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. | 07/24/2026 | 625.23 K | $16.11 M | 0.44% | 2.19% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 315.88 K | $8.14 M | -25.63% | 1.11% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 302.21 K | $7.79 M | -3.79% | 1.06% |
| MORGAN STANLEY | 08/13/2026 | 299.08 K | $7.71 M | 1.04% | 1.05% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 229.62 K | $5.92 M | 7.90% | 0.81% |
| ROYAL BANK OF CANADA | 08/14/2026 | 193.05 K | $4.98 M | 3.80% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 191.80 K | $4.94 M | 86.53% | 0.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 141.21 K | $3.64 M | 270.48% | 0.50% |
| LPL FINANCIAL LLC | 08/07/2026 | 140.00 K | $3.61 M | -18.40% | 0.49% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 109.55 K | $2.82 M | -0.98% | 0.38% |
| &PARTNERS | 08/14/2026 | 105.01 K | $2.70 M | 1.27% | 0.37% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 100.60 K | $2.59 M | -13.56% | 0.35% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 94.96 K | $2.45 M | 100.00% | 0.33% |
| BLEAKLEY FINANCIAL GROUP, LLC | 08/05/2026 | 84.20 K | $2.17 M | 100.00% | 0.30% |
| CITADEL ADVISORS LLC | 09/02/2026 | 78.14 K | $2.01 M | 267.85% | 0.27% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 74.91 K | $1.93 M | 50.88% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 70.55 K | $1.82 M | -6.45% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 61.33 K | $1.58 M | 4.29% | 0.22% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 60.76 K | $1.57 M | -35.75% | 0.21% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 60.10 K | $1.55 M | 8.79% | 0.21% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 58.77 K | $1.51 M | 2.10% | 0.21% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 41.74 K | $1.08 M | -0.88% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 40.65 K | $1.05 M | -0.72% | 0.14% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 40.54 K | $1.04 M | 100.00% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 39.42 K | $1.02 M | 100.00% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 35.37 K | $911.49 K | -71.02% | 0.12% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 35.23 K | $907.79 K | 20.62% | 0.12% |
| OPPENHEIMER & CO INC | 08/03/2026 | 34.78 K | $896.38 K | 1.00% | 0.12% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 34.45 K | $885.00 K | 4.18% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 33.86 K | $872.49 K | 5.12% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 29.64 K | $763.94 K | 0.18% | 0.10% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 25.07 K | $646.11 K | -30.33% | 0.09% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 23.12 K | $595.80 K | -50.03% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.55 K | $555.32 K | 15.38% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 19.69 K | $507.42 K | 2.36% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 18.12 K | $466.98 K | 100.00% | 0.06% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 07/29/2026 | 17.37 K | $447.70 K | 0.00% | 0.06% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 07/07/2026 | 17.04 K | $439.07 K | 2.84% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 16.73 K | $431.07 K | 0.87% | 0.06% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 15.26 K | $393.00 K | 18.16% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 14.99 K | $386.19 K | -16.65% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 14.77 K | $380.62 K | -46.09% | 0.05% |
| TEMPUS WEALTH PLANNING, LLC | 07/22/2026 | 13.72 K | $353.54 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 13.45 K | $347.87 K | -4.03% | 0.05% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 13.15 K | $338.88 K | 0.00% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 12.51 K | $322.49 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 12.42 K | $319.94 K | 2.60% | 0.04% |
| APEIRON RIA LLC | 07/16/2026 | 11.82 K | $304.60 K | 13.57% | 0.04% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/15/2026 | 11.57 K | $298.22 K | -2.28% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 11.49 K | $296.12 K | 100.00% | 0.04% |
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Calamos Dynamic Convertible and Income Fund institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Calamos Dynamic Convertible and Income Fund. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 629,458
TRUIST FINANCIAL CORP: 120,259
COMMONWEALTH EQUITY SERVICES, LLC: 67,504
Cambridge Investment Research Advisors, Inc.: 59,160
Kestra Advisory Services, LLC: 37,436
OPPENHEIMER & CO INC: 35,409
14.52% of Calamos Dynamic Convertible and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.39 M shares in the last 24 months. This purchase volume represents approximately $94.95 M in transactions.