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 2023 vs. Q3 2023
How the institutions holding Calamos Dynamic Convertible & Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 62 | 64 | +2 |
| Shares | 4.26M | 4.33M | +64.3K (+1.5%) |
| Value | $79.5M | $85.6M | +$6.12M (+7.7%) |
New holders (9)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SFI Advisors, LLC | 29,341 | $580.4K | 0.50% |
| Tempus Wealth Planning, LLC | 24,616 | $486.9K | 0.21% |
| Susquehanna International Group, LLP | 19,789 | $391.4K | 0.00% |
| Gilliland Jeter Wealth Management LLC | 18,117 | $358.4K | 0.15% |
| JPMorgan Chase & Co | 1,315 | $26.0K | 0.00% |
| McIlrath & Eck, LLC | 874 | $17.3K | 0.00% |
| Creekmur Asset Management LLC | 677 | $13.4K | 0.00% |
| Baystate Wealth Management LLC | 510 | $10.1K | 0.00% |
| Gradient Investments LLC | 161 | $3.19K | 0.00% |
Sold out (7)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| GWM Advisors LLC | 12,690 | $236.5K |
| Lakeview Capital Partners, LLC | 10,828 | $201.8K |
| Glassman Wealth Services | 1,353 | $25.2K |
| Householder Group Estate & Retirement Specialist, LLC | 1,195 | $22.3K |
| Cary Street Partner Investment Advisory LLC | 500 | $9.32K |
| Tower Research Capital LLC (TRC) | 376 | $7.01K |
| Northwestern Mutual Wealth Management Co | 200 | $3.73K |