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 128 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
24,180
shares
|
$294,754
0.02% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
24,113
shares
|
$293,937
0.01% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
23,828
shares
|
$290,463
0.04% of portfolio
|
Q2 2019
Added 2.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
23,479
shares
|
$286,209
0.02% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
22,806
shares
|
$278,005
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
22,564
shares
|
$275,055
0.0% of portfolio
|
Q3 2024
Added 69.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,199
shares
|
$270,605
0.0% of portfolio
|
Q3 2024
Reduced 58.71%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
21,874
shares
|
$266,644
0.07% of portfolio
|
Q2 2024
Added 33.59%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
21,587
shares
|
$263,145
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,910
shares
|
$254,892
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,887
shares
|
$254,612
0.01% of portfolio
|
Q1 2024
Added 47.78%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
20,104
shares
|
$245,067
0.12% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
19,374
shares
|
$236,169
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
18,653
shares
|
$227,380
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
18,098
shares
|
$220,614
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
17,500
shares
|
$213,325
0.02% of portfolio
|
Q2 2023
Reduced 3.63%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,299
shares
|
$210,874
0.01% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
17,103
shares
|
$208,485
0.13% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,880
shares
|
$205,767
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
16,489
shares
|
$201,000
0.02% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
16,207
shares
|
$197,563
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,924
shares
|
$194,113
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,276
shares
|
$186,214
0.0% of portfolio
|
Q3 2024
Added 34.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
14,093
shares
|
$171,793
0.0% of portfolio
|
Q3 2024
Added 164.01%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,365
shares
|
$162,919
0.0% of portfolio
|
Q1 2024
Reduced 0.74%
|