Skip to content

CCD CALAMOS DYNAMIC CONV & INCOM

Follow

COM (common), issuer CIK 1602584

71 managers (72 13F filers) reported a position in CCD shares at 2025-12-31, 4,225,901 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
71
13F filers
72
New
9
Added
21
Reduced
26
Sold out
9
Shares held by filers
4,225,901

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
D.A. DAVIDSON & CO.599,113$12.5M0.08%-32,69613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN439,585$9.17M<0.01%-33,10513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY323,008$6.74M<0.01%+2,41613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/303,435$6.33M<0.01%-25,54613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC257,289$5.36M0.04%+10,37013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA177,912$3.71M<0.01%+19,49413F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…159,979$3.34M0.22%-228,98413F-HRTimelineGroup
LPL Financial LLC147,629$3.08M<0.01%-87513F-HRTimeline
&PARTNERS139,243$2.9M0.02%-36,17713F-HRTimeline
Mutual Advisors, LLC113,353$2.36M0.05%-25613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP108,792$2.27M<0.01%+1,46113F-HRTimelineGroup
UBS Group AGin group UBS Group AG104,249$2.17M<0.01%+4,63413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.99,952$2.09M0.05%-3,86713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,675$1.72M<0.01%-8,10713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC77,412$1.61M<0.01%+22,49313F-HRTimeline
CoreCap Advisors, LLC65,335$1.36M0.05%-4,03513F-HRTimeline
Cambridge Investment Research Advisors,…65,206$1.36M<0.01%-50313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC64,085$1.34M0.02%-11,16213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,861$1.25M<0.01%-7,57413F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP58,054$1.21M0.05%+34,26113F-HRTimeline
PMG Family Office LLC55,373$1.16M1.34%-12,49213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,460$1.09M<0.01%+4,91313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding47,310$987K-1,255Timeline
Everstar Asset Management, LLC44,114$920K0.49%-37013F-HRTimeline
Samalin Investment Counsel, LLC41,183$859K0.3%+1,32213F-HRTimeline
Boreal Capital Management LLC0$774K0.58%new13F-HRTimelineAmount filed as zero, left out of ratios.
ABSOLUTE INVESTMENT ADVISERS, LLC33,118$724K0.08%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,513$720K0.01%-1,82113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,972$645K<0.01%+6,53213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,530$616K<0.01%-2,12613F-HR/ATimelineGroup
Herold Advisors, Inc.28,999$605K0.14%+2,55813F-HRTimeline
Steward Partners Investment Advisory, L…25,588$534K<0.01%-4,66913F-HRTimeline
Private Advisor Group, LLC25,147$525K<0.01%-64913F-HRTimeline
Janney Montgomery Scott LLC22,955$479K<0.01%+1613F-HRTimeline
WORLD EQUITY GROUP, INC.22,384$467K0.13%-11113F-HRTimeline
Quarry LP21,574$450K0.07%new13F-HRTimeline
Capital CS Group, LLC21,509$449K0.71%+2,69413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,000$417K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,397$384K<0.01%+81913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,299$361K<0.01%new13F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC17,237$360K0.11%013F-HRTimeline
Quad-Cities Investment Group, LLC16,254$339K0.14%+25913F-HRTimeline
Tempus Wealth Planning, LLC13,719$286K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,382$279K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC13,240$276K0.01%+2,21413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,150$274K0.01%-5013F-HRTimeline
Cetera Investment Advisers12,380$258K<0.01%-2,61613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,882$248K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC11,616$242K<0.01%-80313F-HRTimeline
Apeiron RIA LLC10,159$229K0.05%+1913F-HRTimeline
Abel Hall, LLC10,000$209K0.05%new13F-HRTimeline
COMERICA BANK7,540$157K<0.01%-8013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,305$111K0.01%+14413F-HRTimeline
Triumph Capital Management2,620$54.7K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,460$51.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$41.7K<0.01%013F-HRTimelineGroup
ORG Partners LLC1,885$39.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,667$34.8K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,500$31.3K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,213$27.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,200$25K<0.01%013F-HRTimeline
Allworth Financial LP1,000$20.9K<0.01%013F-HRTimeline
Arax Advisory Partners11,543$19.5K<0.01%+10,61013F-HRTimeline
SJS Investment Consulting Inc.900$18.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.820$17.1K<0.01%+50013F-HRTimeline
Independence Bank of Kentucky682$14.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC620$12.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$10.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO405$8.43K<0.01%-513F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.250$5.21K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC180$3.75K<0.01%013F-HRTimeline