Institutional Ownership Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
131,514
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
131,228
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
128,853
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
122,044
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
119,595
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,939
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
114,579
shares
|
$1.34 Million
0.78% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
99,541
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 26.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
99,271
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
95,088
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
90,757
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 36.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
71,912
shares
|
$840,651
0.0% of portfolio
|
Q2 2025
Added 190.86%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
68,815
shares
|
$804,447
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
64,610
shares
|
$755,290
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
63,666
shares
|
$744,255
0.0% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
63,566
shares
|
$743,086
0.01% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
55,000
shares
|
$642,950
0.17% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
53,820
shares
|
$629,155
0.01% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
52,258
shares
|
$610,896
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
51,870
shares
|
$606,360
0.21% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
50,734
shares
|
$593,080
0.17% of portfolio
|
Q3 2025
Added 125.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
46,260
shares
|
$540,779
0.04% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
44,875
shares
|
$524,588
0.01% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
40,250
shares
|
$470,522
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
40,196
shares
|
$469,891
0.17% of portfolio
|
Q3 2025
Reduced 3.6%
|