Calamos Dynamic Convertible & Income Fund
CCD- Exchange
- Nasdaq
- SEC CIK
- 0001602584
In the last 90 days, Calamos Dynamic Convertible & Income Fund insiders filed 1 open-market purchase and 0 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $107.4M in total; no superinvestor holds it.
Q4 2022 vs. Q3 2022
How the institutions holding Calamos Dynamic Convertible & Income Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 53 | 2 | 50 | −1 |
| Shares | 4.18M | 22.7K | 4.10M | −50.7K (−1.2%) |
| Value | $83.6M | $455.4K | $84.0M | +$853.4K (+1.0%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cerity Partners LLC | 20,000 | $409.8K | 0.00% |
| Kestra Private Wealth Services, LLC | 15,986 | $327.6K | 0.02% |
| Semus Wealth Partners LLC | 11,669 | $239.1K | 0.29% |
| Atria Wealth Solutions, Inc. | 10,872 | $224.9K | 0.00% |
| Elequin Capital LP | 1,000 | $20.5K | 0.01% |
| Advisory Services Network, LLC | 966 | $19.8K | 0.00% |
| Independence Bank of Kentucky | 682 | $14.0K | 0.01% |
| South State Corp. | 167 | $3.42K | 0.00% |
Sold out (9)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Cetera Advisor Networks LLC | 28,394 | $569.0K |
| SFI Advisors, LLC | 13,338 | $267.0K |
| Tempus Wealth Planning, LLC | 10,116 | $203.0K |
| Householder Group Estate & Retirement Specialist, LLC | 1,195 | $23.0K |
| Ellis Investment Partners, LLC | 584 | $11.0K |
| US Bancorp | 258 | $5.00K |
| Tower Research Capital LLC (TRC) | 200 | $4.00K |
| JNBA Financial Advisors | 39 | $1.00K |
| Professional Financial Advisors, LLC | 5 | $0 |
Not filed for Q4 2022 yet (2)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Covington Capital Management | 20,000 | $401.0K |
| American Portfolios Advisors | 2,714 | $54.4K |