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 152 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,284,573
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2025
Added 54.54%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,912,227
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,424,327
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,333,363
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
983,643
shares
|
$10.2 Million
0.07% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
686,153
shares
|
$7.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
599,272
shares
|
$6.21 Million
0.0% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
565,861
shares
|
$5.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
559,408
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
532,450
shares
|
$5.52 Million
0.01% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
433,711
shares
|
$4.5 Million
0.4% of portfolio
|
Q2 2025
Added 22.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
340,154
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
320,756
shares
|
$3.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
272,811
shares
|
$2.83 Million
1.36% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
255,510
shares
|
$2.65 Million
2.81% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
231,886
shares
|
$2.4 Million
0.07% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
222,018
shares
|
$2.3 Million
2.17% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
204,491
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
202,775
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
191,661
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
182,778
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
160,881
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
153,448
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
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%
|