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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$13.51 0.00 (0.00%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$13.46 -0.05 (-0.41%)
As of 08/14/2026 07:34 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 Massive. 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)
$138.95M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$13.95M
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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
7/7/2026 Howard Financial Services LTD.18,651$254K0.0%N/A0.000%
6/3/2026 NewEdge Advisors LLC79,427$865K0.0%-3.3%0.000%
5/22/2026 Verus Capital Partners LLC11,962$130K0.0%-33.9%0.000%
5/19/2026Bank of America Corp DE1,255,952$13.68M0.0%+1.7%0.000%
5/18/2026Royal Bank of Canada230,855$2.51M0.0%-8.0%0.000%
5/14/2026 Compound Planning Inc.72,285$787K0.0%+8.4%0.000%
5/13/2026 Cetera Investment Advisers149,380$1.63M0.0%+13.7%0.000%
5/7/2026 Pacific Wealth Strategies Group Inc.546,229$5.95M3.7%-5.8%0.000%
5/6/2026 Zhang Financial LLC11,845$129K0.0%N/A0.000%
5/6/2026 Independent Financial Group LLC10,767$117K0.0%N/A0.000%
5/5/2026 Cornerstone Advisory LLC278,497$3.03M0.3%-23.6%0.000%
4/30/2026 Kestra Advisory Services LLC88,481$964K0.0%+169.0%0.000%
4/29/2026 Greatmark Investment Partners Inc.296,195$3.23M0.4%+4.7%0.000%
4/29/2026 Dumont & Blake Investment Advisors LLC221,015$2.41M0.6%-3.3%0.000%
4/27/2026 PFG Investments LLC61,235$667K0.0%+65.7%0.000%
4/25/2026 SOL Capital Management CO21,209$216K0.1%N/A0.000%
4/23/2026 Apollon Wealth Management LLC48,999$534K0.0%-42.1%0.000%
4/22/2026 Janney Montgomery Scott LLC117,183$1.28M0.0%-2.5%0.000%
4/21/2026 LifeWealth Investments LLC34,993$381K0.1%+10.2%0.000%
4/20/2026 Kestra Private Wealth Services LLC111,144$1.21M0.0%-3.8%0.000%
4/18/2026 Burns J W & Co. Inc. NY66,325$722K0.1%-19.4%0.000%
4/17/2026 PMG Family Office LLC90,321$984K1.1%+3.9%0.000%
3/17/2026 Rockefeller Capital Management L.P.75,555$855K0.0%-25.5%0.000%
2/19/2026 Compound Planning Inc.66,687$754K0.0%+128.9%0.000%
2/18/2026Beacon Pointe Advisors LLC41,004$464K0.0%+11.7%0.000%
2/18/2026 EP Wealth Advisors LLC16,487$186K0.0%N/A0.000%
2/18/2026 NewEdge Advisors LLC82,151$929K0.0%-1.4%0.000%
2/17/2026 Guggenheim Capital LLC719,274$8.14M0.1%+12.1%0.000%
2/17/2026 Cetera Investment Advisers131,344$1.49M0.0%+5.3%0.000%
2/17/2026Osaic Holdings Inc.282,618$3.20M0.0%+4.8%0.000%
2/17/2026&PARTNERS32,358$366K0.0%+64.8%0.000%
2/17/2026Royal Bank of Canada250,958$2.84M0.0%+2.0%0.000%
2/16/2026 Mariner LLC130,373$1.48M0.0%-20.6%0.000%
2/13/2026 Kestra Advisory Services LLC32,891$372K0.0%+43.8%0.000%
2/13/2026Wells Fargo & Company MN1,281,487$14.49M0.0%+3.6%0.000%
2/13/2026Cohen & Steers Inc.379,984$4.30M0.0%+11.1%0.000%
2/12/2026Advisors Asset Management Inc.239,119$2.70M0.0%-3.7%0.000%
2/12/2026Jane Street Group LLC23,718$268K0.0%-38.7%0.000%
2/12/2026 Commonwealth Equity Services LLC161,501$1.83M0.0%+22.6%0.000%
2/12/2026CIBC Private Wealth Group LLC5,829$66K0.0%+205.5%0.000%
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2/11/2026 Janney Montgomery Scott LLC120,152$1.36M0.0%-8.6%0.000%
2/11/2026 LPL Financial LLC1,478,856$16.73M0.0%+7.5%0.000%
2/11/2026 J.W. Cole Advisors Inc.35,632$403K0.0%-2.5%0.000%
2/11/2026 Verus Capital Partners LLC18,087$205K0.0%-7.0%0.000%
2/10/2026COFG Advisors LLC31,407$355K0.1%N/A0.000%
2/5/2026 Chancellor Financial Group WB LP35,605$403K0.3%+2.5%0.000%
2/5/2026 Northwestern Mutual Wealth Management Co.10,186,577$115.21M0.1%+175,137.9%0.000%
