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 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-420- 3.49% |
$4.21K - $4.72K
|
11.6K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.8K- 30.03% |
$128K - $144K
|
29.8K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-660- 3.63% |
$6.62K - $7.41K
|
17.5K
$204K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-14K- 87.5% |
$140K - $157K
|
2K
$23.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.7KNew |
$197K - $221K
|
19.7K
$230K
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$109K - $130K
|
10.2K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$166K - $198K
|
15.5K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.7K- 15.38% |
$18.2K - $21.7K
|
9.35K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75New |
$803 - $958
|
75
$876
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 3.39% |
$13K - $15.5K
|
34.6K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
29.8KNew |
$319K - $381K
|
29.8K
$348K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$34.2K - $40.8K
|
3.2K
$37.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.1KNew |
$43.9K - $52.4K
|
4.1K
$47.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.61KNew |
$17.2K - $20.5K
|
1.61K
$18.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
20.7KNew |
$221K - $264K
|
20.7K
$242K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$122K - $141K
|
12K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 8.84% |
$10.2K - $11.8K
|
10.3K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.5KNew |
$159K - $184K
|
15.5K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.4K+ 32.84% |
$127K - $146K
|
50.1K
$585K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4K- 47.37% |
$40.9K - $47.3K
|
4.44K
$51.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.61KNew |
$16.5K - $19.1K
|
1.61K
$18.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.57KNew |
$67.2K - $77.6K
|
6.57K
$76.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.32KNew |
$44.2K - $51.1K
|
4.32K
$50.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-13.5K- 47.13% |
$138K - $159K
|
15.1K
$177K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
202+ 1.82% |
$2.07K - $2.39K
|
11.3K
$132K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.13K+ 13.84% |
$21.5K - $28.5K
|
17.5K
$205K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3KNew |
$134K - $178K
|
13.3K
$155K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.33K+ 2.36% |
$74K - $98.1K
|
318K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-15.3K- 11.32% |
$154K - $204K
|
120K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.11KNew |
$31.3K - $41.6K
|
3.11K
$36.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
202+ 1442.86% |
$2.04K - $2.7K
|
216
$2.52K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$15.1K - $20.1K
|
1.5K
$17.5K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.9KNew |
$41.7K - $55.8K
|
3.9K
$45.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.62KClosed |
$28K - $37.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.59KNew |
$81.2K - $109K
|
7.59K
$88.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.16KNew |
$12.4K - $16.6K
|
1.16K
$13.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.46KClosed |
$47.6K - $63.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7KClosed |
$74.8K - $100K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200Closed |
$2.14K - $2.86K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.19KClosed |
$23.4K - $31.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 2.47% |
$706 - $944
|
2.74K
$32K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-760- 7.06% |
$8.12K - $10.9K
|
10K
$117K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1KNew |
$10.7K - $14.3K
|
1K
$11.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.24KNew |
$88.1K - $118K
|
8.24K
$96.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-10.6KClosed |
$113K - $152K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.24KClosed |
$45.3K - $60.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.16KClosed |
$55.2K - $73.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
950New |
$10.2K - $13.6K
|
950
$11.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-18.3KClosed |
$231K - $294K
|
0
$0
|
|