Calamos Dynamic Convertible and Income Fund(CCD)

$25.43—

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Calamos Dynamic Convertible and Income Fund(CCD)

NASDAQ

$25.43—

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CCD(CCD)

CCD

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 100 Institutional Holders

Holder	Shares	Date	Change	% Held
CoreCap Advisors, LLC	35.23K	Jun 30, 26	+6.02K	0.13%
WORLD EQUITY GROUP, INC.	23.12K	Jun 30, 26	-23.15K	0.08%
Quad-Cities Investment Group, LLC	17.04K	Jun 30, 26	+471	0.06%
JFS WEALTH ADVISORS, LLC	61	Jun 30, 26	+61	0.00%
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-118	--
D.A. DAVIDSON & CO.	622.46K	Mar 31, 26	+23.35K	2.21%
WELLS FARGO & COMPANY/MN	424.71K	Mar 31, 26	-14.87K	1.51%
BANK OF AMERICA CORP /DE/	314.12K	Mar 31, 26	+10.69K	1.12%
MORGAN STANLEY	296.00K	Mar 31, 26	-27.01K	1.05%
GUGGENHEIM CAPITAL LLC	212.82K	Mar 31, 26	-44.47K	0.76%
ROYAL BANK OF CANADA	185.98K	Mar 31, 26	+8.07K	0.66%
LPL Financial LLC	171.56K	Mar 31, 26	+23.93K	0.61%
UBS Group AG	122.04K	Mar 31, 26	+17.80K	0.43%
Mutual Advisors, LLC	116.38K	Mar 31, 26	+3.03K	0.41%
TRUIST FINANCIAL CORP	110.64K	Mar 31, 26	+1.84K	0.39%
WILEY BROS.-AINTREE CAPITAL, LLC	103.69K	Mar 31, 26	-35.55K	0.37%
RAYMOND JAMES FINANCIAL INC	102.83K	Mar 31, 26	+20.15K	0.37%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	94.58K	Mar 31, 26	-65.40K	0.34%
COMMONWEALTH EQUITY SERVICES, LLC	75.42K	Mar 31, 26	-1.99K	0.27%
Cambridge Investment Research Advisors, Inc.	58.81K	Mar 31, 26	-6.39K	0.21%
AMERIPRISE FINANCIAL INC	55.25K	Mar 31, 26	+2.79K	0.20%
ADVISOR GROUP HOLDINGS, INC.	49.65K	Mar 31, 26	-10.21K	0.18%
Everstar Asset Management, LLC	42.11K	Mar 31, 26	-2.00K	0.15%
Janney Montgomery Scott LLC	40.95K	Mar 31, 26	+17.99K	0.15%
Advisors Asset Management, Inc.	38.12K	Mar 31, 26	+38.12K	0.14%
Samalin Investment Counsel, LLC	35.99K	Mar 31, 26	-5.20K	0.13%
OPPENHEIMER & CO INC	34.44K	Mar 31, 26	-75	0.12%
Herold Advisors, Inc.	33.07K	Mar 31, 26	+4.07K	0.12%
Kestra Advisory Services, LLC	32.21K	Mar 31, 26	+6.63K	0.11%
Rockefeller Capital Management L.P.	29.59K	Mar 31, 26	+60	0.11%
Private Advisor Group, LLC	27.39K	Mar 31, 26	+2.25K	0.10%
CITADEL ADVISORS LLC	21.24K	Mar 31, 26	-9.73K	0.08%
ENVESTNET ASSET MANAGEMENT INC	19.24K	Mar 31, 26	+839	0.07%
STIFEL FINANCIAL CORP	18.68K	Mar 31, 26	+1.38K	0.07%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.98K	Mar 31, 26	-3.76K	0.06%
Capital CS Group, LLC	17.67K	Mar 31, 26	-3.83K	0.06%
Gilliland Jeter Wealth Management LLC	17.37K	Mar 31, 26	+136	0.06%
Steward Partners Investment Advisory, LLC	16.58K	Mar 31, 26	-9.00K	0.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	14.02K	Mar 31, 26	+635	0.05%
Tempus Wealth Planning, LLC	13.72K	Mar 31, 26	--	0.05%
DAYMARK WEALTH PARTNERS, LLC	13.15K	Mar 31, 26	--	0.05%
WEDBUSH SECURITIES INC	12.91K	Mar 31, 26	-325	0.05%
Cetera Investment Advisers	12.10K	Mar 31, 26	-279	0.04%
Brookstone Capital Management	11.84K	Mar 31, 26	-40	0.04%
Apeiron RIA LLC	10.41K	Mar 31, 26	+249	0.04%
Abel Hall, LLC	10.00K	Mar 31, 26	--	0.04%
FIFTH THIRD BANCORP	7.54K	Mar 31, 26	+7.54K	0.03%
CENTAURUS FINANCIAL, INC.	5.08K	Mar 31, 26	-220	0.02%
