Northwestern Mutual Wealth Management
CCD

Northwestern Mutual Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-666
Closed -$13.4K – 3841
2025
Q2 		$13.4K Buy
+666
New +$13.8K ﹤0.01% 2701
2024
Q4 		– Sell
-4,427
Closed -$112K – 3650
2024
Q3 		$112K Buy
+4,427
New +$104K ﹤0.01% 1845
2024
Q2 		– Sell
-1,500
Closed -$32.7K – 3533
2024
Q1 		$32.7K Buy
+1,500
New +$31.5K ﹤0.01% 2249
2023
Q4 		– Sell
-200
Closed -$3.73K – 3497
2023
Q3 		$3.73K Buy
+200
New +$4.07K ﹤0.01% 2822
2023
Q2 		– Sell
-501
Closed -$10.7K – 3372
2023
Q1 		$10.7K Hold
501
– – ﹤0.01% 2493
2022
Q4 		$10.3K Sell
501
-2,060
-80% -$44.4K ﹤0.01% 2486
2022
Q3 		$52K Sell
2,561
-431
-14% -$9.94K ﹤0.01% 1895
2022
Q2 		$64K Hold
2,992
– – ﹤0.01% 1821
2022
Q1 		$76K Sell
2,992
-964
-24% -$25.9K ﹤0.01% 1822
2021
Q4 		$124K Buy
3,956
+95
+2% +$3K ﹤0.01% 1627
2021
Q3 		$117K Hold
3,861
– – ﹤0.01% 1564
2021
Q2 		$121K Buy
3,861
+333
+9% +$10.6K ﹤0.01% 1516
2021
Q1 		$112K Buy
3,528
+1,479
+72% +$45.9K ﹤0.01% 1443
2020
Q4 		$58K Buy
2,049
+963
+89% +$24.9K ﹤0.01% 1593
2020
Q3 		$25K Buy
+1,086
New +$24.6K ﹤0.01% 1727
2019
Q1 		– Sell
-560
Closed -$9K – 2541
2018
Q4 		$9K Hold
560
– – ﹤0.01% 1864
2018
Q3 		$12K Buy
+560
New +$12.4K ﹤0.01% 1862
2017
Q2 		– Sell
-420
Closed -$8K – 2019
2017
Q1 		$8K Buy
+420
New +$7.89K ﹤0.01% 1597
2016
Q3 		– Sell
-2,000
Closed -$36K – 383
2016
Q2 		$36K Sell
2,000
-2,860
-59% -$50.9K ﹤0.01% 989
2016
Q1 		$84K Buy
+4,860
New +$80.9K ﹤0.01% 750

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

Northwestern Mutual Wealth Management's CCD Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2025, closing a stake of 666 shares — an estimated $13.4K sold.

Northwestern Mutual Wealth Management first reported a position in CCD in Q1 2016 and held it in 20 quarters. The position peaked at $124K in Q4 2021. 72 funds tracked by Wall St. Rank hold CCD as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 666 Calamos Dynamic Convertible & Income Fund shares in Q3 2025, an estimated $13.4K.
  • Northwestern Mutual Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2016 and held it in 20 quarters.
  • Northwestern Mutual Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $124K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.