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Calamos Convert & High Inc (XCHYX)

CUSIP: 12811P108 | US | 494 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Pacific Wealth Strategies Group, Inc.439,823
2.8% of portfolio›$5.2M
Greatmark Investment Partners, Inc.298,755
0.4% of portfolio›$3.5M
Dumont & Blake Investment Advisors LLC211,579
0.6% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.161,930
0.0% of portfolio›$1.9K
Commonwealth Equity Services, LLC159,858
0.0% of portfolio›$1.9M
Kestra Private Wealth Services, LLC114,376
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC104,439
0.0% of portfolio›$1.2M
PMG Family Office LLC92,462
1.0% of portfolio›$1.1M
Compound Planning, Inc.75,850
0.0% of portfolio›$888.2K
Cadent Capital Advisors, LLC73,112
0.2% of portfolio›$856.1K
Burns J W & Co Inc66,325
0.1% of portfolio›$776.7K
Samalin Investment Counsel, LLC58,894
0.2% of portfolio›$689.7K
Shaker Financial Services, LLC55,669
0.2% of portfolio›$651.9K
Apollon Wealth Management, LLC54,230
0.0% of portfolio›$635.0K
Legacy Wealth Management, LLC / MS49,047
0.2% of portfolio›$574.3K
J.W. Cole Advisors, Inc.38,271
0.0% of portfolio›$448.2K
Truist Financial Corp36,671
0.0% of portfolio›$429.4K
Bison Wealth, LLC34,709
0.0% of portfolio›$422.1K
D.A. Davidson & Co.33,027
0.0% of portfolio›$386.8K
Concurrent Investment Advisors, LLC30,950
0.0% of portfolio›$362.4K
Autumn Glory Partners, LLC30,000
0.1% of portfolio›$351.3K
Sheets Smith Wealth Management26,681
0.0% of portfolio›$312.4K
Chicago Partners Investment Group LLC24,476
0.0% of portfolio›$272.1K
Graves Light Lenhart Wealth, Inc.23,828
0.0% of portfolio›$279.0K
LifeWealth Investments, LLC21,913
0.1% of portfolio›$256.6K
Oppenheimer & Co Inc21,889
0.0% of portfolio›$256.3K
Meridian Wealth Management, LLC21,142
0.0% of portfolio›$247.6K
Prospera Financial Services Inc21,099
0.0% of portfolio›$234.0K
Patten & Patten Inc20,620
0.0% of portfolio›$241.5K
Mirador Capital Partners LP20,521
0.0% of portfolio›$240.3K
MKT Advisors LLC19,688
0.1% of portfolio›$234.3K
Howard Financial Services, Ltd.18,651
0.0% of portfolio›$218.4K
StoneX Group Inc.17,031
0.0% of portfolio›$218.2K
Summit Financial Strategies, Inc.16,489
0.0% of portfolio›$193.1K
International Assets Investment Management, LLC15,547
0.0% of portfolio›$180.5K
Creative Planning14,179
0.0% of portfolio›$166.0K
Prime Capital Investment Advisors, LLC13,406
0.0% of portfolio›$157.0K
Tandem Investment Partners LLC13,065
0.1% of portfolio›$153.0K
Davenport & Co LLC12,837
0.0% of portfolio›$150.3K
Spire Wealth Management12,175
0.0% of portfolio›$142.6K
Cypress Capital Group12,174
0.0% of portfolio›$142.6K
Verus Capital Partners, LLC11,891
0.0% of portfolio›$139.2K
Left Brain Wealth Management, LLC11,550
0.0% of portfolio›$135.3K
PKS Advisory Services, LLC11,069
0.0% of portfolio›$150.8K
AMG National Trust Bank10,197
0.0% of portfolio›$119.4K
United Financial Planning Group LLC10,000
0.1% of portfolio›$117.1K
Transce3nd, LLC6,500
0.1% of portfolio›$74.0K
Wolverine Asset Management LLC5,787
0.0% of portfolio›$67.8K
Farther Finance Advisors, LLC5,613
0.0% of portfolio›$65.7K
GHP Investment Advisors, Inc.5,407
0.0% of portfolio›$63.3K
Burk Holdings LLC5,300
0.0% of portfolio›$62.1K
US Bancorp \de\3,500
0.0% of portfolio›$41.0K
TD Waterhouse Canada Inc.2,765
0.0% of portfolio›$32.1K
Hazlett, Burt & Watson, Inc.2,100
0.0% of portfolio›$25
Wilmington Savings Fund Society, FSB1,000
0.0% of portfolio›$11.7K
Salomon & Ludwin, LLC637
0.0% of portfolio›$7.5K
Mainstream Capital Management LLC480
0.0% of portfolio›$5.6K
Highline Wealth Partners LLC220
0.0% of portfolio›$2.6K
Buck Wealth Strategies, LLC200
0.0% of portfolio›$2.3K
CX Institutional166
0.0% of portfolio›$2
Golden State Wealth Management, LLC116
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Pacific Wealth Strategies Group, Inc.
439,823$5.2M2.8%ETFMediumSanta Barbara, CA2026-11-02
Greatmark Investment Partners, Inc.
298,755$3.5M0.4%ValueVery LowColumbus, GA2026-10-28
Dumont & Blake Investment Advisors LLC
211,579$2.5M0.6%CoreVery LowPrinceton, NJ2026-10-28
Cambridge Investment Research Advisors, Inc.
161,930$1.9K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
159,858$1.9M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
114,376$1.3M0.0%GrowthLowAustin, TX2026-10-30
Kestra Advisory Services, LLC
104,439$1.2M0.0%CoreLowAustin, TX2026-11-02
PMG Family Office LLC
92,462$1.1M1.0%YieldVery LowPlano, TX2026-10-19
Compound Planning, Inc.
