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 |
|---|---|---|---|---|---|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
12,000
shares
|
$127,320
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
11,915
shares
|
$126,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
11,819
shares
|
$125,399
0.08% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
11,050
shares
|
$117,240
0.01% of portfolio
|
Q3 2023
Reduced 33.03%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,000
shares
|
$116,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,922
shares
|
$115,882
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,508
shares
|
$111,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,060
shares
|
$106,736
0.0% of portfolio
|
Q1 2020
Reduced 61.23%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,050
shares
|
$106,630
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,032
shares
|
$106,439
0.0% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
9,888
shares
|
$104,911
0.0% of portfolio
|
Q2 2025
Added 125.8%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
9,022
shares
|
$95,723
0.22% of portfolio
|
Q3 2023
Added 49.82%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,935
shares
|
$94,800
0.0% of portfolio
|
Q2 2025
Added 68.58%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,750
shares
|
$82,227
0.03% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$79,575
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,413
shares
|
$46,821
0.0% of portfolio
|
Q1 2025
Added 110225.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,300
shares
|
$45,623
0.0% of portfolio
|
Q3 2024
Added 1997.56%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
4,244
shares
|
$45,028
0.04% of portfolio
|
Q2 2025
Reduced 70.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,000
shares
|
$42,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,100
shares
|
$32,891
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,075
shares
|
$32,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$31,830
0.02% of portfolio
|
Q2 2025
Reduced 28.79%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$31,830
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,000
shares
|
$31,830
0.0% of portfolio
|
Q1 2020
Reduced 34.7%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,575
shares
|
$27,320
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|