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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$13.50 +0.06 (+0.45%)
Closing price 04:00 PM Eastern
Extended Trading
$13.52 +0.03 (+0.19%)
As of 04:10 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)
68
Total
Institutional Inflows
(last 12 months)
$142.63M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$25.87M
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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
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%
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%
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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%
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%
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11/6/2025Stratos Wealth Partners LTD.63,566$713K0.0%-4.5%0.000%
11/6/2025Oppenheimer & Co. Inc.15,715$176K0.0%-25.8%0.000%
11/5/2025Pacific Wealth Strategies Group Inc.636,552$7.14M4.4%-0.6%0.000%
11/5/2025Prime Capital Investment Advisors LLC19,868$223K0.0%-4.8%0.000%
11/5/2025J.W. Cole Advisors Inc.36,548$410K0.0%-7.6%0.000%
11/5/2025Envestnet Asset Management Inc.14,657$164K0.0%N/A0.000%
11/4/2025Penserra Capital Management LLC639,926$7.18M0.1%N/A0.000%
11/4/2025Meridian Wealth Management LLC19,340$217K0.0%-36.8%0.000%
11/3/2025Hollencrest Capital Management2,940$33K0.0%-55.2%0.000%
11/3/2025Truist Financial Corp52,258$586K0.0%+5.0%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 ($287.71K), and Wolverine Asset Management LLC ($275.33K).

Institutional investors have bought a total of 12,638,170 shares in the last 24 months. This purchase volume represents approximately $142.63M in transactions.

Of the 42 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 ($1.11M), Burns J W & Co. Inc. NY ($203.57K), Landscape Capital Management L.L.C. ($186.14K), Cornerstone Advisory LLC ($145.43K), Pacific Wealth Strategies Group Inc. ($111.16K), Mariner LLC ($94.53K), and Apollon Wealth Management LLC ($59.93K).

Institutional investors have sold a total of 2,331,327 shares in the last 24 months. This volume of shares sold represents approximately $25.87M in transactions.


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This page (NASDAQ:CHY) was last updated on 7/6/2026 by MarketBeat.com Staff.
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