MC
CCD

Moors & Cabot’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Moors & Cabot’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,521
Closed -$327K – 931
2025
Q3 		$327K Buy
15,521
+798
+5% +$16.5K 0.01% 646
2025
Q2 		$297K Buy
14,723
+3,749
+34% +$77.7K 0.01% 653
2025
Q1 		$234K Sell
10,974
-58
-0.5% -$1.36K 0.01% 728
2024
Q4 		$268K Buy
11,032
+1,393
+14% +$34.2K 0.01% 696
2024
Q3 		$245K Buy
+9,639
New +$227K 0.01% 722

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Moors & Cabot's CCD Position: Q4 2025 in Review

Moors & Cabot sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2025, closing a stake of 15,521 shares — an estimated $327K sold.

Moors & Cabot first reported a position in CCD in Q3 2024 and held it in 5 quarters. The position peaked at $327K in Q3 2025. 71 funds tracked by Wall St. Rank hold CCD as of Q4 2025.

  • Moors & Cabot reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2025 after selling out during the quarter.
  • Moors & Cabot sold 15,521 Calamos Dynamic Convertible & Income Fund shares in Q4 2025, an estimated $327K.
  • Moors & Cabot first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2024 and held it in 5 quarters.
  • Moors & Cabot's Calamos Dynamic Convertible & Income Fund position peaked at $327K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2025.

Based on Moors & Cabot's 13F filing for Q4 2025, filed 10 Feb 2026.