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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$11.05 +0.03 (+0.27%)
As of 07/3/2025 01:56 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)
64
Total
Institutional Inflows
(last 12 months)
$41.52M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$26.05M
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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
7/1/2025 Legacy Wealth Management LLC MS22,540$248K0.1%+68.6%0.000%
5/16/2025NewEdge Advisors LLC121,468$1.23M0.0%+9.4%0.000%
5/16/2025Advisors Asset Management Inc.142,472$1.44M0.0%-17.3%0.000%
5/15/2025Royal Bank of Canada219,177$2.21M0.0%-70.2%0.000%
5/15/2025Baird Financial Group Inc.66,064$667K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.266,337$2.69M0.2%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.5,813$59K0.0%-54.9%0.000%
5/13/2025SFI Advisors LLC69,817$705K0.5%+4.7%0.000%
5/13/2025Elequin Capital LP15,037$152K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.291,776$2.95M0.0%-3.2%0.000%
5/12/2025Koss Olinger Consulting LLC10,000$101K0.0%N/A0.000%
5/12/2025Wolverine Asset Management LLC144,521$1.46M0.0%N/A0.000%
5/12/2025National Bank of Canada FI40,150$406K0.0%-3.1%0.000%
5/9/2025Atria Wealth Solutions Inc.23,136$234K0.0%+6.0%0.000%
5/7/2025LPL Financial LLC1,253,404$12.66M0.0%+4.2%0.000%
5/7/2025Cornerstone Advisory LLC424,741$4.32M0.5%N/A0.000%
5/6/2025Cetera Investment Advisers64,280$649K0.0%+2.8%0.000%
5/6/2025Readystate Asset Management LP39,845$402K0.0%N/A0.000%
5/5/2025Chancellor Financial Group WB LP23,093$233K0.2%-12.2%0.000%
5/5/2025OneAscent Financial Services LLC66,723$674K0.0%-13.2%0.000%
5/5/2025Morse Asset Management Inc181,383$1.83M0.5%+22.7%0.000%
5/5/2025Kestra Private Wealth Services LLC122,372$1.24M0.0%-3.7%0.000%
5/2/2025Apollon Wealth Management LLC108,924$1.10M0.0%-1.1%0.000%
5/1/2025Greatmark Investment Partners Inc.257,612$2.60M0.4%+1.5%0.000%
4/30/2025Stratos Wealth Partners LTD.52,719$532K0.0%-39.2%0.000%
4/28/2025DAVENPORT & Co LLC36,073$364K0.0%-10.8%0.000%
4/25/2025Pacific Wealth Strategies Group Inc.713,841$7.21M5.4%-1.7%0.000%
4/23/2025Golden State Wealth Management LLC6,692$68K0.0%+105.7%0.000%
4/23/2025Oppenheimer & Co. Inc.22,167$224K0.0%-9.2%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.105,577$1.07M0.0%-1.2%0.000%
4/22/2025PFG Investments LLC27,459$277K0.0%-8.0%0.000%
4/21/2025L.M. Kohn & Company22,574$228K0.1%+5.1%0.000%
4/21/2025Steel Grove Capital Advisors LLC3,550$36K0.0%N/A0.000%
4/21/2025Cadent Capital Advisors LLC15,000$152K0.1%-93.9%0.000%
4/21/2025LifeWealth Investments LLC29,123$294K0.1%+88.5%0.000%
4/17/2025Janney Montgomery Scott LLC142,350$1.44M0.0%N/A0.000%
4/16/2025Wealth Enhancement Advisory Services LLC17,490$177K0.0%+20.5%0.000%
4/16/2025Union Bancaire Privee UBP SA35,176$359K0.0%-27.6%0.000%
4/11/2025MKT Advisors LLC43,010$434K0.2%-5.7%0.000%
4/9/2025Merit Financial Group LLC10,212$103K0.0%N/A0.000%
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4/9/2025Mirador Capital Partners LP64,293$649K0.1%-2.0%0.000%
4/8/2025Burns 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$282K0.0%-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%
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%
1/23/2025Dumont & 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%
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1/22/2025Blue Trust Inc.3,054$36K0.0%N/A0.000%
1/22/2025PFG Investments LLC29,859$362K0.0%+27.2%0.000%
1/21/2025MKT Advisors LLC45,624$532K0.2%-4.0%0.000%
1/17/2025Atomi Financial Group Inc.20,455$248K0.0%+9.7%0.000%
1/15/2025Mirador Capital Partners LP65,598$796K0.1%-16.0%0.000%
1/13/2025Burns 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%
(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, 116 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 ($12.66M), Guggenheim Capital LLC ($9.15M), Pacific Wealth Strategies Group Inc. ($7.21M), Wells Fargo & Company MN ($7.09M), Cornerstone Advisory LLC ($4.32M), and Mariner LLC ($3.10M).Learn more on Calamos Convertible and High Income Fund's institutional investors.

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

Of the 90 institutional investors that purchased Calamos Convertible and High Income Fund's 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), Cornerstone Advisory LLC ($424.74K), LPL Financial LLC ($406.71K), Morse Asset Management Inc ($311.91K), Cadent Capital Advisors LLC ($297.86K), and Landscape Capital Management L.L.C. ($266.34K).

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

Institutional investors have bought a total of 3,668,039 shares in the last 24 months. This purchase volume represents approximately $41.52M in transactions.

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

Of the 40 institutional investors that sold Calamos Convertible and High Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($516.79K), Focus Partners Wealth ($294.61K), Cadent Capital Advisors LLC ($232.71K), Dumont & Blake Investment Advisors LLC ($232.08K), AE Wealth Management LLC ($227.12K), International Assets Investment Management LLC ($226.36K), and Advisors Asset Management Inc. ($142.41K).

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

Institutional investors have sold a total of 2,326,499 shares in the last 24 months. This volume of shares sold represents approximately $26.05M in transactions.


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This page (NASDAQ:CHY) was last updated on 7/5/2025 by MarketBeat.com Staff
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