Skip to main content
Equibles

CCD

Calamos Dynamic Convertible & Income Fund

Company with tickers: CCD

CIK
1602584
CUSIP
12811V105
Shares Outstanding
28,582,859
13F Activity (30d)
32 filings 30 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 66
Total Value: $82,102,463
Total Shares: 3,845,550

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 66 13F filers · Δ vs Dec 31, 2025
Top Holder
16.2%
Jun 2023 → Mar 2026 · range 14.0% – 59.6%
+2.0 pts
Top 5
48.6%
Jun 2023 → Mar 2026 · range 45.5% – 100.0%
+3.1 pts
Top 10
67.0%
Jun 2023 → Mar 2026 · range 63.0% – 100.0%
+4.0 pts
HHI
656
Jun 2023 → Mar 2026 · range 567 – 4,323
Broadly held +89

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
25
Decreased
21
Sold Out
12
Unchanged
14
Holder count: -6
Institutional value: -6.9%
Shares held: -9.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega LPL Financial LLC +23,931 171,560
Small WORLD EQUITY GROUP, INC. +23,882 46,266
Mid D.A. DAVIDSON & CO. +23,349 622,462
Mega RAYMOND JAMES FINANCIAL INC +20,150 102,825
Large Janney Montgomery Scott LLC +17,990 40,945

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. −65,402 94,577
Large GUGGENHEIM CAPITAL LLC −44,471 212,818
Small CoreCap Advisors, LLC −36,130 29,205
Large &PARTNERS −35,548 103,695
Mega MORGAN STANLEY −27,012 295,996

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Advisors Asset Management, Inc. 38,116 $813,776
Large FIFTH THIRD BANCORP 7,540 $160,979
Mid Western Wealth Management, LLC 2,500 $53,375
Mid Advisory Services Network, LLC 1,857 $39,646
Micro Osbon Capital Management LLC 660 $14,091

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid J.W. COLE ADVISORS, INC. 99,952 $2,084,998
Mid WOLVERINE ASSET MANAGEMENT LLC 64,085 $1,336,813
Mid READYSTATE ASSET MANAGEMENT LP 58,054 $1,211,006
Small ABSOLUTE INVESTMENT ADVISERS, LLC 33,118 $690,841
Small Quarry LP 21,574 $450,033
Filter: New 6 Increased 25 Reduced 21 Sold out 12 Unchanged 14
Showing 66 of 66
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid D.A. DAVIDSON & CO. $13,289,563 16.19% 622,462
Mega WELLS FARGO & COMPANY/MN $9,067,601 11.04% 424,712
Mega BANK OF AMERICA CORP /DE/ Bank $6,706,547 8.17% 314,124
Mega MORGAN STANLEY $6,319,514 7.70% 295,996
Large GUGGENHEIM CAPITAL LLC $4,543,664 5.53% 212,818
Mega ROYAL BANK OF CANADA Bank $3,970,673 4.84% 185,980
Mega LPL Financial LLC $3,662,806 4.46% 171,560
Mega UBS Group AG $2,605,639 3.17% 122,044
Mid Mutual Advisors, LLC $2,484,755 3.03% 116,382
Large TRUIST FINANCIAL CORP $2,362,078 2.88% 110,636
Large &PARTNERS $2,213,888 2.70% 103,695
Mega RAYMOND JAMES FINANCIAL INC $2,195,312 2.67% 102,825
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,019,217 2.46% 94,577
Large COMMONWEALTH EQUITY SERVICES, LLC $1,610,195 1.96% 75,419
Large Cambridge Investment Research Advisors, Inc. $1,255,614 1.53% 58,811
Micro PMG Family Office LLC Family Office $1,229,034 1.50% 57,566
Mega AMERIPRISE FINANCIAL INC $1,179,502 1.44% 55,246
Large OSAIC HOLDINGS, INC. $1,060,027 1.29% 49,650
Small WORLD EQUITY GROUP, INC. $987,779 1.20% 46,266
Micro Everstar Asset Management, LLC $899,133 1.10% 42,114
Large Janney Montgomery Scott LLC $874,175 1.06% 40,945
Mid Advisors Asset Management, Inc. $813,776 0.99% 38,116
Small Samalin Investment Counsel, LLC $768,301 0.94% 35,986
Mid OPPENHEIMER & CO INC $735,251 0.90% 34,438
Small Herold Advisors, Inc. $705,980 0.86% 33,067
Large Kestra Advisory Services, LLC $687,662 0.84% 32,209
Large Rockefeller Capital Management L.P. $631,746 0.77% 29,590
Small CoreCap Advisors, LLC $623,526 0.76% 29,205
Mid Private Advisor Group, LLC $584,883 0.71% 27,395
Mega CITADEL ADVISORS LLC $453,495 0.55% 21,241
Mega ENVESTNET ASSET MANAGEMENT INC $410,688 0.50% 19,236
Large STIFEL FINANCIAL CORP $398,753 0.49% 18,677
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $383,851 0.47% 17,979
Micro Capital CS Group, LLC $377,339 0.46% 17,674
Small Gilliland Jeter Wealth Management LLC $370,913 0.45% 17,373
Large Steward Partners Investment Advisory, LLC $354,068 0.43% 16,584
Small Quad-Cities Investment Group, LLC $353,705 0.43% 16,567
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $299,262 0.36% 14,017
Small Tempus Wealth Planning, LLC $292,900 0.36% 13,719
Mid DAYMARK WEALTH PARTNERS, LLC $280,752 0.34% 13,150
Mid WEDBUSH SECURITIES INC Broker-Dealer $275,735 0.34% 12,915
Large Cetera Investment Advisers $258,356 0.31% 12,101
Mid Brookstone Capital Management $252,826 0.31% 11,842
Micro Apeiron RIA LLC $222,210 0.27% 10,408
Small Abel Hall, LLC $213,500 0.26% 10,000
Large FIFTH THIRD BANCORP Bank $160,979 0.20% 7,540
Small CENTAURUS FINANCIAL, INC. $108,564 0.13% 5,085
Mid HARBOUR INVESTMENTS, INC. $106,899 0.13% 5,007
Small Triumph Capital Management $60,207 0.07% 2,820
Mid Western Wealth Management, LLC $53,375 0.07% 2,500
Mid Farther Finance Advisors, LLC $52,521 0.06% 2,460
Mid EverSource Wealth Advisors, LLC $42,700 0.05% 2,000
Mid Advisory Services Network, LLC $39,646 0.05% 1,857
Small Westside Investment Management, Inc. $35,590 0.04% 1,667
Mid VALLEY WEALTH MANAGERS, INC. $32,025 0.04% 1,500
Mid Sound Income Strategies, LLC $25,897 0.03% 1,213
Mid Allworth Financial LP $21,350 0.03% 1,000
Small SJS Investment Consulting Inc. $19,215 0.02% 900
Micro Osbon Capital Management LLC $14,091 0.02% 660
Small McIlrath & Eck, LLC $13,237 0.02% 620
Mid North Star Investment Management Corp. $10,675 0.01% 500
Mega JPMORGAN CHASE & CO $8,646 0.01% 405
Small CALDWELL SUTTER CAPITAL, INC. $5,337 0.01% 250
Small HIGHLINE WEALTH PARTNERS LLC $2,775 0.00% 130
Small Beaird Harris Wealth Management, LLC $2,519 0.00% 118
Micro Boreal Capital Management LLC $21 0.00% 1

Report a Problem

Category
Description
Email (optional, for follow-up)