Purchases and Sales Made in Q1 2025 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q1 2025. 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 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
425KNew |
$4.29M - $5.1M
|
425K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
266KNew |
$2.69M - $3.2M
|
266K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
145KNew |
$1.46M - $1.73M
|
145K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
142KNew |
$1.44M - $1.71M
|
142K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$1.33M - $1.57M
|
131K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
94.4KNew |
$953K - $1.13M
|
94.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.9K+ 4.13% |
$938K - $1.11M
|
2.34M
$25.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.1K+ 68.51% |
$708K - $841K
|
172K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
66.1KNew |
$667K - $793K
|
66.1K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.6K+ 4.2% |
$511K - $607K
|
1.25M
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.1KNew |
$415K - $494K
|
41.1K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
39.8KNew |
$402K - $478K
|
39.8K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$371K - $440K
|
36.7K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
33.6K+ 22.7% |
$339K - $403K
|
181K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
22.8K+ 9.23% |
$230K - $274K
|
270K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
21.5KNew |
$217K - $258K
|
21.5K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15KNew |
$152K - $180K
|
15K
$165K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.7K+ 88.53% |
$138K - $164K
|
29.1K
$320K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 9.44% |
$106K - $126K
|
121K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$103K - $123K
|
10.2K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10KNew |
$101K - $120K
|
10K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.75K+ 3.62% |
$98.5K - $117K
|
279K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.54K+ 9.4% |
$55.9K - $66.4K
|
64.4K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.92K+ 1.55% |
$39.6K - $47.1K
|
258K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.71K+ 28.67% |
$37.5K - $44.6K
|
16.7K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.55KNew |
$35.9K - $42.6K
|
3.55K
$39.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.44K+ 105.72% |
$34.7K - $41.3K
|
6.69K
$73.6K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.11K+ 4.65% |
$31.4K - $37.3K
|
69.8K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.97K+ 20.46% |
$30K - $35.7K
|
17.5K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57K+ 64.47% |
$25.9K - $30.8K
|
6.55K
$72K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.41K+ 3.17% |
$24.4K - $29K
|
78.6K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.75K+ 2.8% |
$17.7K - $21K
|
64.3K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.67KNew |
$16.9K - $20.1K
|
1.67K
$18.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 766.09% |
$13.5K - $16K
|
1.51K
$16.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 6.0% |
$13.2K - $15.7K
|
23.1K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.25KNew |
$12.6K - $15K
|
1.25K
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.1K+ 5.12% |
$11.1K - $13.2K
|
22.6K
$248K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$10.1K - $12K
|
1K
$11K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$10.1K - $12K
|
1K
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
868+ 4.89% |
$8.77K - $10.4K
|
18.6K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
646+ 5.74% |
$6.52K - $7.75K
|
11.9K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
600New |
$6.06K - $7.2K
|
600
$6.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
600+ 4.49% |
$6.06K - $7.2K
|
14K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
597+ 2.9% |
$6.03K - $7.16K
|
21.2K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
585+ 2.68% |
$5.91K - $7.02K
|
22.4K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
583+ 2.85% |
$5.89K - $7K
|
21K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
337+ 2.16% |
$3.4K - $4.04K
|
15.9K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
320+ 0.58% |
$3.23K - $3.84K
|
55.8K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
291+ 1.44% |
$2.94K - $3.49K
|
20.5K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
214+ 2.05% |
$2.16K - $2.57K
|
10.7K
$117K
|