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 154 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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
22,934
shares
|
$243,329
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
22,877
shares
|
$242,724
0.07% of portfolio
|
Q2 2025
Added 71.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
21,704
shares
|
$230,279
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
20,675
shares
|
$219,361
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
20,012
shares
|
$212,327
0.02% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,668
shares
|
$208,677
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
19,515
shares
|
$207,054
0.04% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
19,335
shares
|
$205,144
0.13% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
18,305
shares
|
$194,216
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,980
shares
|
$190,767
0.0% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
17,745
shares
|
$188,274
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
17,654
shares
|
$187,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
17,651
shares
|
$187,277
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
17,050
shares
|
$180,900
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
16,932
shares
|
$179,648
0.07% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
16,433
shares
|
$174,354
0.0% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
16,350
shares
|
$173,473
0.01% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
14,760
shares
|
$156,603
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
14,350
shares
|
$152,253
0.04% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,194
shares
|
$150,598
0.0% of portfolio
|
Q2 2025
Reduced 55.74%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
13,555
shares
|
$143,818
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,900
shares
|
$136,869
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,688
shares
|
$134,619
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,601
shares
|
$133,696
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
12,300
shares
|
$130,503
0.0% of portfolio
|
Q4 2023
New holding
|