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 13.8 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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
131,228
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
122,372
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
121,468
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
119,595
shares
|
$1.32 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
|
$1.28 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
|
$1.27 Million
0.78% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
108,924
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
105,577
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
94,353
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
78,632
shares
|
$868,883
0.0% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
69,817
shares
|
$771,477
0.54% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
66,723
shares
|
$737,289
0.04% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
66,064
shares
|
$730,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
64,431
shares
|
$711,962
0.0% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,280
shares
|
$710,294
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
61,929
shares
|
$684,315
0.11% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
55,823
shares
|
$616,844
0.24% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
53,820
shares
|
$594,711
0.01% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
52,719
shares
|
$582,544
0.01% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
49,770
shares
|
$549,958
0.0% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
46,762
shares
|
$516,720
0.01% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
46,684
shares
|
$515,858
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
41,696
shares
|
$460,740
0.18% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
41,133
shares
|
$454,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
40,150
shares
|
$443,657
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|