Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Calamos Dynamic Convertible & Income Fund (CCD)  
$22.25 0.09 (0.41%) as of 4:30 Fri 5/31


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    0
Total shares held : 
4,302,178  
% of shares held : 
17.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
45,062  
% of shares held change : 
  0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.52  
Last Quarter's Ending Price : 
$19.78  
Last Quarter's Average Price
$18.66  
Change from last quarter's     
avg. price to the last closing  : 
3.59 (19.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 51,990
 1.21%
 
Increased Positions :
26
 228,118
 5.3%
 
Unchanged Positions :
14
 109,336
 2.54%
 
Decreased Positions :
17
-209,257
-4.86%
 
Closed Positions :
6
-25,789
-0.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Tempus Wealth Planning LLC 107 - 2024-03-31 24,616 $537,000 0
   HPM Partners LLC 1664 - 2024-03-31 20,000 $436,000 0
   Gilliland Jeter Wealth Management LLC 122 - 2024-03-31 18,117 $395,000 0
   DAYMARK WEALTH PARTNERS LLC 349 - 2024-03-31 13,200 $288,000 0
   Perennial Investment Advisors LLC 281 - 2024-03-31 11,273 $246,000 0
   WASHINGTON TRUST CO 443 - 2024-03-31 2,296 $50,000 0
   Investors Research Corp 506 - 2024-03-31 2,138 $47,000 0
   HALLMARK CAPITAL MANAGEMENT INC 225 - 2024-03-31 1,500 $33,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 733 - 2024-03-31 950 $21,000 0
   Independence Bank of Kentucky 418 - 2024-03-31 682 $15,000 0
   Sunbelt Securities Inc. 1266 - 2024-03-31 350 $8,000 0
   CALDWELL SUTTER CAPITAL INC. 641 - 2024-03-31 250 $5,000 0
   PROEQUITIES INC. 5483 - 2024-03-31 0 $0 0
   Glassman Wealth Services 1822 *Closed 2024-03-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results