Purchases and Sales Made in Q4 2024 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
302KNew |
$3.55M - $3.79M
|
302K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
117K+ 18.28% |
$1.37M - $1.46M
|
754K
$7.82M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
76.9KNew |
$906K - $966K
|
76.9K
$797K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
48.6KNew |
$572K - $610K
|
48.6K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.3K+ 6.72% |
$546K - $582K
|
736K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.6K+ 191.88% |
$502K - $535K
|
64.8K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.6K+ 2.98% |
$420K - $447K
|
1.23M
$12.7M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
30.5KNew |
$359K - $383K
|
30.5K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
30KNew |
$354K - $377K
|
30K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 2.28% |
$316K - $337K
|
1.2M
$12.5M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
26.3KNew |
$310K - $330K
|
26.3K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
26.2K+ 11.85% |
$309K - $329K
|
247K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 1.04% |
$273K - $290K
|
2.25M
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
19.7K+ 2.79% |
$232K - $247K
|
726K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17.3K+ 13.26% |
$204K - $217K
|
148K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
16.3KNew |
$192K - $205K
|
16.3K
$169K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 6.84% |
$187K - $199K
|
248K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
15.6KNew |
$184K - $196K
|
15.6K
$162K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15.4KNew |
$182K - $194K
|
15.4K
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.4KNew |
$157K - $168K
|
13.4K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.1K+ 11.17% |
$131K - $139K
|
110K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.79K+ 8.97% |
$104K - $110K
|
107K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.93K+ 2.81% |
$81.7K - $87K
|
254K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.52K+ 15.13% |
$76.9K - $81.9K
|
49.6K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.38K+ 27.17% |
$75.2K - $80.1K
|
29.9K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.32K+ 34.9% |
$74.5K - $79.3K
|
24.4K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.73K+ 18.99% |
$55.7K - $59.4K
|
29.6K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.73KNew |
$44K - $46.9K
|
3.73K
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.52K+ 5.57% |
$41.5K - $44.2K
|
66.7K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.35K+ 19.82% |
$39.4K - $42K
|
20.2K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.28K+ 2.65% |
$38.7K - $41.2K
|
127K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.25KNew |
$38.4K - $40.9K
|
3.25K
$33.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.05KNew |
$36K - $38.4K
|
3.05K
$31.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.12KNew |
$25K - $26.6K
|
2.12K
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11K+ 0.36% |
$24.9K - $26.5K
|
584K
$6.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$23.6K - $25.1K
|
2K
$20.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.81K+ 7.51% |
$21.4K - $22.7K
|
25.9K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.8K+ 9.66% |
$21.2K - $22.6K
|
20.5K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.55K+ 0.66% |
$18.2K - $19.4K
|
236K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17.7K - $18.8K
|
1.5K
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 12.16% |
$15.3K - $16.3K
|
12K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$14.1K - $15.1K
|
1.2K
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$11.8K - $12.6K
|
1K
$10.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
960+ 3.97% |
$11.3K - $12.1K
|
25.1K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
927+ 8.24% |
$10.9K - $11.6K
|
12.2K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
600New |
$7.07K - $7.54K
|
600
$6.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
508+ 2.53% |
$5.99K - $6.38K
|
20.6K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
480New |
$5.66K - $6.03K
|
480
$4.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
453+ 2.62% |
$5.34K - $5.69K
|
17.8K
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
436+ 4.36% |
$5.14K - $5.48K
|
10.4K
$108K
|