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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$12.14 +0.14 (+1.17%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Calamos Convertible and High Income Fund (NASDAQ:CHY)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$21.50M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$10.16M
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CHY Institutional Buying and Selling by Quarter

Calamos Convertible and High Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/12/2024 Legacy Wealth Management LLC MS46,206$551K0.2%N/A0.000%
11/25/2024 Sanctuary Advisors LLC12,546$155K0.0%+11.1%0.000%
11/20/2024 Morse Asset Management Inc130,523$1.56M0.3%N/A0.000%
11/15/2024 MML Investors Services LLC22,564$269K0.0%+69.9%0.000%
11/15/2024 National Bank of Canada FI42,650$509K0.0%-3.0%0.000%
11/15/2024 Morse Asset Management Inc130,522$1.56M0.3%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.77,894$929K0.0%-9.6%0.000%
11/12/2024Larson Financial Group LLC10,000$119K0.0%+233.3%0.000%
11/8/2024 Advisors Asset Management Inc.226,022$2.70M0.0%-20.7%0.000%
11/8/2024 Prospera Financial Services Inc33,966$405K0.0%-4.2%0.000%
11/5/2024 Prime Capital Investment Advisors LLC26,006$310K0.0%-11.6%0.000%
11/5/2024 Apollon Wealth Management LLC99,113$1.18M0.0%+6.3%0.000%
11/1/2024 Sheets Smith Wealth Management26,597$317K0.0%+8.5%0.000%
10/31/2024 Concurrent Investment Advisors LLC24,113$288K0.0%+14.3%0.000%
10/29/2024 Janney Montgomery Scott LLC158,755$1.89M0.0%-4.4%0.000%
10/28/2024 Pacific Wealth Strategies Group Inc.706,432$8.43M6.2%+10.0%0.000%
10/28/2024 US Bancorp DE3,500$42K0.0%N/A0.000%
10/25/2024 Financial Advocates Investment Management24,180$288K0.0%+10.5%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC15,276$182K0.0%+34.9%0.000%
10/24/2024 PFG Investments LLC23,479$280K0.0%+20.8%0.000%
10/23/2024 Dumont & Blake Investment Advisors LLC234,774$2.80M0.7%-49.7%0.000%
10/22/2024 International Assets Investment Management LLC263,415$31.43M0.0%+1,115.4%0.000%
10/18/2024Cadent Capital Advisors LLC231,858$2.77M0.9%N/A0.000%
10/16/2024 Quad Cities Investment Group LLC10,003$119K0.1%N/A0.000%
10/16/2024 SeaCrest Wealth Management LLC11,861$142K0.0%N/A0.000%
10/5/2024 Burns J W & Co. Inc. NY220,918$2.64M0.3%+17.5%0.000%
10/5/2024 Mirador Capital Partners LP78,081$932K0.2%-4.5%0.000%
9/5/2024 Sanctuary Advisors LLC11,296$128K0.0%N/A0.000%
8/21/2024 Truist Financial Corp49,770$555K0.0%-2.7%0.000%
8/16/2024 NewEdge Advisors LLC111,072$1.24M0.0%+22.5%0.000%
8/14/2024 Insigneo Advisory Services LLC11,263$125K0.0%N/A0.000%
8/13/2024 AE Wealth Management LLC20,540$229K0.0%-91.7%0.000%
8/9/2024ICA Group Wealth Management LLC114,579$1.28M0.8%-3.6%0.000%
8/8/2024 Sykon Capital LLC17,000$190K0.1%N/A0.000%
8/2/2024Larson Financial Group LLC3,000$33K0.0%N/A0.000%
8/2/2024 Wolverine Asset Management LLC25,947$290K0.0%N/A0.000%
8/1/2024 Verus Capital Partners LLC15,893$177K0.0%+22.5%0.000%
7/31/2024Commonwealth Equity Services LLC161,865$1.81M0.0%+1.7%0.000%
7/31/2024 Concurrent Investment Advisors LLC21,091$235K0.0%N/A0.000%
7/30/2024 International Assets Investment Management LLC21,673$242K0.0%-30.8%0.000%
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7/26/2024 Cambridge Investment Research Advisors Inc.98,290$1.10M0.0%+23.7%0.000%
7/26/2024 Atomi Financial Group Inc.18,590$207K0.0%+24.9%0.000%
7/25/2024 TNF LLC16,121$182K0.1%-20.6%0.000%
7/23/2024 Burns J W & Co. Inc. NY188,018$2.10M0.3%+28.1%0.000%
7/22/2024 Pacific Wealth Strategies Group Inc.642,083$7.17M5.9%+3.0%0.000%
