Purchases and Sales Made in Q3 2023 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
102KNew |
$1.1M - $1.18M
|
102K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.5K+ 21.39% |
$782K - $844K
|
411K
$5.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
63.3K+ 11.73% |
$683K - $737K
|
603K
$7.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.9K+ 3.08% |
$560K - $604K
|
1.74M
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.9K+ 96.53% |
$431K - $465K
|
81.3K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 3.8% |
$418K - $451K
|
1.06M
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.8KNew |
$300K - $324K
|
27.8K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.7KNew |
$299K - $323K
|
27.7K
$338K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.5KNew |
$178K - $192K
|
16.5K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.2K+ 3.12% |
$164K - $177K
|
501K
$6.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
14KNew |
$151K - $163K
|
14K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$133K - $144K
|
12.4K
$151K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
10.2KNew |
$110K - $119K
|
10.2K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.41K+ 34.56% |
$102K - $110K
|
36.7K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.89K+ 59.44% |
$95.9K - $103K
|
23.8K
$291K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.7KNew |
$61.5K - $66.4K
|
5.7K
$69.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.12K+ 1.88% |
$44.5K - $48K
|
223K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.93K+ 7.01% |
$42.4K - $45.7K
|
60K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.69K+ 0.66% |
$39.8K - $43K
|
562K
$6.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 28.41% |
$33.9K - $36.5K
|
14.2K
$173K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.72K+ 1.2% |
$29.4K - $31.7K
|
231K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 40.72% |
$15.8K - $17.1K
|
5.07K
$61.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.44K+ 1.6% |
$15.5K - $16.8K
|
91.4K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.43K+ 1.75% |
$15.5K - $16.7K
|
83.4K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 1.3% |
$14.7K - $15.9K
|
106K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
662+ 0.23% |
$7.14K - $7.71K
|
287K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
637New |
$6.87K - $7.41K
|
637
$7.77K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
603+ 0.86% |
$6.51K - $7.02K
|
71K
$865K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
563+ 2.63% |
$6.07K - $6.55K
|
22K
$268K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
500New |
$5.4K - $5.82K
|
500
$6.1K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
485+ 3.54% |
$5.23K - $5.65K
|
14.2K
$173K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
478+ 4.4% |
$5.16K - $5.56K
|
11.3K
$138K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
478+ 3.96% |
$5.16K - $5.56K
|
12.5K
$153K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
343+ 1.63% |
$3.7K - $3.99K
|
21.4K
$261K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
333+ 1.82% |
$3.59K - $3.88K
|
18.6K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
300+ 1.0% |
$3.24K - $3.49K
|
30.3K
$369K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$3.24K - $3.49K
|
300
$3.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
284+ 1.08% |
$3.06K - $3.31K
|
26.7K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
258New |
$2.78K - $3K
|
258
$3.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 2.21% |
$2.59K - $2.79K
|
11.1K
$135K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
182+ 0.91% |
$1.96K - $2.12K
|
20.2K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
174New |
$1.88K - $2.03K
|
174
$2.12K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123+ 0.06% |
$1.33K - $1.43K
|
200K
$2.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
80+ 0.32% |
$863 - $931
|
25.3K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
54+ 2.6% |
$583 - $629
|
2.13K
$26K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52New |
$561 - $605
|
52
$634
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
44+ 0.97% |
$475 - $512
|
4.59K
$56K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35New |
$378 - $407
|
35
$427
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 2.85% |
$259 - $279
|
867
$10.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 2.86% |
$140 - $151
|
467
$5.69K
|