Institutional Ownership Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,341,385
shares
|
$24.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,253,404
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
989,340
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
713,841
shares
|
$7.37 Million
5.38% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
701,249
shares
|
$7.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
578,015
shares
|
$5.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
424,741
shares
|
$4.38 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
318,379
shares
|
$3.29 Million
0.14% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
291,776
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
278,671
shares
|
$2.88 Million
0.01% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
269,891
shares
|
$2.79 Million
0.36% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
266,337
shares
|
$2.75 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
257,612
shares
|
$2.66 Million
0.35% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
254,650
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
235,996
shares
|
$2.44 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
219,177
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.22%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
181,383
shares
|
$1.87 Million
0.49% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
172,355
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 68.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,948
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
157,938
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
151,295
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
144,521
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
142,472
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
142,350
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
134,884
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.02%
|