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Calamos Dynamic Convertible and Income Fund (CCD) Institutional Ownership

Calamos Dynamic Convertible and Income Fund logo
$24.25 +0.08 (+0.33%)
As of 04:00 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)
42
Total
Institutional Inflows
(last 12 months)
$24.92M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$11.08M
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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
8/22/2026 Advisory Solutions Group LLC40,541$1.05M0.3%N/A0.000%
8/21/2026 Continuum Advisory LLC2,617$67K0.0%N/A0.000%
8/21/2026 Triumph Capital Management2,420$62K0.0%-14.2%0.000%
8/17/2026 Bank of America Corp DE302,213$7.79M0.0%N/A0.000%
8/12/2026 Capital CS Group LLC10,920$281K0.2%N/A0.000%
8/12/2026 Landscape Capital Management L.L.C.60,762$1.57M0.1%N/A0.000%
8/11/2026 Allworth Financial LP1,000$26K0.0%N/A0.000%
8/8/2026 Harborfront Financial Group LLC1,245$32K0.1%N/A0.000%
7/9/2026 World Equity Group Inc.23,119$596K0.1%-50.0%0.000%
7/7/2026 Quad Cities Investment Group LLC17,038$439K0.2%+2.8%0.000%
7/7/2026 CoreCap Advisors LLC35,227$908K0.0%+20.6%0.000%
5/19/2026 Western Wealth Management LLC2,500$53K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE314,124$6.71M0.0%+3.5%0.000%
5/18/2026 Royal Bank of Canada185,980$3.97M0.0%+4.5%0.000%
5/7/2026 World Equity Group Inc.46,266$988K0.3%+106.7%0.000%
5/5/2026 D.A. Davidson & CO.622,462$13.29M0.1%+3.9%0.000%
5/2/2026 International Assets Investment Management LLC14,017$310K0.0%+4.7%0.000%
5/1/2026 Fifth Third Bancorp7,540$161K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC32,209$688K0.0%+25.9%0.000%
4/27/2026 Private Advisor Group LLC27,395$585K0.0%+8.9%0.000%
4/22/2026 Janney Montgomery Scott LLC40,945$874K0.0%+78.4%0.000%
4/20/2026 Kestra Private Wealth Services LLC17,979$384K0.0%-17.3%0.000%
4/17/2026 PMG Family Office LLC57,566$1.23M1.4%+4.0%0.000%
4/17/2026 Everstar Asset Management LLC42,114$899K0.5%-4.5%0.000%
3/17/2026 Rockefeller Capital Management L.P.29,530$616K0.0%-6.7%0.000%
2/18/2026 Readystate Asset Management LP58,054$1.21M0.0%+144.0%0.000%
2/17/2026 Guggenheim Capital LLC257,289$5.36M0.0%+4.2%0.000%
2/17/2026 Abel Hall LLC10,000$209K0.0%N/A0.000%
2/17/2026 Cetera Investment Advisers12,380$258K0.0%-17.4%0.000%
2/17/2026 Osaic Holdings Inc.59,861$1.25M0.0%-11.2%0.000%
2/17/2026 &PARTNERS139,243$2.91M0.0%-20.6%0.000%
2/17/2026 Royal Bank of Canada177,912$3.71M0.0%+12.3%0.000%
2/16/2026 Landscape Capital Management L.L.C.159,979$3.34M0.2%-58.9%0.000%
2/16/2026 Arax Advisory Partners11,543$241K0.0%+1,137.2%0.000%
2/13/2026 Kestra Advisory Services LLC25,574$533K0.0%+6.7%0.000%
2/13/2026 Stifel Financial Corp17,299$361K0.0%N/A0.000%
2/13/2026 Quarry LP21,574$450K0.1%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC11,616$242K0.0%-6.5%0.000%
2/13/2026 Wells Fargo & Company MN439,585$9.17M0.0%-7.0%0.000%
2/12/2026 Triumph Capital Management2,620$55K0.0%-14.7%0.000%
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2/12/2026 Commonwealth Equity Services LLC77,412$1.62M0.0%+41.0%0.000%
2/12/2026 Steward Partners Investment Advisory LLC25,588$534K0.0%-15.4%0.000%
2/11/2026 LPL Financial LLC147,629$3.08M0.0%-0.6%0.000%
2/11/2026 J.W. Cole Advisors Inc.99,952$2.09M0.0%-3.7%0.000%
2/3/2026 International Assets Investment Management LLC13,382$279K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC64,085$1.34M0.0%-14.8%0.000%
2/2/2026 Truist Financial Corp108,792$2.27M0.0%+1.4%0.000%
2/2/2026 Oppenheimer & Co. Inc.34,513$720K0.0%-5.0%0.000%
1/30/2026 Samalin Investment Counsel LLC41,183$859K0.3%+3.3%0.000%
1/29/2026 D.A. Davidson & CO.599,113$12.50M0.1%-5.2%0.000%
1/29/2026 Kestra Private Wealth Services LLC21,736$453K0.0%-11.6%0.000%
1/29/2026 UBS Group AG104,249$2.18M0.0%+4.7%0.000%
1/28/2026 Absolute Investment Advisers LLC33,118$724K0.1%N/A0.000%
1/28/2026 PMG Family Office LLC55,373$1.16M1.3%-18.4%0.000%
1/15/2026 Brookstone Capital Management11,882$248K0.0%N/A0.000%
1/13/2026 CoreCap Advisors LLC65,335$1.36M0.0%-5.8%0.000%
1/9/2026 Capital CS Group LLC21,509$449K0.7%+14.3%0.000%
12/23/2025 Triumph Capital Management3,070$65K0.0%N/A0.000%
12/22/2025 PMG Family Office LLC67,865$1.43M1.6%N/A0.000%
11/18/2025 Advisory Services Network LLC1,657$35K0.0%N/A0.000%
11/17/2025 Kestra Private Wealth Services LLC24,592$517K0.0%+4.7%0.000%
11/17/2025 Triumph Capital Management3,070$65K0.0%N/A0.000%
11/17/2025 Moors & Cabot Inc.15,521$327K0.0%+5.4%0.000%
11/17/2025 Integrated Wealth Concepts LLC12,419$261K0.0%+18.1%0.000%
11/17/2025 Citadel Advisors LLC24,440$514K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE328,981$6.92M0.0%+0.2%0.000%
11/17/2025 Ameriprise Financial Inc.47,547$1M0.0%-2.0%0.000%
11/14/2025 Raymond James Financial Inc.90,782$1.91M0.0%-7.3%0.000%
11/13/2025 Landscape Capital Management L.L.C.388,963$8.18M0.5%+90.8%0.000%
11/13/2025 UBS Group AG99,615$2.10M0.0%-8.5%0.000%
11/7/2025 Readystate Asset Management LP23,793$501K0.0%-4.0%0.000%
11/6/2025 Advisors Asset Management Inc.46,850$986K0.0%-61.0%0.000%
11/6/2025 Oppenheimer & Co. Inc.36,334$764K0.0%+1.9%0.000%
11/5/2025 Envestnet Asset Management Inc.17,578$370K0.0%-8.2%0.000%
11/4/2025 Mutual Advisors LLC113,609$2.41M0.1%+1.5%0.000%
10/30/2025 Samalin Investment Counsel LLC39,861$839K0.3%+12.5%0.000%
10/28/2025 Wolverine Asset Management LLC75,247$1.58M0.0%+48.1%0.000%
10/22/2025 CoreCap Advisors LLC69,370$1.46M0.1%-13.4%0.000%
10/22/2025 D.A. Davidson & CO.631,809$13.29M0.1%+2.8%0.000%
10/16/2025 Quad Cities Investment Group LLC15,995$337K0.1%-11.1%0.000%
10/14/2025 Apeiron RIA LLC10,140$222K0.0%-15.2%0.000%
10/14/2025 Farther Finance Advisors LLC2,460$52K0.0%N/A0.000%
10/10/2025 Sound Income Strategies LLC1,213$27K0.0%N/A0.000%
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%
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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%
7/25/2025Atria 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%


