Vault-13

CALAMOS DYNAMIC CONV & INCOM CCD

COM · Closed-End Fund · CUSIP 12811V105

78 institutional holders +13 vs Q1 2026
4,201,7604.2m shares reported held*
$109.1mreported value*
18 new 24 added 20 reduced 7 sold out net bought ≈ $8.2m (+316.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.97.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 54Q4 22: 50Q1 23: 57Q2 23: 58Q3 23: 63Q4 23: 66Q1 24: 61Q2 24: 61Q3 24: 68Q4 24: 68Q1 25: 66Q2 25: 65Q3 25: 72Q4 25: 72Q1 26: 65Q2 26: 7878Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202254
Q4 202250
Q1 202357
Q2 202358
Q3 202363
Q4 202366
Q1 202461
Q2 202461
Q3 202468
Q4 202468
Q1 202566
Q2 202565
Q3 202572
Q4 202572
Q1 202665
Q2 202678

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 24 bought or addedQ3 24: 31 cut or sold outQ4 24: 28 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 30 cut or sold outQ2 25: 32 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 26 cut or sold outQ4 25: 30 bought or addedQ4 25: 35 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 32 cut or sold outQ2 26: 42 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242431
Q4 20242828
Q1 20252130
Q2 20253224
Q3 20253426
Q4 20253035
Q1 20263032
Q2 20264227

Biggest buyers

Advisors Asset Management, Inc. Added +103,098+103.1k
J.W. COLE ADVISORS, INC. New +94,955+95.0k
RAYMOND JAMES FINANCIAL INC Added +88,973+89.0k
Bleakley Financial Group, LLC New +84,200+84.2k
Cambridge Investment Research Advisors, Inc. Added +63,853+63.9k
CITADEL ADVISORS LLC Added +56,895+56.9k
Shaker Financial Services, LLC New +39,424+39.4k
OSAIC HOLDINGS, INC. Added +25,261+25.3k
JANE STREET GROUP, LLC New +18,121+18.1k
GUGGENHEIM CAPITAL LLC Added +16,803+16.8k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -108,837-108.8k
UBS Group AG Reduced -86,674-86.7k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -33,815-33.8k
LPL Financial LLC Reduced -31,564-31.6k
WORLD EQUITY GROUP, INC. Reduced -23,147-23.1k
Mutual Advisors, LLC Reduced -15,786-15.8k
Private Advisor Group, LLC Reduced -12,625-12.6k
BANK OF AMERICA CORP /DE/ Reduced -11,911-11.9k
Samalin Investment Counsel, LLC Reduced -10,914-10.9k
Capital CS Group, LLC Reduced -6,754-6.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MetLife Investment Management, LLC 13G · institution new · filed 2026-09-08 78.6% new 880.0k 2026-09-08
THRIVENT FINANCIAL FOR LUTHERANS 13G · institution new · filed 2026-09-02 21.4% new 240.0k 2026-09-02

