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 127 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
114,579
shares
|
$1.3 Million
0.78% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
99,113
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
98,015
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
92,209
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,894
shares
|
$886,433
0.0% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
65,598
shares
|
$746,505
0.15% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
64,665
shares
|
$735,887
0.35% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
63,310
shares
|
$720,467
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
63,194
shares
|
$719,147
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
58,468
shares
|
$665,365
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
53,820
shares
|
$612,471
0.01% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
49,770
shares
|
$566,382
0.0% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
48,557
shares
|
$552,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
46,719
shares
|
$531,662
0.05% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
46,251
shares
|
$526,336
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
45,624
shares
|
$519,201
0.25% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
43,108
shares
|
$490,569
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
42,650
shares
|
$485,357
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
40,453
shares
|
$460,355
0.0% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
34,310
shares
|
$390,447
0.01% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
33,966
shares
|
$386,533
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
29,859
shares
|
$339,795
0.02% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
26,681
shares
|
$303,629
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
26,006
shares
|
$295,948
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,895
shares
|
$283,305
0.01% of portfolio
|
Q3 2024
Added 0.08%
|