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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$11.06 -0.17 (-1.51%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$11.07 +0.01 (+0.13%)
As of 02/21/2025 04:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Calamos Convertible and High Income Fund (NASDAQ:CHY)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$29.80M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$19.36M
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CHY Institutional Buying and Selling by Quarter

Calamos Convertible and High Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Morse Asset Management Inc147,830$1.80M0.4%+13.3%0.000%
2/17/2025 Focus Partners Wealth33,310$404K0.0%-89.8%0.000%
2/17/2025 EP Wealth Advisors LLC20,226$246K0.0%+19.8%0.000%
2/17/2025 Bank of America Corp DE2,248,514$27.30M0.0%+1.0%0.000%
2/17/2025 Ameriprise Financial Inc.158,914$1.93M0.0%-4.5%0.000%
2/14/2025 Bison Wealth LLC23,241$282K0.1%-5.7%0.000%
2/14/2025 Beacon Pointe Advisors LLC49,629$602K0.0%+15.1%0.000%
2/13/2025 NewEdge Advisors LLC110,993$1.35M0.0%-19.7%0.000%
2/13/2025 Guggenheim Capital LLC753,735$9.15M0.1%+18.3%0.000%
2/13/2025 Mariner LLC255,282$3.10M0.0%-0.6%0.000%
2/13/2025 Cohen & Steers Inc.134,884$1.64M0.0%-50.0%0.000%
2/13/2025 Rockefeller Capital Management L.P.76,218$925K0.0%-2.2%0.000%
2/13/2025 Raymond James Financial Inc.301,507$3.66M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN583,826$7.09M0.0%+0.4%0.000%
2/12/2025 OneAscent Financial Services LLC76,879$933K0.1%N/A0.000%
2/12/2025 National Bank of Canada FI41,450$503K0.0%-2.8%0.000%
2/12/2025 PKS Advisory Services LLC15,602$189K0.1%N/A0.000%
2/11/2025 LPL Financial LLC1,202,832$14.60M0.0%+2.3%0.000%
2/11/2025 Samalin Investment Counsel LLC55,503$674K0.3%-14.2%0.000%
2/10/2025 Advisors Asset Management Inc.172,332$2.09M0.0%-23.8%0.000%
2/10/2025 Greatmark Investment Partners Inc.253,689$3.08M0.4%+2.8%0.000%
2/10/2025 Commonwealth Equity Services LLC102,281$1.24M0.0%-34.3%0.000%
2/10/2025 Avantax Advisory Services Inc.11,985$145K0.0%+12.2%0.000%
2/6/2025 Raymond James Financial Inc.301,507$3.66M0.0%N/A0.000%
2/6/2025 Mainstream Capital Management LLC2,120$26K0.0%N/A0.000%
2/6/2025 Meridian Wealth Management LLC29,623$360K0.0%+19.0%0.000%
2/5/2025 Verus Capital Partners LLC12,953$157K0.0%-18.7%0.000%
2/5/2025 Oppenheimer & Co. Inc.24,415$296K0.0%+34.9%0.000%
2/4/2025 Union Bancaire Privee UBP SA48,557$578K0.0%N/A0.000%
2/3/2025 Winebrenner Capital Management LLC30,000$364K0.3%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC25,924$315K0.0%+7.5%0.000%
1/31/2025 Atria Wealth Solutions Inc.21,826$266K0.0%-4.3%0.000%
1/30/2025 Strategic Financial Concepts LLC13,354$162K0.0%N/A0.000%
1/30/2025 Blue Trust Inc.3,134$38K0.0%N/A0.000%
1/28/2025 Kestra Private Wealth Services LLC127,078$1.54M0.0%+2.7%0.000%
1/28/2025 Pacific Wealth Strategies Group Inc.726,109$8.82M6.1%+2.8%0.000%
1/28/2025 Apollon Wealth Management LLC110,188$1.34M0.0%+11.2%0.000%
1/28/2025 Golden State Wealth Management LLC3,253$39K0.0%N/A0.000%
1/28/2025 Strategic Financial Concepts LLC13,354$162K0.0%N/A0.000%
1/27/2025 Financial Advocates Investment Management25,140$305K0.0%+4.0%0.000%
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1/27/2025 Stratos Wealth Partners LTD.86,646$1.05M0.0%-6.0%0.000%
1/24/2025 DAVENPORT & Co LLC40,453$491K0.0%-14.5%0.000%
1/23/2025 Dumont & Blake Investment Advisors LLC236,321$2.87M0.8%+0.7%0.000%
1/22/2025 Union Bancaire Privee UBP SA48,557$578K0.0%N/A0.000%
1/22/2025 Blue Trust Inc.3,054$36K0.0%N/A0.000%
1/22/2025 PFG Investments LLC29,859$362K0.0%+27.2%0.000%
1/21/2025 MKT Advisors LLC45,624$532K0.2%-4.0%0.000%
1/17/2025 Atomi Financial Group Inc.20,455$248K0.0%+9.7%0.000%
1/15/2025 Mirador Capital Partners LP65,598$796K0.1%-16.0%0.000%
1/13/2025 Burns J W & Co. Inc. NY247,096$3M0.4%+11.8%0.000%
1/13/2025 Cadent Capital Advisors LLC247,714$3.01M1.0%+6.8%0.000%
1/8/2025 International Assets Investment Management LLC46,719$559K0.0%-82.3%0.000%
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%
11/12/2024 Larson 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%
10/18/2024 Cadent 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%
8/2/2024 Larson 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%
7/31/2024 Commonwealth Equity Services LLC161,865$1.81M0.0%+1.7%0.000%
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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%
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%
7/25/2024TNF 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%
7/17/2024 Midwest 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%
(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, 111 institutional investors and hedge funds held shares of Calamos Convertible and High Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($27.30M), LPL Financial LLC ($14.60M), Guggenheim Capital LLC ($9.15M), Pacific Wealth Strategies Group Inc. ($8.82M), Wells Fargo & Company MN ($7.09M), Raymond James Financial Inc. ($3.66M), and Mariner LLC ($3.10M).Learn more on CHY's institutional investors.

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

Of the 90 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 ($644.74K), Raymond James Financial Inc. ($603.01K), LPL Financial LLC ($356.13K), Cadent Capital Advisors LLC ($297.86K), Morse Asset Management Inc ($278.35K), Pacific Wealth Strategies Group Inc. ($252.97K), and Guggenheim Capital LLC ($161.53K).

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

Institutional investors have bought a total of 4,048,076 shares in the last 24 months. This purchase volume represents approximately $47.29M in transactions.

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

Of the 50 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: Focus Partners Wealth ($294.61K), Cetera Advisor Networks LLC ($269.42K), Advisors Asset Management Inc. ($250.85K), Dumont & Blake Investment Advisors LLC ($242.80K), International Assets Investment Management LLC ($239.47K), AE Wealth Management LLC ($227.12K), and Cohen & Steers Inc. ($135K).

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

Institutional investors have sold a total of 2,370,669 shares in the last 24 months. This volume of shares sold represents approximately $27.67M in transactions.


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This page (NASDAQ:CHY) was last updated on 2/22/2025 by MarketBeat.com Staff
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