Purchases and Sales Made in Q2 2023 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
291K+ 39.91% |
$2.91M - $3.26M
|
1.02M
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52.5KNew |
$527K - $590K
|
52.5K
$641K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
46.1K+ 25.36% |
$462K - $518K
|
228K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
45K+ 6.99% |
$452K - $506K
|
689K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.8K+ 2.02% |
$409K - $458K
|
2.06M
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.5K+ 1074.96% |
$406K - $455K
|
44.2K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.7K+ 129.99% |
$288K - $323K
|
50.9K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
26.4KNew |
$265K - $296K
|
26.4K
$322K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.2K+ 7.67% |
$242K - $271K
|
339K
$4.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.1KNew |
$212K - $237K
|
21.1K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
21KNew |
$211K - $236K
|
21K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.7KNew |
$197K - $221K
|
19.7K
$240K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
19K+ 3.65% |
$190K - $213K
|
540K
$6.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
15.4K+ 5.69% |
$154K - $173K
|
286K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 26.84% |
$119K - $133K
|
56K
$683K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7KNew |
$117K - $131K
|
11.7K
$142K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 1.91% |
$105K - $117K
|
558K
$6.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 13.76% |
$104K - $117K
|
86.1K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10K+ 328.95% |
$100K - $112K
|
13K
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.22K+ 3.72% |
$32.3K - $36.2K
|
90K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.98K+ 10.16% |
$19.8K - $22.2K
|
21.4K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.8K+ 12.64% |
$18K - $20.2K
|
16K
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58K+ 1.96% |
$15.8K - $17.7K
|
81.9K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 3.91% |
$15.6K - $17.5K
|
41.4K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53K+ 74.06% |
$15.4K - $17.2K
|
3.6K
$43.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.34K+ 7.94% |
$13.5K - $15.1K
|
18.3K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
950+ 2.41% |
$9.53K - $10.7K
|
40.4K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
831+ 0.42% |
$8.33K - $9.33K
|
200K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
747+ 2.75% |
$7.49K - $8.39K
|
27.9K
$340K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
641+ 4.24% |
$6.43K - $7.2K
|
15.8K
$192K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
395New |
$3.96K - $4.44K
|
395
$4.82K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
360+ 2.18% |
$3.61K - $4.04K
|
16.8K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
154+ 1.04% |
$1.54K - $1.73K
|
15K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
101+ 0.96% |
$1.01K - $1.13K
|
10.6K
$129K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
81+ 0.32% |
$812 - $910
|
25.2K
$307K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
54+ 2.67% |
$542 - $606
|
2.08K
$25.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
43+ 0.95% |
$431 - $483
|
4.55K
$55.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.26% |
$291 - $326
|
11.1K
$135K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23+ 2.8% |
$231 - $258
|
843
$10.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 2.71% |
$120 - $135
|
454
$5.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-55- 0.05% |
$552 - $618
|
116K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81- 0.44% |
$812 - $910
|
18.3K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-226- 0.56% |
$2.27K - $2.54K
|
39.8K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-275- 0.41% |
$2.76K - $3.09K
|
67.3K
$820K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-360- 3.13% |
$3.61K - $4.04K
|
11.2K
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-420- 3.49% |
$4.21K - $4.72K
|
11.6K
$141K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 2.43% |
$6.02K - $6.74K
|
24.1K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-660- 3.63% |
$6.62K - $7.41K
|
17.5K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-700- 1.63% |
$7.02K - $7.86K
|
42.3K
$515K
|