75,850$888.2K0.0%CoreLowNew York, NY2026-11-05
Cadent Capital Advisors, LLC
73,112$856.1K0.2%ETFHighTulsa, OK2026-10-09
Burns J W & Co Inc
66,325$776.7K0.1%GrowthVery LowDewitt, NY2026-10-20
Samalin Investment Counsel, LLC
58,894$689.7K0.2%YieldMediumChappaqua, NY2026-10-23
Shaker Financial Services, LLC
55,669$651.9K0.2%YieldHighArlington, VA2026-10-14
Apollon Wealth Management, LLC
54,230$635.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Legacy Wealth Management, LLC / MS
49,047$574.3K0.2%GrowthLowRidgeland, MS2026-10-30
J.W. Cole Advisors, Inc.
38,271$448.2K0.0%IndexLowTampa, FL2026-11-05
Truist Financial Corp
36,671$429.4K0.0%CoreLowCharlotte, NC2026-10-30
Bison Wealth, LLC
34,709$422.1K0.0%GrowthMediumAtlanta, GA2026-10-13
D.A. Davidson & Co.
33,027$386.8K0.0%CoreLowGreat Falls, MT2026-10-28
Concurrent Investment Advisors, LLC
30,950$362.4K0.0%GrowthMediumTampa, FL2026-10-16
Autumn Glory Partners, LLC
30,000$351.3K0.1%CoreMediumDallas, TX2026-10-26
Sheets Smith Wealth Management
26,681$312.4K0.0%CoreLowWinston-Salem, NC2026-10-16
Chicago Partners Investment Group LLC
24,476$272.1K0.0%GARPLowChicago, IL2026-10-27
Graves Light Lenhart Wealth, Inc.
23,828$279.0K0.0%ETFVery LowHarrisonburg, VA2026-10-09
LifeWealth Investments, LLC
21,913$256.6K0.1%ETFMediumWinter Garden, FL2026-10-21
Oppenheimer & Co Inc
21,889$256.3K0.0%CoreLowNew York, NY2026-10-26
Meridian Wealth Management, LLC
21,142$247.6K0.0%GrowthLowLexington, KY2026-11-05
Prospera Financial Services Inc
21,099$234.0K0.0%CoreMediumDallas, TX2026-11-04
Patten & Patten Inc
20,620$241.5K0.0%CoreLowChattanooga, TN2026-10-26
Mirador Capital Partners LP
20,521$240.3K0.0%GrowthMediumPleasanton, CA2026-10-09
MKT Advisors LLC
19,688$234.3K0.1%ETFLowCarlsbad, CA2026-10-20
Howard Financial Services, Ltd.
18,651$218.4K0.0%ETFLowDallas, TX2026-10-15
StoneX Group Inc.
17,031$218.2K0.0%ETFMediumNew York, NY2026-11-03
Summit Financial Strategies, Inc.
16,489$193.1K0.0%ETFLowColumbus, OH2026-10-14
International Assets Investment Management, LLC
15,547$180.5K0.0%CoreVery HighOrlando, FL2026-11-02
Creative Planning
14,179$166.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Prime Capital Investment Advisors, LLC
13,406$157.0K0.0%ETFLowOverland Park, KS2026-10-20
Tandem Investment Partners LLC
13,065$153.0K0.1%ETFLowBordentown, NJ2026-10-16
Davenport & Co LLC
12,837$150.3K0.0%CoreMediumRichmond, VA2026-10-14
Spire Wealth Management
12,175$142.6K0.0%GrowthMediumMclean, VA2026-10-30
Cypress Capital Group
12,174$142.6K0.0%CoreLowPalm Beach, FL2026-11-03
Verus Capital Partners, LLC
11,891$139.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Left Brain Wealth Management, LLC
11,550$135.3K0.0%MomentumHighNaperville, IL2026-10-28
PKS Advisory Services, LLC
11,069$150.8K0.0%ETFMediumAlbany, NY2026-10-26
AMG National Trust Bank
10,197$119.4K0.0%ETFLowGreenwood Village, CO2026-11-05
United Financial Planning Group LLC
10,000$117.1K0.1%ETFHighHauppauge, NY2026-11-04
Transce3nd, LLC
6,500$74.0K0.1%GrowthLowBuda, TX2026-10-26
Wolverine Asset Management LLC
5,787$67.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Farther Finance Advisors, LLC
5,613$65.7K0.0%IndexLowSan Francisco, CA2026-10-08
GHP Investment Advisors, Inc.
5,407$63.3K0.0%CoreVery LowDenver, CO2026-10-15
Burk Holdings LLC
5,300$62.1K0.0%ETFVery LowTulsa, OK2026-11-05
US Bancorp \de\
3,500$41.0K0.0%IndexLowMinneapolis, MN2026-11-05
TD Waterhouse Canada Inc.
2,765$32.1K0.0%CoreLowToronto, Australia2026-10-16
Hazlett, Burt & Watson, Inc.
2,100$250.0%CoreVery LowWheeling, WV2026-11-04
Wilmington Savings Fund Society, FSB
1,000$11.7K0.0%CoreLowWilmington, DE2026-10-23
Salomon & Ludwin, LLC
637$7.5K0.0%ETFVery LowRichmond, VA2026-10-29
Mainstream Capital Management LLC
480$5.6K0.0%GrowthLowLos Angeles, CA2026-10-23
Highline Wealth Partners LLC
220$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Buck Wealth Strategies, LLC
200$2.3K0.0%ValueMediumDenver, CO2026-10-28
CX Institutional
166$20.0%CoreMediumAuburn, IN2026-10-02
Golden State Wealth Management, LLC
116$1.4K0.0%ETFMediumSanta Ana, CA2026-11-02