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 |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
12,581
shares
|
$153,362
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
12,546
shares
|
$152,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,333
shares
|
$150,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,861
shares
|
$144,585
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,845
shares
|
$144,390
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
11,263
shares
|
$137,295
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,252
shares
|
$137,161
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,686
shares
|
$130,262
0.0% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
10,003
shares
|
$121,936
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$121,900
0.01% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$121,900
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
9,305
shares
|
$113,427
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,274
shares
|
$113,050
0.0% of portfolio
|
Q2 2020
Added 0.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,484
shares
|
$103,419
0.0% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
6,565
shares
|
$80,027
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
6,150
shares
|
$74,968
0.01% of portfolio
|
Q3 2024
Reduced 41.98%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,728
shares
|
$57,634
0.01% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,459
shares
|
$54,355
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,265
shares
|
$51,990
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,980
shares
|
$48,516
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$47,541
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,616
shares
|
$44,079
0.0% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,500
shares
|
$42,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
3,195
shares
|
$38,947
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,040
shares
|
$37,057
0.0% of portfolio
|
Q4 2023
Reduced 76.69%
|