HARBOUR INVESTMENTS, INC.	5.01K	Mar 31, 26	+4.19K	0.02%
Triumph Capital Management	2.82K	Mar 31, 26	+200	0.01%
Western Wealth Management, LLC	2.50K	Mar 31, 26	+2.50K	0.01%
Farther Finance Advisors, LLC	2.46K	Mar 31, 26	--	0.01%
EverSource Wealth Advisors, LLC	2.00K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	1.86K	Mar 31, 26	+1.86K	0.01%
Westside Investment Management, Inc.	1.67K	Mar 31, 26	--	0.01%
HALLMARK CAPITAL MANAGEMENT INC	1.50K	Mar 31, 26	--	0.01%
Sound Income Strategies, LLC	1.21K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.00K	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	900	Mar 31, 26	--	0.00%
Osbon Capital Management LLC	660	Mar 31, 26	+660	0.00%
McIlrath & Eck, LLC	620	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	500	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	405	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	250	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	130	Mar 31, 26	-50	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
Quarry LP	--	Mar 31, 26	-21.57K	--
Cerity Partners LLC	--	Mar 31, 26	-20.00K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-58.05K	--
Integrated Wealth Concepts LLC	--	Mar 31, 26	-11.62K	--
BRYN MAWR TRUST Co	--	Mar 31, 26	-1.20K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-99.95K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-11.54K	--
ABSOLUTE INVESTMENT ADVISERS, LLC	--	Mar 31, 26	-33.12K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Mar 31, 26	-64.08K	--
COMERICA BANK	7.54K	Dec 31, 25	-80	0.03%
ORG Partners LLC	1.89K	Dec 31, 25	--	0.01%
Atria Wealth Solutions, Inc.	12.64K	Jun 30, 25	+997	0.04%
RAYMOND JAMES & ASSOCIATES	50.80K	Sep 30, 24	-10.47K	0.18%
Raymond James Financial Services Advisors, Inc.	49.05K	Sep 30, 24	-766	0.17%
RAYMOND JAMES TRUST N.A.	13.67K	Sep 30, 24	--	0.05%
Paragon Wealth Strategies, LLC	18.31K	Dec 31, 23	+123	0.07%
Baystate Wealth Management LLC	510	Dec 31, 23	+510	0.00%
Ahrens Investment Partners LLC	1.41K	Mar 31, 23	+1.41K	0.00%
Ford Financial Group, LLC	--	Mar 31, 23	-11.24K	--
Covington Capital Management	20.00K	Sep 30, 22	--	0.07%
American Portfolios Advisors	2.71K	Sep 30, 22	--	0.01%
Intersect Capital LLC	--	Jun 30, 22	-250.00K	--
NEXT Financial Group, Inc	2.04K	Dec 31, 21	--	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	26.23K	Sep 30, 21	+12.00K	0.09%
ROWLAND CARMICHAEL ADVISORS INC /ADV	28.23K	Dec 31, 20	+28.23K	0.10%
Winslow, Evans & Crocker, Inc.	2.23K	Dec 31, 20	+1.07K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	68.50K	Dec 31, 19	-2.09K	0.24%
Advisor Group, Inc.	6.29K	Dec 31, 19	-689	0.02%
SUNTRUST BANKS INC	119.21K	Sep 30, 19	+3.58K	0.42%
Commonwealth Equity Services, Inc	75.95K	Jun 30, 17	+9.36K	0.27%
Virtu KCG Holdings LLC	13.53K	Jun 30, 17	+13.53K	0.05%
WFG Advisors, LP	575	Jun 30, 17	--	0.00%
MSI Financial Services Inc	30.56K	Dec 31, 16	-4.37K	0.11%
VSR Financial Services, Inc.	15.56K	Jun 30, 16	+15.56K	0.06%

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Holder

Date

Change

% Held

CoreCap Advisors, LLC

35.23K

Jun 30, 26

+6.02K

0.13%

WORLD EQUITY GROUP, INC.

