11,640$248K0.0%-3.8%0.000%
5/7/2025LPL Financial LLC127,165$2.71M0.0%-18.8%0.000%
5/6/2025Tempus Wealth Planning LLC13,719$292K0.1%N/A0.000%
5/5/2025J.W. Cole Advisors Inc.113,307$2.41M0.1%+225.8%0.000%
5/5/2025Kestra Private Wealth Services LLC22,175$472K0.0%+18.7%0.000%
4/28/2025D.A. Davidson & CO.593,084$12.63M0.1%+4.1%0.000%
4/28/2025Mutual Advisors LLC106,967$2.30M0.1%+1.7%0.000%
4/23/2025Oppenheimer & Co. Inc.35,683$760K0.0%+13.2%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.70,265$1.50M0.0%-8.5%0.000%
4/22/2025World Equity Group Inc.19,234$409K0.1%-3.6%0.000%
4/17/2025Janney Montgomery Scott LLC26,399$562K0.0%+10.0%0.000%
4/9/2025Capital 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%
2/13/2025Envestnet 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%
2/5/2025Oppenheimer & Co. Inc.31,517$766K0.0%+3.3%0.000%
2/4/2025World Equity Group Inc.19,950$485K0.1%+3.7%0.000%
2/3/2025Private Advisor Group LLC27,802$676K0.0%+7.4%0.000%
1/31/2025D.A. Davidson & CO.569,456$13.84M0.1%+2.7%0.000%
1/31/2025Truist 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%
1/30/2025Walkner 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%
1/17/2025Mutual Advisors LLC105,133$2.50M0.1%-5.8%0.000%
1/17/2025Westside Investment Management Inc.1,667$41K0.0%N/A0.000%
1/14/2025Quad Cities Investment Group LLC17,129$416K0.2%+9.0%0.000%
1/14/2025Capital CS Group LLC30,854$750K1.0%+7.5%0.000%
1/13/2025Eastern Bank1,915$47K0.0%N/A0.000%
1/10/2025ORG 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%
10/25/2024Mutual Advisors LLC111,553$2.76M0.1%+1.2%0.000%
10/24/2024J.W. Cole Advisors Inc.23,639$600K0.0%N/A0.000%
10/22/2024International Assets Investment Management LLC113,309$28.78M0.0%N/A0.000%
10/16/2024Quad 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%
7/13/2024Quad Cities Investment Group LLC14,690$330K0.2%+59.1%0.000%
7/13/2024Capital CS Group LLC28,521$640K0.7%+4.1%0.000%
5/17/2024Comerica Bank6,771$148K0.0%-37.1%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, 60 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 45 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 777,796 shares in the last 24 months. This purchase volume represents approximately $17.99M in transactions.

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

Of the 28 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 ($28.85K), 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 244,092 shares in the last 24 months. This volume of shares sold represents approximately $5.72M in transactions.


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This page (NASDAQ:CCD) was last updated on 9/25/2025 by MarketBeat.com Staff
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