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 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $148 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 |
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
36,446
shares
|
$340,405
0.0% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,661
shares
|
$333,073
0.16% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
35,540
shares
|
$331,943
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
34,849
shares
|
$325,489
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
32,429
shares
|
$302,886
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
30,354
shares
|
$283,506
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
30,285
shares
|
$282,861
0.09% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
30,000
shares
|
$280,200
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
29,418
shares
|
$274,764
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
29,335
shares
|
$273,988
0.0% of portfolio
|
Q3 2024
Added 79.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
27,694
shares
|
$258,661
0.09% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,547
shares
|
$257,288
0.0% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
26,299
shares
|
$245,632
0.02% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
26,157
shares
|
$244,306
0.21% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26,075
shares
|
$243,540
0.1% of portfolio
|
Q4 2023
Reduced 16.09%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
24,864
shares
|
$232,229
0.11% of portfolio
|
Q4 2022
Reduced 90.48%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
24,318
shares
|
$227,130
0.0% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
24,293
shares
|
$226,896
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
23,268
shares
|
$217,323
0.0% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
21,580
shares
|
$201,557
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
19,606
shares
|
$183,120
0.01% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
18,182
shares
|
$169,819
0.09% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,612
shares
|
$164,496
0.0% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
17,020
shares
|
$158,966
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16,762
shares
|
$156,557
0.0% of portfolio
|
Q4 2024
New holding
|