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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
19,047
shares
|
$200,183
0.02% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
17,853
shares
|
$187,635
0.08% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
17,745
shares
|
$186,499
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,030
shares
|
$178,985
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
16,350
shares
|
$171,838
0.01% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,085
shares
|
$158,543
0.0% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
14,940
shares
|
$157,019
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,630
shares
|
$153,761
0.03% of portfolio
|
Q1 2025
Added 32.93%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
14,577
shares
|
$153,204
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,419
shares
|
$151,543
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
13,650
shares
|
$143,461
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
13,555
shares
|
$142,463
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,624
shares
|
$132,678
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,589
shares
|
$132,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
12,507
shares
|
$131,448
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
12,300
shares
|
$129,273
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
12,000
shares
|
$126,120
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
11,915
shares
|
$125,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
11,819
shares
|
$124,217
0.08% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
11,050
shares
|
$116,135
0.01% of portfolio
|
Q3 2023
Reduced 33.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
10,602
shares
|
$111,427
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,094
shares
|
$106,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,060
shares
|
$105,730
0.0% of portfolio
|
Q1 2020
Reduced 61.23%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,450
shares
|
$99,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
9,022
shares
|
$94,821
0.22% of portfolio
|
Q3 2023
Added 49.82%
|