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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
9,000
shares
|
$94,590
0.04% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
7,500
shares
|
$78,825
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
5,600
shares
|
$58,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,300
shares
|
$55,703
0.0% of portfolio
|
Q4 2023
Reduced 5.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,413
shares
|
$46,380
0.0% of portfolio
|
Q1 2025
Added 110225.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,379
shares
|
$46,023
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,300
shares
|
$45,193
0.0% of portfolio
|
Q3 2024
Added 1997.56%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,213
shares
|
$44,278
0.02% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,190
shares
|
$44,036
0.0% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,000
shares
|
$42,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,100
shares
|
$32,581
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
3,075
shares
|
$32,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$31,530
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,000
shares
|
$31,530
0.0% of portfolio
|
Q1 2020
Reduced 34.7%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,575
shares
|
$27,063
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,219
shares
|
$23,321
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,105
shares
|
$22,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,520
shares
|
$15,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,520
shares
|
$15,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$15,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$15,765
0.0% of portfolio
|
Q1 2022
Reduced 40.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,325
shares
|
$13,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,094
shares
|
$11,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,027
shares
|
$10,793
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,000
shares
|
$10,510
0.0% of portfolio
|
Q4 2023
New holding
|