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 130 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
34,849
shares
|
$396,233
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
32,429
shares
|
$368,717
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
30,354
shares
|
$345,124
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
30,285
shares
|
$344,340
0.1% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
29,504
shares
|
$335,460
0.13% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
29,418
shares
|
$334,482
0.0% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
29,335
shares
|
$333,538
0.0% of portfolio
|
Q3 2024
Added 79.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
27,876
shares
|
$316,950
0.09% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
26,407
shares
|
$300,247
0.0% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
26,299
shares
|
$299,019
0.02% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
26,157
shares
|
$297,405
0.21% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26,075
shares
|
$296,472
0.1% of portfolio
|
Q4 2023
Reduced 16.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
25,572
shares
|
$290,753
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
25,350
shares
|
$288,229
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
25,224
shares
|
$286,796
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
24,864
shares
|
$282,703
0.11% of portfolio
|
Q4 2022
Reduced 90.48%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
24,293
shares
|
$276,211
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
21,580
shares
|
$245,364
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,231
shares
|
$241,396
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,199
shares
|
$241,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
19,606
shares
|
$222,920
0.01% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
18,285
shares
|
$207,900
0.01% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
18,182
shares
|
$206,729
0.09% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
17,132
shares
|
$194,790
0.0% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
17,020
shares
|
$193,517
0.01% of portfolio
|
Q3 2024
Added 0.06%
|