Purchases and Sales Made in Q4 2022 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
287K+ 17.95% |
$2.94M - $3.4M
|
1.89M
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
283KNew |
$2.9M - $3.35M
|
283K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
94.7K+ 14.53% |
$969K - $1.12M
|
747K
$9.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67.2K+ 518.33% |
$687K - $794K
|
80.2K
$977K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
66.5KNew |
$680K - $786K
|
66.5K
$810K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$424K - $490K
|
41.5K
$505K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.4K+ 4.51% |
$321K - $371K
|
728K
$8.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
28.9K+ 6.51% |
$296K - $342K
|
474K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$241K - $278K
|
23.5K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.2KNew |
$228K - $263K
|
22.2K
$271K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17.7KNew |
$181K - $209K
|
17.7K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 3.74% |
$180K - $207K
|
487K
$5.93M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.1KNew |
$175K - $202K
|
17.1K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.5KNew |
$159K - $184K
|
15.5K
$189K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
15.3K+ 13.24% |
$156K - $181K
|
131K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.8KNew |
$151K - $175K
|
14.8K
$180K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
14.2KNew |
$146K - $168K
|
14.2K
$174K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14.1KNew |
$145K - $167K
|
14.1K
$172K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$135K - $156K
|
13.2K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12.7KNew |
$130K - $150K
|
12.7K
$155K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 19.67% |
$127K - $146K
|
75.3K
$918K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.4K+ 32.84% |
$127K - $146K
|
50.1K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$122K - $141K
|
12K
$146K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 53.22% |
$121K - $139K
|
33.9K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 3.55% |
$109K - $126K
|
310K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.86K+ 20.91% |
$90.7K - $105K
|
51.3K
$625K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.38K+ 4.23% |
$85.7K - $99K
|
206K
$2.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.37K+ 8.09% |
$85.6K - $98.9K
|
112K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.62K+ 10.21% |
$67.7K - $78.2K
|
71.5K
$871K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.57KNew |
$67.2K - $77.6K
|
6.57K
$80K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.08K+ 3.06% |
$62.2K - $71.8K
|
205K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.78K+ 19.26% |
$59.1K - $68.3K
|
35.8K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.45K+ 51.56% |
$55.8K - $64.5K
|
16K
$195K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.85K+ 9.75% |
$49.6K - $57.3K
|
54.6K
$666K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.83K+ 18.63% |
$49.4K - $57.1K
|
30.7K
$375K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.53K+ 283.02% |
$46.4K - $53.6K
|
6.14K
$74.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 1.55% |
$45.3K - $52.4K
|
290K
$3.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.32KNew |
$44.2K - $51.1K
|
4.32K
$52.7K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.78K+ 16.56% |
$28.4K - $32.8K
|
19.5K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.75KNew |
$17.9K - $20.7K
|
1.75K
$21.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.7K+ 18.18% |
$17.4K - $20.1K
|
11.1K
$135K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.61KNew |
$16.5K - $19.1K
|
1.61K
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 4.13% |
$16.5K - $19.1K
|
40.7K
$496K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 1.87% |
$14.7K - $17K
|
78.2K
$954K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 4.65% |
$14.1K - $16.3K
|
31K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.35K+ 1.31% |
$13.8K - $15.9K
|
104K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1K+ 100.0% |
$10.2K - $11.8K
|
2K
$24.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
777+ 0.83% |
$7.95K - $9.18K
|
94K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
580New |
$5.93K - $6.86K
|
580
$7.07K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
391+ 1.54% |
$4K - $4.62K
|
25.7K
$314K
|