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Get Institutions for : 
Calamos Dynamic Convertible & Income Fund (CCD)  
$22.81 0.04 (0.18%) as of 4:30 Fri 5/17


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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  : 
4.15 (22.24%)  




 
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
   WELLS FARGO & CO/MN 1094 - 2024-03-31 949,112 $20,691,000 -5,934
   DAVIDSON D A & CO 166 - 2024-03-31 518,532 $11,304,000 70,898
   GUGGENHEIM CAPITAL LLC 407 - 2024-03-31 348,582 $7,599,000 -175
   MORGAN STANLEY 3617 - 2024-03-31 301,333 $6,569,000 -16,753
   BANK OF AMERICA CORP /DE/ 2800 - 2024-03-31 293,274 $6,393,000 -34,543
   FIXED INCOME SECURITIES INC 281 - 2024-03-31 214,278 $4,671,000 -38,713
   BB&T CORP 1046 - 2024-03-31 151,584 $3,305,000 -12,140
   LPL FINANCIAL CORP 2206 - 2024-03-31 129,205 $2,817,000 2,149
   ROYAL BANK OF CANADA 2287 - 2024-03-31 128,800 $2,808,000 8,461
   Mutual Advisors LLC 230 - 2024-03-31 110,601 $2,411,000 392
   UBS Group AG 2846 - 2024-03-31 105,511 $2,300,000 14,856
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1357 - 2024-03-31 79,402 $1,731,000 -1,256
   Advisor Group Holdings Inc. 1857 - 2024-03-31 73,776 $1,608,000 3,549
   RAYMOND JAMES & ASSOCIATES 2400 - 2024-03-31 60,492 $1,319,000 10,941
   AMERIPRISE FINANCIAL INC 2993 - 2024-03-31 58,290 $1,271,000 -861
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1952 - 2024-03-31 53,527 $1,167,000 -1,468
   COMMONWEALTH EQUITY SERVICES LLC. 2168 - 2024-03-31 49,354 $1,076,000 6,370
   ENVESTNET ASSET MANAGEMENT INC 3076 - 2024-03-31 41,216 $899,000 571
   CoreCap Advisors LLC 263 - 2023-12-31 44,768 $886,000 -1,500
   OPPENHEIMER & CO INC 886 - 2024-03-31 31,643 $690,000 44
   Steward Partners Investment Advisory LLC 932 - 2024-03-31 31,064 $677,000 -1,286
   Arete Wealth Advisors LLC 269 - 2024-03-31 30,885 $673,000 729
   MERCER GLOBAL ADVISORS INC /ADV 1171 - 2024-03-31 27,522 $600,000 14,887
   Capital CS Group LLC 29 - 2024-03-31 27,390 $597,000 -3,860
   Samalin Investment Counsel LLC 113 *New 2024-03-31 26,639 $581,000 26,639
   JANNEY MONTGOMERY SCOTT LLC 1916 - 2024-03-31 25,289 $551,000 725
   Tempus Wealth Planning LLC 107 - 2024-03-31 24,616 $537,000 0
   WEDBUSH MORGAN SECURITIES INC 639 - 2024-03-31 22,865 $498,000 5,224
   Herold Advisors Inc. 181 - 2024-03-31 22,160 $483,000 730
   HPM Partners LLC 1664 - 2024-03-31 20,000 $436,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 877 - 2024-03-31 18,805 $410,000 300
   STIFEL FINANCIAL CORP 2721 - 2024-03-31 18,435 $402,000 -2,610
   Gilliland Jeter Wealth Management LLC 122 - 2024-03-31 18,117 $395,000 0
   Rockefeller Capital Management L.P. 1534 *New 2024-03-31 16,992 $370,000 16,992
   Paragon Wealth Strategies LLC 26 - 2023-12-31 18,311 $362,000 123
   Kestra Advisory Services LLC 1907 - 2024-03-31 15,375 $335,000 2,511
   Apeiron RIA LLC 158 - 2024-03-31 15,234 $332,000 -126
   RAYMOND JAMES TRUST CO 983 *New 2024-03-31 13,670 $298,000 13,670
   DAYMARK WEALTH PARTNERS LLC 349 - 2024-03-31 13,200 $288,000 0
   PRIMORIS WEALTH ADVISORS LLC 81 - 2024-03-31 12,950 $282,000 1,250
   Baird Financial Group Inc. 1593 - 2024-03-31 12,260 $267,000 -1,341
   Perennial Investment Advisors LLC 281 - 2024-03-31 11,273 $246,000 0
   Semus Wealth Partners LLC 114 - 2024-03-31 10,356 $226,000 -434
   Atria Wealth Solutions Inc. 1723 - 2024-03-31 10,329 $225,000 51
   CENTAURUS FINANCIAL INC. 590 - 2024-03-31 10,028 $219,000 -922
   Goss Wealth Management LLC 1820 - 2024-03-31 9,300 $203,000 9,300
   Integrated Wealth Concepts LLC 1495 *New 2024-03-31 9,290 $203,000 9,290
   Quad-Cities Investment Group LLC 167 *New 2024-03-31 9,232 $201,000 9,232
   COMERICA BANK 2405 - 2024-03-31 6,771 $148,000 -4,000
   HARBOUR INVESTMENTS INC. 1208 - 2023-12-31 4,202 $83,000 61
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2215 - 2024-03-31 1,500 $33,000 1,500
   Ahrens Investment Partners LLC 402 *New 2023-03-31 1,405 $30,000 1,405
   HANSON MCCLAIN, INC. 1591 *New 2024-03-31 1,244 $27,000 1,244
   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
   ANCORA ADVISORS, LLC 1238 *New 2024-03-31 500 $11,000 500
   BAYSTATE WEALTH MANAGEMENT LLC 717 *New 2023-12-31 510 $10,000 510
   Sunbelt Securities Inc. 1266 - 2024-03-31 350 $8,000 0
   CALDWELL SUTTER CAPITAL INC. 641 - 2024-03-31 250 $5,000 0
   J P MORGAN CHASE & CO 5436 *Closed 2024-03-31 0 $0 -1,315
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5378 *Closed 2024-03-31 0 $0 -19,789
   SFI Advisors LLC 80 *Closed 2024-03-31 0 $0 -29,341
   RVW Wealth LLC 145 *Closed 2024-03-31 0 $0 -12,903
   McIlrath & Eck LLC 924 *Closed 2024-03-31 0 $0 -874
   PROEQUITIES INC. 5483 - 2024-03-31 0 $0 0
   Ford Financial Group Inc. 19 *Closed 2023-03-31 0 $0 -11,238
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 905 *Closed 2024-03-31 0 $0 -47,518
   GRADIENT INVESTMENTS LLC 1479 *Closed 2024-03-31 0 $0 -161
   FMR LLC 5353 *Closed 2024-03-31 0 $0 -1
   Glassman Wealth Services 1822 *Closed 2024-03-31 0 $0 0
   Creekmur Asset Management LLC 827 *Closed 2024-03-31 0 $0 -677
   ELEQUIN CAPITAL LP 380 *Closed 2024-03-31 0 $0 -9,809
   WOLVERINE ASSET MANAGEMENT LLC 1229 *Closed 2024-03-31 0 $0 -30,240
  76 Records found
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