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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
167+ 1.39% |
$1.69K - $2K
|
12.2K
$134K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
109+ 0.91% |
$1.1K - $1.31K
|
12.1K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
102+ 2.73% |
$1.03K - $1.22K
|
3.84K
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
95+ 0.36% |
$960 - $1.14K
|
26.8K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 2.87% |
$909 - $1.08K
|
3.22K
$35.5K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61+ 2.63% |
$616 - $732
|
2.38K
$26.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 1.34% |
$606 - $720
|
4.54K
$49.9K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50New |
$505 - $600
|
50
$550
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28+ 2.82% |
$283 - $336
|
1.02K
$11.2K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20New |
$202 - $240
|
20
$220
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-19- 0.52% |
$192 - $228
|
3.62K
$39.8K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-35- 0.07% |
$354 - $420
|
46.7K
$514K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-325- 0.14% |
$3.28K - $3.9K
|
236K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-442- 1.7% |
$4.46K - $5.3K
|
25.5K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-447- 3.67% |
$4.51K - $5.36K
|
11.7K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-555- 1.87% |
$5.61K - $6.66K
|
29.1K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-577- 3.54% |
$5.83K - $6.92K
|
15.7K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-632- 0.25% |
$6.38K - $7.58K
|
255K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-808- 3.92% |
$8.16K - $9.7K
|
19.8K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-976- 0.61% |
$9.86K - $11.7K
|
158K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.22K- 4.84% |
$12.3K - $14.6K
|
23.9K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.23K- 1.15% |
$12.4K - $14.8K
|
106K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 1.15% |
$12.8K - $15.2K
|
109K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.3K- 3.14% |
$13.1K - $15.6K
|
40.2K
$442K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.31K- 1.99% |
$13.2K - $15.7K
|
64.3K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.52K- 6.22% |
$15.3K - $18.2K
|
22.9K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.25K- 9.21% |
$22.7K - $27K
|
22.2K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.4K- 8.04% |
$24.2K - $28.8K
|
27.5K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 61.61% |
$25.7K - $30.5K
|
1.58K
$17.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.61K- 5.73% |
$26.4K - $31.4K
|
43K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.87K- 5.78% |
$29K - $34.4K
|
46.8K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-3.2K- 12.16% |
$32.3K - $38.4K
|
23.1K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.35K- 50.0% |
$33.8K - $40.2K
|
3.35K
$36.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.38K- 10.83% |
$44.2K - $52.6K
|
36.1K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.71K- 3.7% |
$47.5K - $56.5K
|
122K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 14.92% |
$50.2K - $59.7K
|
28.4K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-5.13K- 26.02% |
$51.8K - $61.6K
|
14.6K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.81K- 1.0% |
$58.7K - $69.7K
|
578K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.08K- 54.92% |
$71.5K - $85K
|
5.81K
$63.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.76K- 4.88% |
$78.3K - $93.1K
|
151K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.73K- 3.23% |
$98.3K - $117K
|
292K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 13.21% |
$103K - $122K
|
66.7K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-12.3K- 1.69% |
$124K - $147K
|
714K
$7.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.4K- 27.56% |
$135K - $161K
|
35.2K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-29.9K- 17.33% |
$302K - $358K
|
142K
$1.57M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-32.9K- 71.1% |
$332K - $395K
|
13.4K
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.9K- 39.16% |
$343K - $407K
|
52.7K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 61.84% |
$405K - $481K
|
24.7K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-52.5K- 6.96% |
$530K - $630K
|
701K
$7.71M
|