Calamos DYN Convert &CCD
13F holders, Q3 2025 (September 30)72holders +8
13new positions
5sold out
1famous investor
$21.04avg. 13F price*
At the end of Q3 2025, 72 institutions reported holding Calamos DYN Convert & Inc. (CCD) in their 13F filings, up 8 from Q2 2025. 13 opened new positions and 5 sold out. The largest holders were D.A. Davidson & Co. ($13.3M), Wells Fargo & Company ($9.9M) and Landscape Capital Management, L.L.C. ($8.2M). 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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.0M |
| Exits | 5 | $715K |
All 13F filers, Q2 2025 → Q3 2025: 538,331 shares bought and 452,940 shares sold, net +85,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| D.A. Davidson & Co. | 0.09% | Add +2.8% | 631,809 | $13.3M |
| Wells Fargo & Company | 0.00% | Reduce -33.0% | 472,690 | $9.9M |
| Landscape Capital Management, L.L.C. | 0.52% | Add +90.8% | 388,963 | $8.2M |
| Bank of America Corp. | 0.00% | Add +0.1% | 328,981 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 320,592 | $6.7M |
| Guggenheim Capital LLC | 0.04% | Reduce -17.8% | 246,919 | $5.2M |
| &partners | 0.02% | New | 175,420 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 158,418 | $3.3M |
| LPL Financial LLC | 0.00% | Add +25.4% | 148,504 | $3.1M |
| Mutual Advisors, LLC | 0.05% | Add +1.5% | 113,609 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 107,331 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.4% | 103,819 | $2.2M |
| UBS Group AG | 0.00% | Reduce -8.4% | 99,615 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.3% | 90,782 | $1.9M |
| Wolverine Asset Management LLC | 0.11% | Add +48.1% | 75,247 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Reduce -13.4% | 69,370 | $1.5M |
| PMG Family Office LLC | 1.60% | — | 67,865 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +3.5% | 67,435 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.6% | 65,709 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.5% | 54,919 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 47,547 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -61.0% | 46,850 | $986K |
| Everstar Asset Management, LLC | 0.53% | Reduce -1.1% | 44,484 | $936K |
| Samalin Investment Counsel, LLC | 0.29% | Add +12.5% | 39,861 | $839K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.9% | 36,334 | $764K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.4% | 31,656 | $666K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.8% | 30,257 | $637K |
| Herold Advisors, Inc. | 0.13% | Reduce -3.1% | 26,441 | $556K |
| Private Advisor Group, LLC | 0.00% | Add +1.5% | 25,796 | $543K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.7% | 24,592 | $517K |
| Citadel Advisors | 0.00% | New | 24,440 | $514K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.1% | 23,973 | $504K |
| Readystate Asset Management LP | 0.05% | Reduce -4.0% | 23,793 | $501K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.8% | 22,939 | $483K |
| World Equity Group, Inc. | 0.11% | Add +1.9% | 22,495 | $473K |
| Cerity Partners LLC | 0.00% | No change | 20,000 | $421K |
| Capital CS Group, LLC | 0.65% | Reduce -1.8% | 18,815 | $396K |
| NFSG Corp | 0.06% | Add +2.6% | 17,889 | $376K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 17,578 | $370K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +1.2% | 17,237 | $363K |
| Jane Street Group, LLC | 0.00% | New | 16,945 | $357K |
| Quad-Cities Investment Group, LLC | 0.14% | Reduce -11.1% | 15,995 | $337K |
| Moors & Cabot, Inc. | 0.01% | Add +5.4% | 15,521 | $327K |
| Cetera Investment Advisers | 0.00% | New | 14,996 | $316K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 13,719 | $289K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 13,200 | $278K |
| Integrated Wealth Concepts LLC | 0.00% | Add +18.1% | 12,419 | $261K |
| Wedbush Securities Inc. | 0.01% | Add +5.6% | 11,026 | $232K |
| Apeiron RIA LLC | 0.05% | Reduce -15.2% | 10,140 | $222K |
| Comerica Bank | 0.00% | No change | 7,620 | $160K |
| Centaurus Financial, Inc. | 0.01% | Add +2.8% | 5,161 | $109K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,460 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,000 | $42K |
| ORG Partners LLC | 0.01% | No change | 1,885 | $40K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,667 | $35K |
| Advisory Services Network, LLC | 0.00% | New | 1,657 | $35K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,500 | $32K |
| Sound Income Strategies, LLC | 0.00% | New | 1,213 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,200 | $25K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $21K |
| Arax Advisory Partners | 0.00% | New | 933 | $20K |
| Independence Bank of Kentucky | 0.00% | No change | 682 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 620 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | New | 545 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $11K |
| JPMorgan Chase & Co. | 0.00% | New | 410 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 350 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 320 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 250 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 180 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 130 | $3K |
| FMR LLC | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is CCD's weight in each manager's 13F, not the share of Calamos DYN Convert & Inc. the manager owns.