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Calamos Convertible and High Income Fund (CHY) Institutional Ownership

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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)
52
Total
Institutional Inflows
(last 12 months)
$18.77M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$8.73M
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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
4/22/2024PFG Investments LLC20,216$239K0.0%N/A0.000%
4/18/2024Mirador Capital Partners LP88,046$1.04M0.2%-7.5%0.000%
4/18/2024SteelPeak Wealth LLC10,000$118K0.0%N/A0.000%
4/17/2024Dumont & Blake Investment Advisors LLC233,815$2.76M0.8%-0.7%0.000%
4/17/2024Burns J W & Co. Inc. NY146,808$1.73M0.2%+39.7%0.000%
4/11/2024 International Assets Investment Management LLC31,333$363K0.0%-18.4%0.000%
4/11/2024 Cadent Capital Advisors LLC50,150$592K0.2%N/A0.000%
3/22/2024PNC Financial Services Group Inc.9,816$113K0.0%-75.3%0.000%
3/8/2024ICA Group Wealth Management LLC124,382$1.43M0.3%+10.4%0.000%
3/1/2024Creekmur Asset Management LLC2,382$27K0.0%N/A0.000%
2/14/2024Connectus Wealth LLC31,960$367K0.0%+5.4%0.000%
2/9/2024D.A. Davidson & CO.13,465$154K0.0%+17.4%0.000%
2/8/2024Clarity Capital Advisors LLC12,581$144K0.1%N/A0.000%
2/8/2024Meridian Wealth Management LLC22,880$262K0.0%+4.0%0.000%
2/8/2024Beacon Pointe Advisors LLC17,264$198K0.0%-27.6%0.000%
2/8/2024Janney Montgomery Scott LLC183,337$2.10M0.0%-2.0%0.000%
2/7/2024Avantax Advisory Services Inc.12,649$145K0.0%+11.6%0.000%
2/7/2024Principal Securities Inc.4,406$51K0.0%N/A0.000%
2/6/2024Apollon Wealth Management LLC90,069$1.03M0.0%+8.0%0.000%
2/6/2024Spire Wealth Management20,172$232K0.0%-11.1%0.000%
2/6/2024Sheets Smith Wealth Management24,345$279K0.0%-3.6%0.000%
2/5/2024Kestra Private Wealth Services LLC107,913$1.24M0.0%+18.0%0.000%
2/5/2024Greatmark Investment Partners Inc.280,287$3.22M0.5%-2.2%0.000%
2/5/2024Stonebrook Private Inc.11,853$136K0.0%N/A0.000%
1/31/2024Zhang Financial LLC11,845$136K0.0%N/A0.000%
1/30/2024TNF LLC20,182$235K0.1%-38.5%0.000%
1/26/2024Geneos Wealth Management Inc.3,040$35K0.0%-76.7%0.000%
1/24/2024Prime Capital Investment Advisors LLC44,516$511K0.0%-8.6%0.000%
1/24/2024 International Assets Investment Management LLC440,402$50.51M0.0%+1,048.1%0.000%
1/24/2024Tempus Wealth Planning LLC30,565$351K0.2%N/A0.000%
1/23/2024Dumont & Blake Investment Advisors LLC235,483$2.70M0.8%-1.7%0.000%
1/23/2024DAVENPORT & Co LLC68,078$781K0.0%-8.3%0.000%
1/19/2024Mirador Capital Partners LP95,192$1.09M0.2%-9.7%0.000%
1/19/2024Realta Investment Advisors14,327$164K0.0%-10.6%0.000%
1/18/2024Burns J W & Co. Inc. NY105,065$1.21M0.2%+3.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.107,376$1.23M0.0%+1.1%0.000%
1/16/2024Raymond James & Associates160,072$1.84M0.0%-4.2%0.000%
1/16/2024MKT Advisors LLC43,525$487K0.3%-9.4%0.000%
1/10/2024Sugarloaf Wealth Management LLC4,364$50K0.0%+93.9%0.000%
12/1/2023B. Riley Wealth Advisors Inc.16,336$182K0.0%-27.4%0.000%
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11/30/2023ARQ Wealth Advisors LLC84,679$945K0.7%-1.7%0.000%
11/24/2023EP Wealth Advisors LLC16,487$184K0.0%N/A0.000%
11/15/2023Axxcess Wealth Management LLC27,733$310K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.685,335$7.65M0.2%+12.5%0.000%
11/14/2023Samalin Investment Counsel LLC98,365$1.10M0.6%-5.8%0.000%
11/13/2023Mariner LLC235,958$2.63M0.0%-14.3%0.000%
11/13/2023LPL Financial LLC1,057,278$11.80M0.0%+3.8%0.000%
11/13/2023Sugarloaf Wealth Management LLC2,251$25K0.0%-48.4%0.000%
11/13/2023Kestra Advisory Services LLC21,959$245K0.0%-56.8%0.000%
11/9/2023Prime Capital Investment Advisors LLC48,691$543K0.0%-7.3%0.000%
11/9/2023UBS Group AG198,411$2.21M0.0%-1.8%0.000%
11/8/2023Idaho Trust Bank10,200$114K0.1%N/A0.000%
11/8/2023Janney Montgomery Scott LLC187,072$2.09M0.0%-3.0%0.000%
11/8/2023Atria Wealth Solutions Inc.22,094$247K0.0%-14.8%0.000%
11/8/2023Spire Wealth Management22,703$253K0.0%-18.7%0.000%
11/8/2023Kestra Private Wealth Services LLC91,436$1.02M0.0%+1.6%0.000%
11/6/2023Pacific Wealth Strategies Group Inc.603,055$6.73M7.1%+11.7%0.000%
11/1/2023Verus Capital Partners LLC14,193$158K0.0%+28.4%0.000%
10/31/2023Cook Wealth Management Group LLC14,038$152K0.1%N/A0.000%
10/24/2023Stratos Wealth Partners LTD.74,685$833K0.0%-4.7%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.106,196$1.19M0.0%+1.3%0.000%
10/24/2023Raymond James & Associates167,149$1.87M0.0%-7.9%0.000%
