Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Calamos Dynamic Convertible and Income Fund meliputi Readystate Asset Management Lp, Newbridge Financial Services Group, Inc., Financial Engines Advisors L.L.C., dan Parkside Financial Bank & Trust .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,512 | 2.38 | 212 | -3.21 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,958 | 20.88 | 402 | 14.53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 48,501 | 15.09 | 978 | 9.03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,637 | 8.57 | 255 | 2.83 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108,810 | 4.83 | 2,194 | -0.68 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 111,898 | 4.61 | 2,326 | 1.35 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 203,836 | 4,110 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28,405 | 34.88 | 573 | 27.68 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 17,984 | 2.62 | 363 | -2.95 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10,671 | 215 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 614,841 | 3.67 | 12,398 | -1.81 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14,723 | 34.16 | 297 | 27.04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 328,455 | 12.64 | 6,623 | 6.68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,000 | 20 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 328,473 | 11.09 | 6,624 | 5.23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 666 | 13 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 24,795 | 499 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 80,095 | 2.59 | 1,615 | -2.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,318 | 0.86 | 571 | -4.36 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 27,278 | 10.38 | 550 | 4.56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,000 | 20 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7,620 | 12.54 | 154 | 6.25 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 107,338 | 1.77 | 2,165 | -3.61 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17,429 | 351 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 11,953 | 0.01 | 241 | -5.12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 23,489 | 5.93 | 474 | 0.21 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 8,814 | 71.38 | 178 | 62.39 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 22,086 | 14.83 | 445 | -6.32 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 19,157 | 61.32 | 386 | 53.17 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 50,818 | 1,025 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 35,428 | 8.93 | 714 | 3.18 |
