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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
38,755
shares
|
$411,190
0.01% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
38,474
shares
|
$408,209
0.01% of portfolio
|
Q2 2025
Added 818.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,599
shares
|
$398,925
0.0% of portfolio
|
Q4 2024
Reduced 59.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
37,338
shares
|
$396,156
0.01% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
36,916
shares
|
$391,678
0.0% of portfolio
|
Q2 2025
Added 36.95%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
36,202
shares
|
$384,103
0.1% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,661
shares
|
$378,363
0.16% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
35,540
shares
|
$377,079
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,996
shares
|
$350,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
30,895
shares
|
$327,795
0.0% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
30,285
shares
|
$321,323
0.09% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
30,000
shares
|
$318,300
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
29,418
shares
|
$312,124
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
29,024
shares
|
$307,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
28,500
shares
|
$302,385
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
28,210
shares
|
$299,308
0.07% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
28,113
shares
|
$298,278
0.01% of portfolio
|
Q2 2025
Added 41.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
26,625
shares
|
$282,491
0.02% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
25,224
shares
|
$267,626
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
25,000
shares
|
$265,250
0.14% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
24,864
shares
|
$263,807
0.11% of portfolio
|
Q4 2022
Reduced 90.48%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,693
shares
|
$261,992
0.0% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
24,293
shares
|
$257,748
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,558
shares
|
$249,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
23,257
shares
|
$246,756
0.0% of portfolio
|
Q2 2025
Added 1.03%
|