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 156 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,394,478
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,036,796
shares
|
$21.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,432,650
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,381,486
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,024,381
shares
|
$10.9 Million
0.07% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
706,221
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2025
Added 26.24%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
642,426
shares
|
$6.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
634,814
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
560,673
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
541,626
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
336,763
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
320,756
shares
|
$3.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
316,596
shares
|
$3.37 Million
3.3% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
282,557
shares
|
$3.01 Million
0.05% of portfolio
|
Q3 2025
Added 39.35%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
267,662
shares
|
$2.85 Million
2.31% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
238,679
shares
|
$2.54 Million
1.13% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
237,170
shares
|
$2.52 Million
0.06% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
233,524
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Added 309.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
227,395
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
213,571
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,974
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
191,628
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
161,240
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
154,175
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,975
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Added 0.2%
|
|