Summit Financial Strategies, Inc. Calamos Convertible & High Income Fund Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Calamos Convertible & High Income Fund stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 16,489 shares of CHY stock, worth $188,469. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,489
Previous 16,489
-0.0%
Holding current value
$188,469
Previous $181,000
2.21%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CHY
# of Institutions
155Shares Held
13.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.49MShares$17 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$14.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$13.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY927KShares$10.6 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL719KShares$8.22 Million0.06% of portfolio
About CALAMOS CONVERTIBLE & HIGH INCOME FUND
- Ticker CHY
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Calamos Convertible and High Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or low...