CHY Calamos Convertible and High I

NYE
$11.61

Calamos Convertible and High I (CHY) Institutional Ownership

What the institutions did with CHY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
134
filed both this quarter and last
Managers holding
134
+134 on the quarter
Buyers
134
134 opened new
Sellers
0
0 sold out entirely
Buyer share
100.0%
of managers who traded it
Breadth
+100.0
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
LPL Financial LLC 1.5M 10.9%
BANK OF AMERICA CORP /DE/ 1.3M 9.4%
WELLS FARGO & COMPANY/MN 1.3M 9.4%
MORGAN STANLEY 1.1M 8.1%
GUGGENHEIM CAPITAL LLC 795.6K 5.9%
Advisors Asset Management, Inc. 573.4K 4.3%
COHEN & STEERS, INC. 542.5K 4.0%
Pacific Wealth Strategies Group, Inc. 441.8K 3.3%
RAYMOND JAMES FINANCIAL INC 359.1K 2.7%
ENVESTNET ASSET MANAGEMENT INC 317.1K 2.4%
Cambridge Investment Research Advisors, Inc. 314.5K 2.3%
GREATMARK INVESTMENT PARTNERS, INC. 300.6K 2.2%
Thomas J. Herzfeld Advisors, Inc. 245.6K 1.8%
ROYAL BANK OF CANADA 237.0K 1.8%
OSAIC HOLDINGS, INC. 221.9K 1.6%
Morse Asset Management, Inc 221.7K 1.6%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 212.8K 1.6%
COMMONWEALTH EQUITY SERVICES, LLC 166.5K 1.2%
Shaker Financial Services, LLC 157.3K 1.2%
Cetera Investment Advisers 151.5K 1.1%
Baird Financial Group, Inc. 151.1K 1.1%
UBS Group AG 137.9K 1.0%
Corient Private Wealth LP 122.1K 0.9%
Janney Montgomery Scott LLC 120.2K 0.9%
AMERIPRISE FINANCIAL INC 119.2K 0.9%

Largest changes

Manager Action Previous Current Change
LPL Financial LLC New 0 1.5M +1.5M
BANK OF AMERICA CORP /DE/ New 0 1.3M +1.3M
WELLS FARGO & COMPANY/MN New 0 1.3M +1.3M
MORGAN STANLEY New 0 1.1M +1.1M
GUGGENHEIM CAPITAL LLC New 0 795.6K +795.6K
Advisors Asset Management, Inc. New 0 573.4K +573.4K
COHEN & STEERS, INC. New 0 542.5K +542.5K
Pacific Wealth Strategies Group, Inc. New 0 441.8K +441.8K
RAYMOND JAMES FINANCIAL INC New 0 359.1K +359.1K
ENVESTNET ASSET MANAGEMENT INC New 0 317.1K +317.1K
Cambridge Investment Research Advisors, Inc. New 0 314.5K +314.5K
GREATMARK INVESTMENT PARTNERS, INC. New 0 300.6K +300.6K
Thomas J. Herzfeld Advisors, Inc. New 0 245.6K +245.6K
ROYAL BANK OF CANADA New 0 237.0K +237.0K
OSAIC HOLDINGS, INC. New 0 221.9K +221.9K
Morse Asset Management, Inc New 0 221.7K +221.7K
DUMONT & BLAKE INVESTMENT ADVISORS LLC New 0 212.8K +212.8K
COMMONWEALTH EQUITY SERVICES, LLC New 0 166.5K +166.5K
Shaker Financial Services, LLC New 0 157.3K +157.3K
Cetera Investment Advisers New 0 151.5K +151.5K
Baird Financial Group, Inc. New 0 151.1K +151.1K
UBS Group AG New 0 137.9K +137.9K
Corient Private Wealth LP New 0 122.1K +122.1K
Janney Montgomery Scott LLC New 0 120.2K +120.2K
AMERIPRISE FINANCIAL INC New 0 119.2K +119.2K
KESTRA PRIVATE WEALTH SERVICES, LLC New 0 110.1K +110.1K
Cornerstone Advisory, LLC New 0 104.5K +104.5K
NewEdge Advisors, LLC New 0 94.8K +94.8K
PMG Family Office LLC New 0 91.9K +91.9K
Compound Planning, Inc. New 0 75.6K +75.6K
Cadent Capital Advisors, LLC New 0 70.8K +70.8K
BURNS J W & CO INC/NY New 0 66.3K +66.3K
Beacon Pointe Advisors, LLC New 0 65.5K +65.5K
Rockefeller Capital Management L.P. New 0 64.2K +64.2K
STIFEL FINANCIAL CORP New 0 58.4K +58.4K
Samalin Investment Counsel, LLC New 0 57.7K +57.7K
Kestra Advisory Services, LLC New 0 54.5K +54.5K
Stratos Wealth Partners, LTD. New 0 54.1K +54.1K
Curi Capital, LLC New 0 51.6K +51.6K
Legacy Wealth Management, LLC / MS New 0 51.3K +51.3K
&PARTNERS New 0 49.6K +49.6K
Kingsview Wealth Management, LLC New 0 43.5K +43.5K
PFG Investments, LLC New 0 43.1K +43.1K
NATIONAL BANK OF CANADA /FI/ New 0 38.1K +38.1K
TRUIST FINANCIAL CORP New 0 37.6K +37.6K
Chancellor Financial Group WB LP New 0 37.3K +37.3K
LifeWealth Investments, LLC New 0 35.0K +35.0K
CHOREO, LLC New 0 34.0K +34.0K
Bison Wealth, LLC New 0 33.3K +33.3K
D.A. DAVIDSON & CO. New 0 32.8K +32.8K
Steward Partners Investment Advisory, LLC New 0 32.2K +32.2K
J.W. COLE ADVISORS, INC. New 0 32.2K +32.2K
COFG Advisors, LLC New 0 31.9K +31.9K
XTX Topco Ltd New 0 30.8K +30.8K
Autumn Glory Partners, LLC New 0 30.0K +30.0K
Focus Partners Wealth New 0 29.3K +29.3K
OPPENHEIMER & CO INC New 0 28.1K +28.1K
SHEETS SMITH WEALTH MANAGEMENT New 0 26.7K +26.7K
Chicago Partners Investment Group LLC New 0 24.0K +24.0K
Invesco Ltd. New 0 23.9K +23.9K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.