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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
308+ 1.37% |
$3.43K - $3.7K
|
22.8K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.45K- 41.98% |
$49.5K - $53.4K
|
6.15K
$71.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 11.07% |
$1.3M - $1.41M
|
1.18M
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-58.9K- 20.66% |
$655K - $707K
|
226K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 4.23% |
$16.7K - $18K
|
34K
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.03% |
$66.8 - $72.1
|
18.1K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.82K- 6.86% |
$20.2K - $21.8K
|
24.7K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.41K- 11.58% |
$37.9K - $40.9K
|
26K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
497+ 2.53% |
$5.53K - $5.97K
|
20.1K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.2% |
$345 - $372
|
15.9K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.86K+ 6.28% |
$65.2K - $70.3K
|
99.1K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.43K- 0.98% |
$27.1K - $29.2K
|
247K
$2.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.02K+ 14.33% |
$33.6K - $36.3K
|
24.1K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23K- 4.35% |
$80.4K - $86.8K
|
159K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.5KNew |
$39K - $42K
|
3.5K
$40.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 0.25% |
$122 - $132
|
4.46K
$52.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
64.3K+ 10.02% |
$716K - $773K
|
706K
$8.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
376+ 1.77% |
$4.18K - $4.52K
|
21.6K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-346- 66.54% |
$3.85K - $4.16K
|
174
$2.03K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-275- 0.28% |
$3.06K - $3.3K
|
98K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.29K+ 10.48% |
$25.5K - $27.5K
|
24.2K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
86+ 0.53% |
$957 - $1.03K
|
16.2K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.85K- 3.76% |
$20.6K - $22.2K
|
47.3K
$553K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.04K+ 20.78% |
$45K - $48.5K
|
23.5K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.96K+ 34.94% |
$44K - $47.5K
|
15.3K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-232K- 49.71% |
$2.58M - $2.79M
|
235K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
364+ 1.91% |
$4.05K - $4.37K
|
19.4K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
997+ 0.87% |
$11.1K - $12K
|
116K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.81K+ 3.12% |
$53.6K - $57.8K
|
159K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.08K- 3.75% |
$67.6K - $73K
|
156K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18K+ 24.22% |
$200K - $216K
|
92.2K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-730- 4.09% |
$8.12K - $8.77K
|
17.1K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
462+ 2.74% |
$5.14K - $5.55K
|
17.3K
$202K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 0.95% |
$1.18K - $1.27K
|
11.3K
$131K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
698New |
$7.77K - $8.38K
|
698
$8.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$4.45K - $4.8K
|
400
$4.67K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
225+ 0.48% |
$2.5K - $2.7K
|
47.5K
$555K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1KNew |
$11.1K - $12K
|
1K
$11.7K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 2.74% |
$15.2K - $16.2K
|
49.8K
$581K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
393+ 2.38% |
$4.27K - $4.55K
|
16.9K
$197K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
388+ 2.38% |
$4.21K - $4.5K
|
16.7K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.28K- 84.84% |
$79K - $84.3K
|
1.3K
$15.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11.3KNew |
$122K - $131K
|
11.3K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$119K - $127K
|
10.9K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
153+ 325.53% |
$1.66K - $1.77K
|
200
$2.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-432- 76.87% |
$4.69K - $5.01K
|
130
$1.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.54K- 7.77% |
$49.3K - $52.6K
|
53.8K
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
39.8KNew |
$433K - $462K
|
39.8K
$465K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98KNew |
$43.2K - $46.1K
|
3.98K
$46.5K
|
|