Calamos Convertible and High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 1.46 M | $19.93 M | 1.36% | 1.82% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.26 M | $17.22 M | 0.69% | 1.57% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.26 M | $17.13 M | -3.35% | 1.57% |
| MORGAN STANLEY | 08/13/2026 | 1.09 M | $14.86 M | 12.05% | 1.36% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 795.62 K | $10.84 M | 9.41% | 0.99% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 573.42 K | $7.81 M | 83.72% | 0.71% |
| COHEN & STEERS, INC. | 08/14/2026 | 542.48 K | $7.39 M | 7.96% | 0.68% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 07/17/2026 | 441.82 K | $6.02 M | -19.11% | 0.55% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 359.07 K | $4.89 M | 6.54% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 317.11 K | $4.32 M | 1,726.35% | 0.39% |
| GREATMARK INVESTMENT PARTNERS, INC. | 07/24/2026 | 300.63 K | $4.09 M | 1.50% | 0.37% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 245.64 K | $3.35 M | 100.00% | 0.31% |
| ROYAL BANK OF CANADA | 08/14/2026 | 237.02 K | $3.23 M | 2.67% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 221.92 K | $3.02 M | -26.31% | 0.28% |
| MORSE ASSET MANAGEMENT, INC | 08/13/2026 | 221.66 K | $3.02 M | 4.86% | 0.28% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 08/07/2026 | 212.78 K | $2.90 M | -3.73% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 166.54 K | $2.27 M | 2.09% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 157.26 K | $2.14 M | 1.06% | 0.20% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 157.25 K | $2.14 M | 90.34% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 151.51 K | $2.06 M | 1.43% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 151.08 K | $2.06 M | 29.72% | 0.19% |
| UBS GROUP AG | 08/13/2026 | 137.94 K | $1.88 M | -24.96% | 0.17% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 122.10 K | $1.66 M | -28.57% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 120.21 K | $1.64 M | 2.58% | 0.15% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 119.24 K | $1.63 M | 9.20% | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 110.08 K | $1.50 M | -0.96% | 0.14% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 104.50 K | $1.42 M | -62.48% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 94.85 K | $1.29 M | 19.42% | 0.12% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 91.90 K | $1.25 M | 1.75% | 0.11% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 75.57 K | $1.03 M | 4.54% | 0.09% |
| CADENT CAPITAL ADVISORS, LLC | 07/14/2026 | 70.75 K | $963.62 K | 14.11% | 0.09% |
| BURNS J W & CO INC/NY | 07/15/2026 | 66.33 K | $903.35 K | 0.00% | 0.08% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 65.49 K | $891.99 K | -12.54% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 64.23 K | $874.77 K | -13.36% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 58.38 K | $795.11 K | -2.30% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 57.74 K | $786.46 K | 1.97% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 54.47 K | $741.92 K | -38.44% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 54.13 K | $737.19 K | -0.68% | 0.07% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 53.99 K | $735.39 K | 10.19% | 0.07% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 51.65 K | $703.41 K | 0.00% | 0.06% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 07/08/2026 | 51.26 K | $698.17 K | 0.33% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 49.61 K | $675.63 K | 62.49% | 0.06% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 43.55 K | $593.12 K | 10.70% | 0.05% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 43.09 K | $586.88 K | -29.63% | 0.05% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 38.05 K | $513.68 K | -0.52% | 0.05% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 37.63 K | $512.51 K | 3.14% | 0.05% |
| CHANCELLOR FINANCIAL GROUP WB LP | 08/10/2026 | 37.26 K | $507.50 K | 2.15% | 0.05% |
| LIFEWEALTH INVESTMENTS, LLC | 07/16/2026 | 34.99 K | $476.60 K | 0.00% | 0.04% |
| CHOREO, LLC | 08/04/2026 | 33.97 K | $462.73 K | 100.00% | 0.04% |
| BISON WEALTH, LLC | 07/07/2026 | 33.30 K | $449.53 K | 22.17% | 0.04% |
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Calamos Convertible and High Income Fund institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of Calamos Convertible and High Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.46 M
BANK OF AMERICA CORP /DE/: 1.26 M
WELLS FARGO & COMPANY/MN: 1.26 M
MORGAN STANLEY: 1.09 M
GUGGENHEIM CAPITAL LLC: 795,623
Advisors Asset Management, Inc.: 573,420
16.55% of Calamos Convertible and High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.65 M shares in the last 24 months. This purchase volume represents approximately $200.70 M in transactions.