Latest Institutional Transactions on Calamos Convertible & High Income Fund (CHY)
This table provides information on the latest institutional transactions involving Calamos Convertible & High Income Fund (CHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 14.92% |
$50.2K - $59.7K
|
28.4K
$294K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.25KNew |
$12.6K - $15K
|
1.25K
$13K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 9.44% |
$106K - $126K
|
121K
$1.26M
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
597+ 2.9% |
$6.03K - $7.16K
|
21.2K
$220K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.9K+ 4.13% |
$938K - $1.11M
|
2.34M
$24.3M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-240K- 19.51% |
$2.42M - $2.88M
|
989K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
102+ 2.73% |
$1.03K - $1.22K
|
3.84K
$39.7K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-5.13K- 26.02% |
$51.8K - $61.6K
|
14.6K
$151K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
66.1KNew |
$667K - $793K
|
66.1K
$684K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-447- 3.67% |
$4.51K - $5.36K
|
11.7K
$122K
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
94.4KNew |
$953K - $1.13M
|
94.4K
$977K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
291+ 1.44% |
$2.94K - $3.49K
|
20.5K
$213K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-29.9K- 17.33% |
$302K - $358K
|
142K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-632- 0.25% |
$6.38K - $7.58K
|
255K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-517K- 70.22% |
$5.22M - $6.2M
|
219K
$2.27M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$371K - $440K
|
36.7K
$380K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.08K- 54.92% |
$71.5K - $85K
|
5.81K
$60.2K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.41K+ 3.17% |
$24.4K - $29K
|
78.6K
$815K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
583+ 2.85% |
$5.89K - $7K
|
21K
$218K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$1.33M - $1.57M
|
131K
$1.36M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-976- 0.61% |
$9.86K - $11.7K
|
158K
$1.64M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 61.84% |
$405K - $481K
|
24.7K
$256K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-19- 0.52% |
$192 - $228
|
3.62K
$37.5K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 2.82% |
$283 - $336
|
1.02K
$10.6K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-808- 3.92% |
$8.16K - $9.7K
|
19.8K
$205K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
337+ 2.16% |
$3.4K - $4.04K
|
15.9K
$165K
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-52.5K- 6.96% |
$530K - $630K
|
701K
$7.26M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50New |
$505 - $600
|
50
$518
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
320+ 0.58% |
$3.23K - $3.84K
|
55.8K
$578K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
266KNew |
$2.69M - $3.2M
|
266K
$2.76M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57K+ 64.47% |
$25.9K - $30.8K
|
6.55K
$67.8K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.71K+ 28.67% |
$37.5K - $44.6K
|
16.7K
$173K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.87K- 5.78% |
$29K - $34.4K
|
46.8K
$484K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.81K- 1.0% |
$58.7K - $69.7K
|
578K
$5.99M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 61.61% |
$25.7K - $30.5K
|
1.58K
$16.4K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.73K- 3.23% |
$98.3K - $117K
|
292K
$3.02M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.76K- 4.88% |
$78.3K - $93.1K
|
151K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.11K+ 4.65% |
$31.4K - $37.3K
|
69.8K
$723K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15KNew |
$152K - $180K
|
15K
$156K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.52K- 6.22% |
$15.3K - $18.2K
|
22.9K
$237K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.54K+ 9.4% |
$55.9K - $66.4K
|
64.4K
$668K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.3K- 3.14% |
$13.1K - $15.6K
|
40.2K
$416K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
145KNew |
$1.46M - $1.73M
|
145K
$1.5M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10KNew |
$101K - $120K
|
10K
$104K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
21.5KNew |
$217K - $258K
|
21.5K
$223K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-555- 1.87% |
$5.61K - $6.66K
|
29.1K
$301K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.75K+ 3.62% |
$98.5K - $117K
|
279K
$2.89M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.1K+ 68.51% |
$708K - $841K
|
172K
$1.79M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61+ 2.63% |
$616 - $732
|
2.38K
$24.7K
|