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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$156K - $170K
|
14K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 15.9% |
$61.9K - $67.4K
|
40.5K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 7.35% |
$26.2K - $28.5K
|
34.3K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
75.3KNew |
$840K - $914K
|
75.3K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1KNew |
$11.2K - $12.1K
|
1K
$10.3K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$311K - $338K
|
27.9K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.1% |
$123 - $134
|
10.8K
$111K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9.31KNew |
$104K - $113K
|
9.31K
$96.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$5.58K - $6.07K
|
500
$5.17K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 47.78% |
$75.4K - $82K
|
20.9K
$216K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.11K- 48.42% |
$23.6K - $25.7K
|
2.25K
$23.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
101New |
$1.13K - $1.23K
|
101
$1.04K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10KNew |
$112K - $121K
|
10K
$103K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 1.7% |
$190 - $206
|
1.02K
$10.5K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$151K - $167K
|
14K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$5.4K - $5.97K
|
500
$5.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-360- 2.14% |
$3.88K - $4.3K
|
16.5K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.52KNew |
$48.7K - $53.9K
|
4.52K
$46.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.11KClosed |
$33.5K - $37.1K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12.6KNew |
$136K - $150K
|
12.6K
$130K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
11.8KNew |
$128K - $141K
|
11.8K
$122K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10K- 76.69% |
$108K - $119K
|
3.04K
$31.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30.6KNew |
$330K - $365K
|
30.6K
$316K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-485- 83.62% |
$5.23K - $5.79K
|
95
$981
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.67% |
$15.5K - $16.7K
|
84.7K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.7KNew |
$299K - $323K
|
27.7K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
258New |
$2.78K - $3K
|
258
$2.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
637New |
$6.87K - $7.41K
|
637
$6.58K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
10.2KNew |
$110K - $119K
|
10.2K
$105K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52New |
$561 - $605
|
52
$537
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$3.24K - $3.49K
|
300
$3.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 11.23% |
$14.1K - $15.2K
|
10.3K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 2.21% |
$2.59K - $2.79K
|
11.1K
$115K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
395New |
$3.96K - $4.44K
|
395
$4.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-420- 3.49% |
$4.21K - $4.72K
|
11.6K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.8K- 30.03% |
$128K - $144K
|
29.8K
$308K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-660- 3.63% |
$6.62K - $7.41K
|
17.5K
$181K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.7KNew |
$197K - $221K
|
19.7K
$203K
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$109K - $130K
|
10.2K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$166K - $198K
|
15.5K
$160K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75New |
$803 - $958
|
75
$775
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 3.39% |
$13K - $15.5K
|
34.6K
$357K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
29.8KNew |
$319K - $381K
|
29.8K
$308K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$34.2K - $40.8K
|
3.2K
$33K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.1KNew |
$43.9K - $52.4K
|
4.1K
$42.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.61KNew |
$17.2K - $20.5K
|
1.61K
$16.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
20.7KNew |
$221K - $264K
|
20.7K
$214K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$122K - $141K
|
12K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 8.84% |
$10.2K - $11.8K
|
10.3K
$107K
|
|