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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$9.85 +0.09 (+0.92%)
Closing price 04:00 PM Eastern
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$9.85 0.00 (-0.05%)
As of 04:05 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)
55
Total
Institutional Inflows
(last 12 months)
$30.25M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$19.30M
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CHY Institutional Buying and Selling by Quarter

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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
4/11/2025 MKT Advisors LLC43,010$434K0.2%-5.7%0.000%
4/9/2025 Merit Financial Group LLC10,212$103K0.0%N/A0.000%
4/9/2025 Mirador Capital Partners LP64,293$649K0.1%-2.0%0.000%
4/8/2025 Burns J W & Co. Inc. NY269,891$2.73M0.4%+9.2%0.000%
4/3/2025 Legacy Wealth Management LLC MS13,365$135K0.0%-71.1%0.000%
3/19/2025Northeast Planning Associates INC. NH30,482$370K0.4%N/A0.000%
3/19/2025Chancellor Financial Group WB LP26,291$319K0.3%N/A0.000%
2/26/2025LifeWealth Investments LLC15,447$188K0.1%N/A0.000%
2/17/2025Morse Asset Management Inc147,830$1.80M0.4%+13.3%0.000%
2/17/2025Focus Partners Wealth33,310$404K0.0%-89.8%0.000%
2/17/2025EP Wealth Advisors LLC20,226$246K0.0%+19.8%0.000%
2/17/2025Bank of America Corp DE2,248,514$27.30M0.0%+1.0%0.000%
2/17/2025Ameriprise Financial Inc.158,914$1.93M0.0%-4.5%0.000%
2/14/2025Bison Wealth LLC23,241$282K0.1%-5.7%0.000%
2/14/2025Beacon Pointe Advisors LLC49,629$602K0.0%+15.1%0.000%
2/13/2025NewEdge Advisors LLC110,993$1.35M0.0%-19.7%0.000%
2/13/2025Guggenheim Capital LLC753,735$9.15M0.1%+18.3%0.000%
2/13/2025Mariner LLC255,282$3.10M0.0%-0.6%0.000%
2/13/2025Cohen & Steers Inc.134,884$1.64M0.0%-50.0%0.000%
2/13/2025Rockefeller Capital Management L.P.76,218$925K0.0%-2.2%0.000%
2/13/2025Raymond James Financial Inc.301,507$3.66M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN583,826$7.09M0.0%+0.4%0.000%
2/12/2025OneAscent Financial Services LLC76,879$933K0.1%N/A0.000%
2/12/2025National Bank of Canada FI41,450$503K0.0%-2.8%0.000%
2/12/2025PKS Advisory Services LLC15,602$189K0.1%N/A0.000%
2/11/2025LPL Financial LLC1,202,832$14.60M0.0%+2.3%0.000%
2/11/2025Samalin Investment Counsel LLC55,503$674K0.3%-14.2%0.000%
2/10/2025Advisors Asset Management Inc.172,332$2.09M0.0%-23.8%0.000%
2/10/2025Greatmark Investment Partners Inc.253,689$3.08M0.4%+2.8%0.000%
2/10/2025Commonwealth Equity Services LLC102,281$1.24M0.0%-34.3%0.000%
2/10/2025Avantax Advisory Services Inc.11,985$145K0.0%+12.2%0.000%
2/6/2025Raymond James Financial Inc.301,507$3.66M0.0%N/A0.000%
2/6/2025Mainstream Capital Management LLC2,120$26K0.0%N/A0.000%
2/6/2025Meridian Wealth Management LLC29,623$360K0.0%+19.0%0.000%
2/5/2025Verus Capital Partners LLC12,953$157K0.0%-18.7%0.000%
2/5/2025Oppenheimer & Co. Inc.24,415$296K0.0%+34.9%0.000%
2/4/2025Union Bancaire Privee UBP SA48,557$578K0.0%N/A0.000%
2/3/2025Winebrenner Capital Management LLC30,000$364K0.3%N/A0.000%
2/3/2025Concurrent Investment Advisors LLC25,924$315K0.0%+7.5%0.000%
1/31/2025Atria Wealth Solutions Inc.21,826$266K0.0%-4.3%0.000%
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1/30/2025Strategic Financial Concepts LLC13,354$162K0.0%N/A0.000%
1/30/2025Blue Trust Inc.3,134$38K0.0%N/A0.000%
1/28/2025Kestra Private Wealth Services LLC127,078$1.54M0.0%+2.7%0.000%
1/28/2025Pacific Wealth Strategies Group Inc.726,109$8.82M6.1%+2.8%0.000%
1/28/2025Apollon Wealth Management LLC110,188$1.34M0.0%+11.2%0.000%
1/28/2025Golden State Wealth Management LLC3,253$39K0.0%N/A0.000%
1/28/2025Strategic Financial Concepts LLC13,354$162K0.0%N/A0.000%
1/27/2025Financial Advocates Investment Management25,140$305K0.0%+4.0%0.000%
1/27/2025Stratos Wealth Partners LTD.86,646$1.05M0.0%-6.0%0.000%
1/24/2025DAVENPORT & 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%
1/22/2025Union Bancaire Privee UBP SA48,557$578K0.0%N/A0.000%
1/22/2025Blue Trust Inc.3,054$36K0.0%N/A0.000%
1/22/2025PFG Investments LLC29,859$362K0.0%+27.2%0.000%
1/21/2025 MKT Advisors LLC45,624$532K0.2%-4.0%0.000%
1/17/2025Atomi 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%
1/13/2025Cadent Capital Advisors LLC247,714$3.01M1.0%+6.8%0.000%
1/8/2025International 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%
11/1/2024Sheets Smith Wealth Management26,597$317K0.0%+8.5%0.000%
10/31/2024Concurrent Investment Advisors LLC24,113$288K0.0%+14.3%0.000%
10/29/2024Janney 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%
10/24/2024Wealth Enhancement Advisory Services LLC15,276$182K0.0%+34.9%0.000%
10/24/2024PFG Investments LLC23,479$280K0.0%+20.8%0.000%
10/23/2024 Dumont & Blake Investment Advisors LLC234,774$2.80M0.7%-49.7%0.000%
10/22/2024International 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%
9/5/2024Sanctuary 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%
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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%
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%
7/30/2024International Assets Investment Management LLC21,673$242K0.0%-30.8%0.000%
(Data available from 1/1/2016 forward)

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CHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHY shares?

During the previous two years, 114 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 Burns J W & Co. Inc. NY ($168.18K).

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

Institutional investors have bought a total of 4,123,121 shares in the last 24 months. This purchase volume represents approximately $48.17M in transactions.

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

Of the 51 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 ($240.94K), 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 2,399,619 shares in the last 24 months. This volume of shares sold represents approximately $27.96M in transactions.


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This page (NASDAQ:CHY) was last updated on 4/15/2025 by MarketBeat.com Staff
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