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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

Calamos Convertible and High Income Fund logo
$12.65 +0.15 (+1.20%)
Closing price 04:00 PM Eastern
Extended Trading
$12.67 +0.02 (+0.16%)
As of 04:10 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)
73
Total
Institutional Inflows
(last 12 months)
$152.44M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$30.89M
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CHY Institutional Buying and Selling by Quarter

Calamos Convertible and High Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Cornerstone 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%
3/17/2026Rockefeller 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%
2/13/2026 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%
2/11/2026 Janney 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%
2/11/2026 J.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%
2/3/2026 Merrithew & Thorsten Inc22,231$251K0.3%N/A0.000%
2/3/2026 International Assets Investment Management LLC14,197$161K0.0%-69.3%0.000%
2/3/2026Morse Asset Management Inc209,507$2.37M0.5%+1.1%0.000%
2/2/2026PKS Advisory Services LLC14,724$167K0.0%-11.6%0.000%
2/2/2026 Truist Financial Corp36,484$413K0.0%-30.2%0.000%
1/30/2026 Samalin Investment Counsel LLC55,425$627K0.2%+6.9%0.000%
1/29/2026D.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%
1/28/2026Cornerstone Advisory LLC364,453$4.12M0.4%-8.5%0.000%
1/28/2026 PMG Family Office LLC86,923$983K1.1%-18.3%0.000%
1/27/2026Autumn 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%
12/2/2025Allworth 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%
11/17/2025NewEdge 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%
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%
11/5/2025Pacific 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%
11/5/2025 J.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%
11/3/2025 Truist Financial Corp52,258$586K0.0%+5.0%0.000%
10/31/2025 Greatmark Investment Partners Inc.262,618$2.95M0.4%+1.7%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC15,548$177K0.0%-9.0%0.000%
10/28/2025Wolverine Asset Management LLC238,658$2.68M0.0%+78.4%0.000%
10/28/2025 Gilliland Jeter Wealth Management LLC10,505$118K0.0%N/A0.000%
10/27/2025 Concurrent Investment Advisors LLC22,281$250K0.0%-26.4%0.000%
10/24/2025 TFC Financial Management Inc.3,000$34K0.0%N/A0.000%
10/23/2025 Legacy Wealth Management LLC MS50,734$569K0.2%+125.1%0.000%
10/23/2025Benjamin Edwards Inc.10,500$118K0.0%N/A0.000%
10/23/2025 Spire Wealth Management12,983$146K0.0%-32.3%0.000%


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 Northwestern Mutual Wealth Management Co. ($115.21M), LPL Financial LLC ($16.73M), Wells Fargo & Company MN ($14.49M), Bank of America Corp DE ($13.79M), Guggenheim Capital LLC ($8.14M), Penserra Capital Management LLC ($7.18M), and Pacific Wealth Strategies Group Inc. ($7.14M).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 106 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).

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

Institutional investors have bought a total of 13,613,985 shares in the last 24 months. This purchase volume represents approximately $152.44M in transactions.

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

Of the 45 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), Royal Bank of Canada ($516.79K), Burns J W & Co. Inc. NY ($203.57K), Landscape Capital Management L.L.C. ($186.14K), Cornerstone Advisory LLC ($145.43K), Mariner LLC ($94.53K), and Pacific Wealth Strategies Group Inc. ($77.29K).

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

Institutional investors have sold a total of 2,833,267 shares in the last 24 months. This volume of shares sold represents approximately $30.89M in transactions.



This page (NASDAQ:CHY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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