CCD Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 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 ($7.79M), Guggenheim Capital LLC ($5.36M), Royal Bank of Canada ($3.97M), LPL Financial LLC ($3.08M), and &PARTNERS ($2.91M).Learn more on Calamos Dynamic Convertible and Income Fund's institutional investors.

Of the 57 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: Bank of America Corp DE ($356.31K), Landscape Capital Management L.L.C. ($245.89K), Raymond James Financial Inc. ($216.76K), International Assets Investment Management LLC ($127.33K), J.W. Cole Advisors Inc. ($113.31K), D.A. Davidson & CO. ($107.31K), and Wolverine Asset Management LLC ($75.25K).

Institutional investors have bought a total of 1,089,156 shares in the last 24 months. This purchase volume represents approximately $24.92M in transactions.

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: Landscape Capital Management L.L.C. ($228.98K), Advisors Asset Management Inc. ($73.39K), &PARTNERS ($36.18K), Wells Fargo & Company MN ($33.11K), D.A. Davidson & CO. ($32.70K), World Equity Group Inc. ($23.15K), and CoreCap Advisors LLC ($14.76K).

Institutional investors have sold a total of 524,837 shares in the last 24 months. This volume of shares sold represents approximately $11.08M in transactions.


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Institutional ownership data for NASDAQ:CCD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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