LIBERTY WEALTH MANAGEMENT LLC - CALAMOS DYNAMIC CONV & INCOM ownership

CALAMOS DYNAMIC CONV & INCOM's ticker is CCD and the CUSIP is 12811V105. A total of 61 filers reported holding CALAMOS DYNAMIC CONV & INCOM in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of CALAMOS DYNAMIC CONV & INCOM
ValueSharesWeighting
Q3 2021$22,0000.0%730
+2.0%
0.01%
-11.1%
Q2 2021$22,000
+10.0%
716
+3.2%
0.01%
-10.0%
Q1 2021$20,0000.0%6940.0%0.01%0.0%
Q4 2020$20,000
-42.9%
694
-54.4%
0.01%
-52.4%
Q3 2020$35,000
+12.9%
1,521
+2.2%
0.02%
-4.5%
Q2 2020$31,000
+29.2%
1,488
+2.7%
0.02%
+4.8%
Q1 2020$24,000
-29.4%
1,449
-10.8%
0.02%
-22.2%
Q4 2019$34,000
+6.2%
1,624
+2.4%
0.03%
-10.0%
Q3 2019$32,000
+3.2%
1,586
+2.5%
0.03%
+11.1%
Q2 2019$31,000
+3.3%
1,547
+2.5%
0.03%
+17.4%
Q1 2019$30,000
+50.0%
1,509
+18.4%
0.02%
+53.3%
Q4 2018$20,0001,2740.02%
Other shareholders
CALAMOS DYNAMIC CONV & INCOM shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 17,754$356,0000.35%
SFI Advisors, LLC 13,338$267,0000.31%
Advisors Asset Management, Inc. 435,000$8,700,0000.18%
Herold Advisors, Inc. 15,811$316,0000.15%
Tempus Wealth Planning, LLC 10,116$203,0000.14%
Apeiron RIA LLC 13,208$278,0000.13%
CoreCap Advisors, LLC 71,368$1,4300.12%
Ford Financial Group, LLC 11,237$225,0000.09%
Mutual Advisors, LLC 84,877$1,700,0000.09%
Bison Wealth, LLC 10,822$216,0000.08%
View complete list of CALAMOS DYNAMIC CONV & INCOM shareholders