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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
112+ 0.63% |
$1.2K - $1.43K
|
17.8K
$217K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
93+ 0.89% |
$995 - $1.19K
|
10.5K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75New |
$803 - $958
|
75
$914
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
49+ 2.48% |
$524 - $626
|
2.03K
$24.7K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
39+ 0.87% |
$417 - $498
|
4.51K
$54.9K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 2.63% |
$225 - $268
|
820
$10K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 2.79% |
$128 - $153
|
442
$5.39K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.03% |
$42.8 - $51.1
|
13.2K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-39- 0.23% |
$417 - $498
|
16.9K
$206K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-51- 0.05% |
$546 - $651
|
94K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-150- 0.35% |
$1.61K - $1.92K
|
42.6K
$520K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-250- 1.79% |
$2.68K - $3.19K
|
13.7K
$167K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-266- 0.13% |
$2.85K - $3.4K
|
201K
$2.46M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-350- 0.76% |
$3.74K - $4.47K
|
45.8K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-498- 0.18% |
$5.33K - $6.36K
|
283K
$3.44M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500Closed |
$5.35K - $6.39K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 2.94% |
$8.02K - $9.58K
|
24.7K
$301K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-800- 27.55% |
$8.56K - $10.2K
|
2.1K
$25.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-836- 2.06% |
$8.95K - $10.7K
|
39.8K
$485K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-859- 6.67% |
$9.19K - $11K
|
12K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-965- 3.12% |
$10.3K - $12.3K
|
30K
$366K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1K- 50.0% |
$10.7K - $12.8K
|
1K
$12.2K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.01K- 3.3% |
$10.8K - $12.9K
|
29.7K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 3.39% |
$13K - $15.5K
|
34.6K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.7K- 15.38% |
$18.2K - $21.7K
|
9.35K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.84K- 9.08% |
$19.6K - $23.4K
|
18.4K
$224K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.86K- 0.76% |
$19.9K - $23.8K
|
243K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.05K- 4.94% |
$21.9K - $26.2K
|
39.4K
$480K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 0.28% |
$22.3K - $26.6K
|
753K
$9.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.73K- 19.15% |
$29.2K - $34.8K
|
11.5K
$140K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.13K- 1.14% |
$33.5K - $40K
|
271K
$3.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.26K- 29.51% |
$34.9K - $41.7K
|
7.79K
$95K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.07K- 66.26% |
$43.5K - $51.9K
|
2.07K
$25.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.07K- 4.54% |
$54.2K - $64.7K
|
107K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.08K- 13.8% |
$75.7K - $90.3K
|
44.2K
$538K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-8.57K- 18.32% |
$91.7K - $109K
|
38.2K
$466K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10K- 76.69% |
$107K - $128K
|
3.04K
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.7K- 21.33% |
$125K - $149K
|
43K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.8K- 34.81% |
$126K - $151K
|
22.1K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25K- 99.96% |
$268K - $320K
|
11
$134
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.8K- 21.91% |
$597K - $713K
|
199K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-102K- 13.7% |
$1.09M - $1.31M
|
644K
$7.85M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-132K- 28.84% |
$1.41M - $1.69M
|
326K
$3.97M
|