Latest Institutional Purchases of Calamos Convertible & High Income Fund (CHY)
This list provides information on the latest institutional transactions involving Calamos Convertible & High Income Fund (CHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 2.76% |
$289 - $312
|
967
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19+ 0.08% |
$211 - $228
|
24.9K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 2.76% |
$156 - $168
|
521
$6.35K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.03% |
$66.8 - $72.1
|
18.1K
$221K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.0% |
$11.1 - $12
|
131K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
39.8KNew |
$433K - $462K
|
39.8K
$486K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.2KNew |
$306K - $326K
|
28.2K
$343K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.9KNew |
$282K - $301K
|
25.9K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
17KNew |
$185K - $197K
|
17K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
13.8KNew |
$150K - $160K
|
13.8K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11.3KNew |
$122K - $131K
|
11.3K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$119K - $127K
|
10.9K
$133K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$114K - $122K
|
10.5K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.5K+ 33.59% |
$59.7K - $63.7K
|
21.9K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98KNew |
$43.2K - $46.1K
|
3.98K
$48.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
393+ 2.38% |
$4.27K - $4.55K
|
16.9K
$206K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
388+ 2.38% |
$4.21K - $4.5K
|
16.7K
$204K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
240+ 1.99% |
$2.61K - $2.78K
|
12.3K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
153+ 325.53% |
$1.66K - $1.77K
|
200
$2.44K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
48+ 1.03% |
$521 - $556
|
4.73K
$57.6K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
75.3KNew |
$840K - $914K
|
75.3K
$918K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$311K - $338K
|
27.9K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$156K - $170K
|
14K
$171K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10KNew |
$112K - $121K
|
10K
$122K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9.31KNew |
$104K - $113K
|
9.31K
$113K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.18K+ 44.28% |
$102K - $111K
|
29.9K
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 47.78% |
$75.4K - $82K
|
20.9K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 15.9% |
$61.9K - $67.4K
|
40.5K
$493K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 7.35% |
$26.2K - $28.5K
|
34.3K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.2KNew |
$24.6K - $26.7K
|
2.2K
$26.8K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.25KNew |
$14K - $15.2K
|
1.25K
$15.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1KNew |
$11.2K - $12.1K
|
1K
$12.2K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
836New |
$9.33K - $10.1K
|
836
$10.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
101New |
$1.13K - $1.23K
|
101
$1.23K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 1.7% |
$190 - $206
|
1.02K
$12.4K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.1% |
$123 - $134
|
10.8K
$131K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30.6KNew |
$330K - $365K
|
30.6K
$373K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14KNew |
$151K - $167K
|
14K
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12.6KNew |
$136K - $150K
|
12.6K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
11.8KNew |
$128K - $141K
|
11.8K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.52KNew |
$48.7K - $53.9K
|
4.52K
$55.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$5.4K - $5.97K
|
500
$6.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.7KNew |
$299K - $323K
|
27.7K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
10.2KNew |
$110K - $119K
|
10.2K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
637New |
$6.87K - $7.41K
|
637
$7.77K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$3.24K - $3.49K
|
300
$3.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
258New |
$2.78K - $3K
|
258
$3.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 2.21% |
$2.59K - $2.79K
|
11.1K
$135K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52New |
$561 - $605
|
52
$634
|
|