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Disclosery

CCD CALAMOS DYNAMIC CONV & INCOM

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COM (common), issuer CIK 1602584

64 managers (65 13F filers) reported a position in CCD shares at 2025-06-30, 4,366,600 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
64
13F filers
65
New
8
Added
23
Reduced
16
Sold out
9
Shares held by filers
4,366,600

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN705,219$14.2M<0.01%-158,30913F-HRTimelineGroup
D.A. DAVIDSON & CO.614,841$12.4M0.09%+21,75713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/328,473$6.62M<0.01%+32,79413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY328,455$6.62M<0.01%+36,85713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC300,471$6.05M0.05%-4,16913F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…203,836$4.11M0.32%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,177$2.85M<0.01%-81713F-HR/ATimelineGroup
Advisors Asset Management, Inc.120,238$2.42M0.04%-66713F-HR/ATimeline
LPL Financial LLC118,465$2.39M<0.01%-8,70013F-HRTimeline
Mutual Advisors, LLC111,898$2.33M0.06%+4,93113F-HRTimeline
UBS Group AGin group UBS Group AG108,810$2.19M<0.01%+5,01413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,338$2.16M<0.01%+1,86513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.103,408$2.09M0.04%-9,89913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,895$1.97M<0.01%-1,99613F-HRTimelineGroup
CoreCap Advisors, LLC80,095$1.62M0.07%+2,02513F-HRTimeline
Cambridge Investment Research Advisors,…67,499$1.36M<0.01%-2,76613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,184$1.31M<0.01%-1,48513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC64,982$1.31M<0.01%-6,08113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC50,818$1.02M0.02%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,501$978K<0.01%+6,35913F-HRTimelineGroup
Everstar Asset Management, LLC44,984$907K0.55%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,447$876K+4,762Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,652$719K0.01%-3113F-HRTimelineGroup
Samalin Investment Counsel, LLC35,428$714K0.27%+2,90513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,405$573K<0.01%+7,34613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…28,318$571K<0.01%+24213F-HRTimeline
Herold Advisors, Inc.27,278$550K0.12%+2,56613F-HRTimeline
Private Advisor Group, LLC25,405$512K<0.01%-2,61313F-HRTimeline
Janney Montgomery Scott LLC25,164$507K<0.01%-1,23513F-HRTimeline
READYSTATE ASSET MANAGEMENT LP24,795$499K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.22,086$445K0.12%+2,85213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,000$403K<0.01%013F-HRTimelineGroup
Capital CS Group, LLC19,157$386K0.63%+7,28213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,139$386K<0.01%013F-HRTimelineGroup
Quad-Cities Investment Group, LLC17,984$363K0.16%+45913F-HRTimeline
NFSG Corp17,429$351K0.06%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC17,037$344K0.11%013F-HRTimeline
Moors & Cabot, Inc.14,723$297K0.01%+3,74913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,341$289K<0.01%-4,53813F-HRTimeline
Tempus Wealth Planning, LLC13,719$277K0.07%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,200$266K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.12,637$255K0.01%+99713F-HRTimeline
Apeiron RIA LLC11,953$241K0.06%+113F-HRTimeline
Financial Engines Advisors L.L.C.10,671$215K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC10,512$212K<0.01%+24413F-HRTimeline
WEDBUSH SECURITIES INC10,440$211K0.01%-43113F-HRTimeline
Elequin Capital, LP8,814$178K0.02%+3,67113F-HRTimeline
COMERICA BANK7,620$154K<0.01%+84913F-HRTimeline
CENTAURUS FINANCIAL, INC.5,019$101K0.01%-51113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$40.3K<0.01%013F-HRTimelineGroup
ORG Partners LLC1,885$38.2K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,667$33.6K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,500$30.2K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,200$24.2K<0.01%013F-HRTimeline
Allworth Financial LP1,000$20.2K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,000$20.1K<0.01%new13F-HRTimeline
Independence Bank of Kentucky682$13.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…666$13.4K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC620$12.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$10.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.350$8.51K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.320$6.45K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.250$5.04K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.