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—1$20—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-26 MetLife Investment Management, LLC 10% owner · See Footnotes · Series I Mandatory Redeemable Preferred Shares Bought 880,000 $25.00 $22.0m880.0k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 D.A. DAVIDSON & CO. 0.09% of their portfolio GREAT FALLS, MT 625,231625.2k $16.1m $16.1m 0.09% Added +2.8k +2,769
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 315,875315.9k $8.1m $8.1m 0.00% Reduced -108.8k -108,837
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 302,213302.2k $7.8m $7.8m 0.00% Reduced -11.9k -11,911
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 299,076299.1k $7.7m $7.7m 0.00% Added +3.1k +3,080
5 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 229,621229.6k $5.9m $5.9m 0.04% Added +16.8k +16,803
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 193,048193.0k $5.0m $5.0m 0.00% Added +7.1k +7,068
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 191,798191.8k $4.9m $4.9m 0.00% Added +89.0k +88,973
8 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 141,214141.2k $3.6m $3.6m 0.06% Added +103.1k +103,098
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 139,996140.0k $3.6m $3.6m 0.00% Reduced -31.6k -31,564
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 122,664122.7k $3.2m $3.2m 0.00% Added +63.9k +63,853
11 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 109,548109.5k $2.8m $2.8m 0.00% Reduced -1.1k -1,088
12 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 105,007105.0k $2.7m $2.7m 0.01% Added +1.3k +1,312
13 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 100,596100.6k $2.6m $2.6m 0.05% Reduced -15.8k -15,786
14 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 94,95595.0k $2.4m $2.4m 0.04% New
15 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 84,20084.2k $2.2m $2.2m 0.03% New
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 78,13678.1k $2.0m $2.0m 0.00% Added +56.9k +56,895
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 74,91174.9k $1.9m $1.9m 0.00% Added +25.3k +25,261
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 70,55370.6k $1.8m $1.8m 0.00% Reduced -4.9k -4,866
19 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.10% of their portfolio Englewood, NJ 60,76260.8k $1.6m $1.6m 0.10% Reduced -33.8k -33,815
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 60,10060.1k $1.5m $1.5m 0.00% Added +4.9k +4,854
21 PMG Family Office LLC 1.40% of their portfolio PLANO, TX 58,77458.8k $1.5m $1.5m 1.40% Added +1.2k +1,208
22 Everstar Asset Management, LLC 0.52% of their portfolio MOORESVILLE, NC 41,74241.7k $1.1m $1.1m 0.52% Reduced -372 -372
23 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 40,65040.6k $1.0m $1.0m 0.00% Reduced -295 -295
24 Advisory Solutions Group, LLC 0.36% of their portfolio PLYMOUTH, MN 40,54140.5k $1.0m $1.0m 0.36% First filing
25 Shaker Financial Services, LLC 0.32% of their portfolio Arlington, VA 39,42439.4k $1.0m $1.0m 0.32% New
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 35,37035.4k $911.5k $911.5k 0.00% Reduced -86.7k -86,674
27 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 35,22735.2k $907.8k $907.8k 0.03% Added +6.0k +6,022
28 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 34,78434.8k $896.4k $896.4k 0.01% Added +346 +346
29 Herold Advisors, Inc. 0.17% of their portfolio New York, NY 34,44934.4k $885.0k $885.0k 0.17% Added +1.4k +1,382
30 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 33,85733.9k $872.5k $872.5k 0.00% Added +1.6k +1,648
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,64429.6k $763.9k $763.9k 0.00% Added +54 +54
32 Samalin Investment Counsel, LLC 0.21% of their portfolio CHAPPAQUA, NY 25,07225.1k $646.1k $646.1k 0.21% Reduced -10.9k -10,914
33 WORLD EQUITY GROUP, INC. 0.13% of their portfolio SCHAUMBURG, IL 23,11923.1k $595.8k $595.8k 0.13% Reduced -23.1k -23,147
34 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,54921.5k $555.3k $555.3k 0.00% Added +2.9k +2,872
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,69019.7k $507.4k $507.4k 0.00% Added +454 +454
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,12118.1k $467.0k $467.0k 0.00% New
37 Gilliland Jeter Wealth Management LLC 0.12% of their portfolio LITTLE ROCK, AR 17,37317.4k $447.7k $447.7k 0.12% Unchanged
38 Quad-Cities Investment Group, LLC 0.16% of their portfolio DAVENPORT, IA 17,03817.0k $439.1k $439.1k 0.16% Added +471 +471
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 16,72816.7k $431.1k $431.1k 0.00% Added +144 +144
40 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 15,26015.3k $393.0k $393.0k 0.01% Added +2.3k +2,345
41 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 14,98615.0k $386.2k $386.2k 0.00% Reduced -3.0k -2,993
42 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,77014.8k $380.6k $380.6k 0.00% Reduced -12.6k -12,625
43 Tempus Wealth Planning, LLC 0.07% of their portfolio IRVINE, CA 13,71913.7k $353.5k $353.5k 0.07% Unchanged
44 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 13,45213.5k $347.9k $347.9k 0.02% Reduced -565 -565
45 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 13,15013.2k $338.9k $338.9k 0.01% Unchanged
46 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 12,51412.5k $322.5k $322.5k 0.00% New
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,41612.4k $319.9k $319.9k 0.00% Added +315 +315
48 Apeiron RIA LLC 0.08% of their portfolio Dallas, TX 11,82011.8k $304.6k $304.6k 0.08% Added +1.4k +1,412
49 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 11,57211.6k $298.2k $298.2k 0.00% Reduced -270 -270
50 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,49111.5k $296.1k $296.1k 0.00% New
51 Capital CS Group, LLC 0.41% of their portfolio IRVINE, CA 10,92010.9k $281.4k $281.4k 0.41% Reduced -6.8k -6,754
52 Abel Hall, LLC 0.04% of their portfolio BATON ROUGE, LA 10,00010.0k $257.7k $257.7k 0.04% Unchanged
53 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 8,7588.8k $225.7k $225.7k 0.00% New
54 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,5407.5k $194.3k $194.3k 0.00% Unchanged
55 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,8855.9k $151.6k $151.6k 0.00% New
56 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 4,9074.9k $126.5k $126.5k 0.00% New
57 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 4,4304.4k $114.2k $114.2k 0.00% New
58 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 2,6172.6k $67.4k $67.4k 0.01% New
59 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,4602.5k $63.4k $63.4k 0.00% Unchanged
60 Triumph Capital Management 0.01% of their portfolio DENVER, CO 2,4202.4k $62.4k $62.4k 0.01% Reduced -400 -400
61 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,4122.4k $62.2k $62.2k 0.00% Reduced -2.6k -2,595
62 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,0002.0k $51.5k $51.5k 0.00% Unchanged
63 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,6671.7k $43.0k $43.0k 0.01% Unchanged
64 VALLEY WEALTH MANAGERS, INC. 0.00% of their portfolio PARAMUS, NJ 1,5001.5k $38.7k $38.7k 0.00% Unchanged
65 Harborfront Financial Group LLC 0.12% of their portfolio LUDINGTON, MI 1,2451.2k $32.1k $32.1k 0.12% First filing
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0001.0k $25.8k $25.8k 0.00% Unchanged
67 Regatta Research & Money Management 0.02% of their portfolio METAIRIE, LA 905905 $23.3k $23.3k 0.02% First filing
68 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 900900 $23.2k $23.2k 0.00% Unchanged
69 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 625625 $16.1k $16.1k 0.00% New
70 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 500500 $12.9k $12.9k 0.00% Unchanged
71 LifeSteps Financial, Inc. 0.00% of their portfolio CLAREMONT, CA 400400 $10.3k $10.3k 0.00% New
72 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 250250 $6.4k $6.4k 0.00% Unchanged
73 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 229229 $5.9k $5.9k 0.00% New
74 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 131131 $3.4k $3.4k 0.00% New
75 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 109109 $2.8k $2.8k 0.00% Reduced -21 -21
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8383 $2.1k $2.1k 0.00% New
77 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 6161 $1.6k $1.6k 0.00% New
78 Boreal Capital Management LLC 0.62% of their portfolio MIAMI, FL 00 $826.6k $826.6k 0.62% New