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.
Q2 2023 vs. Q1 2023
How the institutions holding Calamos Dynamic Convertible & Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 56 | 2 | 57 | +3 |
| Shares | 4.39M | 2.60K | 4.37M | −16.6K (−0.4%) |
| Value | $87.6M | $54.9K | $95.0M | +$7.39M (+8.4%) |
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 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 Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CoreCap Advisors, LLC | 77,523 | $1.69M | 0.12% |
| Daymark Wealth Partners, LLC | 11,200 | $243.5K | 0.02% |
| Washington Trust Co | 2,296 | $49.9K | 0.00% |
| Hallmark Capital Management Inc | 1,500 | $32.6K | 0.00% |
| CWM, LLC | 800 | $17.0K | 0.00% |
| Caldwell Sutter Capital, Inc. | 650 | $14.1K | 0.01% |
| Cary Street Partner Investment Advisory LLC | 500 | $10.9K | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | $2.17K | 0.00% |
Sold out (5)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 6,000 | $127.8K |
| Accel Wealth Management | 1,872 | $39.9K |
| Advisory Services Network, LLC | 621 | $13.2K |
| Northwestern Mutual Wealth Management Co | 501 | $10.7K |
| Stonebridge Capital Advisors LLC | 300 | $6.39K |
Not filed for Q2 2023 yet (2)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 1,405 | $29.9K |
| Householder Group Estate & Retirement Specialist, LLC | 1,195 | $25.0K |