Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Calamos Dynamic Convertible and Income Fund termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
