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. | 05/05/2026 | 622.46 K | $13.29 M | 3.90% | 2.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 424.71 K | $9.07 M | -3.38% | 1.57% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 314.12 K | $6.71 M | 3.52% | 1.16% |
| MORGAN STANLEY | 05/15/2026 | 296.00 K | $6.32 M | -8.36% | 1.09% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 212.82 K | $4.54 M | -17.28% | 0.79% |
| ROYAL BANK OF CANADA | 05/15/2026 | 185.98 K | $3.97 M | 4.53% | 0.69% |
| LPL FINANCIAL LLC | 05/06/2026 | 171.56 K | $3.66 M | 16.21% | 0.63% |
| UBS GROUP AG | 05/05/2026 | 122.04 K | $2.61 M | 17.07% | 0.45% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 116.38 K | $2.48 M | 2.67% | 0.43% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 110.64 K | $2.36 M | 1.70% | 0.41% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 103.70 K | $2.21 M | -25.53% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 102.83 K | $2.20 M | 24.37% | 0.38% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 94.58 K | $2.02 M | -40.88% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 75.42 K | $1.61 M | -2.57% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 58.81 K | $1.26 M | -9.81% | 0.22% |
| 04/17/2026 | 57.57 K | $1.23 M | 3.96% | 0.21% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 55.25 K | $1.18 M | 5.31% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 49.65 K | $1.06 M | -17.06% | 0.18% |
| WORLD EQUITY GROUP, INC. | 05/06/2026 | 46.27 K | $987.81 K | 106.69% | 0.17% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 42.11 K | $899.13 K | -4.53% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 40.95 K | $874.00 K | 78.37% | 0.15% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 38.12 K | $813.01 K | 100.00% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 35.99 K | $768.30 K | -12.62% | 0.13% |
| OPPENHEIMER & CO INC | 04/24/2026 | 34.44 K | $735.25 K | -0.22% | 0.13% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 33.07 K | $705.97 K | 14.03% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 32.21 K | $687.66 K | 25.94% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 29.59 K | $631.76 K | 0.20% | 0.11% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 29.21 K | $623.53 K | -55.30% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 27.40 K | $584.89 K | 8.94% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 21.24 K | $453.07 K | -31.42% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 19.24 K | $410.69 K | 4.56% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 18.68 K | $398.75 K | 7.97% | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 17.98 K | $383.85 K | -17.28% | 0.07% |
| CAPITAL CS GROUP, LLC | 05/13/2026 | 17.67 K | $377.34 K | -17.83% | 0.07% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 04/24/2026 | 17.37 K | $370.91 K | 0.79% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 16.58 K | $354.07 K | -35.19% | 0.06% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 04/21/2026 | 16.57 K | $353.70 K | 1.93% | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 14.02 K | $310.20 K | 4.75% | 0.05% |
| TEMPUS WEALTH PLANNING, LLC | 04/29/2026 | 13.72 K | $292.90 K | 0.00% | 0.05% |
| DAYMARK WEALTH PARTNERS, LLC | 05/11/2026 | 13.15 K | $280.75 K | 0.00% | 0.05% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 12.92 K | $276.00 K | -2.45% | 0.05% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 12.10 K | $258.36 K | -2.25% | 0.04% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 11.84 K | $252.83 K | -0.34% | 0.04% |
| APEIRON RIA LLC | 04/27/2026 | 10.41 K | $222.21 K | 2.45% | 0.04% |
| ABEL HALL, LLC | 04/28/2026 | 10.00 K | $213.50 K | 0.00% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 7.54 K | $160.98 K | 100.00% | 0.03% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 5.09 K | $109.00 K | -4.15% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 5.01 K | $106.90 K | 510.61% | 0.02% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 2.82 K | $60.21 K | 7.63% | 0.01% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 2.50 K | $53.38 K | 100.00% | 0.01% |
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, 100 institutional investors and hedge funds held shares of Calamos Dynamic Convertible and Income Fund. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 622,462
WELLS FARGO & COMPANY/MN: 424,712
BANK OF AMERICA CORP /DE/: 314,124
MORGAN STANLEY: 295,996
GUGGENHEIM CAPITAL LLC: 212,818
ROYAL BANK OF CANADA: 185,980
14.21% of Calamos Dynamic Convertible and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.36 M shares in the last 24 months. This purchase volume represents approximately $94.25 M in transactions.