News + Filings Key Docs Ownership
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CALAMOS DYNAMIC CONV & INCOM (CCD)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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WELLS FARGO & COMPANY/MN
| 1,165,137 | 86,600 | 25,330,088,000 | 0.01 | |
Hist
| 06/30/2023 |
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GUGGENHEIM CAPITAL LLC
| 368,947 | 42,090 | 8,020,908,000 | 0.06 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 299,749 | -18,959 | 6,516,547,000 | 0.00 | |
Hist
| 06/30/2023 |
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Advisors Asset Management, Inc.
| 285,719 | -3,009 | 6,211,531,000 | 0.13 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 280,504 | 55,722 | 6,098,157,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 153,125 | 5,061 | 3,137,521,000 | 0.01 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 147,173 | 730 | 3,134,781,000 | 0.00 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 142,162 | 1,095 | 3,091,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 78,325 | -15,466 | 1,604,928,000 | 0.00 | |
Hist
| 12/31/2022 |
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UBS Group AG
| 73,654 | 11,801 | 1,601,238,000 | 0.00 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 73,157 | -16,871 | 1,590,437,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 65,509 | -10,117 | 1,342,274,000 | 0.00 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 59,508 | 27,532 | 1,293,759,000 | | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 40,083 | 1,089 | 871,407,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 30,283 | 3,212 | 658,338,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cerity Partners LLC
| 20,000 | 0 | 434,800,000 | 0.00 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 19,261 | 8,174 | 418,734,000 | 0.01 | |
Hist
| 06/30/2023 |
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Paragon Wealth Strategies, LLC
| 18,074 | 211 | 392,938,000 | 0.12 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 17,390 | 1,300 | 378,059,000 | 0.00 | |
Hist
| 06/30/2023 |
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KESTRA PRIVATE WEALTH SERVICES, LLC
| 16,758 | 136 | 364,319,000 | 0.01 | |
Hist
| 06/30/2023 |
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Herold Advisors, Inc.
| 16,137 | 326 | 330,640,000 | 0.14 | |
Hist
| 12/31/2022 |
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Capital CS Group, LLC
| 17,585 | 17,585 | 327,780,000 | 0.39 | |
Hist
| 09/30/2023 |
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Apeiron RIA LLC
| 14,027 | 434 | 297,988,000 | 0.10 | |
Hist
| 03/31/2023 |
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Kestra Advisory Services, LLC
| 13,664 | -46 | 297,055,000 | 0.00 | |
Hist
| 06/30/2023 |
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DAYMARK WEALTH PARTNERS, LLC
| 13,200 | 2,000 | 246,048,000 | 0.02 | |
Hist
| 09/30/2023 |
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Perennial Investment Advisors, LLC
| 11,238 | 11,238 | 244,308,000 | 0.04 | |
Hist
| 06/30/2023 |
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Semus Wealth Partners LLC
| 11,669 | 11,669 | 239,098,000 | 0.29 | |
Hist
| 12/31/2022 |
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Bison Wealth, LLC
| 10,822 | 0 | 235,270,000 | 0.04 | |
Hist
| 06/30/2023 |
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OPPENHEIMER & CO INC
| 10,423 | 10,423 | 222,010,000 | 0.00 | |
Hist
| 03/31/2023 |
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Atria Wealth Solutions, Inc.
| 10,161 | -181 | 220,894,000 | 0.00 | |
Hist
| 06/30/2023 |
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Tempus Wealth Planning, LLC
| 9,616 | 9,616 | 204,821,000 | 0.10 | |
Hist
| 03/31/2023 |
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HARBOUR INVESTMENTS, INC.
| 3,749 | 29 | 76,818,000 | 0.00 | |
Hist
| 12/31/2022 |
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American Portfolios Advisors
| 2,714 | 2,714 | 54,361,000 | 0.00 | |
Hist
| 09/30/2022 |
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WASHINGTON TRUST Co
| 2,296 | 2,296 | 49,915,000 | 0.00 | |
Hist
| 06/30/2023 |
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Investors Research Corp
| 2,138 | 0 | 46,480,000 | 0.01 | |
Hist
| 06/30/2023 |
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