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 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,822,128
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,478,279
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,475,803
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,366,671
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
940,247
shares
|
$9.77 Million
0.07% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
699,599
shares
|
$7.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
637,601
shares
|
$6.62 Million
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
523,283
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
503,880
shares
|
$5.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
501,632
shares
|
$5.21 Million
0.01% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
354,679
shares
|
$3.69 Million
0.02% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
353,411
shares
|
$3.67 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
334,319
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
265,612
shares
|
$2.76 Million
1.33% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
239,701
shares
|
$2.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
228,731
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
217,861
shares
|
$2.26 Million
2.44% of portfolio
|
Q1 2025
Added 176.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,974
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
205,442
shares
|
$2.13 Million
2.12% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
189,222
shares
|
$1.97 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
185,268
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
180,846
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 31.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
171,779
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,975
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
149,806
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 48.94%
|