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 136 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,248,514
shares
|
$25.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,229,196
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,202,832
shares
|
$13.7 Million
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
753,735
shares
|
$8.58 Million
0.08% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
735,969
shares
|
$8.38 Million
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
726,109
shares
|
$8.26 Million
6.15% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
583,826
shares
|
$6.64 Million
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
318,379
shares
|
$3.62 Million
0.14% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
301,507
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
268,923
shares
|
$3.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
255,282
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
253,689
shares
|
$2.89 Million
0.42% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
247,714
shares
|
$2.82 Million
1.1% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
247,096
shares
|
$2.81 Million
0.38% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
236,321
shares
|
$2.69 Million
0.82% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
172,332
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
159,050
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,948
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
158,914
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
147,830
shares
|
$1.68 Million
0.43% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
134,884
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
127,078
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
119,595
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,939
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
114,579
shares
|
$1.3 Million
0.78% of portfolio
|
Q2 2024
Reduced 3.63%
|