Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Calamos Dynamic Convertible and Income Fund inkluderar Readystate Asset Management Lp, Newbridge Financial Services Group, Inc., Financial Engines Advisors L.L.C., och Parkside Financial Bank & Trust .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
