Purchases and Sales Made in Q1 2024 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q1 2024. The information is specifically focused on institutions that hold shares of CALAMOS CONVERTIBLE & HIGH INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
221+ 1.86% |
$2.47K - $2.68K
|
12.1K
$137K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
144+ 0.67% |
$1.61K - $1.75K
|
21.7K
$247K
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
109+ 0.54% |
$1.22K - $1.32K
|
20.3K
$230K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
101New |
$1.13K - $1.23K
|
101
$1.15K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 10.0% |
$1.12K - $1.21K
|
1.1K
$12.5K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
80+ 0.33% |
$893 - $971
|
24.4K
$277K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
55+ 2.51% |
$614 - $668
|
2.24K
$25.5K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47New |
$525 - $571
|
47
$533
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
43+ 0.93% |
$480 - $522
|
4.68K
$53.1K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.22% |
$324 - $352
|
13K
$147K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 2.69% |
$268 - $291
|
915
$10.4K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 1.7% |
$190 - $206
|
1.02K
$11.5K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 2.71% |
$145 - $158
|
493
$5.6K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.1% |
$123 - $134
|
10.8K
$122K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57- 1.12% |
$636 - $692
|
5.01K
$56.9K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-85- 0.57% |
$949 - $1.03K
|
14.9K
$169K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.74% |
$1.12K - $1.21K
|
13.4K
$152K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-235- 0.22% |
$2.62K - $2.85K
|
107K
$1.22M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-307- 2.14% |
$3.43K - $3.73K
|
14K
$159K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-425- 3.18% |
$4.74K - $5.16K
|
12.9K
$147K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$5.58K - $6.07K
|
500
$5.68K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-600- 1.35% |
$6.7K - $7.28K
|
44K
$499K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-655- 3.85% |
$7.31K - $7.95K
|
16.3K
$185K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-749- 1.0% |
$8.36K - $9.09K
|
74K
$840K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 0.48% |
$13.2K - $14.4K
|
248K
$2.81M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 0.58% |
$16.7K - $18.2K
|
258K
$2.93M
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.67K- 0.71% |
$18.6K - $20.2K
|
234K
$2.65M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.82K- 76.41% |
$20.3K - $22.1K
|
562
$6.38K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.11K- 48.42% |
$23.6K - $25.7K
|
2.25K
$25.5K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.99K- 8.88% |
$55.7K - $60.6K
|
51.2K
$581K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.49K- 4.41% |
$61.2K - $66.6K
|
119K
$1.35M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.56K- 3.47% |
$62.1K - $67.5K
|
155K
$1.75M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.06K- 18.4% |
$78.8K - $85.7K
|
31.3K
$356K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.15K- 7.51% |
$79.7K - $86.8K
|
88K
$999K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.75K- 17.42% |
$86.5K - $94.1K
|
36.8K
$417K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-9.08K- 8.56% |
$101K - $110K
|
97K
$1.1M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 43.22% |
$123K - $133K
|
14.4K
$164K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-11.5K- 16.86% |
$128K - $139K
|
56.6K
$642K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.5K- 6.27% |
$128K - $139K
|
172K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.5K- 9.68% |
$195K - $212K
|
163K
$1.85M
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-20.1K- 7.18% |
$225K - $244K
|
260K
$2.95M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29.7K- 4.16% |
$331K - $361K
|
683K
$7.76M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-30K- 15.55% |
$335K - $364K
|
163K
$1.85M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31K- 16.3% |
$346K - $376K
|
159K
$1.81M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.5K- 5.11% |
$932K - $1.01M
|
1.55M
$17.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.5K- 5.11% |
$932K - $1.01M
|
1.55M
$17.6M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-136K- 27.11% |
$1.52M - $1.65M
|
366K
$4.16M
|