Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Calamos Convertible and High Income Fund meliputi MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, StoneX Group Inc., Patten & Patten Inc/tn, Hrt Financial Lp, Cerity Partners LLC, dan Highline Wealth Partners Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
