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 151 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,489,146
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,282,380
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,152,461
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 99.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
926,509
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
719,293
shares
|
$7.86 Million
0.06% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
640,471
shares
|
$7 Million
4.76% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
423,931
shares
|
$4.63 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
318,379
shares
|
$3.48 Million
0.14% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
291,249
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
262,066
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
258,200
shares
|
$2.82 Million
0.36% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
249,530
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
240,984
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 78.66%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
238,817
shares
|
$2.61 Million
0.23% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
235,841
shares
|
$2.58 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
226,683
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
Added 59.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
224,899
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
193,970
shares
|
$2.12 Million
0.51% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
192,028
shares
|
$2.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
180,271
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
169,991
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
161,068
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,948
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
133,951
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
133,800
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.42%
|