23.12K

Jun 30, 26

-23.15K

0.08%

Quad-Cities Investment Group, LLC

17.04K

Jun 30, 26

+471

0.06%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+61

0.00%

Beaird Harris Wealth Management, LLC

Jun 30, 26

-118

D.A. DAVIDSON & CO.

622.46K

Mar 31, 26

+23.35K

2.21%

WELLS FARGO & COMPANY/MN

424.71K

Mar 31, 26

-14.87K

1.51%

BANK OF AMERICA CORP /DE/

314.12K

Mar 31, 26

+10.69K

1.12%

MORGAN STANLEY

296.00K

Mar 31, 26

-27.01K

1.05%

GUGGENHEIM CAPITAL LLC

212.82K

Mar 31, 26

-44.47K

0.76%

ROYAL BANK OF CANADA

185.98K

Mar 31, 26

+8.07K

0.66%

LPL Financial LLC

171.56K

Mar 31, 26

+23.93K

0.61%

UBS Group AG

122.04K

Mar 31, 26

+17.80K

0.43%

Mutual Advisors, LLC

116.38K

Mar 31, 26

+3.03K

0.41%

TRUIST FINANCIAL CORP

110.64K

Mar 31, 26

+1.84K

0.39%

WILEY BROS.-AINTREE CAPITAL, LLC

103.69K

Mar 31, 26

-35.55K

0.37%

RAYMOND JAMES FINANCIAL INC

102.83K

Mar 31, 26

+20.15K

0.37%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

94.58K

Mar 31, 26

-65.40K

0.34%

COMMONWEALTH EQUITY SERVICES, LLC

75.42K

Mar 31, 26

-1.99K

0.27%

Cambridge Investment Research Advisors, Inc.

58.81K

Mar 31, 26

-6.39K

0.21%

AMERIPRISE FINANCIAL INC

55.25K

Mar 31, 26

+2.79K

0.20%

ADVISOR GROUP HOLDINGS, INC.

49.65K

Mar 31, 26

-10.21K

0.18%

Everstar Asset Management, LLC

42.11K

Mar 31, 26

-2.00K

0.15%

Janney Montgomery Scott LLC

40.95K

Mar 31, 26

+17.99K

0.15%

Advisors Asset Management, Inc.

38.12K

Mar 31, 26

+38.12K

0.14%

Samalin Investment Counsel, LLC

35.99K

Mar 31, 26

-5.20K

0.13%

OPPENHEIMER & CO INC

34.44K

Mar 31, 26

-75

0.12%

Herold Advisors, Inc.

33.07K

Mar 31, 26

+4.07K

0.12%

Kestra Advisory Services, LLC

32.21K

Mar 31, 26

+6.63K

0.11%

Rockefeller Capital Management L.P.

29.59K

Mar 31, 26

+60

0.11%

Private Advisor Group, LLC

27.39K

Mar 31, 26

+2.25K

0.10%

CITADEL ADVISORS LLC

21.24K

Mar 31, 26

-9.73K

0.08%

ENVESTNET ASSET MANAGEMENT INC

19.24K

Mar 31, 26

+839

0.07%

STIFEL FINANCIAL CORP

18.68K

Mar 31, 26

+1.38K

0.07%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.98K

Mar 31, 26

-3.76K

0.06%

Capital CS Group, LLC

17.67K

Mar 31, 26

-3.83K

0.06%

Gilliland Jeter Wealth Management LLC

17.37K

Mar 31, 26

+136

0.06%

Steward Partners Investment Advisory, LLC

16.58K

Mar 31, 26

-9.00K

0.06%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.02K

Mar 31, 26

+635

0.05%

Tempus Wealth Planning, LLC

13.72K

Mar 31, 26

0.05%

DAYMARK WEALTH PARTNERS, LLC

13.15K

Mar 31, 26

0.05%

WEDBUSH SECURITIES INC

12.91K

Mar 31, 26

-325

0.05%

Cetera Investment Advisers

12.10K

Mar 31, 26

-279

0.04%

Brookstone Capital Management

11.84K

Mar 31, 26

-40

0.04%

Apeiron RIA LLC

10.41K

Mar 31, 26

+249

0.04%

Abel Hall, LLC

10.00K

Mar 31, 26

0.04%

FIFTH THIRD BANCORP

7.54K

Mar 31, 26

+7.54K

0.03%

CENTAURUS FINANCIAL, INC.

