Purchases and Sales Made in Q1 2023 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q1 2023. The information is specifically focused on institutions that hold shares of CALAMOS CONVERTIBLE & HIGH INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.4K+ 2.51% |
$529K - $631K
|
2.02M
$24.7M
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
47.1K+ 9.94% |
$504K - $601K
|
521K
$6.35M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
44K+ 2.33% |
$470K - $561K
|
1.93M
$23.6M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.9K+ 7.85% |
$427K - $509K
|
548K
$6.68M
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
29.8KNew |
$319K - $381K
|
29.8K
$363K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.4K+ 5.22% |
$272K - $325K
|
512K
$6.24M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
25.1K+ 228118.19% |
$268K - $320K
|
25.1K
$306K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
20.7KNew |
$221K - $264K
|
20.7K
$252K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
17.4K+ 44.98% |
$186K - $222K
|
56.2K
$685K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
16KNew |
$171K - $204K
|
16K
$195K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$166K - $198K
|
15.5K
$189K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.1KNew |
$162K - $193K
|
15.1K
$184K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6KNew |
$156K - $186K
|
14.6K
$178K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8KNew |
$148K - $177K
|
13.8K
$169K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.2KNew |
$130K - $155K
|
12.2K
$148K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.1KNew |
$130K - $155K
|
12.1K
$148K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11KNew |
$118K - $141K
|
11K
$134K
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$109K - $130K
|
10.2K
$124K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$109K - $130K
|
10.2K
$124K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.61K+ 8.24% |
$70.7K - $84.3K
|
86.8K
$1.06M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.51K+ 8.41% |
$69.6K - $83.1K
|
83.9K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
6.41K+ 3.11% |
$68.6K - $81.8K
|
213K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.18K+ 2.13% |
$66.2K - $79K
|
297K
$3.62M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.47K+ 7.66% |
$58.6K - $69.9K
|
76.9K
$938K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.72K+ 1.52% |
$50.5K - $60.3K
|
315K
$3.84M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.49K+ 22.95% |
$48K - $57.3K
|
24K
$293K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.1KNew |
$43.9K - $52.4K
|
4.1K
$50K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.82K+ 14.72% |
$40.8K - $48.7K
|
29.7K
$362K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.7K+ 5606.06% |
$39.6K - $47.2K
|
3.77K
$45.9K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.44K+ 21.43% |
$36.8K - $43.9K
|
19.5K
$237K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$34.2K - $40.8K
|
3.2K
$38.9K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 1.41% |
$27K - $32.2K
|
182K
$2.22M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.23K+ 3.41% |
$23.8K - $28.4K
|
67.5K
$823K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.18K+ 2.09% |
$23.3K - $27.8K
|
106K
$1.29M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.15K+ 1.05% |
$23K - $27.4K
|
207K
$2.52M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.12K+ 2.71% |
$22.7K - $27.1K
|
80.4K
$980K
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2.04K+ 1.56% |
$21.8K - $26.1K
|
133K
$1.62M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.61KNew |
$17.2K - $20.5K
|
1.61K
$19.6K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.51K+ 11.87% |
$16.2K - $19.3K
|
14.2K
$173K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.44K+ 5.6% |
$15.4K - $18.4K
|
27.2K
$331K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.01K+ 3.41% |
$10.8K - $12.9K
|
30.7K
$375K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
409+ 0.51% |
$4.38K - $5.22K
|
80.6K
$983K
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
379+ 0.5% |
$4.06K - $4.84K
|
75.7K
$923K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
350+ 60.34% |
$3.74K - $4.47K
|
930
$11.3K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
254+ 0.03% |
$2.72K - $3.24K
|
728K
$8.87M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
226+ 0.57% |
$2.42K - $2.89K
|
40K
$488K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
215+ 1.68% |
$2.3K - $2.75K
|
13K
$159K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$2.14K - $2.55K
|
200
$2.44K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
169+ 0.75% |
$1.81K - $2.16K
|
22.8K
$278K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
149+ 0.13% |
$1.59K - $1.9K
|
116K
$1.41M
|