Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Calamos Convertible and High Income Fund comprennent MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, StoneX Group Inc., Patten & Patten Inc/tn, Hrt Financial Lp, Cerity Partners LLC, et Highline Wealth Partners Llc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 000 | 100,00 | 22 | 110,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 912 | 190,86 | 790 | 217,27 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 052 | 3,04 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 240 984 | 78,66 | 3 | 100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15 972 | 1,53 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 249 530 | 13,85 | 2 742 | 23,85 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 719 293 | 2,57 | 7 905 | 11,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 152 461 | 99,38 | 12 666 | 116,98 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 395 | 4 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 16 705 | 0,23 | 184 | 8,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 282 380 | 2,31 | 14 093 | 11,33 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 30 668 | 5,31 | 337 | 14,63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 24 065 | 0,59 | 264 | 9,54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 804 | 20 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 274 | 169,99 | 47 | 206,67 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 26 881 | 0,39 | 295 | 9,26 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 40 250 | 0,25 | 442 | 8,89 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 825 | 119 | ||||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 24 032 | 4,07 | 264 | 13,30 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 209 155 | 2 299 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 25 822 | 284 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24 108 | 265 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 322 | 3,04 | 37 | 12,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 000 | 76 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28 396 | 0,07 | 312 | 9,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 898 | 4,88 | 98 | 14,12 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17 592 | 0 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22 877 | 2,02 | 252 | 10,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 70 567 | 9,52 | 776 | 19,23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 029 | 197,84 | 33 | 230,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 948 | 2,95 | 43 | 13,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 300 475 | 7,82 | 3 302 | 17,34 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 695 | 1,38 | 19 | 12,50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 169 991 | 7,63 | 1 868 | 17,12 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 258 200 | 0,23 | 2 838 | 9,07 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 10 891 | 2,23 | 120 | 11,21 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25 100 | 8,49 | 276 | 18,03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 161 068 | 6,46 | 1 770 | 15,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 66 563 | 26,26 | 732 | 37,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 99 541 | 26,59 | 1 094 | 37,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16 869 | 186 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 610 | 0,51 | 710 | 9,40 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16 033 | 34,63 | 176 | 46,67 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 226 683 | 59,11 | 2 491 | 73,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 682 | 238 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5 407 | 59 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 66 416 | 0,53 | 730 | 9,30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180 271 | 4,59 | 2 | 0,00 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 22 540 | 68,65 | 248 | 84,33 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 10 043 | 110 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 119 862 | 13,53 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12 365 | 1,54 | 136 | 9,76 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9 480 | 1 875,00 | 104 | 2 500,00 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 30 000 | 100,00 | 330 | 117,88 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 18 199 | 200 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 193 970 | 6,94 | 2 132 | 16,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30 278 | 18,82 | 333 | 29,18 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 19 173 | 2,97 | 211 | 11,70 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 30 589 | 5,23 | 336 | 14,68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68 815 | 756 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 448 | 2,86 | 27 | 8,33 |
