Purchases and Sales Made in Q4 2024 in Calamos Convertible & High Income Fund (CHY)
This table provides information about the institutional ownership of Calamos Convertible & High Income Fund (CHY) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
428+ 0.73% |
$5.05K - $5.38K
|
58.9K
$648K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
346+ 1.79% |
$4.08K - $4.35K
|
19.7K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
333New |
$3.93K - $4.18K
|
333
$3.66K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
252+ 1.17% |
$2.97K - $3.17K
|
21.8K
$240K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 1.26% |
$1.77K - $1.88K
|
12K
$132K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 11.24% |
$1.18K - $1.26K
|
990
$10.9K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
84+ 0.32% |
$990 - $1.06K
|
26.7K
$293K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80+ 2.62% |
$943 - $1K
|
3.13K
$34.5K
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
45+ 0.1% |
$531 - $565
|
46.3K
$509K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 2.52% |
$330 - $352
|
1.14K
$12.5K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 2.69% |
$307 - $327
|
993
$10.9K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 0.45% |
$236 - $251
|
4.48K
$49.3K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19+ 0.53% |
$224 - $239
|
3.64K
$40K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 2.69% |
$165 - $176
|
535
$5.89K
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$11.8 - $12.6
|
302K
$3.32M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22- 0.94% |
$259 - $276
|
2.32K
$25.5K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-142- 3.33% |
$1.67K - $1.78K
|
4.12K
$45.4K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-400- 1.83% |
$4.72K - $5.02K
|
21.5K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-615- 1.81% |
$7.25K - $7.72K
|
33.4K
$367K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-757- 4.96% |
$8.93K - $9.51K
|
14.5K
$160K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-781- 1.23% |
$9.21K - $9.81K
|
62.5K
$688K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-850- 13.82% |
$10K - $10.7K
|
5.3K
$58.3K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-980- 4.3% |
$11.6K - $12.3K
|
21.8K
$240K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 8.51% |
$14.1K - $15.1K
|
12.9K
$142K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.2K- 2.81% |
$14.1K - $15.1K
|
41.5K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.42K- 5.75% |
$16.7K - $17.8K
|
23.2K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 0.56% |
$16.9K - $18K
|
255K
$2.81M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 6.13% |
$18.8K - $20K
|
24.4K
$269K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 2.15% |
$19.8K - $21.1K
|
76.2K
$838K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.91K- 4.01% |
$22.5K - $23.9K
|
45.6K
$502K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.94K- 8.58% |
$22.8K - $24.3K
|
20.6K
$227K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 18.66% |
$35K - $37.3K
|
13K
$142K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.23K- 3.18% |
$61.7K - $65.7K
|
159K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.56K- 6.03% |
$65.6K - $69.9K
|
86.6K
$953K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.85K- 14.48% |
$80.8K - $86.1K
|
40.5K
$445K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.42K- 4.46% |
$87.4K - $93.2K
|
159K
$1.75M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 2.77% |
$91K - $96.9K
|
271K
$2.98M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-9.16K- 14.17% |
$108K - $115K
|
55.5K
$611K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-12.5K- 15.99% |
$147K - $157K
|
65.6K
$722K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 7.93% |
$273K - $291K
|
269K
$2.96M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.3K- 19.72% |
$321K - $342K
|
111K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.5K- 34.35% |
$631K - $672K
|
102K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-53.7K- 23.75% |
$633K - $674K
|
172K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-135K- 50.02% |
$1.59M - $1.7M
|
135K
$1.48M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-217K- 82.26% |
$2.55M - $2.72M
|
46.7K
$514K
|