Institutional Ownership Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,871,008
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,772,538
shares
|
$17.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,372,950
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,370,133
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
940,247
shares
|
$9.47 Million
0.07% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
761,670
shares
|
$7.67 Million
0.08% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
613,757
shares
|
$6.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
512,173
shares
|
$5.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
499,803
shares
|
$5.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
469,575
shares
|
$4.73 Million
0.01% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
342,247
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
339,899
shares
|
$3.42 Million
0.03% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
247,070
shares
|
$2.49 Million
1.53% of portfolio
|
Q4 2024
Added 35.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
239,701
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
217,861
shares
|
$2.19 Million
2.44% of portfolio
|
Q1 2025
Added 176.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,974
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
205,890
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
205,442
shares
|
$2.07 Million
2.12% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
190,407
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
171,779
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,975
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
142,915
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
137,252
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
136,098
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2022
Reduced 15.71%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
136,009
shares
|
$1.37 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.86%
|