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 139 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
811
shares
|
$8,166
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
725
shares
|
$7,300
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
660
shares
|
$6,646
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
402
shares
|
$4,048
0.0% of portfolio
|
Q1 2024
Added 101.0%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
292
shares
|
$2,940
0.0% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
242
shares
|
$2,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
175
shares
|
$1,762
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
100
shares
|
$1,007
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
89
shares
|
$896
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
17
shares
|
$171
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4
shares
|
$40
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q4 2024
Reduced 99.34%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$10
0.0% of portfolio
|
Q2 2022
Reduced 99.96%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|