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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-500- 20.77% |
$5.43K - $5.8K
|
1.91K
$22.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.32K- 3.63% |
$46.9K - $50K
|
115K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
17KNew |
$185K - $197K
|
17K
$199K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
240+ 1.99% |
$2.61K - $2.78K
|
12.3K
$144K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.2KNew |
$306K - $326K
|
28.2K
$329K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.9KNew |
$282K - $301K
|
25.9K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
13.8KNew |
$150K - $160K
|
13.8K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.5K+ 33.59% |
$59.7K - $63.7K
|
21.9K
$255K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$114K - $122K
|
10.5K
$123K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.33K- 16.58% |
$25.2K - $26.9K
|
11.7K
$137K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
48+ 1.03% |
$521 - $556
|
4.73K
$55.2K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
836New |
$9.33K - $10.1K
|
836
$9.76K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.25KNew |
$14K - $15.2K
|
1.25K
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$156K - $170K
|
14K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 15.9% |
$61.9K - $67.4K
|
40.5K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 7.35% |
$26.2K - $28.5K
|
34.3K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
75.3KNew |
$840K - $914K
|
75.3K
$880K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.74% |
$1.12K - $1.21K
|
13.4K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1KNew |
$11.2K - $12.1K
|
1K
$11.7K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$311K - $338K
|
27.9K
$325K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.1% |
$123 - $134
|
10.8K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.18K+ 44.28% |
$102K - $111K
|
29.9K
$350K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9.31KNew |
$104K - $113K
|
9.31K
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$5.58K - $6.07K
|
500
$5.84K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.2KNew |
$24.6K - $26.7K
|
2.2K
$25.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 47.78% |
$75.4K - $82K
|
20.9K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.11K- 48.42% |
$23.6K - $25.7K
|
2.25K
$26.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
101New |
$1.13K - $1.23K
|
101
$1.18K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10KNew |
$112K - $121K
|
10K
$117K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 1.7% |
$190 - $206
|
1.02K
$11.9K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$151K - $167K
|
14K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$5.4K - $5.97K
|
500
$5.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-360- 2.14% |
$3.88K - $4.3K
|
16.5K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.11KClosed |
$33.5K - $37.1K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.52KNew |
$48.7K - $53.9K
|
4.52K
$52.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12.6KNew |
$136K - $150K
|
12.6K
$147K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
11.8KNew |
$128K - $141K
|
11.8K
$138K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10K- 76.69% |
$108K - $119K
|
3.04K
$35.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30.6KNew |
$330K - $365K
|
30.6K
$357K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-485- 83.62% |
$5.23K - $5.79K
|
95
$1.11K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.67% |
$15.5K - $16.7K
|
84.7K
$989K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
258New |
$2.78K - $3K
|
258
$3.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.7KNew |
$299K - $323K
|
27.7K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
637New |
$6.87K - $7.41K
|
637
$7.44K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
10.2KNew |
$110K - $119K
|
10.2K
$119K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52New |
$561 - $605
|
52
$607
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$3.24K - $3.49K
|
300
$3.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 11.23% |
$14.1K - $15.2K
|
10.3K
$121K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 2.21% |
$2.59K - $2.79K
|
11.1K
$130K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
395New |
$3.96K - $4.44K
|
395
$4.61K
|
|