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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$110,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$110,000
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,274
shares
|
$102,014
0.0% of portfolio
|
Q2 2020
Added 0.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,484
shares
|
$93,324
0.0% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,565
shares
|
$72,215
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,546
shares
|
$72,006
0.0% of portfolio
|
Q1 2025
Added 64.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,813
shares
|
$63,943
0.0% of portfolio
|
Q1 2025
Reduced 54.92%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4,728
shares
|
$52,008
0.01% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,539
shares
|
$49,929
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,900
shares
|
$42,900
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,835
shares
|
$42,185
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,616
shares
|
$39,776
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,550
shares
|
$39,050
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,500
shares
|
$38,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,346
shares
|
$36,806
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,224
shares
|
$35,464
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,040
shares
|
$33,440
0.0% of portfolio
|
Q4 2023
Reduced 76.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,380
shares
|
$26,180
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,251
shares
|
$24,761
0.01% of portfolio
|
Q1 2024
Reduced 48.42%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,100
shares
|
$23,100
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,907
shares
|
$20,977
0.0% of portfolio
|
Q2 2024
Reduced 20.77%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,672
shares
|
$18,392
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,607
shares
|
$17,677
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,583
shares
|
$17,413
0.0% of portfolio
|
Q1 2025
Reduced 61.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,507
shares
|
$16,577
0.0% of portfolio
|
Q1 2025
Added 766.09%
|