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 |
|---|---|---|---|---|---|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$127,680
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
11,915
shares
|
$126,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
11,893
shares
|
$126,541
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
11,819
shares
|
$125,754
0.07% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
11,224
shares
|
$119,423
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
11,050
shares
|
$117,572
0.01% of portfolio
|
Q3 2023
Reduced 33.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,000
shares
|
$117,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,060
shares
|
$107,038
0.0% of portfolio
|
Q1 2020
Reduced 61.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,912
shares
|
$105,463
0.0% of portfolio
|
Q3 2025
Reduced 52.06%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
9,421
shares
|
$100,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
9,022
shares
|
$95,994
0.22% of portfolio
|
Q3 2023
Added 49.82%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,935
shares
|
$95,068
0.0% of portfolio
|
Q2 2025
Added 68.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,194
shares
|
$87,184
0.0% of portfolio
|
Q3 2025
Reduced 17.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
7,750
shares
|
$82,460
0.03% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
7,500
shares
|
$79,800
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,400
shares
|
$78,736
0.03% of portfolio
|
Q3 2025
Added 146.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,340
shares
|
$56,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,413
shares
|
$46,954
0.0% of portfolio
|
Q1 2025
Added 110225.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,000
shares
|
$42,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,100
shares
|
$32,984
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,000
shares
|
$31,920
0.0% of portfolio
|
Q1 2020
Reduced 34.7%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$31,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,575
shares
|
$27,398
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,400
shares
|
$25,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,219
shares
|
$23,610
0.01% of portfolio
|
Q1 2023
New holding
|
|