Mutual Advisors, LLC
Position in CCD — Calamos Dynamic Convertible & Income Fund
CIK 1694080
OMAHA, NE
Position in CCD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,484,755
+$120,212 QoQ
Shares Held
116,382
+2.7% QoQ
Ownership
0.407%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Mutual Advisors, LLC holds $49,888,835 across 60 Asset Management names. CCD ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
346,554 | $6,244,903 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
94,822 | $4,524,905 | |
| 3 | BLK |
BlackRock, Inc.
|
3,713 | $3,570,829 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
This page
|
116,382 | $2,484,755 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
178,542 | $2,053,233 | |
| 6 | TROW |
Price T Rowe Group Inc
|
22,000 | $1,983,080 | |
| 7 | BX |
Blackstone Inc.
|
16,959 | $1,950,115 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
104,985 | $1,743,800 |
All Filings in CCD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,484,755 | 116,382 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,364,543 | 113,353 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,390,333 | 113,609 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,256,423 | 111,898 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,277,327 | 106,967 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,555,257 | 105,133 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,833,446 | 111,553 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,472,708 | 110,192 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,179,934 | 110,209 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,951,850 | 104,713 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,215,936 | 101,929 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,051,317 | 96,306 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,773,184 | 86,539 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,700,086 | 84,877 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,685,226 | 78,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,845,209 | 71,938 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,858,980 | 59,034 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,677,050 | 55,148 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,402,026 | 44,980 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,275,202 | 39,875 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,181,477 | 41,941 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $963,019 | 42,090 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $864,129 | 40,954 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $594,002 | 35,633 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||