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Disclosery

CCD CALAMOS DYNAMIC CONV & INCOM

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COM (common), issuer CIK 1602584

67 managers (68 13F filers) reported a position in CCD shares at 2024-12-31, 4,234,315 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
67
13F filers
68
New
6
Added
22
Reduced
22
Sold out
6
Shares held by filers
4,234,315

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN950,203$23.1M0.01%-1,42013F-HRTimelineGroup
D.A. DAVIDSON & CO.569,456$13.8M0.11%+15,08913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC340,300$8.27M0.07%+14,87713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY287,823$7M<0.01%-7,50813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/283,527$6.89M<0.01%+10,10813F-HRTimelineGroup
LPL Financial LLC156,683$3.81M<0.01%-5,85613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,939$3.25M<0.01%+3,44813F-HRTimelineGroup
Advisors Asset Management, Inc.122,610$2.98M0.05%-24,97713F-HR/ATimeline
UBS Group AGin group UBS Group AG119,277$2.9M<0.01%+10,44913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP113,157$2.75M<0.01%-28,85413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,378$2.63M<0.01%13F-HR/ATimelineGroup
Mutual Advisors, LLC105,133$2.5M0.07%-6,42013F-HRTimeline
Cambridge Investment Research Advisors,…76,815$1.87M0.01%-2,06013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,555$1.74M<0.01%+7,93213F-HR/ATimelineGroup
CoreCap Advisors, LLC67,845$1.65M0.08%+7,03213F-HRTimeline
Everstar Asset Management, LLC52,784$1.28M0.91%-1,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,288$1.15M<0.01%+2,43913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,414$1.03M<0.01%-8,83913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.34,781$845K0.03%+11,14213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,778$845K+758Timeline
Arete Wealth Advisors, LLC33,264$806K0.06%+77913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,517$766K0.01%+1,01013F-HRTimelineGroup
Capital CS Group, LLC30,854$750K1%+2,16113F-HRTimeline
Steward Partners Investment Advisory, L…29,267$711K0.01%-2,07013F-HRTimeline
Samalin Investment Counsel, LLC28,993$705K0.3%-213F-HRTimeline
Private Advisor Group, LLC27,802$676K<0.01%+1,92513F-HRTimeline
Herold Advisors, Inc.25,256$614K0.13%+83013F-HRTimeline
Janney Montgomery Scott LLC24,004$583K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,000$486K<0.01%013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.19,950$485K0.1%+71613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,139$465K<0.01%-23,17813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,990$462K<0.01%-8,19713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,405$447K<0.01%-1,00013F-HRTimelineGroup
Quad-Cities Investment Group, LLC17,129$416K0.2%+1,41113F-HRTimeline
Gilliland Jeter Wealth Management LLC17,037$414K0.14%-85013F-HRTimeline
Walkner Condon Financial Advisors LLC14,272$347K0.07%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,200$321K0.01%013F-HR/ATimeline
PRIMORIS WEALTH ADVISORS, LLC12,950$315K0.24%013F-HRTimeline
Apeiron RIA LLC12,105$294K0.08%-1,41213F-HRTimeline
Atria Wealth Solutions, Inc.12,099$294K<0.01%+3913F-HRTimeline
WEDBUSH SECURITIES INC11,171$272K0.01%-5,52313F-HRTimeline
Moors & Cabot, Inc.11,032$268K0.01%+1,39313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,707$260K<0.01%-7,92513F-HRTimelineGroup
Integrated Wealth Concepts LLC10,268$250K<0.01%-26713F-HRTimeline
NewEdge Advisors, LLC8,900$216K<0.01%-1,00013F-HRTimeline
GWN SECURITIES INC.8,481$208K0.06%13F-HRTimeline
COMERICA BANK6,771$165K<0.01%013F-HR/ATimeline
CENTAURUS FINANCIAL, INC.5,531$134K0.01%+13013F-HRTimeline
WASHINGTON TRUST Co2,296$55.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$48.6K<0.01%013F-HRTimelineGroup
EASTERN BANK1,915$46.5K<0.01%new13F-HRTimeline
ORG Partners LLC1,885$45.8K0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,667$40.5K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,500$36.5K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,200$29.2K<0.01%013F-HRTimeline
Independence Bank of Kentucky682$16.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC620$15.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$12.2K<0.01%-45013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP454$11K<0.01%+19113F-HRTimelineGroup
Farther Finance Advisors, LLC435$10.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.350$8.69K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.320$7.78K<0.01%-77013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.250$6.08K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200$4.86K<0.01%new13F-HRTimelineGroup
Wingate Wealth Advisors, Inc.200$4.86K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC1$24<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.