Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Calamos Convertible and High Income Fund inkluderar MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, StoneX Group Inc., Patten & Patten Inc/tn, Hrt Financial Lp, Cerity Partners LLC, och Highline Wealth Partners Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
