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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$11.23 +0.03 (+0.27%)
Closing price 09/12/2025 04:00 PM Eastern
Extended Trading
$11.22 -0.02 (-0.13%)
As of 09/12/2025 07:15 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)
75
Total
Institutional Inflows
(last 12 months)
$43.65M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$35.14M
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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
9/4/2025 Osaic Holdings Inc.300,475$3.30M0.0%+7.8%0.000%
8/19/2025 Newbridge Financial Services Group Inc.25,822$284K0.0%N/A0.000%
8/15/2025 Morse Asset Management Inc193,970$2.13M0.5%+6.9%0.000%
8/15/2025 EP Wealth Advisors LLC16,487$181K0.0%-19.6%0.000%
8/15/2025 Bank of America Corp DE1,489,146$16.37M0.0%-36.4%0.000%
8/15/2025 Ameriprise Financial Inc.169,991$1.87M0.0%+7.6%0.000%
8/14/2025 Jane Street Group LLC24,108$265K0.0%N/A0.000%
8/14/2025 NewEdge Advisors LLC99,271$1.09M0.0%-18.3%0.000%
8/14/2025 Cerity Partners LLC16,869$186K0.0%N/A0.000%
8/13/2025 StoneX Group Inc.68,815$756K0.0%N/A0.000%
8/13/2025 Guggenheim Capital LLC719,293$7.91M0.1%+2.6%0.000%
8/13/2025 Beacon Pointe Advisors LLC44,875$493K0.0%-4.0%0.000%
8/12/2025 J.W. Cole Advisors Inc.39,534$434K0.0%-3.9%0.000%
8/12/2025 Advisors Asset Management Inc.226,683$2.49M0.0%+59.1%0.000%
8/12/2025 Steward Partners Investment Advisory LLC4,274$47K0.0%+170.0%0.000%
8/12/2025 Insigneo Advisory Services LLC16,033$176K0.0%+34.6%0.000%
8/11/2025 Stonebrook Private Inc.10,043$110K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.99,541$1.09M0.0%+26.6%0.000%
8/8/2025 Meridian Wealth Management LLC30,589$336K0.0%+5.2%0.000%
8/7/2025 Samalin Investment Counsel LLC51,231$563K0.2%-8.2%0.000%
8/7/2025 Allworth Financial LP9,480$104K0.0%+1,875.0%0.000%
8/6/2025 Chancellor Financial Group WB LP24,032$264K0.2%+4.1%0.000%
8/5/2025 Pacific Wealth Strategies Group Inc.640,471$7.02M4.6%-10.3%0.000%
8/5/2025 GHP Investment Advisors Inc.5,407$59K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC133,800$1.47M0.0%-7.4%0.000%
7/30/2025 D.A. Davidson & CO.12,850$141K0.0%-8.0%0.000%
7/29/2025 Koshinski Asset Management Inc.10,825$119K0.0%N/A0.000%
7/29/2025 Stratos Wealth Partners LTD.66,563$732K0.0%+26.3%0.000%
7/28/2025 Patten & Patten Inc. TN18,199$200K0.0%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.25,100$276K0.0%+8.5%0.000%
7/25/2025 Concurrent Investment Advisors LLC30,278$333K0.0%+18.8%0.000%
7/25/2025 Apollon Wealth Management LLC103,903$1.14M0.0%-4.6%0.000%
7/23/2025 Prime Capital Investment Advisors LLC20,876$229K0.0%-8.8%0.000%
7/22/2025 DAVENPORT & Co LLC30,909$340K0.0%-14.3%0.000%
7/18/2025 QTR Family Wealth LLC10,748$118K0.1%-50.0%0.000%
7/17/2025 Janney Montgomery Scott LLC133,951$1.47M0.0%-5.9%0.000%
7/16/2025 MKT Advisors LLC41,696$458K0.2%-3.1%0.000%
7/16/2025 Cadent Capital Advisors LLC30,000$330K0.1%+100.0%0.000%
7/14/2025 AdvisorNet Financial Inc3,029$33K0.0%+197.8%0.000%
7/10/2025 Burns J W & Co. Inc. NY192,028$2.11M0.3%-28.8%0.000%
7/9/2025 Mirador Capital Partners LP61,929$681K0.1%-3.7%0.000%
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%
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%
4/3/2025Legacy 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%
(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, 123 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 ($16.37M), LPL Financial LLC ($12.66M), Guggenheim Capital LLC ($7.91M), Wells Fargo & Company MN ($7.09M), Pacific Wealth Strategies Group Inc. ($7.02M), Cornerstone Advisory LLC ($4.32M), and Osaic Holdings Inc. ($3.30M).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 96 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 ($643.79K), Raymond James Financial Inc. ($603.01K), Cornerstone Advisory LLC ($424.74K), Morse Asset Management Inc ($324.49K), Cadent Capital Advisors LLC ($312.86K), Landscape Capital Management L.L.C. ($266.34K), and Pacific Wealth Strategies Group Inc. ($186.90K).

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

Institutional investors have bought a total of 3,865,017 shares in the last 24 months. This purchase volume represents approximately $43.65M in transactions.

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

Of the 44 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: Bank of America Corp DE ($852.24K), Royal Bank of Canada ($516.79K), Focus Partners Wealth ($294.61K), Cadent Capital Advisors LLC ($232.71K), Dumont & Blake Investment Advisors LLC ($232.08K), International Assets Investment Management LLC ($216.70K), 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 3,158,194 shares in the last 24 months. This volume of shares sold represents approximately $35.14M in transactions.


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This page (NASDAQ:CHY) was last updated on 9/13/2025 by MarketBeat.com Staff
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