Purchases and Sales Made in Q4 2023 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
402K+ 1048.11% |
$4.34M - $4.8M
|
440K
$5.01M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
336K+ 25.85% |
$3.62M - $4.01M
|
1.63M
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
50.9K+ 7.69% |
$550K - $608K
|
713K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 8.32% |
$505K - $558K
|
609K
$6.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30.6KNew |
$330K - $365K
|
30.6K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 131.05% |
$311K - $344K
|
50.7K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 10.04% |
$256K - $283K
|
260K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 7.93% |
$197K - $218K
|
249K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.5K+ 18.02% |
$178K - $197K
|
108K
$1.23M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$151K - $167K
|
14K
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12.6KNew |
$136K - $150K
|
12.6K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
11.9KNew |
$128K - $142K
|
11.9K
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
11.8KNew |
$128K - $141K
|
11.8K
$135K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.8K+ 10.44% |
$127K - $140K
|
124K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.8KNew |
$117K - $129K
|
10.8K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.38K+ 67.8% |
$90.4K - $100K
|
20.7K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.66K+ 7.79% |
$82.7K - $91.5K
|
106K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.7K+ 8.03% |
$72.3K - $80K
|
90.1K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.97K+ 0.99% |
$53.6K - $59.3K
|
506K
$5.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.52KNew |
$48.7K - $53.9K
|
4.52K
$51.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.41KNew |
$47.5K - $52.6K
|
4.41K
$50.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.01K+ 4.93% |
$43.2K - $47.8K
|
85.3K
$970K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
3.35K+ 3.3% |
$36.2K - $40K
|
105K
$1.19M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.38KNew |
$25.7K - $28.4K
|
2.38K
$27.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.11K+ 93.87% |
$22.8K - $25.2K
|
4.36K
$49.6K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2K+ 17.44% |
$21.6K - $23.9K
|
13.5K
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 74.73% |
$19.3K - $21.4K
|
4.18K
$47.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 5.44% |
$17.8K - $19.7K
|
32K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.5KNew |
$16.2K - $17.9K
|
1.5K
$17.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 11.61% |
$14.2K - $15.7K
|
12.6K
$144K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.18K+ 1.11% |
$12.7K - $14.1K
|
107K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
873+ 3.97% |
$9.42K - $10.4K
|
22.9K
$260K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
655+ 4.01% |
$7.07K - $7.82K
|
17K
$193K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
641+ 2.9% |
$6.92K - $7.65K
|
22.7K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$5.4K - $5.97K
|
500
$5.69K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
500+ 100.0% |
$5.4K - $5.97K
|
1K
$11.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
364+ 2.59% |
$3.93K - $4.35K
|
14.4K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
336+ 1.81% |
$3.63K - $4.01K
|
18.9K
$215K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
299+ 1.48% |
$3.23K - $3.57K
|
20.5K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
273+ 1.92% |
$2.95K - $3.26K
|
14.5K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 0.69% |
$1.59K - $1.76K
|
21.6K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
106+ 0.14% |
$1.14K - $1.27K
|
74.8K
$850K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
55+ 2.58% |
$593 - $657
|
2.19K
$24.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
45+ 0.98% |
$486 - $537
|
4.64K
$52.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33+ 3.81% |
$356 - $394
|
900
$10.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 2.78% |
$140 - $155
|
480
$5.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 1.0% |
$97.1 - $107
|
891
$10.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65- 0.11% |
$701 - $776
|
59.9K
$681K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 0.64% |
$1.62K - $1.79K
|
23.2K
$264K
|