Free Trial
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free CHY Stock Alerts

Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$11.41 -0.14 (-1.21%)
Closing price 04:00 PM Eastern
Extended Trading
$11.42 +0.02 (+0.13%)
As of 07:30 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.
Compare

Institutional Ownership Changes (13F Filings) for Calamos Convertible and High Income Fund (NASDAQ:CHY)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$138.93M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$15.45M
Get CHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calamos Convertible and High Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CHY Institutional Buying and Selling by Quarter

Calamos Convertible and High Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Shaker Financial Services LLC55,669$652K0.2%-64.6%0.000%
10/9/2026Mirador Capital Partners LP20,521$240K0.0%+8.4%0.000%
10/9/2026Cadent Capital Advisors LLC73,112$856K0.2%+3.3%0.000%
10/8/2026Farther Finance Advisors LLC5,613$66K0.0%+321.1%0.000%
9/9/2026NewEdge Advisors LLC94,848$1.29M0.0%+19.4%0.000%
9/9/2026Baird Financial Group Inc.151,082$2.06M0.0%+29.7%0.000%
8/27/2026Corient Private Wealth LP122,095$1.66M0.0%-28.6%0.000%
8/20/2026Wedbush Securities Inc.21,126$288K0.0%-10.3%0.000%
7/7/2026Howard Financial Services LTD.18,651$254K0.0%N/A0.000%
6/3/2026NewEdge Advisors LLC79,427$865K0.0%-3.3%0.000%
5/22/2026Verus 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%
5/14/2026Compound Planning Inc.72,285$787K0.0%+8.4%0.000%
5/13/2026Cetera Investment Advisers149,380$1.63M0.0%+13.7%0.000%
5/7/2026Pacific Wealth Strategies Group Inc.546,229$5.95M3.7%-5.8%0.000%
5/6/2026Zhang Financial LLC11,845$129K0.0%N/A0.000%
5/6/2026Independent Financial Group LLC10,767$117K0.0%N/A0.000%
5/5/2026Cornerstone Advisory LLC278,497$3.03M0.3%-23.6%0.000%
4/30/2026Kestra Advisory Services LLC88,481$964K0.0%+169.0%0.000%
4/29/2026Greatmark Investment Partners Inc.296,195$3.23M0.4%+4.7%0.000%
4/29/2026Dumont & Blake Investment Advisors LLC221,015$2.41M0.6%-3.3%0.000%
4/27/2026PFG Investments LLC61,235$667K0.0%+65.7%0.000%
4/25/2026SOL Capital Management CO21,209$216K0.1%N/A0.000%
4/23/2026Apollon Wealth Management LLC48,999$534K0.0%-42.1%0.000%
4/22/2026Janney Montgomery Scott LLC117,183$1.28M0.0%-2.5%0.000%
4/21/2026LifeWealth Investments LLC34,993$381K0.1%+10.2%0.000%
4/20/2026Kestra Private Wealth Services LLC111,144$1.21M0.0%-3.8%0.000%
4/18/2026Burns J W & Co. Inc. NY66,325$722K0.1%-19.4%0.000%
4/17/2026PMG Family Office LLC90,321$984K1.1%+3.9%0.000%
3/17/2026Rockefeller Capital Management L.P.75,555$855K0.0%-25.5%0.000%
2/19/2026Compound Planning Inc.66,687$754K0.0%+128.9%0.000%
2/18/2026Beacon Pointe Advisors LLC41,004$464K0.0%+11.7%0.000%
2/18/2026EP Wealth Advisors LLC16,487$186K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC82,151$929K0.0%-1.4%0.000%
2/17/2026Guggenheim Capital LLC719,274$8.14M0.1%+12.1%0.000%
2/17/2026Cetera 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/16/2026Mariner LLC130,373$1.48M0.0%-20.6%0.000%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Janney Montgomery Scott LLC120,152$1.36M0.0%-8.6%0.000%
2/11/2026LPL Financial LLC1,478,856$16.73M0.0%+7.5%0.000%
2/11/2026J.W. Cole Advisors Inc.35,632$403K0.0%-2.5%0.000%
2/11/2026Verus Capital Partners LLC18,087$205K0.0%-7.0%0.000%
2/10/2026COFG Advisors LLC31,407$355K0.1%N/A0.000%
2/5/2026Chancellor Financial Group WB LP35,605$403K0.3%+2.5%0.000%
