Calamos DYN Convert &CCD

13F holders, Q2 2026 (June 30)
76holders +12
17new positions
6sold out
1famous investor
$25.97avg. 13F price*

At the end of Q2 2026, 76 institutions reported holding Calamos DYN Convert & Inc. (CCD) in their 13F filings, up 12 from Q1 2026. 17 opened new positions and 6 sold out. The largest holders were D.A. Davidson & Co. ($16.1M), Wells Fargo & Company ($8.1M) and Bank of America Corp. ($7.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Calamos DYN Convert & Inc.
CUSIP
12811V105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 60Q1 2024Q2 2024: 60Q2 2024Q3 2024: 67Q3 2024Q4 2024: 67Q4 2024Q1 2025: 65Q1 2025Q2 2025: 64Q2 2025Q3 2025: 72Q3 2025Q4 2025: 71Q4 2025Q1 2026: 64Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$8.1M
Exits6$200K

All 13F filers, Q1 2026 → Q2 2026: 614,253 shares bought and 364,830 shares sold, net +249,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

D.A. Davidson & Co. 0.09% Add +0.4% 625,231 $16.1M
Wells Fargo & Company 0.00% Reduce -25.6% 315,875 $8.1M
Bank of America Corp. 0.00% Reduce -3.8% 302,213 $7.8M
Morgan Stanley 0.00% Add +1.0% 299,076 $7.7M
Guggenheim Capital LLC 0.04% Add +7.9% 229,621 $5.9M
Royal Bank of Canada 0.00% Add +3.8% 193,048 $5.0M
Raymond James Financial Inc. 0.00% Add +86.5% 191,798 $4.9M
Advisors Asset Management, Inc. 0.06% Add +270.5% 141,214 $3.6M
LPL Financial LLC 0.00% Reduce -18.4% 139,996 $3.6M
Truist Financial Corp. 0.00% Reduce -1.0% 109,548 $2.8M
&partners 0.01% Add +1.3% 105,007 $2.7M
Mutual Advisors, LLC 0.05% Reduce -13.6% 100,596 $2.6M
J.W. Cole Advisors, Inc. 0.04% New 94,955 $2.4M
Bleakley Financial Group, LLC 0.03% New 84,200 $2.2M
Citadel Advisors 0.00% Add +267.9% 78,136 $2.0M
Osaic Holdings, Inc. 0.00% Add +50.9% 74,911 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -6.5% 70,553 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.3% 61,332 $1.6M
Landscape Capital Management, L.L.C. 0.10% Reduce -35.8% 60,762 $1.6M
Ameriprise Financial Inc. 0.00% Add +8.8% 60,100 $1.5M
PMG Family Office LLC 1.40% Add +2.1% 58,774 $1.5M
Everstar Asset Management, LLC 0.52% Reduce -0.9% 41,742 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -0.7% 40,650 $1.0M
Advisory Solutions Group, LLC 0.36% — 40,541 $1.0M
Shaker Financial Services, LLC 0.32% New 39,424 $1.0M
UBS Group AG 0.00% Reduce -71.0% 35,370 $911K
CoreCap Advisors, LLC 0.03% Add +20.6% 35,227 $908K
Oppenheimer & Co. Inc. 0.01% Add +1.0% 34,784 $896K
Herold Advisors, Inc. 0.17% Add +4.2% 34,449 $885K
Kestra Advisory Services, LLC 0.00% Add +5.1% 33,857 $872K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 29,644 $764K
Samalin Investment Counsel, LLC 0.21% Reduce -30.3% 25,072 $646K
World Equity Group, Inc. 0.13% Reduce -50.0% 23,119 $596K
Stifel Financial Corp. 0.00% Add +15.4% 21,549 $555K
Envestnet Asset Management Inc. 0.00% Add +2.4% 19,690 $507K
Jane Street Group, LLC 0.00% New 18,121 $467K
Gilliland Jeter Wealth Management LLC 0.12% No change 17,373 $448K
Quad-Cities Investment Group, LLC 0.16% Add +2.8% 17,038 $439K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 16,728 $431K
Wedbush Securities Inc. 0.01% Add +18.2% 15,260 $393K
Kestra Private Wealth Services, LLC 0.00% Reduce -16.6% 14,986 $386K
Private Advisor Group, LLC 0.00% Reduce -46.1% 14,770 $381K
Tempus Wealth Planning, LLC 0.07% No change 13,719 $354K
International Assets Investment Management, LLC 0.02% Reduce -4.0% 13,452 $348K
Daymark Wealth Partners, LLC 0.01% No change 13,150 $339K
Baird Financial Group, Inc. 0.00% New 12,514 $322K
Cetera Investment Advisers 0.00% Add +2.6% 12,416 $320K
Apeiron RIA LLC 0.08% Add +13.6% 11,820 $305K
Brookstone Capital Management 0.00% Reduce -2.3% 11,572 $298K
XTX Topco Ltd 0.00% New 11,491 $296K
Capital CS Group, LLC 0.41% Reduce -38.2% 10,920 $281K
Abel Hall, LLC 0.04% No change 10,000 $258K
Financial Engines Advisors L.L.C. 0.00% New 8,758 $226K
Fifth Third Bancorp 0.00% No change 7,540 $194K
Clear Street Group Inc. 0.00% New 4,907 $126K
Wolverine Asset Management LLC 0.01% New 4,430 $114K
Continuum Advisory, LLC 0.01% New 2,617 $67K
Farther Finance Advisors, LLC 0.00% No change 2,460 $63K
Triumph Capital Management 0.01% Reduce -14.2% 2,420 $62K
Harbour Investments, Inc. 0.00% Reduce -51.8% 2,412 $62K
EverSource Wealth Advisors, LLC 0.00% No change 2,000 $52K
Westside Investment Management, Inc. 0.01% No change 1,667 $43K
Valley Wealth Managers, Inc. 0.00% No change 1,500 $39K
Harborfront Financial Group LLC 0.12% — 1,245 $32K
Allworth Financial LP 0.00% No change 1,000 $26K
Regatta Research & Money Management 0.02% — 905 $23K
SJS Investment Consulting Inc. 0.00% No change 900 $23K
Key Financial Inc 0.00% New 625 $16K
North Star Investment Management Corp. 0.00% No change 500 $13K
LifeSteps Financial, Inc. 0.00% New 400 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 250 $6K
Arax Advisory Partners 0.00% New 229 $6K
Assetmark, Inc. 0.00% New 131 $3K
Highline Wealth Partners LLC 0.00% Reduce -16.1% 109 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 83 $2K
JFS Wealth Advisors, LLC 0.00% New 61 $2K

"% of holder's portfolio" is CCD's weight in each manager's 13F, not the share of Calamos DYN Convert & Inc. the manager owns.