Legacy Wealth Management, LLC / MS
Position in CHY — Calamos Convertible & High Income Fund
CIK 2047443
RIDGELAND, MS
Position in CHY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$698,174
+$141,772 QoQ
Shares Held
51,261
+0.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#12
of 49 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Wealth Management, LLC / MS holds $4,614,507 across 7 Asset Management names. CHY ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
29,240 | $1,283,051 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
55,109 | $740,664 | |
| 3 | CHY |
Calamos Convertible & High Income Fund
This page
|
51,261 | $698,174 | |
| 4 | BX |
Blackstone Inc.
|
5,653 | $665,188 | |
| 5 | BLK |
BlackRock, Inc.
|
605 | $581,743 | |
| 6 | KKR |
KKR & Co. Inc.
|
5,048 | $463,305 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
32,223 | $182,382 |
All Filings in CHY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,174 | 51,261 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $556,402 | 51,093 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $575,859 | 50,916 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $569,235 | 50,734 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $247,714 | 22,540 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $134,986 | 13,365 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $561,487 | 46,251 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $551,237 | 46,206 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||