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 2024 vs. Q3 2024
How the institutions holding Calamos Dynamic Convertible & Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 67 | 3 | 67 | +3 |
| Shares | 4.40M | 113.5K | 4.23M | −53.6K (−1.2%) |
| Value | $113.3M | $2.88M | $102.9M | −$7.55M (−6.8%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 108,378 | $2.63M | 0.00% |
| Walkner Condon Financial Advisors LLC | 14,272 | $346.9K | 0.07% |
| GWN Securities Inc. | 8,481 | $207.9K | 0.06% |
| Eastern Bank | 1,915 | $46.5K | 0.00% |
| ORG Partners LLC | 1,885 | $45.8K | 0.01% |
| Westside Investment Management, Inc. | 1,667 | $40.5K | 0.01% |
| JPMorgan Chase & Co | 200 | $4.86K | 0.00% |
| Wingate Wealth Advisors, Inc. | 200 | $4.86K | 0.00% |
| FMR LLC | 1 | $24 | 0.00% |
Sold out (6)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| International Assets Investment Management, LLC | 113,309 | $4.46M |
| Cetera Investment Advisers | 9,867 | $250.6K |
| Semus Wealth Partners LLC | 8,189 | $208.0K |
| Perennial Investment Advisors, LLC | 7,998 | $203.1K |
| Northwestern Mutual Wealth Management Co | 4,427 | $112.4K |
| Spire Wealth Management | 559 | $14.2K |
Not filed for Q4 2024 yet (3)
Institutions that held Calamos Dynamic Convertible & Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 50,798 | $1.29M |
| Raymond James Financial Services Advisors, Inc. | 49,046 | $1.25M |
| Raymond James Trust N.A. | 13,670 | $347.2K |