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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$25.45 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$25.48 +0.03 (+0.12%)
As of 07/2/2026 04:10 PM 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 Massive. 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)
40
Total
Institutional Inflows
(last 12 months)
$17.14M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$10.85M
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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
5/19/2026Western Wealth Management LLC2,500$53K0.0%N/A0.000%
5/19/2026Bank of America Corp DE314,124$6.71M0.0%+3.5%0.000%
5/18/2026Royal Bank of Canada185,980$3.97M0.0%+4.5%0.000%
5/7/2026World Equity Group Inc.46,266$988K0.3%+106.7%0.000%
5/5/2026D.A. Davidson & CO.622,462$13.29M0.1%+3.9%0.000%
5/2/2026International Assets Investment Management LLC14,017$310K0.0%+4.7%0.000%
5/1/2026Fifth Third Bancorp7,540$161K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC32,209$688K0.0%+25.9%0.000%
4/27/2026Private Advisor Group LLC27,395$585K0.0%+8.9%0.000%
4/22/2026Janney Montgomery Scott LLC40,945$874K0.0%+78.4%0.000%
4/20/2026Kestra Private Wealth Services LLC17,979$384K0.0%-17.3%0.000%
4/17/2026PMG Family Office LLC57,566$1.23M1.4%+4.0%0.000%
4/17/2026Everstar Asset Management LLC42,114$899K0.5%-4.5%0.000%
3/17/2026Rockefeller Capital Management L.P.29,530$616K0.0%-6.7%0.000%
2/18/2026Readystate Asset Management LP58,054$1.21M0.0%+144.0%0.000%
2/17/2026Guggenheim Capital LLC257,289$5.36M0.0%+4.2%0.000%
2/17/2026Abel Hall LLC10,000$209K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers12,380$258K0.0%-17.4%0.000%
2/17/2026Osaic Holdings Inc.59,861$1.25M0.0%-11.2%0.000%
2/17/2026&PARTNERS139,243$2.91M0.0%-20.6%0.000%
2/17/2026Royal Bank of Canada177,912$3.71M0.0%+12.3%0.000%
2/16/2026Landscape Capital Management L.L.C.159,979$3.34M0.2%-58.9%0.000%
2/16/2026Arax Advisory Partners11,543$241K0.0%+1,137.2%0.000%
2/13/2026Kestra Advisory Services LLC25,574$533K0.0%+6.7%0.000%
2/13/2026Stifel Financial Corp17,299$361K0.0%N/A0.000%
2/13/2026Quarry LP21,574$450K0.1%N/A0.000%
2/13/2026Integrated Wealth Concepts LLC11,616$242K0.0%-6.5%0.000%
2/13/2026Wells Fargo & Company MN439,585$9.17M0.0%-7.0%0.000%
2/12/2026Triumph Capital Management2,620$55K0.0%-14.7%0.000%
2/12/2026Commonwealth Equity Services LLC77,412$1.62M0.0%+41.0%0.000%
2/12/2026Steward Partners Investment Advisory LLC25,588$534K0.0%-15.4%0.000%
2/11/2026LPL Financial LLC147,629$3.08M0.0%-0.6%0.000%
2/11/2026J.W. Cole Advisors Inc.99,952$2.09M0.0%-3.7%0.000%
2/3/2026International Assets Investment Management LLC13,382$279K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC64,085$1.34M0.0%-14.8%0.000%
2/2/2026Truist Financial Corp108,792$2.27M0.0%+1.4%0.000%
2/2/2026Oppenheimer & Co. Inc.34,513$720K0.0%-5.0%0.000%
1/30/2026Samalin Investment Counsel LLC41,183$859K0.3%+3.3%0.000%
1/29/2026D.A. Davidson & CO.599,113$12.50M0.1%-5.2%0.000%
1/29/2026Kestra Private Wealth Services LLC21,736$453K0.0%-11.6%0.000%
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1/29/2026UBS Group AG104,249$2.18M0.0%+4.7%0.000%
1/28/2026Absolute Investment Advisers LLC33,118$724K0.1%N/A0.000%
1/28/2026PMG Family Office LLC55,373$1.16M1.3%-18.4%0.000%
1/15/2026Brookstone Capital Management11,882$248K0.0%N/A0.000%
1/13/2026CoreCap Advisors LLC65,335$1.36M0.0%-5.8%0.000%
1/9/2026Capital CS Group LLC21,509$449K0.7%+14.3%0.000%
12/23/2025Triumph Capital Management3,070$65K0.0%N/A0.000%
12/22/2025PMG Family Office LLC67,865$1.43M1.6%N/A0.000%
11/18/2025Advisory Services Network LLC1,657$35K0.0%N/A0.000%
11/17/2025Kestra Private Wealth Services LLC24,592$517K0.0%+4.7%0.000%
11/17/2025Triumph Capital Management3,070$65K0.0%N/A0.000%
11/17/2025Moors & Cabot Inc.15,521$327K0.0%+5.4%0.000%
11/17/2025Integrated Wealth Concepts LLC12,419$261K0.0%+18.1%0.000%
11/17/2025Citadel Advisors LLC24,440$514K0.0%N/A0.000%
11/17/2025Bank of America Corp DE328,981$6.92M0.0%+0.2%0.000%
11/17/2025Ameriprise Financial Inc.47,547$1M0.0%-2.0%0.000%
11/14/2025Raymond James Financial Inc.90,782$1.91M0.0%-7.3%0.000%
11/13/2025Landscape Capital Management L.L.C.388,963$8.18M0.5%+90.8%0.000%
11/13/2025UBS Group AG99,615$2.10M0.0%-8.5%0.000%
11/7/2025Readystate Asset Management LP23,793$501K0.0%-4.0%0.000%
11/6/2025Advisors Asset Management Inc.46,850$986K0.0%-61.0%0.000%
11/6/2025Oppenheimer & Co. Inc.36,334$764K0.0%+1.9%0.000%
11/5/2025Envestnet Asset Management Inc.17,578$370K0.0%-8.2%0.000%
11/4/2025Mutual Advisors LLC113,609$2.41M0.1%+1.5%0.000%
10/30/2025Samalin Investment Counsel LLC39,861$839K0.3%+12.5%0.000%
10/28/2025Wolverine Asset Management LLC75,247$1.58M0.0%+48.1%0.000%
10/22/2025CoreCap Advisors LLC69,370$1.46M0.1%-13.4%0.000%
10/22/2025D.A. Davidson & CO.631,809$13.29M0.1%+2.8%0.000%
10/16/2025Quad Cities Investment Group LLC15,995$337K0.1%-11.1%0.000%
10/14/2025Apeiron RIA LLC10,140$222K0.0%-15.2%0.000%
10/14/2025Farther Finance Advisors LLC2,460$52K0.0%N/A0.000%
10/10/2025Sound Income Strategies LLC1,213$27K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.65,184$1.31M0.0%-2.2%0.000%
8/29/2025Centaurus Financial Inc.5,019$101K0.0%-9.2%0.000%
8/19/2025Newbridge Financial Services Group Inc.17,429$351K0.1%N/A0.000%
8/15/2025Bank of America Corp DE328,473$6.62M0.0%+11.1%0.000%
8/15/2025Ameriprise Financial Inc.48,501$978K0.0%+15.1%0.000%
8/14/2025Raymond James Financial Inc.97,895$1.97M0.0%-2.0%0.000%
8/13/2025Guggenheim Capital LLC300,471$6.05M0.0%-1.4%0.000%
8/12/2025J.W. Cole Advisors Inc.103,408$2.09M0.0%-8.7%0.000%
8/12/2025Advisors Asset Management Inc.120,238$2.42M0.0%-0.6%0.000%
8/8/2025Rockefeller Capital Management L.P.28,405$573K0.0%+34.9%0.000%
8/7/2025Samalin Investment Counsel LLC35,428$714K0.3%+8.9%0.000%
8/6/2025Moors & Cabot Inc.14,723$297K0.0%+34.2%0.000%
8/4/2025Wolverine Asset Management LLC50,818$1.03M0.0%N/A0.000%
7/30/2025D.A. Davidson & CO.614,841$12.40M0.1%+3.7%0.000%
7/28/2025Mutual Advisors LLC111,898$2.33M0.1%+4.6%0.000%
7/25/2025Atria Wealth Solutions Inc.12,637$255K0.0%+8.6%0.000%
7/18/2025Truist Financial Corp107,338$2.17M0.0%+1.8%0.000%
7/17/2025Janney Montgomery Scott LLC25,164$507K0.0%-4.7%0.000%
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7/14/2025Capital 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%


