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 | 05/06/2026 | 1.44 M | $15.72 M | -2.37% | 1.82% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.30 M | $14.17 M | 1.57% | 1.64% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.26 M | $13.68 M | 1.69% | 1.58% |
| MORGAN STANLEY | 05/15/2026 | 973.59 K | $10.60 M | 3.20% | 1.23% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 727.22 K | $7.92 M | 1.10% | 0.92% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 05/07/2026 | 546.23 K | $5.95 M | -5.84% | 0.69% |
| COHEN & STEERS, INC. | 05/15/2026 | 502.48 K | $5.47 M | 32.24% | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 337.02 K | $3.67 M | 9.88% | 0.42% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 312.12 K | $3.40 M | 30.53% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 301.15 K | $3.28 M | 6.56% | 0.38% |
| GREATMARK INVESTMENT PARTNERS, INC. | 04/28/2026 | 296.20 K | $3.23 M | 4.70% | 0.37% |
| CORNERSTONE ADVISORY, LLC | 05/04/2026 | 278.50 K | $3.03 M | -23.58% | 0.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 230.86 K | $2.51 M | -8.01% | 0.29% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 04/28/2026 | 221.02 K | $2.41 M | -3.34% | 0.28% |
| MORSE ASSET MANAGEMENT, INC | 05/14/2026 | 211.38 K | $2.30 M | 0.89% | 0.27% |
| UBS GROUP AG | 05/05/2026 | 183.82 K | $2.00 M | 29.82% | 0.23% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 170.93 K | $1.86 M | 30.25% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 163.14 K | $1.78 M | 1.01% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 155.61 K | $1.70 M | 13.62% | 0.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 149.38 K | $1.63 M | 13.73% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 117.18 K | $1.28 M | -2.47% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 116.47 K | $1.27 M | 26.12% | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 111.14 K | $1.21 M | -3.76% | 0.14% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 109.19 K | $1.19 M | -15.04% | 0.14% |
| MARINER, LLC | 05/13/2026 | 101.65 K | $1.11 M | -22.03% | 0.13% |
| 04/17/2026 | 90.32 K | $983.60 K | 3.91% | 0.11% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 88.48 K | $963.56 K | 169.01% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 82.62 K | $899.69 K | 100.00% | 0.10% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 79.43 K | $864.96 K | -3.32% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 74.89 K | $815.50 K | 82.63% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 74.13 K | $807.32 K | -1.88% | 0.09% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 72.29 K | $787.18 K | 8.39% | 0.09% |
| BURNS J W & CO INC/NY | 04/17/2026 | 66.33 K | $722.28 K | -19.41% | 0.08% |
| CADENT CAPITAL ADVISORS, LLC | 04/08/2026 | 62.00 K | $675.18 K | 12.73% | 0.08% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 61.24 K | $666.85 K | 65.68% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 60.69 K | $660.87 K | 8.34% | 0.08% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 59.75 K | $650.73 K | -5.77% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 59.04 K | $642.91 K | 100.00% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 56.63 K | $616.68 K | 2.17% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 54.50 K | $593.46 K | -10.44% | 0.07% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 51.65 K | $562.42 K | 0.00% | 0.07% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 04/10/2026 | 51.09 K | $556.40 K | 0.35% | 0.06% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 49.00 K | $533.60 K | -42.09% | 0.06% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 39.34 K | $428.41 K | 100.00% | 0.05% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 38.25 K | $416.54 K | -2.30% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 37.47 K | $408.05 K | 57.98% | 0.05% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 36.48 K | $397.31 K | 0.00% | 0.05% |
| CHANCELLOR FINANCIAL GROUP WB LP | 05/14/2026 | 36.48 K | $397.22 K | 2.45% | 0.05% |
| LIFEWEALTH INVESTMENTS, LLC | 04/21/2026 | 34.99 K | $381.07 K | 10.24% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 32.20 K | $350.63 K | 81.93% | 0.04% |
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Calamos Convertible and High Income Fund institutional Ownership - FAQ's
During the previous two years, 211 institutional investors and hedge funds held shares of Calamos Convertible and High Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.44 M
WELLS FARGO & COMPANY/MN: 1.3 M
BANK OF AMERICA CORP /DE/: 1.26 M
MORGAN STANLEY: 973,589
GUGGENHEIM CAPITAL LLC: 727,218
Pacific Wealth Strategies Group, Inc.: 546,229
16.06% of Calamos Convertible and High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 16.94 M shares in the last 24 months. This purchase volume represents approximately $192.60 M in transactions.