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 137 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 $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
110,993
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
110,188
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
106,807
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
102,281
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
86,646
shares
|
$942,708
0.02% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
76,879
shares
|
$836,443
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
76,218
shares
|
$829,251
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
66,712
shares
|
$725,826
0.57% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
65,598
shares
|
$713,706
0.15% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
64,795
shares
|
$704,969
0.0% of portfolio
|
Q4 2024
Added 191.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
62,529
shares
|
$680,315
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
58,896
shares
|
$640,788
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
55,503
shares
|
$603,872
0.3% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,820
shares
|
$585,561
0.02% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
49,770
shares
|
$541,497
0.0% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
49,629
shares
|
$539,963
0.01% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
48,557
shares
|
$528,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
46,719
shares
|
$508,302
0.05% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
46,251
shares
|
$503,210
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
45,624
shares
|
$496,389
0.25% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
41,450
shares
|
$450,976
0.0% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
40,453
shares
|
$440,128
0.0% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
34,310
shares
|
$373,292
0.01% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
33,351
shares
|
$362,858
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
30,000
shares
|
$326,400
0.28% of portfolio
|
Q4 2024
New holding
|