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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,040
shares
|
$34,716
0.0% of portfolio
|
Q4 2023
Reduced 76.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,341
shares
|
$26,734
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,251
shares
|
$25,706
0.01% of portfolio
|
Q1 2024
Reduced 48.42%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,100
shares
|
$23,982
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,907
shares
|
$21,777
0.0% of portfolio
|
Q2 2024
Reduced 20.77%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,607
shares
|
$18,351
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$17,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,358
shares
|
$15,508
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$14,846
0.0% of portfolio
|
Q2 2024
Reduced 84.84%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,216
shares
|
$13,886
0.0% of portfolio
|
Q2 2021
Reduced 20.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,160
shares
|
$13,247
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,111
shares
|
$12,687
0.0% of portfolio
|
Q3 2024
Reduced 48.25%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,017
shares
|
$11,614
0.0% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$11,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,000
shares
|
$11,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
996
shares
|
$11,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
990
shares
|
$11,305
0.0% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
967
shares
|
$11,043
0.0% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
698
shares
|
$7,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
637
shares
|
$7,274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
535
shares
|
$6,109
0.0% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
500
shares
|
$5,710
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
480
shares
|
$5,481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
395
shares
|
$4,510
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
300
shares
|
$3,426
0.0% of portfolio
|
Q3 2023
New holding
|