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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$10.26 -0.04 (-0.39%)
Closing price 08/6/2025 04:00 PM Eastern
Extended Trading
$10.32 +0.06 (+0.58%)
As of 04:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$36.51M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$7.82M
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CHI Institutional Buying and Selling by Quarter

Calamos Convertible Opportunities and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025 Sigma Planning Corp38,755$408K0.0%-35.8%0.000%
8/5/2025 GHP Investment Advisors Inc.2,400$25K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC202,775$2.13M0.0%+7.2%0.000%
7/30/2025 D.A. Davidson & CO.983,643$10.35M0.1%+4.6%0.000%
7/29/2025 SAM Advisors LLC44,273$466K0.2%+4.4%0.000%
7/29/2025 Marathon Strategic Advisors LLC222,018$2.34M2.2%+8.1%0.000%
7/29/2025 Stratos Wealth Partners LTD.29,024$305K0.0%N/A0.000%
7/29/2025 Creekside Partners272,811$2.87M1.4%+2.7%0.000%
7/28/2025 Harbour Investments Inc.231,886$2.44M0.1%+1.4%0.000%
7/25/2025 Atria Wealth Solutions Inc.14,194$149K0.0%-55.7%0.000%
7/25/2025 Apollon Wealth Management LLC191,661$2.02M0.0%-20.0%0.000%
7/24/2025 Game Plan Financial Advisors LLC25,000$263K0.1%-4.1%0.000%
7/21/2025 Ameriflex Group Inc.3,000$31K0.0%-28.8%0.000%
7/21/2025 Barrett & Company Inc.7,750$82K0.0%-13.9%0.000%
7/21/2025 TFG Advisers LLC40,509$426K0.1%+4.4%0.000%
7/18/2025 Institute for Wealth Management LLC.59,294$624K0.1%+10.4%0.000%
7/17/2025 Janney Montgomery Scott LLC87,907$925K0.0%+149.5%0.000%
7/16/2025 Novem Group17,651$186K0.0%N/A0.000%
7/14/2025 Capital CS Group LLC25,224$265K0.4%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC59,210$626K0.0%+3.3%0.000%
7/9/2025 Sunpointe LLC17,745$187K0.1%N/A0.000%
7/1/2025 Legacy Wealth Management LLC MS22,877$241K0.1%+72.0%0.000%
5/19/2025Jane Street Group LLC10,094$97K0.0%N/A0.000%
5/16/2025Everstar Asset Management LLC126,109$1.21M0.2%-7.3%0.000%
5/16/2025NewEdge Advisors LLC38,140$366K0.0%-12.3%0.000%
5/15/2025Royal Bank of Canada185,268$1.78M0.0%-10.0%0.000%
5/15/2025Calton & Associates Inc.14,630$140K0.0%N/A0.000%
5/15/2025Baird Financial Group Inc.501,632$4.81M0.0%+6.8%0.000%
5/15/2025Landscape Capital Management L.L.C.353,411$3.39M0.3%N/A0.000%
5/14/2025CreativeOne Wealth LLC40,838$392K0.0%-19.3%0.000%
5/14/2025Comerica Bank26,395$253K0.0%+319.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.109,828$1.05M0.0%+11.1%0.000%
5/13/2025Elequin Capital LP14,577$140K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.334,319$3.21M0.0%-2.3%0.000%
5/13/2025HighTower Advisors LLC62,655$601K0.0%+3.4%0.000%
5/12/2025 Wolverine Asset Management LLC189,222$1.82M0.0%N/A0.000%
5/8/2025 Harbour Investments Inc.228,731$2.19M0.1%+20.1%0.000%
5/7/2025 Creekside Partners265,612$2.55M1.3%+7.5%0.000%
5/7/2025 KFA Private Wealth Group LLC97,978$940K0.3%+181.2%0.000%
5/7/2025LPL Financial LLC503,880$4.83M0.0%-1.6%0.000%
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5/7/2025Semus Wealth Partners LLC21,298$204K0.1%-18.6%0.000%
5/7/2025 SAM Advisors LLC42,398$407K0.2%+2.6%0.000%
5/6/2025Cetera Investment Advisers68,543$657K0.0%+2.7%0.000%
5/6/2025Avantax Advisory Services Inc.354,679$3.40M0.0%+4.3%0.000%
5/6/2025Readystate Asset Management LP31,830$305K0.0%N/A0.000%
5/5/2025Calton & Associates Inc.11,006$106K0.0%N/A0.000%
5/5/2025Kestra Private Wealth Services LLC20,690$198K0.0%+58.0%0.000%
5/2/2025Grange Capital LLC217,861$2.09M2.4%+176.3%0.000%
5/2/2025 Melfa Wealth Management Inc.11,819$113K0.1%-15.0%0.000%
5/2/2025 Apollon Wealth Management LLC239,701$2.30M0.1%-4.1%0.000%
5/2/2025 Sigma Planning Corp60,334$579K0.0%+2.6%0.000%
4/28/2025 D.A. Davidson & CO.940,247$9.02M0.1%+3.3%0.000%
4/24/2025 Mascoma Wealth Management LLC3,075$29K0.0%N/A0.000%
4/23/2025 International Assets Investment Management LLC19,047$183K0.0%+48.5%0.000%
4/23/2025 Oppenheimer & Co. Inc.171,779$1.65M0.0%+3.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.124,160$1.19M0.0%+9.9%0.000%
4/21/2025 L.M. Kohn & Company51,529$494K0.1%-6.0%0.000%
4/21/2025 Institute for Wealth Management LLC.53,689$515K0.1%+2.6%0.000%
4/18/2025CENTRAL TRUST Co42,483$407K0.0%-3.4%0.000%
4/17/2025 Marathon Strategic Advisors LLC205,442$1.97M2.1%+3.4%0.000%
4/17/2025 Janney Montgomery Scott LLC35,228$338K0.0%-46.3%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC57,314$550K0.0%+34.7%0.000%
4/15/2025 Sonora Investment Management Group LLC16,350$157K0.0%-35.5%0.000%
4/9/2025 NBC Securities Inc.4,413$42K0.0%+110,225.0%0.000%
4/3/2025 Legacy Wealth Management LLC MS13,302$128K0.0%-73.1%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC42,550$508K0.0%-12.7%0.000%
2/28/2025 Total Wealth Planning & Management Inc.75,649$903K0.8%N/A0.000%
2/24/2025 Ameriflex Group Inc.6,887$78K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers66,719$797K0.0%-10.7%0.000%
2/17/2025Captrust Financial Advisors60,391$721K0.0%-7.6%0.000%
2/17/2025Baird Financial Group Inc.469,575$5.61M0.0%+3.0%0.000%
2/17/2025Bank of America Corp DE1,370,133$16.36M0.0%+4.1%0.000%
2/17/2025Ameriprise Financial Inc.499,803$5.97M0.0%-1.0%0.000%
2/14/2025Mercer Global Advisors Inc. ADV10,659$127K0.0%N/A0.000%
2/14/2025Northern Trust Corp49,877$596K0.0%N/A0.000%
2/14/2025IHT Wealth Management LLC40,680$486K0.0%+4.9%0.000%
2/14/2025Stifel Financial Corp23,268$278K0.0%-9.0%0.000%
2/13/2025Guggenheim Capital LLC761,670$9.09M0.1%+19.1%0.000%
2/13/2025CreativeOne Wealth LLC50,588$604K0.0%N/A0.000%
2/13/2025Mariner LLC27,547$329K0.0%+29.7%0.000%
2/13/2025Rockefeller Capital Management L.P.137,252$1.64M0.0%+8.8%0.000%
2/13/2025Monetary Management Group Inc.7,500$90K0.0%-50.0%0.000%
2/13/2025Raymond James Financial Inc.342,247$4.09M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN1,772,538$21.16M0.0%+2.7%0.000%
2/12/2025Everstar Asset Management LLC136,009$1.62M1.1%-3.9%0.000%
2/11/2025Modern Wealth Management LLC11,915$135K0.0%N/A0.000%
2/11/2025LPL Financial LLC512,173$6.12M0.0%-1.6%0.000%
2/10/2025 Harbour Investments Inc.190,407$2.27M0.1%+2.5%0.000%
2/10/2025one8zero8 LLC13,650$163K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC613,757$7.33M0.0%+0.2%0.000%
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Click to get the full details on Eric Fry's "Nvidia alternative" right here.
2/10/2025Avantax Advisory Services Inc.339,899$4.06M0.0%+2.7%0.000%
2/7/2025HighTower Advisors LLC60,595$724K0.0%+17.0%0.000%
2/6/2025Lindbrook Capital LLC192,153$2.29M0.2%-32.3%0.000%
2/6/2025Raymond James Financial Inc.342,247$4.09M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC36,446$435K0.0%-5.2%0.000%
2/6/2025 Mission Wealth Management LP14,135$169K0.0%-22.7%0.000%
2/5/2025 Halbert Hargrove Global Advisors LLC9,450$113K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.166,558$1.99M0.0%+2.6%0.000%
2/5/2025 Kovack Advisors Inc.12,392$148K0.0%+14.3%0.000%
2/4/2025 Union Bancaire Privee UBP SA5,600$68K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHI shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($21.16M), Bank of America Corp DE ($16.36M), UBS Group AG ($15.88M), D.A. Davidson & CO. ($10.35M), Guggenheim Capital LLC ($9.09M), Commonwealth Equity Services LLC ($7.33M), and Ameriprise Financial Inc. ($5.97M).Learn more on Calamos Convertible Opportunities and Income Fund's institutional investors.

