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 141 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
142,915
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
136,098
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2022
Reduced 15.71%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
126,109
shares
|
$1.33 Million
0.88% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
124,160
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
109,828
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
97,978
shares
|
$1.03 Million
0.33% of portfolio
|
Q1 2025
Added 181.15%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
75,684
shares
|
$795,438
0.69% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
68,543
shares
|
$720,386
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
62,655
shares
|
$658,504
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
60,334
shares
|
$634,110
0.02% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,210
shares
|
$622,297
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
53,689
shares
|
$564,271
0.07% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
51,529
shares
|
$541,569
0.13% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
49,070
shares
|
$515,725
0.0% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
46,914
shares
|
$493,066
0.19% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
43,243
shares
|
$454,483
0.1% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
42,483
shares
|
$446,496
0.01% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
42,398
shares
|
$445,602
0.15% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
41,489
shares
|
$436,049
0.03% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
40,991
shares
|
$430,815
0.0% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
40,838
shares
|
$429,207
0.01% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,680
shares
|
$427,546
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
38,790
shares
|
$407,682
0.14% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
38,140
shares
|
$400,851
0.0% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,599
shares
|
$395,165
0.0% of portfolio
|
Q4 2024
Reduced 59.02%
|