10/20/2023TNF LLC32,830$362K0.2%-10.4%0.000%
10/17/2023DAVENPORT & Co LLC74,280$829K0.0%-4.3%0.000%
10/12/2023Wealthcare Advisory Partners LLC10,347$115K0.0%-11.2%0.000%
10/11/2023AE Wealth Management LLC230,550$2.57M0.0%+1.2%0.000%
10/10/2023 International Assets Investment Management LLC38,359$423K0.0%-5.0%0.000%
10/5/2023Mirador Capital Partners LP105,369$1.18M0.3%-8.8%0.000%
10/4/2023 International Assets Investment Management LLC38,359$423K0.0%-5.0%0.000%
8/23/2023TNF LLC36,660$412K0.2%-4.1%0.000%
8/18/2023ARQ Wealth Advisors LLC86,115$967K0.6%+13.8%0.000%
8/14/2023Mirador Capital Partners LP115,477$1.30M0.3%-13.0%0.000%
8/14/2023Bison Wealth LLC26,402$296K0.1%N/A0.000%
8/11/2023Kestra Advisory Services LLC50,865$571K0.0%+130.0%0.000%
8/11/2023Guggenheim Capital LLC689,309$7.74M0.1%+7.0%0.000%
8/10/2023Sykon Capital LLC21,000$236K0.2%N/A0.000%
8/10/2023Cetera Advisor Networks LLC27,240$306K0.0%-90.8%0.000%
8/9/2023Coastal Investment Advisors Inc.16,024$180K0.0%+12.6%0.000%
8/8/2023Geneos Wealth Management Inc.13,040$146K0.0%+328.9%0.000%
8/8/2023Kestra Private Wealth Services LLC89,996$1.01M0.0%+3.7%0.000%
8/8/2023Chicago Partners Investment Group LLC19,980$228K0.0%-12.3%0.000%
8/4/2023Apollon Wealth Management LLC81,938$920K0.0%+2.0%0.000%
8/3/2023Atria Wealth Solutions Inc.25,920$291K0.0%-15.7%0.000%
8/3/2023Samalin Investment Counsel LLC104,414$1.17M0.6%-1.7%0.000%
8/3/2023Dumont & Blake Investment Advisors LLC239,937$2.69M0.9%-1.3%0.000%
8/3/2023Oppenheimer & Co. Inc.12,062$135K0.0%-8.5%0.000%
8/2/2023Greatmark Investment Partners Inc.285,926$3.21M0.5%+5.7%0.000%
8/2/2023Meridian Wealth Management LLC21,444$241K0.0%+10.2%0.000%
8/1/2023MKT Advisors LLC48,225$549K0.4%-18.8%0.000%
7/31/2023LPL Financial LLC1,018,530$11.44M0.0%+39.9%0.000%
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7/27/2023B. Riley Wealth Advisors Inc.22,493$253K0.0%-6.4%0.000%
7/26/2023Janney Montgomery Scott LLC192,873$2.17M0.0%-4.2%0.000%
7/26/2023Pacific Wealth Strategies Group Inc.539,766$6.06M6.2%+3.6%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.104,829$1.18M0.0%-1.7%0.000%
7/25/2023Raymond James & Associates181,485$2.04M0.0%-12.3%0.000%
7/25/2023SAM Advisors LLC19,685$220K0.1%N/A0.000%
7/20/2023 International Assets Investment Management LLC40,360$453K0.1%+2.4%0.000%
7/20/2023DAVENPORT & Co LLC77,624$872K0.0%-7.4%0.000%
7/19/2023TFG Advisers LLC18,261$205K0.1%+7.9%0.000%
7/18/2023Stratos Wealth Partners LTD.78,353$880K0.0%-2.8%0.000%
(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, 116 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 ($29.67M), LPL Financial LLC ($11.80M), Guggenheim Capital LLC ($7.74M), Advisors Asset Management Inc. ($7.65M), Pacific Wealth Strategies Group Inc. ($6.73M), Cohen & Steers Inc. ($4.64M), and Advisor Group Holdings Inc. ($3.27M).Learn more on CHY's institutional investors.

Which institutional investors have been buying Calamos Convertible and High Income Fund stock?

Of the 95 institutional investors that purchased Calamos Convertible and High Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($408.72K), LPL Financial LLC ($360.67K), Pacific Wealth Strategies Group Inc. ($294.34K), Advisors Asset Management Inc. ($133.07K), Cadent Capital Advisors LLC ($94.59K), Kestra Private Wealth Services LLC ($88.34K), and Greatmark Investment Partners Inc. ($78.50K).

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

Institutional investors have bought a total of 2,748,551 shares in the last 24 months. This purchase volume represents approximately $31.36M in transactions.

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

Of the 60 institutional investors that sold Calamos Convertible and High Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacific Wealth Strategies Group Inc. ($305.61K), Cetera Advisor Networks LLC ($269.42K), Guggenheim Capital LLC ($260.38K), Advisors Asset Management Inc. ($181.15K), Raymond James & Associates ($59.08K), Mirador Capital Partners LP ($53.10K), and Stratos Wealth Partners LTD. ($50.80K).

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

Institutional investors have sold a total of 1,899,196 shares in the last 24 months. This volume of shares sold represents approximately $20.74M in transactions.


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This page (NASDAQ:CHY) was last updated on 4/23/2024 by MarketBeat.com Staff

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