Purchases and Sales Made in Q1 2024 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
252K+ 19.43% |
$2.82M - $3.06M
|
1.55M
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.6K+ 3.89% |
$888K - $966K
|
2.12M
$25.7M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
75.3KNew |
$840K - $914K
|
75.3K
$910K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.8KNew |
$622K - $677K
|
55.8K
$674K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
50.2KNew |
$560K - $609K
|
50.2K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.3K+ 8.55% |
$483K - $525K
|
549K
$6.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
41.7K+ 39.73% |
$466K - $507K
|
147K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.9KNew |
$311K - $338K
|
27.9K
$337K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
20.9K+ 3.47% |
$233K - $254K
|
623K
$7.54M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.6K+ 3.38% |
$229K - $250K
|
629K
$7.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.2KNew |
$226K - $245K
|
20.2K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 1.85% |
$211K - $229K
|
1.04M
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.8K+ 17.44% |
$210K - $228K
|
127K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1K+ 29.74% |
$168K - $183K
|
65.8K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$156K - $170K
|
14K
$169K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 3.09% |
$128K - $139K
|
383K
$4.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10KNew |
$112K - $121K
|
10K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.6K+ 13.73% |
$107K - $116K
|
79.5K
$961K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9.31KNew |
$104K - $113K
|
9.31K
$112K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.18K+ 44.28% |
$102K - $111K
|
29.9K
$362K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.75K+ 47.78% |
$75.4K - $82K
|
20.9K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 15.9% |
$61.9K - $67.4K
|
40.5K
$489K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.32K+ 6.23% |
$59.3K - $64.5K
|
90.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.69K+ 32.59% |
$52.4K - $57K
|
19.1K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.63K+ 39.41% |
$51.7K - $56.2K
|
16.4K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.51K+ 8.06% |
$39.1K - $42.6K
|
47K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.84K+ 4.74% |
$31.7K - $34.5K
|
62.7K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.41KNew |
$26.9K - $29.2K
|
2.41K
$29.1K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 7.35% |
$26.2K - $28.5K
|
34.3K
$415K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.2KNew |
$24.6K - $26.7K
|
2.2K
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 12.56% |
$24.2K - $26.3K
|
19.4K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 48.05% |
$22.4K - $24.4K
|
6.19K
$74.9K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.9K+ 2.09% |
$21.2K - $23.1K
|
92.7K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.9K+ 13.13% |
$21.2K - $23.1K
|
16.4K
$198K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.7K+ 4.79% |
$19K - $20.6K
|
37.2K
$449K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 1.72% |
$17.3K - $18.8K
|
91.6K
$1.11M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.3KNew |
$14.5K - $15.8K
|
1.3K
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.25KNew |
$14K - $15.2K
|
1.25K
$15.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1KNew |
$11.2K - $12.1K
|
1K
$12.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
893+ 41.59% |
$9.97K - $10.8K
|
3.04K
$36.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
836New |
$9.33K - $10.1K
|
836
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
662+ 2.91% |
$7.39K - $8.04K
|
23.4K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
515+ 2.22% |
$5.75K - $6.25K
|
23.7K
$287K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
483+ 3.82% |
$5.39K - $5.86K
|
13.1K
$159K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
362+ 1.77% |
$4.04K - $4.39K
|
20.8K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
324+ 1.71% |
$3.62K - $3.93K
|
19.3K
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
323+ 1.6% |
$3.6K - $3.92K
|
20.5K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
266+ 1.01% |
$2.97K - $3.23K
|
26.5K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
221+ 1.86% |
$2.47K - $2.68K
|
12.1K
$146K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
144+ 0.67% |
$1.61K - $1.75K
|
21.7K
$263K
|