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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.7KNew |
$197K - $221K
|
19.7K
$240K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
395New |
$3.96K - $4.44K
|
395
$4.82K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
29.8KNew |
$319K - $381K
|
29.8K
$363K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
20.7KNew |
$221K - $264K
|
20.7K
$252K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$166K - $198K
|
15.5K
$189K
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$109K - $130K
|
10.2K
$124K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.1KNew |
$43.9K - $52.4K
|
4.1K
$50K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$34.2K - $40.8K
|
3.2K
$38.9K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.61KNew |
$17.2K - $20.5K
|
1.61K
$19.6K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75New |
$803 - $958
|
75
$914
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.5KNew |
$159K - $184K
|
15.5K
$189K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.4K+ 32.84% |
$127K - $146K
|
50.1K
$610K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$122K - $141K
|
12K
$146K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.57KNew |
$67.2K - $77.6K
|
6.57K
$80K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.32KNew |
$44.2K - $51.1K
|
4.32K
$52.7K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.61KNew |
$16.5K - $19.1K
|
1.61K
$19.7K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
202+ 1.82% |
$2.07K - $2.39K
|
11.3K
$138K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3KNew |
$134K - $178K
|
13.3K
$162K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.33K+ 2.36% |
$74K - $98.1K
|
318K
$3.88M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.11KNew |
$31.3K - $41.6K
|
3.11K
$37.9K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.13K+ 13.84% |
$21.5K - $28.5K
|
17.5K
$214K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$15.1K - $20.1K
|
1.5K
$18.3K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
202+ 1442.86% |
$2.04K - $2.7K
|
216
$2.63K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.24KNew |
$88.1K - $118K
|
8.24K
$100K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.59KNew |
$81.2K - $109K
|
7.59K
$92.5K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.9KNew |
$41.7K - $55.8K
|
3.9K
$47.5K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.16KNew |
$12.4K - $16.6K
|
1.16K
$14.1K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1KNew |
$10.7K - $14.3K
|
1K
$12.2K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
950New |
$10.2K - $13.6K
|
950
$11.6K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 2.47% |
$706 - $944
|
2.74K
$33.4K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$126K - $160K
|
10K
$122K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.1KNew |
$26.5K - $33.7K
|
2.1K
$25.6K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.36KNew |
$17.1K - $21.8K
|
1.36K
$16.6K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
368New |
$4.64K - $5.9K
|
368
$4.49K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.46K+ 20.13% |
$38K - $42.1K
|
14.7K
$179K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28KNew |
$424K - $461K
|
28K
$341K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
65.5KNew |
$975K - $1.07M
|
65.5K
$798K
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
50New |
$702 - $791
|
50
$610
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
419New |
$4.82K - $6.12K
|
419
$5.11K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.8KNew |
$140K - $205K
|
17.8K
$217K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13+ 0.5% |
$102 - $150
|
2.59K
$31.6K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
500New |
$3.01K - $6.13K
|
500
$6.1K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
780New |
$8.46K - $9.11K
|
780
$9.51K
|
|
Q3 2019 | |||||||
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
101New |
$1.1K - $1.17K
|
101
$1.23K
|
|
Q2 2019 | |||||||
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
515+ 2.16% |
$5.37K - $5.81K
|
24.3K
$297K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
685New |
$6.47K - $7.58K
|
685
$8.35K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
101KNew |
$1.29M - $1.38M
|
101K
$1.24M
|
|
Q4 2016 | |||||||
May 14, 2018
Q4 2016
|
Keybank National Association
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$166K
|
|
Q2 2016 | |||||||
Sep 15, 2017
Q2 2016
|
Assetmark, Inc
|
BUY
|
- |
244New |
N/A
|
244
$2.97K
|