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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
24,658
shares
|
$280,608
0.05% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
24,180
shares
|
$275,168
0.02% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
24,113
shares
|
$274,405
0.01% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
23,828
shares
|
$271,162
0.04% of portfolio
|
Q2 2019
Added 2.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
22,806
shares
|
$259,532
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
22,564
shares
|
$256,778
0.0% of portfolio
|
Q3 2024
Added 69.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,199
shares
|
$252,624
0.0% of portfolio
|
Q3 2024
Reduced 58.71%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
21,874
shares
|
$248,926
0.07% of portfolio
|
Q2 2024
Added 33.59%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
21,839
shares
|
$248,527
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,910
shares
|
$237,955
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,887
shares
|
$237,694
0.01% of portfolio
|
Q1 2024
Added 47.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
20,455
shares
|
$232,777
0.01% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
20,104
shares
|
$228,783
0.12% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
19,374
shares
|
$220,476
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
18,098
shares
|
$205,955
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,752
shares
|
$202,017
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
17,500
shares
|
$199,150
0.02% of portfolio
|
Q2 2023
Reduced 3.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
17,103
shares
|
$194,632
0.14% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,880
shares
|
$192,094
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
16,489
shares
|
$187,644
0.02% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
16,207
shares
|
$184,435
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,924
shares
|
$181,215
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,276
shares
|
$173,840
0.0% of portfolio
|
Q3 2024
Added 34.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
14,093
shares
|
$160,378
0.0% of portfolio
|
Q3 2024
Added 164.01%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,365
shares
|
$152,093
0.0% of portfolio
|
Q1 2024
Reduced 0.74%
|