Purchases and Sales Made in Q2 2024 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
233K+ 99.67% |
$2.53M - $2.7M
|
467K
$5.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
41.2K+ 28.07% |
$448K - $478K
|
188K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
39.8KNew |
$433K - $462K
|
39.8K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
28.9K+ 17.73% |
$314K - $335K
|
192K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.2KNew |
$306K - $326K
|
28.2K
$338K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.9KNew |
$282K - $301K
|
25.9K
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$270K - $288K
|
24.9K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.7K+ 122.1% |
$258K - $275K
|
43.2K
$518K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.1KNew |
$229K - $244K
|
21.1K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 1.97% |
$222K - $237K
|
1.06M
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.4K+ 2.99% |
$222K - $237K
|
704K
$8.45M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.4K+ 22.52% |
$222K - $237K
|
111K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 23.7% |
$205K - $218K
|
98.3K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
18.7K+ 3.0% |
$203K - $216K
|
642K
$7.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
17KNew |
$185K - $197K
|
17K
$204K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
13.8KNew |
$150K - $160K
|
13.8K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11.3KNew |
$122K - $131K
|
11.3K
$135K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1KNew |
$121K - $129K
|
11.1K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$119K - $127K
|
10.9K
$131K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$114K - $122K
|
10.5K
$126K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.8K+ 7.28% |
$84.7K - $90.4K
|
115K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.68K+ 1.4% |
$83.4K - $89.1K
|
557K
$6.68M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.5K+ 33.59% |
$59.7K - $63.7K
|
21.9K
$262K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.38K+ 9.65% |
$58.4K - $62.4K
|
61.1K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98KNew |
$43.2K - $46.1K
|
3.98K
$47.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.71K+ 24.94% |
$40.3K - $43K
|
18.6K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3KNew |
$32.6K - $34.8K
|
3K
$36K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.91K+ 22.45% |
$31.6K - $33.8K
|
15.9K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.89K+ 1.78% |
$31.4K - $33.5K
|
166K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.75K+ 1.73% |
$29.9K - $31.9K
|
162K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.72K+ 2.15% |
$29.5K - $31.5K
|
129K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.15KNew |
$23.3K - $24.9K
|
2.15K
$25.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.89K+ 0.09% |
$20.5K - $21.9K
|
2.12M
$25.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.72K+ 10.49% |
$18.6K - $19.9K
|
18.1K
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 1.79% |
$17.8K - $19K
|
93.3K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
512+ 2.68% |
$5.56K - $5.93K
|
19.6K
$235K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
393+ 2.38% |
$4.27K - $4.55K
|
16.9K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
388+ 1.86% |
$4.21K - $4.5K
|
21.2K
$255K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
388+ 2.38% |
$4.21K - $4.5K
|
16.7K
$201K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346+ 198.85% |
$3.76K - $4.01K
|
520
$6.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
339+ 2.62% |
$3.68K - $3.93K
|
13.3K
$159K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325+ 6.48% |
$3.53K - $3.77K
|
5.34K
$64.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
274+ 0.58% |
$2.98K - $3.18K
|
47.3K
$568K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
240+ 1.99% |
$2.61K - $2.78K
|
12.3K
$148K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 0.25% |
$2.04K - $2.18K
|
74.2K
$891K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
158+ 0.73% |
$1.72K - $1.83K
|
21.9K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
153+ 325.53% |
$1.66K - $1.77K
|
200
$2.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
87+ 0.36% |
$945 - $1.01K
|
24.5K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
64+ 1.45% |
$695 - $742
|
4.47K
$53.6K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60+ 2.67% |
$652 - $695
|
2.3K
$27.6K
|