Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Calamos Convertible and High Income Fund includono MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, StoneX Group Inc., Patten & Patten Inc/tn, Hrt Financial Lp, Cerity Partners LLC, e Highline Wealth Partners Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
