Skip to content
Disclosery

CCD CALAMOS DYNAMIC CONV & INCOM

Follow

COM (common), issuer CIK 1602584

65 managers (66 13F filers) reported a position in CCD shares at 2025-03-31, 4,187,724 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
65
13F filers
66
New
5
Added
16
Reduced
23
Sold out
7
Shares held by filers
4,187,724

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/MN863,528$18.4M<0.01%-86,67513F-HRTimelineGroup
D.A. DAVIDSON & CO.593,084$12.6M0.1%+23,62813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC304,640$6.49M0.06%-35,66013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/295,679$6.29M<0.01%+12,15213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY291,598$6.21M<0.01%+3,77513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,994$3.02M<0.01%+8,05513F-HR/ATimelineGroup
LPL Financial LLC127,165$2.71M<0.01%-29,51813F-HRTimeline
Advisors Asset Management, Inc.120,905$2.57M0.05%-1,70513F-HR/ATimeline
J.W. COLE ADVISORS, INC.113,307$2.41M0.07%+78,52613F-HRTimeline
Mutual Advisors, LLC106,967$2.3M0.07%+1,83413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,473$2.25M<0.01%-7,68413F-HRTimelineGroup
UBS Group AGin group UBS Group AG103,796$2.21M<0.01%-15,48113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,891$2.13M<0.01%-8,48713F-HRTimelineGroup
CoreCap Advisors, LLC78,070$1.66M0.07%+10,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,063$1.51M<0.01%+23,77513F-HRTimeline
Cambridge Investment Research Advisors,…70,265$1.5M0.01%-6,55013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,669$1.42M<0.01%-4,88613F-HRTimelineGroup
Everstar Asset Management, LLC44,984$958K0.63%-7,80013F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,142$897K<0.01%-27213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding38,685$824K+3,907Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,683$760K0.01%+4,16613F-HRTimelineGroup
Arete Wealth Advisors, LLC33,024$703K0.05%-24013F-HRTimeline
Samalin Investment Counsel, LLC32,523$692K0.28%+3,53013F-HRTimeline
Steward Partners Investment Advisory, L…28,076$598K0.01%-1,19113F-HRTimeline
Private Advisor Group, LLC28,018$597K<0.01%+21613F-HRTimeline
Janney Montgomery Scott LLC26,399$562K<0.01%+2,39513F-HRTimeline
Herold Advisors, Inc.24,712$526K0.12%-54413F-HRTimeline
WORLD EQUITY GROUP, INC.19,234$475K0.14%-71613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,059$448K<0.01%+2,65413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,000$426K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,139$407K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,879$402K<0.01%-11113F-HRTimeline
Quad-Cities Investment Group, LLC17,525$373K0.18%+39613F-HRTimeline
Gilliland Jeter Wealth Management LLC17,037$363K0.13%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,721$356K<0.01%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC13,719$292K0.09%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,200$281K0.01%013F-HR/ATimeline
PRIMORIS WEALTH ADVISORS, LLC12,950$276K0.21%013F-HRTimeline
Apeiron RIA LLC11,952$254K0.08%-15313F-HRTimeline
Capital CS Group, LLC11,875$253K0.43%-18,97913F-HRTimeline
Atria Wealth Solutions, Inc.11,640$248K<0.01%-45913F-HRTimeline
Moors & Cabot, Inc.10,974$234K0.01%-5813F-HRTimeline
WEDBUSH SECURITIES INC10,871$231K0.01%-30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,613$226K<0.01%-9413F-HRTimelineGroup
Integrated Wealth Concepts LLC10,268$219K<0.01%013F-HRTimeline
COMERICA BANK6,771$144K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,530$118K0.01%-113F-HRTimeline
Elequin Capital, LP5,143$109K0.02%new13F-HRTimeline
WASHINGTON TRUST Co2,296$48.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$42.6K<0.01%013F-HRTimelineGroup
ORG Partners LLC1,885$40K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,667$35.5K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,500$31.9K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,200$25.5K<0.01%013F-HRTimeline
Independence Bank of Kentucky682$14.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC620$13.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$10.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC435$9.24K<0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.21$8K0.01%new13F-HRTimeline
MATHER GROUP, LLC.358$7.62K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.350$7.45K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.320$6.81K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.250$5.32K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200$4.26K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.