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 151 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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
20,876
shares
|
$230,679
0.0% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
20,517
shares
|
$226,712
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,820
shares
|
$219,011
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,620
shares
|
$205,751
0.01% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
17,500
shares
|
$193,375
0.02% of portfolio
|
Q2 2023
Reduced 3.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
17,103
shares
|
$188,988
0.12% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
17,092
shares
|
$188,866
0.0% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
16,666
shares
|
$184,159
0.02% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
16,489
shares
|
$182,203
0.02% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
16,207
shares
|
$179,087
0.07% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
15,939
shares
|
$176,125
0.04% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
15,732
shares
|
$173,838
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
15,037
shares
|
$166,158
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
14,334
shares
|
$158,390
0.05% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
13,965
shares
|
$154,313
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,546
shares
|
$138,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
12,365
shares
|
$136,633
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,094
shares
|
$133,638
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
11,909
shares
|
$131,594
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
11,845
shares
|
$130,887
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,732
shares
|
$129,638
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
10,891
shares
|
$120,345
0.06% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
10,748
shares
|
$118,765
0.07% of portfolio
|
Q2 2025
Reduced 49.98%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$110,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$110,500
0.01% of portfolio
|
Q1 2025
New holding
|