2/3/2026 Merrithew & Thorsten Inc22,231$251K0.3%N/A0.000%
2/3/2026 International Assets Investment Management LLC14,197$161K0.0%-69.3%0.000%
2/3/2026 Morse Asset Management Inc209,507$2.37M0.5%+1.1%0.000%
2/2/2026 PKS Advisory Services LLC14,724$167K0.0%-11.6%0.000%
2/2/2026 Truist Financial Corp36,484$413K0.0%-30.2%0.000%
1/30/2026 Samalin Investment Counsel LLC55,425$627K0.2%+6.9%0.000%
1/29/2026 D.A. Davidson & CO.31,695$358K0.0%+50.5%0.000%
1/29/2026 Kestra Private Wealth Services LLC115,487$1.31M0.0%+3.0%0.000%
1/29/2026 Dumont & Blake Investment Advisors LLC228,661$2.59M0.6%-2.7%0.000%
1/28/2026 Cornerstone Advisory LLC364,453$4.12M0.4%-8.5%0.000%
1/28/2026 PMG Family Office LLC86,923$983K1.1%-18.3%0.000%
1/27/2026 Autumn Glory Partners LLC30,000$339K0.1%N/A0.000%
1/27/2026 Greatmark Investment Partners Inc.282,897$3.20M0.4%+7.7%0.000%
1/26/2026 PFG Investments LLC36,959$418K0.0%+34.6%0.000%
1/22/2026 Apollon Wealth Management LLC84,617$957K0.0%-11.0%0.000%
1/22/2026Greenberg Financial Group201,222$2.28M0.9%N/A0.000%
1/20/2026 Stratos Wealth Partners LTD.60,846$688K0.0%-4.3%0.000%
1/14/2026 Mirador Capital Partners LP18,370$208K0.0%-44.0%0.000%
1/13/2026 CoreCap Advisors LLC3,054$35K0.0%N/A0.000%
1/12/2026 Burns J W & Co. Inc. NY82,300$931K0.1%-55.5%0.000%
1/12/2026 DAVENPORT & Co LLC27,213$308K0.0%-9.8%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC19,181$224K0.0%+23.4%0.000%
1/8/2026 MKT Advisors LLC36,465$417K0.1%-9.3%0.000%
1/6/2026 Arlington Capital Management Inc.48,774$552K0.3%N/A0.000%
12/22/2025 PMG Family Office LLC106,353$1.19M1.3%N/A0.000%
12/2/2025 Allworth Financial LP11,482$129K0.0%+21.1%0.000%
11/17/2025 Kestra Private Wealth Services LLC112,099$1.26M0.0%-8.1%0.000%
11/17/2025 NewEdge Advisors LLC83,283$934K0.0%-16.1%0.000%
11/17/2025Susquehanna International Group LLP17,900$201K0.0%N/A0.000%
11/17/2025 Mariner LLC164,258$1.84M0.0%-27.0%0.000%
11/17/2025 Morse Asset Management Inc207,163$2.32M0.5%+6.8%0.000%
11/17/2025 Focus Partners Wealth25,460$286K0.0%-5.0%0.000%
11/17/2025Bank of America Corp DE1,228,676$13.79M0.0%-17.5%0.000%
11/17/2025Ameriprise Financial Inc.167,284$1.88M0.0%-1.6%0.000%
11/14/2025Raymond James Financial Inc.299,997$3.37M0.0%+3.0%0.000%
11/14/2025 United Financial Planning Group LLC10,000$112K0.1%N/A0.000%
11/13/2025 Landscape Capital Management L.L.C.52,674$591K0.0%-77.9%0.000%
11/12/2025 Chancellor Financial Group WB LP34,724$390K0.3%+44.5%0.000%
11/12/2025 PKS Advisory Services LLC16,652$187K0.0%N/A0.000%
11/10/2025 Compound Planning Inc.29,135$327K0.0%+38.5%0.000%
11/10/2025 Verus Capital Partners LLC19,439$218K0.0%+16.4%0.000%
11/7/2025Readystate Asset Management LP14,657$164K0.0%-62.5%0.000%
11/7/2025 Cornerstone Advisory LLC398,300$4.47M0.4%-6.0%0.000%
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11/6/2025Advisors Asset Management Inc.248,354$2.79M0.0%+9.6%0.000%
11/6/2025 Stratos Wealth Partners LTD.63,566$713K0.0%-4.5%0.000%
11/6/2025 Oppenheimer & Co. Inc.15,715$176K0.0%-25.8%0.000%
11/5/2025 Pacific Wealth Strategies Group Inc.636,552$7.14M4.4%-0.6%0.000%
11/5/2025 Prime Capital Investment Advisors LLC19,868$223K0.0%-4.8%0.000%
11/5/2025 J.W. Cole Advisors Inc.36,548$410K0.0%-7.6%0.000%
11/5/2025 Envestnet Asset Management Inc.14,657$164K0.0%N/A0.000%
11/4/2025 Penserra Capital Management LLC639,926$7.18M0.1%N/A0.000%
11/4/2025 Meridian Wealth Management LLC19,340$217K0.0%-36.8%0.000%
11/3/2025 Hollencrest Capital Management2,940$33K0.0%-55.2%0.000%


CHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 120 institutional investors and hedge funds held shares of Calamos Convertible and High Income Fund. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($115.21M), LPL Financial LLC ($16.73M), Wells Fargo & Company MN ($14.49M), Bank of America Corp DE ($13.68M), Guggenheim Capital LLC ($8.14M), Penserra Capital Management LLC ($7.18M), and Pacific Wealth Strategies Group Inc. ($5.95M).Learn more on Calamos Convertible and High Income Fund's institutional investors.

Of the 105 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: Northwestern Mutual Wealth Management Co. ($10.18M), Penserra Capital Management LLC ($639.93K), Raymond James Financial Inc. ($611.76K), Cornerstone Advisory LLC ($424.74K), Morse Asset Management Inc ($340.03K), Cadent Capital Advisors LLC ($287.71K), and Landscape Capital Management L.L.C. ($266.34K).

Institutional investors have bought a total of 12,298,860 shares in the last 24 months. This purchase volume represents approximately $138.95M in transactions.

Of the 36 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 ($260.47K), Landscape Capital Management L.L.C. ($186.14K), Cornerstone Advisory LLC ($145.43K), Burns J W & Co. Inc. NY ($125.70K), Mariner LLC ($94.53K), Apollon Wealth Management LLC ($54.90K), and Mirador Capital Partners LP ($43.56K).

Institutional investors have sold a total of 1,246,696 shares in the last 24 months. This volume of shares sold represents approximately $13.95M in transactions.


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Institutional ownership data for NASDAQ:CHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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