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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$11.54 -0.11 (-0.94%)
As of 01/21/2025 04:00 PM Eastern
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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)
43
Total
Institutional Inflows
(last 12 months)
$21.96M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$12.70M
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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
1/21/2025MKT 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%
11/25/2024Sanctuary Advisors LLC12,546$155K0.0%+11.1%0.000%
11/20/2024Morse Asset Management Inc130,523$1.56M0.3%N/A0.000%
11/15/2024MML Investors Services LLC22,564$269K0.0%+69.9%0.000%
11/15/2024National Bank of Canada FI42,650$509K0.0%-3.0%0.000%
11/15/2024Morse Asset Management Inc130,522$1.56M0.3%N/A0.000%
11/14/2024Rockefeller 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%
11/8/2024Advisors Asset Management Inc.226,022$2.70M0.0%-20.7%0.000%
11/8/2024Prospera Financial Services Inc33,966$405K0.0%-4.2%0.000%
11/5/2024Prime Capital Investment Advisors LLC26,006$310K0.0%-11.6%0.000%
11/5/2024Apollon 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%
10/31/2024Concurrent 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%
10/28/2024Pacific Wealth Strategies Group Inc.706,432$8.43M6.2%+10.0%0.000%
10/28/2024US Bancorp DE3,500$42K0.0%N/A0.000%
10/25/2024Financial 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%
10/24/2024PFG Investments LLC23,479$280K0.0%+20.8%0.000%
10/23/2024Dumont & 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%
9/5/2024Sanctuary Advisors LLC11,296$128K0.0%N/A0.000%
8/21/2024Truist Financial Corp49,770$555K0.0%-2.7%0.000%
8/16/2024NewEdge Advisors LLC111,072$1.24M0.0%+22.5%0.000%
8/14/2024Insigneo Advisory Services LLC11,263$125K0.0%N/A0.000%
8/13/2024AE 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%
8/8/2024Sykon Capital LLC17,000$190K0.1%N/A0.000%
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8/2/2024Larson Financial Group LLC3,000$33K0.0%N/A0.000%
8/2/2024Wolverine Asset Management LLC25,947$290K0.0%N/A0.000%
8/1/2024Verus Capital Partners LLC15,893$177K0.0%+22.5%0.000%
7/31/2024Commonwealth Equity Services LLC161,865$1.81M0.0%+1.7%0.000%
7/31/2024Concurrent Investment Advisors LLC21,091$235K0.0%N/A0.000%
7/30/2024 International Assets Investment Management LLC21,673$242K0.0%-30.8%0.000%
7/26/2024Cambridge 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%
7/22/2024Pacific 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%
5/14/2024Advisors Asset Management Inc.366,276$4.33M0.1%-27.1%0.000%
5/7/2024Oppenheimer & Co. Inc.16,375$193K0.0%+39.4%0.000%
5/2/2024Pacific 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%
4/25/2024L.M. Kohn & Company16,374$193K0.1%+13.1%0.000%
4/22/2024PFG Investments LLC20,216$239K0.0%N/A0.000%
4/18/2024 Mirador Capital Partners LP88,046$1.04M0.2%-7.5%0.000%
4/18/2024SteelPeak Wealth LLC10,000$118K0.0%N/A0.000%
4/17/2024Dumont & 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%
4/11/2024 Cadent Capital Advisors LLC50,150$592K0.2%N/A0.000%
3/22/2024PNC 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%
3/1/2024Creekmur Asset Management LLC2,382$27K0.0%N/A0.000%
2/14/2024Connectus Wealth LLC31,960$367K0.0%+5.4%0.000%
2/9/2024D.A. Davidson & CO.13,465$154K0.0%+17.4%0.000%
2/8/2024Clarity Capital Advisors LLC12,581$144K0.1%N/A0.000%
2/8/2024Meridian Wealth Management LLC22,880$262K0.0%+4.0%0.000%
2/8/2024Beacon 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%
2/7/2024Avantax Advisory Services Inc.12,649$145K0.0%+11.6%0.000%
2/7/2024Principal Securities Inc.4,406$51K0.0%N/A0.000%
2/6/2024Apollon Wealth Management LLC90,069$1.03M0.0%+8.0%0.000%
2/6/2024Spire Wealth Management20,172$232K0.0%-11.1%0.000%
2/6/2024 Sheets Smith Wealth Management24,345$279K0.0%-3.6%0.000%
2/5/2024Kestra Private Wealth Services LLC107,913$1.24M0.0%+18.0%0.000%
2/5/2024Greatmark Investment Partners Inc.280,287$3.22M0.5%-2.2%0.000%
2/5/2024Stonebrook Private Inc.11,853$136K0.0%N/A0.000%
1/31/2024 Zhang Financial LLC11,845$136K0.0%N/A0.000%
1/30/2024TNF LLC20,182$235K0.1%-38.5%0.000%
1/26/2024Geneos Wealth Management Inc.3,040$35K0.0%-76.7%0.000%
1/24/2024Prime 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%
1/24/2024Tempus Wealth Planning LLC30,565$351K0.2%N/A0.000%
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1/23/2024Dumont & Blake Investment Advisors LLC235,483$2.70M0.8%-1.7%0.000%
1/23/2024DAVENPORT & Co LLC68,078$781K0.0%-8.3%0.000%
1/19/2024 Mirador Capital Partners LP95,192$1.09M0.2%-9.7%0.000%
1/19/2024Realta 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%
1/16/2024Raymond James & Associates160,072$1.84M0.0%-4.2%0.000%
1/16/2024MKT Advisors LLC43,525$487K0.3%-9.4%0.000%
1/10/2024 Sugarloaf Wealth Management LLC4,364$50K0.0%+93.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.16,336$182K0.0%-27.4%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 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), Cadent Capital Advisors LLC ($3.01M), and Burns J W & Co. Inc. NY ($3M).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 ($297.86K), Morse Asset Management Inc ($261.05K), Pacific Wealth Strategies Group Inc. ($233.30K), Burns J W & Co. Inc. NY ($145.38K), 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 3,259,843 shares in the last 24 months. This purchase volume represents approximately $37.20M 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), International Assets Investment Management LLC ($239.47K), AE Wealth Management LLC ($239.12K), Guggenheim Capital LLC ($102.27K), and Mirador Capital Partners LP ($67.15K).

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

Institutional investors have sold a total of 2,062,700 shares in the last 24 months. This volume of shares sold represents approximately $23.46M in transactions.


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This page (NASDAQ:CHY) was last updated on 1/22/2025 by MarketBeat.com Staff
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