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 129 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
13,354
shares
|
$152,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,546
shares
|
$143,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,333
shares
|
$140,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,011
shares
|
$137,165
0.02% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
11,845
shares
|
$135,269
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
11,263
shares
|
$128,623
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,252
shares
|
$128,497
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,686
shares
|
$122,034
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
10,439
shares
|
$119,213
0.06% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$114,200
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$114,200
0.01% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,274
shares
|
$105,909
0.0% of portfolio
|
Q2 2020
Added 0.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,484
shares
|
$96,887
0.0% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,565
shares
|
$74,972
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
6,150
shares
|
$70,233
0.01% of portfolio
|
Q3 2024
Reduced 41.98%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,728
shares
|
$53,993
0.01% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,479
shares
|
$51,150
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,265
shares
|
$48,706
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,980
shares
|
$45,451
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$44,538
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,616
shares
|
$41,294
0.0% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,500
shares
|
$39,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
3,253
shares
|
$37,149
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,195
shares
|
$36,486
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,134
shares
|
$35,790
0.0% of portfolio
|
Q4 2024
Added 2.62%
|