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 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.67KNew |
$16.9K - $20.1K
|
1.67K
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20New |
$202 - $240
|
20
$207
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 6.0% |
$13.2K - $15.7K
|
23.1K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
585+ 2.68% |
$5.91K - $7.02K
|
22.4K
$232K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$10.1K - $12K
|
1K
$10.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.6K+ 4.2% |
$511K - $607K
|
1.25M
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
425KNew |
$4.29M - $5.1M
|
425K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
39.8KNew |
$402K - $478K
|
39.8K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
109+ 0.91% |
$1.1K - $1.31K
|
12.1K
$125K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.75K+ 2.8% |
$17.7K - $21K
|
64.3K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-3.2K- 12.16% |
$32.3K - $38.4K
|
23.1K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.71K- 3.7% |
$47.5K - $56.5K
|
122K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 13.21% |
$103K - $122K
|
66.7K
$689K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
33.6K+ 22.7% |
$339K - $403K
|
181K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$415K - $494K
|
41.1K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 1.15% |
$12.8K - $15.2K
|
109K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.92K+ 1.55% |
$39.6K - $47.1K
|
258K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-577- 3.54% |
$5.83K - $6.92K
|
15.7K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.9K- 39.16% |
$343K - $407K
|
52.7K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 1.34% |
$606 - $720
|
4.54K
$46.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-442- 1.7% |
$4.46K - $5.3K
|
25.5K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.38K- 10.83% |
$44.2K - $52.6K
|
36.1K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.22K- 4.84% |
$12.3K - $14.6K
|
23.9K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$10.1K - $12K
|
1K
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
600+ 4.49% |
$6.06K - $7.2K
|
14K
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-12.3K- 1.69% |
$124K - $147K
|
714K
$7.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.35K- 50.0% |
$33.8K - $40.2K
|
3.35K
$34.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
95+ 0.36% |
$960 - $1.14K
|
26.8K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-35- 0.07% |
$354 - $420
|
46.7K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
868+ 4.89% |
$8.77K - $10.4K
|
18.6K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.25K- 9.21% |
$22.7K - $27K
|
22.2K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.23K- 1.15% |
$12.4K - $14.8K
|
106K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.7K+ 88.53% |
$138K - $164K
|
29.1K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-233K- 93.94% |
$2.35M - $2.79M
|
15K
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.55KNew |
$35.9K - $42.6K
|
3.55K
$36.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 2.87% |
$909 - $1.08K
|
3.22K
$33.3K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.1K+ 5.12% |
$11.1K - $13.2K
|
22.6K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.4K- 8.04% |
$24.2K - $28.8K
|
27.5K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
646+ 5.74% |
$6.52K - $7.75K
|
11.9K
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
600New |
$6.06K - $7.2K
|
600
$6.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
142KNew |
$1.44M - $1.71M
|
142K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.4K- 27.56% |
$135K - $161K
|
35.2K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.97K+ 20.46% |
$30K - $35.7K
|
17.5K
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 766.09% |
$13.5K - $16K
|
1.51K
$15.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
167+ 1.39% |
$1.69K - $2K
|
12.2K
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.61K- 5.73% |
$26.4K - $31.4K
|
43K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$103K - $123K
|
10.2K
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
214+ 2.05% |
$2.16K - $2.57K
|
10.7K
$110K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
22.8K+ 9.23% |
$230K - $274K
|
270K
$2.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-325- 0.14% |
$3.28K - $3.9K
|
236K
$2.44M
|