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. | 01/29/2026 | 599.11 K | $12.50 M | -5.18% | 2.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 439.59 K | $9.17 M | -7.00% | 1.62% |
| MORGAN STANLEY | 02/13/2026 | 323.01 K | $6.74 M | 0.75% | 1.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 303.44 K | $6.33 M | -7.77% | 1.12% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 257.29 K | $5.36 M | 4.20% | 0.95% |
| ROYAL BANK OF CANADA | 02/17/2026 | 177.91 K | $3.71 M | 12.31% | 0.66% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 159.98 K | $3.34 M | -58.87% | 0.59% |
| LPL FINANCIAL LLC | 02/11/2026 | 147.63 K | $3.08 M | -0.59% | 0.55% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 139.24 K | $2.90 M | -20.62% | 0.51% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 113.35 K | $2.36 M | -0.23% | 0.42% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 108.79 K | $2.27 M | 1.36% | 0.40% |
| UBS GROUP AG | 01/29/2026 | 104.25 K | $2.17 M | 4.65% | 0.39% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 99.95 K | $2.09 M | -3.72% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 82.68 K | $1.72 M | -8.93% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 77.41 K | $1.61 M | 40.96% | 0.29% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 65.34 K | $1.36 M | -5.82% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 65.21 K | $1.36 M | -0.77% | 0.24% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 64.09 K | $1.34 M | -14.83% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 59.86 K | $1.25 M | -11.23% | 0.22% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 58.05 K | $1.21 M | 144.00% | 0.21% |
| 01/28/2026 | 55.37 K | $1.16 M | -18.41% | 0.20% | |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 52.46 K | $1.09 M | 10.33% | 0.19% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 44.11 K | $920.22 K | -0.83% | 0.16% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 41.18 K | $859.08 K | 3.32% | 0.15% |
| OPPENHEIMER & CO INC | 02/02/2026 | 34.51 K | $719.94 K | -5.01% | 0.13% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 33.12 K | $723.63 K | 100.00% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.97 K | $644.84 K | 26.73% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 29.53 K | $616.01 K | -6.72% | 0.11% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 29.00 K | $604.91 K | 9.67% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 25.59 K | $533.77 K | -15.43% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 25.57 K | $533.48 K | 6.68% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 25.15 K | $524.57 K | -2.52% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 22.96 K | $479.00 K | 0.07% | 0.08% |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 22.38 K | $466.92 K | -0.49% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 21.74 K | $453.41 K | -11.61% | 0.08% |
| QUARRY LP | 02/13/2026 | 21.57 K | $450.03 K | 100.00% | 0.08% |
| CAPITAL CS GROUP, LLC | 01/09/2026 | 21.51 K | $448.69 K | 14.32% | 0.08% |
| CERITY PARTNERS LLC | 02/11/2026 | 20.00 K | $417.20 K | 0.00% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 18.40 K | $383.76 K | 4.66% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 17.30 K | $360.85 K | 100.00% | 0.06% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 01/23/2026 | 17.24 K | $359.56 K | 0.00% | 0.06% |
| QUAD-CITIES INVESTMENT GROUP, LLC | 01/14/2026 | 16.25 K | $339.06 K | 1.62% | 0.06% |
| TEMPUS WEALTH PLANNING, LLC | 01/16/2026 | 13.72 K | $286.18 K | 0.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 13.38 K | $279.15 K | 100.00% | 0.05% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 13.24 K | $276.00 K | 20.08% | 0.05% |
| DAYMARK WEALTH PARTNERS, LLC | 01/12/2026 | 13.15 K | $274.31 K | -0.38% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 12.38 K | $258.25 K | -17.44% | 0.05% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 11.88 K | $247.86 K | 100.00% | 0.04% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 11.62 K | $242.31 K | -6.47% | 0.04% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 11.54 K | $19.47 K | 1,137.19% | 0.04% |
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Calamos Dynamic Convertible and Income Fund institutional Ownership - FAQ's
During the previous two years, 105 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
UBS Group AG: 122,044
Mutual Advisors, LLC: 116,382
TRUIST FINANCIAL CORP: 110,636
COMMONWEALTH EQUITY SERVICES, LLC: 75,419
Cambridge Investment Research Advisors, Inc.: 58,811
15.62% of Calamos Dynamic Convertible and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.16 M shares in the last 24 months. This purchase volume represents approximately $111.60 M in transactions.