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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,113
shares
|
$245,922
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
22,219
shares
|
$236,410
0.0% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
21,704
shares
|
$230,930
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
21,525
shares
|
$229,026
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
20,050
shares
|
$213,332
0.01% of portfolio
|
Q3 2025
Added 99.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
20,012
shares
|
$212,927
0.02% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
19,988
shares
|
$212,672
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
19,058
shares
|
$202,777
0.01% of portfolio
|
Q3 2025
Reduced 51.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
18,305
shares
|
$194,765
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
18,006
shares
|
$191,583
0.07% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,745
shares
|
$188,806
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17,223
shares
|
$183,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
17,050
shares
|
$181,412
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
16,514
shares
|
$175,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,480
shares
|
$175,347
0.1% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
16,433
shares
|
$174,847
0.0% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
16,350
shares
|
$173,964
0.01% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
15,089
shares
|
$160,546
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
14,851
shares
|
$158,014
0.02% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
14,350
shares
|
$152,684
0.03% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,194
shares
|
$151,024
0.0% of portfolio
|
Q2 2025
Reduced 55.74%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
13,555
shares
|
$144,225
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,315
shares
|
$131,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
12,300
shares
|
$130,872
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
12,147
shares
|
$129,244
0.01% of portfolio
|
Q3 2025
Reduced 4.26%
|
|