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, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
181+ 1.46% |
$1.95K - $2.07K
|
12.5K
$141K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 2.77% |
$989 - $1.05K
|
3.41K
$38.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65+ 2.66% |
$699 - $744
|
2.51K
$28.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 1.78% |
$581 - $618
|
3.08K
$34.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 0.21% |
$570 - $607
|
25.9K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.21% |
$516 - $550
|
22.9K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29+ 2.76% |
$312 - $332
|
1.08K
$12.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
22+ 1.3% |
$237 - $252
|
1.72K
$19.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.22% |
$64.5 - $68.7
|
2.71K
$30.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 2.94% |
$32.3 - $34.3
|
105
$1.18K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.05% |
$10.8 - $11.5
|
1.91K
$21.4K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
68.8KNew |
$632K - $756K
|
68.8K
$771K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.4K+ 13.85% |
$279K - $334K
|
250K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7KNew |
$199K - $238K
|
21.7K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.6KNew |
$161K - $193K
|
17.6K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.8KNew |
$99.4K - $119K
|
10.8K
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7KNew |
$64.3K - $76.9K
|
7K
$78.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.41KNew |
$49.6K - $59.4K
|
5.41K
$60.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.12K+ 34.63% |
$37.9K - $45.3K
|
16K
$180K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 8.49% |
$18K - $21.6K
|
25.1K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 100.0% |
$9.18K - $11K
|
2K
$22.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
414+ 4.88% |
$3.8K - $4.55K
|
8.9K
$99.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
238+ 2.23% |
$2.18K - $2.62K
|
10.9K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
141+ 0.59% |
$1.29K - $1.55K
|
24.1K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$18.4 - $22
|
2
$22.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$1.33M - $1.57M
|
131K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15KNew |
$152K - $180K
|
15K
$169K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$103K - $123K
|
10.2K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10KNew |
$101K - $120K
|
10K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.55KNew |
$35.9K - $42.6K
|
3.55K
$39.8K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.11K+ 4.65% |
$31.4K - $37.3K
|
69.8K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57K+ 64.47% |
$25.9K - $30.8K
|
6.55K
$73.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 766.09% |
$13.5K - $16K
|
1.51K
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.25KNew |
$12.6K - $15K
|
1.25K
$14K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$10.1K - $12K
|
1K
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$10.1K - $12K
|
1K
$11.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
600New |
$6.06K - $7.2K
|
600
$6.73K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
597+ 2.9% |
$6.03K - $7.16K
|
21.2K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50New |
$505 - $600
|
50
$561
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20New |
$202 - $240
|
20
$224
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
30.5KNew |
$359K - $383K
|
30.5K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
30KNew |
$354K - $377K
|
30K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.4KNew |
$157K - $168K
|
13.4K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.12KNew |
$25K - $26.6K
|
2.12K
$23.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17.7K - $18.8K
|
1.5K
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.2KNew |
$14.1K - $15.1K
|
1.2K
$13.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
600New |
$7.07K - $7.54K
|
600
$6.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
333New |
$3.93K - $4.18K
|
333
$3.73K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 11.24% |
$1.18K - $1.26K
|
990
$11.1K
|
|