5.08K

Mar 31, 26

-220

0.02%

HARBOUR INVESTMENTS, INC.

5.01K

Mar 31, 26

+4.19K

0.02%

Triumph Capital Management

2.82K

Mar 31, 26

+200

0.01%

Western Wealth Management, LLC

2.50K

Mar 31, 26

+2.50K

0.01%

Farther Finance Advisors, LLC

2.46K

Mar 31, 26

0.01%

EverSource Wealth Advisors, LLC

2.00K

Mar 31, 26

0.01%

Advisory Services Network, LLC

1.86K

Mar 31, 26

+1.86K

0.01%

Westside Investment Management, Inc.

1.67K

Mar 31, 26

0.01%

HALLMARK CAPITAL MANAGEMENT INC

1.50K

Mar 31, 26

0.01%

Sound Income Strategies, LLC

1.21K

Mar 31, 26

0.00%

Allworth Financial LP

1.00K

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

900

Mar 31, 26

0.00%

Osbon Capital Management LLC

660

Mar 31, 26

+660

0.00%

McIlrath & Eck, LLC

620

Mar 31, 26

0.00%

North Star Investment Management Corp.

500

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

405

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

250

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

130

Mar 31, 26

-50

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

Quarry LP

Mar 31, 26

-21.57K

Cerity Partners LLC

Mar 31, 26

-20.00K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-58.05K

Integrated Wealth Concepts LLC

Mar 31, 26

-11.62K

BRYN MAWR TRUST Co

Mar 31, 26

-1.20K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-99.95K

SRS Capital Advisors, Inc.

Mar 31, 26

-11.54K

ABSOLUTE INVESTMENT ADVISERS, LLC

Mar 31, 26

-33.12K

WOLVERINE ASSET MANAGEMENT LLC

Mar 31, 26

-64.08K

COMERICA BANK

7.54K

Dec 31, 25

-80

0.03%

ORG Partners LLC

1.89K

Dec 31, 25

0.01%

Atria Wealth Solutions, Inc.

12.64K

Jun 30, 25

+997

0.04%

RAYMOND JAMES & ASSOCIATES

50.80K

Sep 30, 24

-10.47K

0.18%

Raymond James Financial Services Advisors, Inc.

49.05K

Sep 30, 24

-766

0.17%

RAYMOND JAMES TRUST N.A.

13.67K

Sep 30, 24

0.05%

Paragon Wealth Strategies, LLC

18.31K

Dec 31, 23

+123

0.07%

Baystate Wealth Management LLC

510

Dec 31, 23

+510

0.00%

Ahrens Investment Partners LLC

1.41K

Mar 31, 23

+1.41K

0.00%

Ford Financial Group, LLC

Mar 31, 23

-11.24K

Covington Capital Management

20.00K

Sep 30, 22

0.07%

American Portfolios Advisors

2.71K

Sep 30, 22

0.01%

Intersect Capital LLC

Jun 30, 22

-250.00K

NEXT Financial Group, Inc

2.04K

Dec 31, 21

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

26.23K

Sep 30, 21

+12.00K

0.09%

ROWLAND CARMICHAEL ADVISORS INC /ADV

28.23K

Dec 31, 20

+28.23K

0.10%

Winslow, Evans & Crocker, Inc.

2.23K

Dec 31, 20

+1.07K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

68.50K

Dec 31, 19

-2.09K

0.24%

Advisor Group, Inc.

6.29K

Dec 31, 19

-689

0.02%

SUNTRUST BANKS INC

119.21K

Sep 30, 19

+3.58K

0.42%

Commonwealth Equity Services, Inc

75.95K

Jun 30, 17

+9.36K

0.27%

Virtu KCG Holdings LLC

13.53K

Jun 30, 17

+13.53K

0.05%

WFG Advisors, LP

575

Jun 30, 17

0.00%

MSI Financial Services Inc

30.56K

Dec 31, 16

-4.37K

0.11%

VSR Financial Services, Inc.

15.56K

Jun 30, 16

+15.56K

0.06%