Herold Advisors, Inc. - CALAMOS DYNAMIC CONV & INCOM ownership

CALAMOS DYNAMIC CONV & INCOM's ticker is CCD and the CUSIP is 12811V105. A total of 56 filers reported holding CALAMOS DYNAMIC CONV & INCOM in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of CALAMOS DYNAMIC CONV & INCOM
ValueSharesWeighting
Q3 2023$369,369
+22.5%
19,816
+42.9%
0.11%
+21.7%
Q2 2023$301,547
-14.2%
13,871
-15.9%
0.09%
-24.0%
Q1 2023$351,494
+6.3%
16,502
+2.3%
0.12%
-13.6%
Q4 2022$330,640
+4.6%
16,137
+2.1%
0.14%
-7.9%
Q3 2022$316,000
-11.5%
15,811
-5.1%
0.15%
-4.4%
Q2 2022$357,000
-99.9%
16,652
+29.6%
0.16%
+35.9%
Q1 2022$329,504,000
+129117.3%
12,846
+58.6%
0.12%
+18.2%
Q4 2021$255,000
+1.6%
8,100
-2.2%
0.10%
+1.0%
Q3 2021$251,0008,2790.10%
Other shareholders
CALAMOS DYNAMIC CONV & INCOM shareholders Q1 2023
NameSharesValueWeighting ↓
Capital CS Group, LLC 17,585$327,7800.39%
PRIMORIS WEALTH ADVISORS, LLC 11,500$214,3600.26%
Semus Wealth Partners LLC 10,896$203,0970.19%
Advisors Asset Management, Inc. 285,010$5,312,5860.12%
Herold Advisors, Inc. 19,816$369,3690.11%
Paragon Wealth Strategies, LLC 18,188$339,0180.10%
Arete Wealth Advisors, LLC 29,302$546,1900.10%
Apeiron RIA LLC 15,021$279,9980.10%
D.A. DAVIDSON & CO. 381,962$7,119,7840.08%
Mutual Advisors, LLC 104,713$1,951,8430.08%
View complete list of CALAMOS DYNAMIC CONV & INCOM shareholders