7/17/2024Midwest Financial Group LLC10,500$117K0.1%N/A0.000%
7/13/2024 Mirador Capital Partners LP81,778$913K0.2%-7.1%0.000%
5/24/2024Cetera Advisors LLC14,001$165K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.366,276$4.33M0.1%-27.1%0.000%
5/7/2024 Oppenheimer & Co. Inc.16,375$193K0.0%+39.4%0.000%
5/2/2024 Pacific Wealth Strategies Group Inc.623,405$7.36M6.1%+3.5%0.000%
5/1/2024 Janney Montgomery Scott LLC171,848$2.03M0.0%-6.3%0.000%
4/29/2024Commonwealth Equity Services LLC159,114$1.88M0.0%-16.3%0.000%
4/25/2024 L.M. Kohn & Company16,374$193K0.1%+13.1%0.000%
4/22/2024 PFG Investments LLC20,216$239K0.0%N/A0.000%
4/18/2024 Mirador Capital Partners LP88,046$1.04M0.2%-7.5%0.000%
4/18/2024 SteelPeak Wealth LLC10,000$118K0.0%N/A0.000%
4/17/2024 Dumont & Blake Investment Advisors LLC233,815$2.76M0.8%-0.7%0.000%
4/17/2024 Burns J W & Co. Inc. NY146,808$1.73M0.2%+39.7%0.000%
4/11/2024 International Assets Investment Management LLC31,333$363K0.0%-18.4%0.000%
4/11/2024Cadent Capital Advisors LLC50,150$592K0.2%N/A0.000%
3/22/2024 PNC Financial Services Group Inc.9,816$113K0.0%-75.3%0.000%
3/8/2024ICA Group Wealth Management LLC124,382$1.43M0.3%+10.4%0.000%
3/1/2024 Creekmur Asset Management LLC2,382$27K0.0%N/A0.000%
2/14/2024Connectus Wealth LLC31,960$367K0.0%+5.4%0.000%
2/9/2024 D.A. Davidson & CO.13,465$154K0.0%+17.4%0.000%
2/8/2024 Clarity Capital Advisors LLC12,581$144K0.1%N/A0.000%
2/8/2024 Meridian Wealth Management LLC22,880$262K0.0%+4.0%0.000%
2/8/2024 Beacon Pointe Advisors LLC17,264$198K0.0%-27.6%0.000%
2/8/2024 Janney Montgomery Scott LLC183,337$2.10M0.0%-2.0%0.000%
2/7/2024 Avantax Advisory Services Inc.12,649$145K0.0%+11.6%0.000%
2/7/2024 Principal Securities Inc.4,406$51K0.0%N/A0.000%
2/6/2024 Apollon Wealth Management LLC90,069$1.03M0.0%+8.0%0.000%
2/6/2024 Spire Wealth Management20,172$232K0.0%-11.1%0.000%
2/6/2024 Sheets Smith Wealth Management24,345$279K0.0%-3.6%0.000%
2/5/2024 Kestra Private Wealth Services LLC107,913$1.24M0.0%+18.0%0.000%
2/5/2024 Greatmark Investment Partners Inc.280,287$3.22M0.5%-2.2%0.000%
2/5/2024 Stonebrook Private Inc.11,853$136K0.0%N/A0.000%
1/31/2024 Zhang Financial LLC11,845$136K0.0%N/A0.000%
1/30/2024 TNF LLC20,182$235K0.1%-38.5%0.000%
1/26/2024 Geneos Wealth Management Inc.3,040$35K0.0%-76.7%0.000%
1/24/2024 Prime Capital Investment Advisors LLC44,516$511K0.0%-8.6%0.000%
1/24/2024 International Assets Investment Management LLC440,402$50.51M0.0%+1,048.1%0.000%
1/24/2024 Tempus Wealth Planning LLC30,565$351K0.2%N/A0.000%
1/23/2024 Dumont & Blake Investment Advisors LLC235,483$2.70M0.8%-1.7%0.000%
1/23/2024 DAVENPORT & Co LLC68,078$781K0.0%-8.3%0.000%
1/19/2024 Mirador Capital Partners LP95,192$1.09M0.2%-9.7%0.000%
1/19/2024 Realta Investment Advisors14,327$164K0.0%-10.6%0.000%
1/18/2024 Burns J W & Co. Inc. NY105,065$1.21M0.2%+3.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.107,376$1.23M0.0%+1.1%0.000%
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1/16/2024Raymond James & Associates160,072$1.84M0.0%-4.2%0.000%
1/16/2024 MKT Advisors LLC43,525$487K0.3%-9.4%0.000%
1/10/2024 Sugarloaf Wealth Management LLC4,364$50K0.0%+93.9%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.16,336$182K0.0%-27.4%0.000%
11/30/2023 ARQ Wealth Advisors LLC84,679$945K0.7%-1.7%0.000%
11/24/2023 EP Wealth Advisors LLC16,487$184K0.0%N/A0.000%
11/15/2023 Axxcess Wealth Management LLC27,733$310K0.0%N/A0.000%
11/15/2023 Advisors Asset Management Inc.685,335$7.65M0.2%+12.5%0.000%
11/14/2023 Samalin Investment Counsel LLC98,365$1.10M0.6%-5.8%0.000%
11/13/2023 Mariner LLC235,958$2.63M0.0%-14.3%0.000%
(Data available from 1/1/2016 forward)

CHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHY shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Calamos Convertible and High Income Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($31.43M), LPL Financial LLC ($11.80M), Pacific Wealth Strategies Group Inc. ($8.43M), Guggenheim Capital LLC ($7.74M), Advisor Group Holdings Inc. ($3.27M), Greatmark Investment Partners Inc. ($3.22M), and Dumont & Blake Investment Advisors LLC ($2.80M).Learn more on CHY's institutional investors.

Which institutional investors have been buying Calamos Convertible and High Income Fund stock?

Of the 86 institutional investors that purchased Calamos Convertible and High Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($650.46K), LPL Financial LLC ($360.67K), Cadent Capital Advisors LLC ($282.01K), Pacific Wealth Strategies Group Inc. ($262.24K), Morse Asset Management Inc ($261.05K), Burns J W & Co. Inc. NY ($119.21K), and Kestra Private Wealth Services LLC ($88.34K).

How much institutional buying is happening at Calamos Convertible and High Income Fund?

Institutional investors have bought a total of 3,244,952 shares in the last 24 months. This purchase volume represents approximately $36.97M in transactions.

Which Calamos Convertible and High Income Fund major shareholders have been selling company stock?

Of the 47 institutional investors that sold Calamos Convertible and High Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($376.22K), Cetera Advisor Networks LLC ($269.42K), Dumont & Blake Investment Advisors LLC ($246.75K), AE Wealth Management LLC ($239.12K), Guggenheim Capital LLC ($102.27K), Commonwealth Equity Services LLC ($62.99K), and Mirador Capital Partners LP ($54.67K).

How much institutional selling is happening at Calamos Convertible and High Income Fund?

Institutional investors have sold a total of 1,853,454 shares in the last 24 months. This volume of shares sold represents approximately $20.89M in transactions.



This page (NASDAQ:CHY) was last updated on 12/21/2024 by MarketBeat.com Staff
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