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 | 11/12/2025 | 1.38 M | $15.44 M | 7.32% | 1.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.24 M | $13.88 M | 7.35% | 1.56% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.23 M | $13.79 M | -17.49% | 1.55% |
| MORGAN STANLEY | 11/14/2025 | 927.47 K | $10.41 M | 0.10% | 1.17% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 641.49 K | $7.20 M | -10.82% | 0.81% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 639.93 K | $7.18 M | 100.00% | 0.81% |
| PACIFIC WEALTH STRATEGIES GROUP, INC. | 11/05/2025 | 636.55 K | $7.14 M | -0.61% | 0.80% |
| CORNERSTONE ADVISORY, LLC | 11/07/2025 | 398.30 K | $4.47 M | -6.05% | 0.50% |
| COHEN & STEERS, INC. | 11/14/2025 | 341.98 K | $3.84 M | 41.91% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 300.00 K | $3.37 M | 3.00% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 269.73 K | $2.98 M | -10.23% | 0.34% |
| GREATMARK INVESTMENT PARTNERS, INC. | 10/31/2025 | 262.62 K | $2.95 M | 1.71% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 248.35 K | $2.79 M | 9.56% | 0.31% |
| ROYAL BANK OF CANADA | 11/14/2025 | 246.09 K | $2.76 M | -1.38% | 0.31% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 238.66 K | $2.68 M | 78.37% | 0.30% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 10/17/2025 | 235.04 K | $2.64 M | -0.34% | 0.30% |
| MORSE ASSET MANAGEMENT, INC | 11/14/2025 | 207.16 K | $2.32 M | 6.80% | 0.26% |
| BURNS J W & CO INC/NY | 10/20/2025 | 184.82 K | $2.07 M | -3.75% | 0.23% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 167.28 K | $1.88 M | -1.59% | 0.21% |
| MARINER, LLC | 11/14/2025 | 164.26 K | $1.84 M | -26.96% | 0.21% |
| UBS GROUP AG | 11/13/2025 | 161.48 K | $1.81 M | 0.26% | 0.20% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 135.17 K | $1.52 M | 100.00% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 131.78 K | $1.48 M | -26.90% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 131.51 K | $1.48 M | -1.82% | 0.17% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 131.23 K | $1.47 M | 0.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 128.85 K | $1.45 M | 7.50% | 0.16% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 124.74 K | $1.40 M | 93.06% | 0.16% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 112.10 K | $1.26 M | -8.15% | 0.14% |
| 12/22/2025 | 106.35 K | $1.19 M | 100.00% | 0.13% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 101.39 K | $1.14 M | 1.86% | 0.13% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 95.09 K | $1.07 M | -8.48% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 90.76 K | $1.02 M | 36.65% | 0.11% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 83.28 K | $934.44 K | -16.11% | 0.11% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 63.67 K | $714.34 K | -9.78% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 63.57 K | $713.22 K | -4.50% | 0.08% |
| CADENT CAPITAL ADVISORS, LLC | 10/15/2025 | 55.00 K | $617.10 K | 83.33% | 0.07% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 53.82 K | $603.86 K | 0.00% | 0.07% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 52.67 K | $591.00 K | -77.94% | 0.07% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 52.26 K | $586.34 K | 5.00% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 51.87 K | $581.98 K | 1.25% | 0.07% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 10/23/2025 | 50.73 K | $569.24 K | 125.08% | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 46.26 K | $508.40 K | 0.00% | 0.06% |
| MKT ADVISORS LLC | 10/17/2025 | 40.20 K | $450.60 K | -3.60% | 0.05% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 39.55 K | $442.17 K | -1.74% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 38.71 K | $434.33 K | 60.57% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 36.72 K | $411.96 K | -18.18% | 0.05% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 36.55 K | $410.07 K | -7.55% | 0.05% |
| CHANCELLOR FINANCIAL GROUP WB LP | 11/12/2025 | 34.72 K | $389.60 K | 44.49% | 0.04% |
| MIRADOR CAPITAL PARTNERS LP | 10/07/2025 | 32.78 K | $367.81 K | -47.07% | 0.04% |
| LIFEWEALTH INVESTMENTS, LLC | 01/26/2026 | 31.74 K | $356.15 K | 3.51% | 0.04% |
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Calamos Convertible and High Income Fund institutional Ownership - FAQ's
During the previous two years, 170 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: 10.19 M
Cornerstone Advisory, LLC: 364,453
GREATMARK INVESTMENT PARTNERS, INC.: 282,897
Morse Asset Management, Inc: 209,507
GREENBERG FINANCIAL GROUP: 201,222
Apollon Wealth Management, LLC: 84,617
16.58% of Calamos Convertible and High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 25.82 M shares in the last 24 months. This purchase volume represents approximately $302.93 M in transactions.