Latest Institutional Transactions on Calamos Convertible & High Income Fund (CHY)
This table provides information on the latest institutional transactions involving Calamos Convertible & High Income Fund (CHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.85K- 14.48% |
$80.8K - $86.1K
|
40.5K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
453+ 2.62% |
$5.34K - $5.69K
|
17.8K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
252+ 1.17% |
$2.97K - $3.17K
|
21.8K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.55K+ 0.66% |
$18.2K - $19.4K
|
236K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.05KNew |
$36K - $38.4K
|
3.05K
$34.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
48.6KNew |
$572K - $610K
|
48.6K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.38K+ 27.17% |
$75.2K - $80.1K
|
29.9K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.91K- 4.01% |
$22.5K - $23.9K
|
45.6K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
84+ 0.32% |
$990 - $1.06K
|
26.7K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 2.69% |
$165 - $176
|
535
$6.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 11.24% |
$1.18K - $1.26K
|
990
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.8K+ 9.66% |
$21.2K - $22.6K
|
20.5K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-12.5K- 15.99% |
$147K - $157K
|
65.6K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 1.26% |
$1.77K - $1.88K
|
12K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 6.84% |
$187K - $199K
|
248K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
26.2K+ 11.85% |
$309K - $329K
|
247K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
436+ 4.36% |
$5.14K - $5.48K
|
10.4K
$119K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17.7K - $18.8K
|
1.5K
$17.1K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-217K- 82.26% |
$2.55M - $2.72M
|
46.7K
$532K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
45+ 0.1% |
$531 - $565
|
46.3K
$526K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1KNew |
$11.1K - $12K
|
1K
$11.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.5KNew |
$140K - $151K
|
12.5K
$143K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.0% |
$11.1 - $12
|
131K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.28K+ 69.86% |
$103K - $111K
|
22.6K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-27.5K- 14.32% |
$306K - $330K
|
164K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.23K- 9.56% |
$91.6K - $98.9K
|
77.9K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.93K- 31.13% |
$21.5K - $23.2K
|
4.27K
$48.5K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.2K+ 24.47% |
$302K - $326K
|
138K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
584+ 0.35% |
$6.5K - $7.01K
|
166K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
807+ 1.4% |
$8.98K - $9.69K
|
58.5K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 4.73% |
$1.12M - $1.21M
|
2.23M
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 8.12% |
$1.17M - $1.27M
|
1.19M
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-60K- 18.19% |
$668K - $721K
|
270K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
996New |
$11.1K - $12K
|
996
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
193K+ 38.79% |
$2.15M - $2.31M
|
690K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.12% |
$557 - $601
|
43.1K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
370+ 1.8% |
$4.12K - $4.44K
|
20.9K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-796- 18.04% |
$8.86K - $9.56K
|
3.62K
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15.7K- 19.53% |
$175K - $188K
|
64.7K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
63.2KNew |
$703K - $759K
|
63.2K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
213New |
$2.37K - $2.56K
|
213
$2.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.6K- 58.71% |
$351K - $379K
|
22.2K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25K+ 4.49% |
$278K - $300K
|
582K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.66K- 4.37% |
$63K - $67.9K
|
124K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 2.76% |
$289 - $312
|
967
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.7K- 13.78% |
$520K - $561K
|
292K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48- 0.02% |
$534 - $576
|
257K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
384+ 3.73% |
$4.27K - $4.61K
|
10.7K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 3.54% |
$24.1K - $26K
|
63.3K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-66.6K- 9.46% |
$741K - $800K
|
637K
$7.25M
|
|