Latest Institutional Purchases of Calamos Convertible & High Income Fund (CHY)
This list provides information on the latest institutional transactions involving Calamos Convertible & High Income Fund (CHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$14.1K - $15.1K
|
1.2K
$13.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
600New |
$7.07K - $7.54K
|
600
$6.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
333New |
$3.93K - $4.18K
|
333
$3.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 11.24% |
$1.18K - $1.26K
|
990
$11.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 2.69% |
$165 - $176
|
535
$6K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.81K+ 3.12% |
$53.6K - $57.8K
|
159K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.5KNew |
$39K - $42K
|
3.5K
$39.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1KNew |
$11.1K - $12K
|
1K
$11.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1KNew |
$11.1K - $12K
|
1K
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
997+ 0.87% |
$11.1K - $12K
|
116K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
996New |
$11.1K - $12K
|
996
$11.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
698New |
$7.77K - $8.38K
|
698
$7.82K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$4.45K - $4.8K
|
400
$4.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
370+ 1.8% |
$4.12K - $4.44K
|
20.9K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
213New |
$2.37K - $2.56K
|
213
$2.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
86+ 0.53% |
$957 - $1.03K
|
16.2K
$182K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
17KNew |
$185K - $197K
|
17K
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
13.8KNew |
$150K - $160K
|
13.8K
$155K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$114K - $122K
|
10.5K
$118K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
388+ 2.38% |
$4.21K - $4.5K
|
16.7K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
153+ 325.53% |
$1.66K - $1.77K
|
200
$2.24K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
48+ 1.03% |
$521 - $556
|
4.73K
$53K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
75.3KNew |
$840K - $914K
|
75.3K
$844K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$311K - $338K
|
27.9K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$156K - $170K
|
14K
$157K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10KNew |
$112K - $121K
|
10K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 47.78% |
$75.4K - $82K
|
20.9K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 15.9% |
$61.9K - $67.4K
|
40.5K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 7.35% |
$26.2K - $28.5K
|
34.3K
$385K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.25KNew |
$14K - $15.2K
|
1.25K
$14K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1KNew |
$11.2K - $12.1K
|
1K
$11.2K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
836New |
$9.33K - $10.1K
|
836
$9.37K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
101New |
$1.13K - $1.23K
|
101
$1.13K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.1% |
$123 - $134
|
10.8K
$121K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30.6KNew |
$330K - $365K
|
30.6K
$343K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$151K - $167K
|
14K
$157K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12.6KNew |
$136K - $150K
|
12.6K
$141K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
11.8KNew |
$128K - $141K
|
11.8K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$5.4K - $5.97K
|
500
$5.61K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.7KNew |
$299K - $323K
|
27.7K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
10.2KNew |
$110K - $119K
|
10.2K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
637New |
$6.87K - $7.41K
|
637
$7.14K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$3.24K - $3.49K
|
300
$3.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
258New |
$2.78K - $3K
|
258
$2.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 2.21% |
$2.59K - $2.79K
|
11.1K
$124K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52New |
$561 - $605
|
52
$583
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.7KNew |
$197K - $221K
|
19.7K
$221K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
395New |
$3.96K - $4.44K
|
395
$4.43K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
29.8KNew |
$319K - $381K
|
29.8K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
20.7KNew |
$221K - $264K
|
20.7K
$232K
|
|