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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3K- 4.5% |
$32.2K - $34.3K
|
63.6K
$713K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
306+ 16.96% |
$3.29K - $3.5K
|
2.11K
$23.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.48K- 25.84% |
$58.9K - $62.7K
|
15.7K
$176K
|
|
|
Nov 05, 2025
Q3 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-3.92K- 0.61% |
$42.1K - $44.9K
|
637K
$7.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 4.83% |
$10.8K - $11.5K
|
19.9K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11.2K- 36.77% |
$121K - $129K
|
19.3K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7KNew |
$158K - $168K
|
14.7K
$164K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.99K- 7.55% |
$32.1K - $34.2K
|
36.5K
$410K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
640KNew |
$6.88M - $7.33M
|
640K
$7.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.49K+ 5.0% |
$26.7K - $28.5K
|
52.3K
$586K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65+ 2.66% |
$699 - $744
|
2.51K
$28.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.63K- 55.22% |
$39K - $41.5K
|
2.94K
$33K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 2.94% |
$32.3 - $34.3
|
105
$1.18K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
494+ 2.71% |
$5.31K - $5.66K
|
18.7K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.42K+ 1.71% |
$47.5K - $50.6K
|
263K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
639+ 1.25% |
$6.87K - $7.32K
|
51.9K
$581K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.54K- 9.03% |
$16.6K - $17.7K
|
15.5K
$174K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.21% |
$516 - $550
|
22.9K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13KNew |
$140K - $149K
|
13K
$146K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
105K+ 78.37% |
$1.13M - $1.2M
|
239K
$2.68M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$113K - $120K
|
10.5K
$118K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8K- 26.41% |
$86K - $91.6K
|
22.3K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.44K- 1.82% |
$26.2K - $27.9K
|
132K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
3KNew |
$32.3K - $34.4K
|
3K
$33.6K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1KNew |
$10.8K - $11.5K
|
1K
$11.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
28.2K+ 125.08% |
$303K - $323K
|
50.7K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.5KNew |
$113K - $120K
|
10.5K
$118K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.19K- 32.28% |
$66.5K - $70.9K
|
13K
$146K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.8KNew |
$19.3K - $20.6K
|
1.8K
$20.1K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.21K+ 63.85% |
$88.2K - $93.9K
|
21.1K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
304+ 1.8% |
$3.27K - $3.48K
|
17.2K
$193K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.5K- 26.9% |
$521K - $555K
|
132K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-7.21K- 3.75% |
$77.5K - $82.6K
|
185K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.08K+ 3.51% |
$11.6K - $12.3K
|
31.7K
$356K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-800- 0.34% |
$8.6K - $9.16K
|
235K
$2.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.5K- 3.6% |
$16.1K - $17.2K
|
40.2K
$451K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-800- 2.98% |
$8.6K - $9.16K
|
26.1K
$292K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 2.77% |
$989 - $1.05K
|
3.41K
$38.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.82K- 8.48% |
$94.8K - $101K
|
95.1K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.4K- 33.78% |
$58K - $61.8K
|
10.6K
$119K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
25K+ 83.33% |
$269K - $286K
|
55K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-723- 2.34% |
$7.77K - $8.28K
|
30.2K
$338K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400+ 101.27% |
$4.3K - $4.58K
|
795
$8.91K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 1.78% |
$581 - $618
|
3.08K
$34.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
555New |
$5.97K - $6.35K
|
555
$6.22K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-29.1K- 47.07% |
$313K - $334K
|
32.8K
$367K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.4K+ 13.85% |
$279K - $334K
|
250K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7KNew |
$199K - $238K
|
21.7K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.6KNew |
$161K - $193K
|
17.6K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.03K- 19.64% |
$37K - $44.3K
|
16.5K
$185K
|
|