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 154 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,376,192
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,237,116
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,228,676
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
927,471
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
641,485
shares
|
$7.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
639,926
shares
|
$7.17 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
636,552
shares
|
$7.14 Million
4.42% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
398,300
shares
|
$4.46 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
341,984
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 41.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
318,379
shares
|
$3.57 Million
0.14% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
299,997
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
269,727
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
262,618
shares
|
$2.94 Million
0.35% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
248,354
shares
|
$2.78 Million
0.05% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
246,094
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
238,658
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2025
Added 78.37%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
235,041
shares
|
$2.63 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
207,163
shares
|
$2.32 Million
0.51% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
184,818
shares
|
$2.07 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
167,284
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
164,258
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.96%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
161,483
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,948
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
135,169
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
131,783
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.9%
|
|