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 150 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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
21,038
shares
|
$231,418
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,887
shares
|
$229,757
0.01% of portfolio
|
Q1 2024
Added 47.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
20,517
shares
|
$225,687
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,820
shares
|
$218,020
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,620
shares
|
$204,820
0.01% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
17,500
shares
|
$192,500
0.02% of portfolio
|
Q2 2023
Reduced 3.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
17,103
shares
|
$188,133
0.12% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
17,092
shares
|
$188,012
0.0% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
16,666
shares
|
$183,326
0.02% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
16,489
shares
|
$181,379
0.02% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
16,207
shares
|
$178,277
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
15,939
shares
|
$175,329
0.04% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,732
shares
|
$173,052
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
15,037
shares
|
$165,407
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
15,000
shares
|
$165,000
0.06% of portfolio
|
Q1 2025
Reduced 93.94%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
14,588
shares
|
$160,468
0.05% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
13,965
shares
|
$153,615
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,546
shares
|
$138,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
12,365
shares
|
$136,015
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,094
shares
|
$133,034
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
11,909
shares
|
$130,999
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
11,845
shares
|
$130,295
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,732
shares
|
$129,052
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
10,891
shares
|
$119,801
0.06% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,212
shares
|
$112,332
0.0% of portfolio
|
Q1 2025
New holding
|