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 125 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
126,171
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 7.91%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
105,696
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
91,965
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
82,260
shares
|
$992,878
0.02% of portfolio
|
Q3 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
74,728
shares
|
$901,966
0.0% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
65,351
shares
|
$788,786
0.0% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
58,078
shares
|
$701,001
0.15% of portfolio
|
Q2 2024
New holding
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
55,170
shares
|
$665,901
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
54,033
shares
|
$652,178
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
52,137
shares
|
$629,293
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,790
shares
|
$625,105
0.0% of portfolio
|
Q3 2024
Added 8.17%
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
48,750
shares
|
$588,412
0.0% of portfolio
|
Q3 2024
Added 10.34%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
46,680
shares
|
$563,427
0.25% of portfolio
|
Q3 2024
Reduced 50.95%
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
46,342
shares
|
$559,347
0.07% of portfolio
|
Q3 2024
Added 2.95%
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
44,270
shares
|
$534,338
0.0% of portfolio
|
Q3 2024
Added 110.03%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
43,782
shares
|
$528,448
0.0% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
43,407
shares
|
$523,922
0.01% of portfolio
|
Q3 2024
Reduced 62.04%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
40,858
shares
|
$493,156
0.04% of portfolio
|
Q3 2024
Added 8.64%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,780
shares
|
$468,074
0.01% of portfolio
|
Q3 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
38,437
shares
|
$463,934
0.0% of portfolio
|
Q3 2024
Added 6.0%
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
36,602
shares
|
$441,786
0.12% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
36,562
shares
|
$441,303
0.01% of portfolio
|
Q2 2023
New holding
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
35,661
shares
|
$430,428
0.17% of portfolio
|
Q3 2024
Added 30.63%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
32,494
shares
|
$392,202
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
30,334
shares
|
$366,131
0.13% of portfolio
|
Q3 2024
Added 8.64%
|