Calamos Dynamic Convertible and Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 10/22/2025 | 631.81 K | $13.29 M | 2.76% | 2.34% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 472.69 K | $9.95 M | -32.97% | 1.75% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 388.96 K | $8.18 M | 90.82% | 1.44% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 328.98 K | $6.92 M | 0.15% | 1.22% |
| MORGAN STANLEY | 11/14/2025 | 320.59 K | $6.75 M | -2.39% | 1.19% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 246.92 K | $5.20 M | -17.82% | 0.91% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 175.42 K | $3.69 M | 100.00% | 0.65% |
| ROYAL BANK OF CANADA | 11/14/2025 | 158.42 K | $3.33 M | 12.21% | 0.59% |
| LPL FINANCIAL LLC | 11/12/2025 | 148.50 K | $3.12 M | 25.36% | 0.55% |
| MUTUAL ADVISORS, LLC | 11/04/2025 | 113.61 K | $2.41 M | 1.53% | 0.42% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 107.33 K | $2.26 M | -0.01% | 0.40% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 103.82 K | $2.18 M | 0.40% | 0.38% |
| UBS GROUP AG | 11/13/2025 | 99.62 K | $2.10 M | -8.45% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 90.78 K | $1.91 M | -7.27% | 0.34% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 75.25 K | $1.58 M | 48.07% | 0.28% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 69.37 K | $1.46 M | -13.39% | 0.26% |
| 12/22/2025 | 67.87 K | $1.43 M | 100.00% | 0.25% | |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 67.44 K | $1.39 M | 3.45% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 65.71 K | $1.38 M | -2.65% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 54.92 K | $1.16 M | -15.49% | 0.20% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 47.55 K | $1.00 M | -1.97% | 0.18% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 46.85 K | $985.72 K | -61.04% | 0.17% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 44.48 K | $935.94 K | -1.11% | 0.16% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 39.86 K | $838.68 K | 12.51% | 0.15% |
| OPPENHEIMER & CO INC | 11/06/2025 | 36.33 K | $764.47 K | 1.91% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 31.66 K | $666.05 K | 11.45% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 30.26 K | $636.61 K | 6.85% | 0.11% |
| HEROLD ADVISORS, INC. | 11/13/2025 | 26.44 K | $556.34 K | -3.07% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 25.80 K | $542.74 K | 1.54% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 24.59 K | $517.41 K | 4.70% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 24.44 K | $514.22 K | 100.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 23.97 K | $504.39 K | 20.12% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 23.79 K | $500.61 K | -4.04% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 22.94 K | $483.00 K | -8.84% | 0.08% |
| WORLD EQUITY GROUP, INC. | 10/24/2025 | 22.50 K | $473.30 K | 1.85% | 0.08% |
| CERITY PARTNERS LLC | 10/22/2025 | 20.00 K | $420.80 K | 0.00% | 0.07% |
| CAPITAL CS GROUP, LLC | 11/07/2025 | 18.82 K | $395.87 K | -1.79% | 0.07% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 17.89 K | $376.39 K | 2.64% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 17.58 K | $369.84 K | -8.16% | 0.07% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 10/28/2025 | 17.24 K | $362.67 K | 1.17% | 0.06% |
| JANE STREET GROUP, LLC | 11/14/2025 | 16.95 K | $356.52 K | 100.00% | 0.06% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 10/16/2025 | 16.00 K | $336.52 K | -11.06% | 0.06% |
| MOORS & CABOT, INC. | 11/14/2025 | 15.52 K | $326.56 K | 5.42% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 15.00 K | $315.54 K | 100.00% | 0.06% |
| TEMPUS WEALTH PLANNING, LLC | 11/06/2025 | 13.72 K | $288.65 K | 0.00% | 0.05% |
| DAYMARK WEALTH PARTNERS, LLC | 10/22/2025 | 13.20 K | $277.73 K | 0.00% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 12.42 K | $261.30 K | 18.14% | 0.05% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 11.03 K | $232.00 K | 5.61% | 0.04% |
| APEIRON RIA LLC | 10/14/2025 | 10.14 K | $222.41 K | -15.17% | 0.04% |
| COMERICA BANK | 11/14/2025 | 7.62 K | $160.33 K | 0.00% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Calamos Dynamic Convertible and Income Fund institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Calamos Dynamic Convertible and Income Fund. The most heavily invested institutionals were:
TRUIST FINANCIAL CORP: 108,792
WOLVERINE ASSET MANAGEMENT LLC: 64,085
Samalin Investment Counsel, LLC: 41,183
Capital CS Group, LLC: 21,509
Quad-Cities Investment Group, LLC: 16,254
Tempus Wealth Planning, LLC: 13,719
16.67% of Calamos Dynamic Convertible and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.85 M shares in the last 24 months. This purchase volume represents approximately $86.35 M in transactions.