2/5/2026Northwestern Mutual Wealth Management Co.10,186,577$115.21M0.1%+175,137.9%0.000%
2/3/2026Merrithew & Thorsten Inc22,231$251K0.3%N/A0.000%
2/3/2026International Assets Investment Management LLC14,197$161K0.0%-69.3%0.000%
2/3/2026Morse Asset Management Inc209,507$2.37M0.5%+1.1%0.000%
2/2/2026PKS Advisory Services LLC14,724$167K0.0%-11.6%0.000%
2/2/2026Truist Financial Corp36,484$413K0.0%-30.2%0.000%
1/30/2026Samalin Investment Counsel LLC55,425$627K0.2%+6.9%0.000%
1/29/2026D.A. Davidson & CO.31,695$358K0.0%+50.5%0.000%
1/29/2026Kestra Private Wealth Services LLC115,487$1.31M0.0%+3.0%0.000%
1/29/2026Dumont & Blake Investment Advisors LLC228,661$2.59M0.6%-2.7%0.000%
1/28/2026Cornerstone Advisory LLC364,453$4.12M0.4%-8.5%0.000%
1/28/2026PMG Family Office LLC86,923$983K1.1%-18.3%0.000%
1/27/2026Autumn Glory Partners LLC30,000$339K0.1%N/A0.000%
1/27/2026Greatmark Investment Partners Inc.282,897$3.20M0.4%+7.7%0.000%
1/26/2026PFG Investments LLC36,959$418K0.0%+34.6%0.000%
1/22/2026Apollon Wealth Management LLC84,617$957K0.0%-11.0%0.000%
1/22/2026Greenberg Financial Group201,222$2.28M0.9%N/A0.000%
1/20/2026Stratos Wealth Partners LTD.60,846$688K0.0%-4.3%0.000%
1/14/2026Mirador Capital Partners LP18,370$208K0.0%-44.0%0.000%
1/13/2026CoreCap Advisors LLC3,054$35K0.0%N/A0.000%
1/12/2026Burns J W & Co. Inc. NY82,300$931K0.1%-55.5%0.000%
1/12/2026DAVENPORT & Co LLC27,213$308K0.0%-9.8%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC19,181$224K0.0%+23.4%0.000%
1/8/2026MKT Advisors LLC36,465$417K0.1%-9.3%0.000%
1/6/2026Arlington Capital Management Inc.48,774$552K0.3%N/A0.000%
12/22/2025PMG Family Office LLC106,353$1.19M1.3%N/A0.000%
12/2/2025Allworth Financial LP11,482$129K0.0%+21.1%0.000%
11/17/2025Kestra Private Wealth Services LLC112,099$1.26M0.0%-8.1%0.000%
11/17/2025NewEdge Advisors LLC83,283$934K0.0%-16.1%0.000%
11/17/2025Susquehanna International Group LLP17,900$201K0.0%N/A0.000%
11/17/2025Mariner LLC164,258$1.84M0.0%-27.0%0.000%
11/17/2025Morse Asset Management Inc207,163$2.32M0.5%+6.8%0.000%
11/17/2025Focus 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
11/14/2025United Financial Planning Group LLC10,000$112K0.1%N/A0.000%
11/13/2025Landscape Capital Management L.L.C.52,674$591K0.0%-77.9%0.000%
11/12/2025Chancellor Financial Group WB LP34,724$390K0.3%+44.5%0.000%
11/12/2025PKS Advisory Services LLC16,652$187K0.0%N/A0.000%
11/10/2025Compound Planning Inc.29,135$327K0.0%+38.5%0.000%
11/10/2025Verus Capital Partners LLC19,439$218K0.0%+16.4%0.000%
11/7/2025Readystate Asset Management LP14,657$164K0.0%-62.5%0.000%
11/7/2025Cornerstone Advisory LLC398,300$4.47M0.4%-6.0%0.000%
11/6/2025Advisors Asset Management Inc.248,354$2.79M0.0%+9.6%0.000%
11/6/2025Stratos Wealth Partners LTD.63,566$713K0.0%-4.5%0.000%


CHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 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 107 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 ($290.08K), and Landscape Capital Management L.L.C. ($266.34K).

Institutional investors have bought a total of 12,284,496 shares in the last 24 months. This purchase volume represents approximately $138.93M in transactions.

Of the 38 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), Shaker Financial Services LLC ($101.59K), Mariner LLC ($94.53K), and Apollon Wealth Management LLC ($54.90K).

Institutional investors have sold a total of 1,364,995 shares in the last 24 months. This volume of shares sold represents approximately $15.45M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel