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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
36,202
shares
|
$380,483
0.1% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,661
shares
|
$374,797
0.16% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
35,540
shares
|
$373,525
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
35,228
shares
|
$370,246
0.0% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,073
shares
|
$337,087
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
31,830
shares
|
$334,533
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
30,285
shares
|
$318,295
0.09% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
30,000
shares
|
$315,300
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
29,418
shares
|
$309,183
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
29,335
shares
|
$308,310
0.0% of portfolio
|
Q3 2024
Added 79.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
27,578
shares
|
$289,844
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
26,956
shares
|
$283,307
0.0% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
26,395
shares
|
$277,411
0.0% of portfolio
|
Q1 2025
Added 319.63%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
26,075
shares
|
$274,048
0.15% of portfolio
|
Q4 2023
Reduced 16.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
25,562
shares
|
$268,656
0.02% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
24,864
shares
|
$261,320
0.11% of portfolio
|
Q4 2022
Reduced 90.48%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
24,293
shares
|
$255,319
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
24,122
shares
|
$253,522
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,021
shares
|
$241,950
0.0% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
22,877
shares
|
$240,437
0.07% of portfolio
|
Q2 2025
Added 71.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
22,084
shares
|
$232,102
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
21,298
shares
|
$223,841
0.14% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,690
shares
|
$217,451
0.0% of portfolio
|
Q1 2025
Added 58.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,615
shares
|
$216,663
0.0% of portfolio
|
Q1 2025
Reduced 43.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
19,811
shares
|
$208,213
0.01% of portfolio
|
Q1 2025
Added 32.96%
|