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 | 02/11/2026 | 1.48 M | $16.73 M | 7.46% | 1.86% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.28 M | $14.49 M | 3.59% | 1.61% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.24 M | $13.97 M | 0.52% | 1.55% |
| MORGAN STANLEY | 02/13/2026 | 943.36 K | $10.67 M | 1.71% | 1.19% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 719.27 K | $8.13 M | 12.13% | 0.91% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 705.21 K | $7.98 M | 10.20% | 0.89% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 02/09/2026 | 580.10 K | $6.56 M | -8.87% | 0.73% |
| COHEN & STEERS, INC. | 02/13/2026 | 379.98 K | $4.30 M | 11.11% | 0.48% |
| CORNERSTONE ADVISORY, LLC | 01/28/2026 | 364.45 K | $4.12 M | -8.50% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 306.71 K | $3.47 M | 2.24% | 0.39% |
| GREATMARK INVESTMENT PARTNERS, INC. | 01/27/2026 | 282.90 K | $3.20 M | 7.72% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 282.62 K | $3.20 M | 4.78% | 0.36% |
| ROYAL BANK OF CANADA | 02/17/2026 | 250.96 K | $2.84 M | 1.98% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 239.12 K | $2.70 M | -3.72% | 0.30% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 01/29/2026 | 228.66 K | $2.59 M | -2.71% | 0.29% |
| MORSE ASSET MANAGEMENT, INC | 02/03/2026 | 209.51 K | $2.37 M | 1.13% | 0.26% |
| GREENBERG FINANCIAL GROUP | 01/22/2026 | 201.22 K | $2.28 B | 100.00% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 161.50 K | $1.83 M | 22.55% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 141.60 K | $1.60 M | -12.31% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 136.96 K | $1.55 M | 6.29% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 131.34 K | $1.49 M | 5.30% | 0.17% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 131.23 K | $1.50 M | 0.00% | 0.17% |
| MARINER, LLC | 02/13/2026 | 130.37 K | $1.47 M | -20.63% | 0.16% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 128.51 K | $1.45 M | -23.18% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 120.15 K | $1.36 M | -8.64% | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 115.49 K | $1.31 M | 3.02% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 92.35 K | $1.04 M | 1.76% | 0.12% |
| 01/28/2026 | 86.92 K | $983.10 K | -18.27% | 0.11% | |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 84.62 K | $957.02 K | -11.01% | 0.11% |
| BURNS J W & CO INC/NY | 01/12/2026 | 82.30 K | $930.81 K | -55.47% | 0.10% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 82.15 K | $929.13 K | -1.36% | 0.10% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 75.56 K | $854.53 K | -25.48% | 0.10% |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 69.33 K | $784.09 K | 100.00% | 0.09% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 66.69 K | $754.23 K | 128.89% | 0.08% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 63.42 K | $717.24 K | -0.39% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 60.85 K | $688.18 K | -4.28% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 56.02 K | $633.53 K | 212.93% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 55.43 K | $626.85 K | 6.85% | 0.07% |
| CADENT CAPITAL ADVISORS, LLC | 01/13/2026 | 55.00 K | $622.05 K | 0.00% | 0.07% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 51.65 K | $588.79 K | -4.04% | 0.07% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 01/05/2026 | 50.92 K | $575.86 K | 0.36% | 0.06% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 48.77 K | $551.63 K | 100.00% | 0.06% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 41.00 K | $463.76 K | 11.68% | 0.05% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 39.15 K | $441.61 K | -1.01% | 0.05% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 36.96 K | $418.00 K | 34.60% | 0.05% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 36.48 K | $412.63 K | -30.18% | 0.05% |
| MKT ADVISORS LLC | 01/08/2026 | 36.47 K | $417.16 K | -9.28% | 0.05% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 35.63 K | $403.00 K | -2.51% | 0.04% |
| CHANCELLOR FINANCIAL GROUP WB LP | 02/05/2026 | 35.61 K | $402.69 K | 2.54% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 32.89 K | $372.00 K | 43.84% | 0.04% |
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Calamos Convertible and High Income Fund institutional Ownership - FAQ's
During the previous two years, 205 institutional investors and hedge funds held shares of Calamos Convertible and High Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.48 M
WELLS FARGO & COMPANY/MN: 1.28 M
BANK OF AMERICA CORP /DE/: 1.24 M
MORGAN STANLEY: 943,356
GUGGENHEIM CAPITAL LLC: 719,274
Penserra Capital Management LLC: 705,206
16.52% of Calamos Convertible and High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.09 M shares in the last 24 months. This purchase volume represents approximately $204.88 M in transactions.