Purchases and Sales Made in Q4 2023 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-360- 2.14% |
$3.88K - $4.3K
|
16.5K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-400- 0.89% |
$4.32K - $4.78K
|
44.6K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-413- 3.7% |
$4.46K - $4.93K
|
10.7K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-465- 0.51% |
$5.02K - $5.55K
|
90.8K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-479- 1.79% |
$5.17K - $5.72K
|
26.2K
$319K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-485- 83.62% |
$5.23K - $5.79K
|
95
$1.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-553- 0.09% |
$5.97K - $6.6K
|
603K
$7.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-794- 6.33% |
$8.57K - $9.48K
|
11.7K
$143K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-800- 38.1% |
$8.63K - $9.55K
|
1.3K
$15.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-804- 5.1% |
$8.68K - $9.6K
|
15K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-920- 3.64% |
$9.93K - $11K
|
24.3K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.59% |
$12.2K - $13.5K
|
69.9K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 8.76% |
$13.4K - $14.8K
|
13K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 3.88% |
$16.2K - $17.9K
|
37.2K
$453K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.7K- 10.59% |
$18.3K - $20.3K
|
14.3K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 4.77% |
$18.9K - $20.9K
|
34.9K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.36K- 8.5% |
$25.5K - $28.2K
|
25.4K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.53K- 11.15% |
$27.3K - $30.2K
|
20.2K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.87K- 17.69% |
$31K - $34.3K
|
13.4K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.11KClosed |
$33.5K - $37.1K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.74K- 2.0% |
$40.3K - $44.6K
|
183K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-4.14K- 1.73% |
$44.6K - $49.4K
|
235K
$2.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.18K- 8.57% |
$45K - $49.8K
|
44.5K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.5K- 9.37% |
$48.6K - $53.7K
|
43.5K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.56K- 2.8% |
$60K - $66.4K
|
193K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.2K- 8.35% |
$66.9K - $74.1K
|
68.1K
$830K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-6.3K- 2.2% |
$68K - $75.2K
|
280K
$3.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.58K- 27.61% |
$71K - $78.6K
|
17.3K
$210K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.08K- 4.23% |
$76.4K - $84.5K
|
160K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.91K- 13.25% |
$96.1K - $106K
|
58.4K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.72K- 4.86% |
$105K - $116K
|
190K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10K- 76.69% |
$108K - $119K
|
3.04K
$37.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-10.2K- 9.66% |
$110K - $122K
|
95.2K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-12.6K- 38.53% |
$136K - $151K
|
20.2K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.5K- 0.95% |
$211K - $233K
|
2.04M
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30K- 75.35% |
$324K - $358K
|
9.82K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.9K- 3.58% |
$409K - $452K
|
1.02M
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.2K- 9.77% |
$434K - $480K
|
371K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.6K- 19.12% |
$460K - $509K
|
180K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-103K- 5.95% |
$1.12M - $1.23M
|
1.63M
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-107K- 17.53% |
$1.15M - $1.28M
|
502K
$6.13M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-402K- 91.28% |
$4.34M - $4.8M
|
38.4K
$468K
|