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 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
144,727
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
142,915
shares
|
$1.52 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
|
$1.44 Million
0.02% of portfolio
|
Q2 2022
Reduced 15.71%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
123,109
shares
|
$1.31 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
116,628
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 205.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
101,673
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
97,282
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
87,907
shares
|
$932,693
0.0% of portfolio
|
Q2 2025
Added 149.54%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
75,684
shares
|
$803,007
0.64% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
59,294
shares
|
$629,109
0.07% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
59,210
shares
|
$628,218
0.0% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
56,985
shares
|
$604,610
0.0% of portfolio
|
Q2 2025
Reduced 16.86%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
53,676
shares
|
$569,502
0.23% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
51,629
shares
|
$547,783
0.15% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
47,101
shares
|
$499,741
0.0% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
44,273
shares
|
$469,736
0.16% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43,939
shares
|
$466,192
0.0% of portfolio
|
Q2 2025
Reduced 29.87%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
43,243
shares
|
$458,808
0.1% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
42,228
shares
|
$448,039
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
41,614
shares
|
$441,524
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40,680
shares
|
$431,614
0.01% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
40,667
shares
|
$431,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
40,509
shares
|
$429,800
0.15% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
39,262
shares
|
$416,569
0.01% of portfolio
|
Q2 2025
Added 23.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
38,853
shares
|
$412,230
0.01% of portfolio
|
Q2 2025
Reduced 8.54%
|