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 115 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,560,580
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2024
Added 10.27%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,543,433
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2024
Added 0.72%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,330,810
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,058,639
shares
|
$12 Million
0.0% of portfolio
|
Q1 2024
Added 11.34%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
842,003
shares
|
$9.57 Million
0.09% of portfolio
|
Q1 2024
Added 15.19%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
699,929
shares
|
$7.95 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
605,914
shares
|
$6.88 Million
0.01% of portfolio
|
Q1 2024
Added 3.08%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
570,480
shares
|
$6.48 Million
0.0% of portfolio
|
Q1 2024
Added 7.34%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
495,730
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2024
Added 14.97%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
429,934
shares
|
$4.88 Million
0.01% of portfolio
|
Q1 2024
Added 0.13%
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
372,278
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2022
Added 4.2%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
356,531
shares
|
$4.05 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
296,194
shares
|
$3.36 Million
0.03% of portfolio
|
Q1 2024
Added 7.93%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
264,752
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2024
Added 4.85%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
245,287
shares
|
$2.79 Million
0.09% of portfolio
|
Q1 2024
Added 7.13%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
209,810
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2024
Added 0.4%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
203,313
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.27%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
196,560
shares
|
$2.23 Million
0.04% of portfolio
|
Q1 2024
Reduced 46.29%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
179,486
shares
|
$2.04 Million
0.08% of portfolio
|
Q4 2023
Added 3.15%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
153,460
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2024
Added 5.54%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,975
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2024
Added 0.2%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
145,480
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2024
Added 2.29%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
136,611
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Added 180.89%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
136,098
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2022
Reduced 15.71%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
114,871
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2024
Added 11.62%
|