Skip to content
Disclosery

CCD CALAMOS DYNAMIC CONV & INCOM

Follow

COM (common), issuer CIK 1602584

63 managers (64 13F filers) reported a position in CCD shares at 2026-03-31, 3,843,049 shares in all. 5 filers opened a position and 11 filers sold out during the quarter.

Managers
63
13F filers
64
New
5
Added
24
Reduced
21
Sold out
11
Shares held by filers
3,843,049

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
D.A. DAVIDSON & CO.622,462$13.3M0.08%+23,34913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN424,712$9.07M<0.01%-14,87313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314,124$6.71M<0.01%+10,68913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY295,996$6.32M<0.01%-27,01213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC212,818$4.54M0.04%-44,47113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA185,980$3.97M<0.01%+8,06813F-HRTimelineGroup
LPL Financial LLC171,560$3.66M<0.01%+23,93113F-HRTimeline
UBS Group AGin group UBS Group AG122,044$2.61M<0.01%+17,79513F-HRTimelineGroup
Mutual Advisors, LLC116,382$2.48M0.05%+3,02913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,636$2.36M<0.01%+1,84413F-HRTimelineGroup
&PARTNERS103,695$2.21M0.01%-35,54813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,825$2.2M<0.01%+20,15013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…94,577$2.02M0.13%-65,40213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,419$1.61M<0.01%-1,99313F-HRTimeline
Cambridge Investment Research Advisors,…58,811$1.26M<0.01%-6,39513F-HRTimeline
PMG Family Office LLC57,566$1.23M1.37%+2,19313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,246$1.18M<0.01%+2,78613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding50,188$1.07M+2,878Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,650$1.06M<0.01%-10,21113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.46,266$988K0.26%+23,88213F-HRTimeline
Everstar Asset Management, LLC42,114$899K0.48%-2,00013F-HRTimeline
Janney Montgomery Scott LLC40,945$874K<0.01%+17,99013F-HRTimeline
Advisors Asset Management, Inc.38,116$813K0.01%new13F-HRTimeline
Samalin Investment Counsel, LLC35,986$768K0.27%-5,19713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,438$735K0.01%-7513F-HRTimelineGroup
Herold Advisors, Inc.33,067$706K0.16%+4,06813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,590$632K<0.01%+6013F-HRTimelineGroup
CoreCap Advisors, LLC29,205$624K0.02%-36,13013F-HRTimeline
Private Advisor Group, LLC27,395$585K<0.01%+2,24813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,241$453K<0.01%-9,73113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,236$411K<0.01%+83913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,677$399K<0.01%+1,37813F-HRTimelineGroup
Capital CS Group, LLC17,674$377K0.78%-3,83513F-HRTimeline
Gilliland Jeter Wealth Management LLC17,373$371K0.11%+13613F-HRTimeline
Steward Partners Investment Advisory, L…16,584$354K<0.01%-9,00413F-HRTimeline
Quad-Cities Investment Group, LLC16,567$354K0.14%+31313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,017$310K0.02%+63513F-HRTimeline
Tempus Wealth Planning, LLC13,719$293K0.07%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,150$281K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC12,915$276K0.01%-32513F-HRTimeline
Cetera Investment Advisers12,101$258K<0.01%-27913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,842$253K<0.01%-4013F-HRTimelineGroup
Apeiron RIA LLC10,408$222K0.05%+24913F-HRTimeline
Abel Hall, LLC10,000$214K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,540$161K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,085$109K0.01%-22013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,007$107K<0.01%+4,18713F-HRTimeline
Triumph Capital Management2,820$60.2K0.01%+20013F-HRTimeline
Farther Finance Advisors, LLC2,460$54.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$42.7K<0.01%013F-HR/ATimelineGroup
Advisory Services Network, LLC1,857$39.6K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,667$35.6K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,500$32K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,213$26.8K<0.01%013F-HRTimeline
Allworth Financial LP1,000$21.4K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.900$19.2K<0.01%013F-HRTimeline
Osbon Capital Management LLC660$14.1K0.01%new13F-HRTimeline
McIlrath & Eck, LLC620$13.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.500$10.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO405$8.24K<0.01%013F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.250$5.34K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC130$2.78K<0.01%-5013F-HRTimeline
Beaird Harris Wealth Management, LLC118$2.52K<0.01%new13F-HRTimeline