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 155 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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
149,131
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
146,143
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2025
Reduced 66.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
142,915
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
136,098
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2022
Reduced 15.71%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
120,358
shares
|
$1.28 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
119,469
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
106,822
shares
|
$1.14 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
100,610
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
75,684
shares
|
$805,277
0.64% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
65,886
shares
|
$701,027
0.0% of portfolio
|
Q3 2025
Reduced 25.05%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
61,906
shares
|
$658,679
0.07% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
58,065
shares
|
$617,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
58,024
shares
|
$617,375
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
55,632
shares
|
$591,924
0.22% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
54,563
shares
|
$580,550
0.18% of portfolio
|
Q3 2025
Added 138.51%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
52,983
shares
|
$563,739
0.0% of portfolio
|
Q3 2025
Added 71.49%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
49,132
shares
|
$522,764
0.17% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
48,987
shares
|
$521,221
0.0% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,394
shares
|
$461,712
0.0% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
42,076
shares
|
$447,688
0.0% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,680
shares
|
$443,475
0.01% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
40,509
shares
|
$431,015
0.15% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
39,338
shares
|
$418,556
0.01% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
38,474
shares
|
$409,363
0.01% of portfolio
|
Q2 2025
Added 818.23%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
38,403
shares
|
$408,607
0.08% of portfolio
|
Q3 2025
Reduced 11.19%
|
|