Which institutional investors have been buying Calamos Convertible Opportunities and Income Fund's stock?

Of the 90 institutional investors that purchased Calamos Convertible Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($684.49K), Landscape Capital Management L.L.C. ($353.41K), D.A. Davidson & CO. ($300.69K), Wolverine Asset Management LLC ($243.10K), Marathon Strategic Advisors LLC ($222.02K), Grange Capital LLC ($217.86K), and Wells Fargo & Company MN ($217.50K).

How much institutional buying is happening at Calamos Convertible Opportunities and Income Fund?

Institutional investors have bought a total of 3,308,993 shares in the last 24 months. This purchase volume represents approximately $36.51M in transactions.

Which of Calamos Convertible Opportunities and Income Fund's major shareholders have been selling company stock?

Of the 42 institutional investors that sold Calamos Convertible Opportunities and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lindbrook Capital LLC ($91.83K), Advisors Asset Management Inc. ($70.94K), International Assets Investment Management LLC ($69.43K), Apollon Wealth Management LLC ($60.35K), Sanctuary Advisors LLC ($54.15K), Legacy Wealth Management LLC MS ($36.11K), and Dumont & Blake Investment Advisors LLC ($31.20K).

How much institutional selling is happening at Calamos Convertible Opportunities and Income Fund?

Institutional investors have sold a total of 701,467 shares in the last 24 months. This volume of shares sold represents approximately $7.82M in transactions.


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This page (NASDAQ:CHI) was last updated on 8/7/2025 by MarketBeat.com Staff
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