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 127 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,884,949
shares
|
$22.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,725,439
shares
|
$20.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,338,531
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,316,019
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
891,441
shares
|
$10.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
639,688
shares
|
$7.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
612,592
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
520,708
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
504,947
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
455,811
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
330,899
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
283,978
shares
|
$3.4 Million
0.28% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
245,418
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,974
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
196,435
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
193,126
shares
|
$2.32 Million
2.38% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
185,711
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
182,422
shares
|
$2.19 Million
1.1% of portfolio
|
Q3 2024
Added 47.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
162,293
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,975
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
146,444
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
142,915
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
141,464
shares
|
$1.7 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
136,098
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2022
Reduced 15.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
128,562
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|