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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,716
shares
|
$411,586
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
36,548
shares
|
$409,703
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
34,724
shares
|
$389,256
0.27% of portfolio
|
Q3 2025
Added 44.49%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
34,310
shares
|
$384,615
0.01% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
32,781
shares
|
$367,475
0.05% of portfolio
|
Q3 2025
Reduced 47.07%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
31,743
shares
|
$355,839
0.1% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
30,186
shares
|
$338,385
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
29,135
shares
|
$326,603
0.01% of portfolio
|
Q3 2025
Added 38.49%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
28,188
shares
|
$315,987
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
27,459
shares
|
$307,815
0.02% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
26,081
shares
|
$292,368
0.03% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
25,875
shares
|
$290,058
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,100
shares
|
$281,371
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
23,828
shares
|
$267,111
0.03% of portfolio
|
Q2 2019
Added 2.16%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
23,241
shares
|
$260,531
0.07% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
22,925
shares
|
$256,989
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,866
shares
|
$256,327
0.0% of portfolio
|
Q3 2025
Reduced 68.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
22,281
shares
|
$249,770
0.0% of portfolio
|
Q3 2025
Reduced 26.41%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,055
shares
|
$236,026
0.0% of portfolio
|
Q3 2025
Added 63.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,887
shares
|
$234,143
0.01% of portfolio
|
Q1 2024
Added 47.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
19,948
shares
|
$223,617
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
19,868
shares
|
$222,720
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,631
shares
|
$220,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
19,439
shares
|
$217,911
0.02% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
19,340
shares
|
$216,801
0.01% of portfolio
|
Q3 2025
Reduced 36.77%
|
|