CCD Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of Calamos Dynamic Convertible and Income Fund. The most heavily invested institutionals were D.A. Davidson & CO. ($13.29M), Wells Fargo & Company MN ($9.17M), Bank of America Corp DE ($6.71M), Guggenheim Capital LLC ($5.36M), Royal Bank of Canada ($3.97M), Landscape Capital Management L.L.C. ($3.34M), and LPL Financial LLC ($3.08M).Learn more on Calamos Dynamic Convertible and Income Fund's institutional investors.

Of the 56 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), Landscape Capital Management L.L.C. ($185.13K), D.A. Davidson & CO. ($136.63K), International Assets Investment Management LLC ($127.33K), J.W. Cole Advisors Inc. ($113.31K), Wolverine Asset Management LLC ($75.25K), and PMG Family Office LLC ($70.06K).

Institutional investors have bought a total of 821,597 shares in the last 24 months. This purchase volume represents approximately $17.14M in transactions.

Of the 29 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: Landscape Capital Management L.L.C. ($228.98K), Advisors Asset Management Inc. ($74.06K), &PARTNERS ($36.18K), Wells Fargo & Company MN ($33.11K), D.A. Davidson & CO. ($32.70K), CoreCap Advisors LLC ($14.76K), and J.W. Cole Advisors Inc. ($13.77K).

Institutional investors have sold a total of 519,767 shares in the last 24 months. This volume of shares sold represents approximately $10.85M in transactions.


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This page (NASDAQ:CCD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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