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Get Institutions for : 
Calamos Dynamic Convertible & Income Fund (CCD)  
$22.36 0.21 (0.95%) as of 4:30 Thu 5/2


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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  : 
3.70 (19.83%)  




 
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 1117 - 2023-12-31 955,046 $18,891,000 -18,318
   DAVIDSON D A & CO 180 - 2023-12-31 447,634 $8,854,000 65,672
   GUGGENHEIM CAPITAL LLC 418 - 2023-12-31 348,757 $6,898,000 25,440
   BANK OF AMERICA CORP /DE/ 2706 - 2023-12-31 327,817 $6,484,000 29,052
   MORGAN STANLEY 3670 - 2023-12-31 318,086 $6,292,000 1,598
   FIXED INCOME SECURITIES INC 243 - 2023-12-31 252,991 $5,004,000 -32,019
   BB&T CORP 1017 - 2023-12-31 163,724 $3,238,000 208
   LPL FINANCIAL CORP 2194 - 2023-12-31 127,056 $2,513,000 -5,379
   ROYAL BANK OF CANADA 2430 - 2023-12-31 120,339 $2,380,000 -23,161
   Mutual Advisors LLC 245 - 2023-12-31 110,209 $2,180,000 5,496
   UBS Group AG 2938 - 2023-12-31 90,655 $1,793,000 8,317
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1357 - 2024-03-31 79,402 $1,731,000 -1,256
   Advisor Group Holdings Inc. 2178 - 2023-12-31 70,227 $1,389,000 -17,274
   RAYMOND JAMES & ASSOCIATES 2400 - 2024-03-31 60,492 $1,319,000 10,941
   AMERIPRISE FINANCIAL INC 3047 - 2023-12-31 59,151 $1,170,000 -7,434
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1952 - 2024-03-31 53,527 $1,167,000 -1,468
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 240 - 2023-12-31 47,518 $940,000 33,915
   CoreCap Advisors LLC 263 - 2023-12-31 44,768 $886,000 -1,500
   COMMONWEALTH EQUITY SERVICES LLC. 2235 - 2023-12-31 42,984 $850,000 5,747
   ENVESTNET ASSET MANAGEMENT INC 3047 - 2023-12-31 40,645 $804,000 606
   Steward Partners Investment Advisory LLC 887 - 2023-12-31 32,350 $640,000 831
   OPPENHEIMER & CO INC 894 - 2023-12-31 31,599 $625,000 5,488
   WOLVERINE ASSET MANAGEMENT LLC 397 - 2023-12-31 30,240 $598,000 -68,487
   Capital CS Group LLC 29 - 2024-03-31 27,390 $597,000 -3,860
   Arete Wealth Advisors LLC 361 - 2023-12-31 30,156 $596,000 854
   SFI Advisors LLC 44 *New 2023-12-31 29,341 $580,000 29,341
   Tempus Wealth Planning LLC 107 - 2024-03-31 24,616 $537,000 0
   JANNEY MONTGOMERY SCOTT LLC 1905 - 2023-12-31 24,564 $486,000 0
   Herold Advisors Inc. 176 - 2023-12-31 21,430 $424,000 1,614
   STIFEL FINANCIAL CORP 2662 - 2023-12-31 21,045 $416,000 -10,306
   HPM Partners LLC - 2023-12-31 20,000 $395,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4094 *New 2023-12-31 19,789 $391,000 19,789
   KESTRA PRIVATE WEALTH SERVICES LLC 850 - 2023-12-31 18,505 $366,000 137
   Paragon Wealth Strategies LLC 26 - 2023-12-31 18,311 $362,000 123
   Gilliland Jeter Wealth Management LLC 120 - 2023-12-31 18,117 $358,000 0
   WEDBUSH MORGAN SECURITIES INC 696 - 2023-12-31 17,641 $349,000 2,315
   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
   Baird Financial Group Inc. 1551 - 2023-12-31 13,601 $269,000 -9,627
   Kestra Advisory Services LLC 1937 - 2023-12-31 12,864 $254,000 224
   MERCER GLOBAL ADVISORS INC /ADV 1720 - 2023-12-31 12,635 $250,000 0
   PRIMORIS WEALTH ADVISORS LLC 78 - 2023-12-31 11,700 $231,000 200
   Perennial Investment Advisors LLC 291 - 2023-12-31 11,273 $223,000 35
   CENTAURUS FINANCIAL INC. 571 - 2023-12-31 10,950 $217,000 -780
   COMERICA BANK 2219 - 2023-12-31 10,771 $213,000 1,500
   Semus Wealth Partners LLC - 2023-12-31 10,790 $213,000 -106
   Atria Wealth Solutions Inc. 1751 - 2023-12-31 10,278 $203,000 65
   Quad-Cities Investment Group LLC 167 *New 2024-03-31 9,232 $201,000 9,232
   ELEQUIN CAPITAL LP 116 - 2023-12-31 9,809 $194,000 -907
   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 531 - 2023-12-31 2,138 $42,000 0
   HALLMARK CAPITAL MANAGEMENT INC 231 - 2023-12-31 1,500 $30,000 0
   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
   J P MORGAN CHASE & CO 4892 *New 2023-12-31 1,315 $26,000 1,315
   NORTH STAR INVESTMENT MANAGEMENT CORP. 716 - 2023-12-31 950 $19,000 0
   McIlrath & Eck LLC 439 *New 2023-12-31 874 $17,000 874
   Independence Bank of Kentucky 418 - 2024-03-31 682 $15,000 0
   Creekmur Asset Management LLC - 2023-12-31 677 $13,000 0
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3216 *Closed 2023-12-31 0 $0 -200
   Goss Wealth Management LLC 3534 *Closed 2023-12-31 0 $0 -12,690
   FMR LLC 4756 - 2023-12-31 1 $0 0
   RVW Wealth LLC 145 *Closed 2024-03-31 0 $0 -12,903
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 976 *Closed 2023-12-31 0 $0 -500
   Ford Financial Group Inc. 19 *Closed 2023-03-31 0 $0 -11,238
   GRADIENT INVESTMENTS LLC 1479 *Closed 2024-03-31 0 $0 -161
   Lakeview Capital Partners LLC 407 *Closed 2023-12-31 0 $0 -10,828
   Householder Group Estate & Retirement Specialist L *Closed 2023-12-31 0 $0 -1,195
   PROEQUITIES INC. 7903 - 2023-12-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 6286 *Closed 2023-12-31 0 $0 -376
   Glassman Wealth Services 2094 - 2023-12-31 0 $0 -1,353
  76 Records found
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