13FBOX
CALAMOS DYNAMIC CONV & INCOM · 13F 机构持仓分析
期权收益计算器 机构排行

CALAMOS DYNAMIC CONV & INCOM

CCD
持有机构数
78
机构合计市值 (Q2 2026)
$1.07亿
机构合计股数 (Q2 2026)
414.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.0万股
44 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-38.7万股
29 · 8 清仓 · ≈
⚖️ 净额
+27.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.07亿
持有机构数
78
新买入
21
加仓
23
减仓
21
清仓
8
持股不变
13
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
D.A. DavidsonD.A. DAVIDSON & CO.
0.09%0.08%#13$1,611.2万62.5万股$1,329.0万62.2万股+2,769股+0.44%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#50$814.0万31.6万股$906.8万42.5万股-10.9万股-25.63%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$778.8万30.2万股$670.7万31.4万股-1.2万股-3.79%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#63$770.7万29.9万股$674.5万32.1万股-2.2万股-6.71%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.04%0.04%#20$591.7万23.0万股$453.9万21.3万股+1.7万股+7.90%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#56$497.5万19.3万股$397.1万18.6万股+7,068股+3.80%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$494.3万19.2万股$219.5万10.3万股+8.9万股+86.53%加仓
顾问资产管理Advisors Asset Management, Inc.
0.06%0.01%#16$363.9万14.1万股$81.3万3.8万股+10.3万股+270.48%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#54$360.8万14.0万股$366.3万17.2万股-3.2万股-18.40%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#36$282.3万11.0万股$236.2万11.1万股-1,088股-0.98%减仓
&Partners&PARTNERS
0.01%0.01%#26$269.9万10.5万股$221.4万10.4万股+1,312股+1.27%加仓
共同顾问Mutual Advisors, LLC
0.05%0.05%#17$259.2万10.1万股$248.5万11.6万股-1.6万股-13.56%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#19$244.7万9.5万股$00股+9.5万股新买入
布利克利金融集团Bleakley Financial Group, LLC
0.03%#21$217.0万8.4万股$00股+8.4万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#69$201.4万7.8万股$45.3万2.1万股+5.7万股+267.85%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$193.1万7.5万股$106.0万5.0万股+2.5万股+50.88%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#42$181.8万7.1万股$161.0万7.5万股-4,866股-6.45%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#35$158.1万6.1万股$125.6万5.9万股+2,521股+4.29%加仓
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
0.1%0.13%#12$156.6万6.1万股$201.9万9.5万股-3.4万股-35.75%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#67$154.9万6.0万股$118.0万5.5万股+4,854股+8.79%加仓
PMG Family Office LLC
1.4%1.37%#1$151.5万5.9万股$122.9万5.8万股+1,208股+2.10%加仓
Everstar Asset Management, LLC
0.44%0.48%#2$107.6万4.2万股$89.9万4.2万股-372股-0.88%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#46$104.8万4.1万股$87.4万4.1万股-295股-0.72%减仓
Advisory Solutions Group, LLC
0.35%#3$104.5万4.1万股$00股+4.1万股新买入
Shaker Financial Services, LLC
0.32%#4$101.6万3.9万股$00股+3.9万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#71$91.1万3.5万股$260.6万12.2万股-8.7万股-71.02%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.03%0.02%#22$90.8万3.5万股$62.4万2.9万股+6,022股+20.62%加仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#28$89.6万3.5万股$73.5万3.4万股+346股+1.00%加仓
Herold Advisors, Inc.
0.17%0.16%#7$88.5万3.4万股$70.6万3.3万股+1,382股+4.18%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#38$87.2万3.4万股$68.8万3.2万股+1,648股+5.12%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#51$76.4万3.0万股$63.2万3.0万股+54股+0.18%加仓
Samalin Investment Counsel, LLC
0.2%0.27%#6$64.6万2.5万股$76.8万3.6万股-1.1万股-30.33%减仓
WORLD EQUITY GROUP, INC.
0.13%0.26%#9$59.6万2.3万股$98.8万4.6万股-2.3万股-50.03%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#61$55.5万2.2万股$39.9万1.9万股+2,872股+15.38%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#70$50.7万2.0万股$41.1万1.9万股+454股+2.36%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#75$46.7万1.8万股$00股+1.8万股新买入
Gilliland Jeter Wealth Management LLC
0.12%0.11%#11$44.8万1.7万股$37.1万1.7万股00.00%持仓不变
Quad-Cities Investment Group, LLC
0.16%0.14%#8$43.9万1.7万股$35.4万1.7万股+471股+2.84%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#45$43.1万1.7万股$35.4万1.7万股+144股+0.87%加仓
WEDBUSH SECURITIES INC
0.01%0.01%#27$39.3万1.5万股$27.6万1.3万股+2,345股+18.16%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#33$38.6万1.5万股$38.4万1.8万股-2,993股-16.65%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#47$38.1万1.5万股$58.5万2.7万股-1.3万股-46.09%减仓
Tempus Wealth Planning, LLC
0.07%0.07%#15$35.4万1.4万股$29.3万1.4万股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#25$34.8万1.3万股$31.0万1.4万股-565股-4.03%减仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.01%0.01%#29$33.9万1.3万股$28.1万1.3万股00.00%持仓不变
贝尔德金融集团Baird Financial Group, Inc.
<0.01%#62$32.2万1.3万股$00股+1.3万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#68$32.0万1.2万股$25.8万1.2万股+315股+2.60%加仓
Apeiron RIA LLC
0.08%0.05%#14$30.5万1.2万股$22.2万1.0万股+1,412股+13.57%加仓
Brookstone资本管理Brookstone Capital Management
<0.01%<0.01%#37$29.8万1.2万股$25.3万1.2万股-270股-2.28%减仓
XTX资本XTX Topco Ltd
<0.01%#34$29.6万1.1万股$00股+1.1万股新买入

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