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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
37,854
shares
|
$402,766
0.0% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
37,801
shares
|
$402,202
0.0% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,599
shares
|
$400,053
0.0% of portfolio
|
Q4 2024
Reduced 59.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
37,182
shares
|
$395,616
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
36,980
shares
|
$393,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,661
shares
|
$379,433
0.16% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
35,540
shares
|
$378,145
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
35,402
shares
|
$376,677
0.09% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
34,611
shares
|
$368,261
0.01% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
34,280
shares
|
$364,739
0.01% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
33,182
shares
|
$353,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,996
shares
|
$351,077
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
30,285
shares
|
$322,232
0.08% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
30,242
shares
|
$321,774
0.0% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
29,418
shares
|
$313,007
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
28,500
shares
|
$303,240
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
28,409
shares
|
$302,271
0.0% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
28,329
shares
|
$301,420
0.06% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,590
shares
|
$282,917
0.0% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
26,369
shares
|
$280,566
0.01% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
25,452
shares
|
$270,809
0.0% of portfolio
|
Q3 2025
Reduced 74.97%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
25,224
shares
|
$268,383
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
25,000
shares
|
$266,000
0.13% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
24,864
shares
|
$264,552
0.11% of portfolio
|
Q4 2022
Reduced 90.48%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
24,293
shares
|
$258,477
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|