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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$12.09 +0.02 (+0.17%)
(As of 03:05 PM ET)
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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)
46
Total
Institutional Inflows
(last 12 months)
$15.65M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$7.31M
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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
11/15/2024 MML Investors Services LLC13,853$161K0.0%+18.9%0.000%
11/15/2024 DF Dent & Co. Inc.29,418$342K0.0%-3.2%0.000%
11/15/2024 EP Wealth Advisors LLC29,335$341K0.0%+79.6%0.000%
11/15/2024 Stifel Financial Corp25,572$298K0.0%-5.6%0.000%
11/15/2024 IHT Wealth Management LLC38,780$451K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC51,790$602K0.0%+8.2%0.000%
11/14/2024 Captrust Financial Advisors65,351$761K0.0%-4.6%0.000%
11/14/2024 Rockefeller Capital Management L.P.126,171$1.47M0.0%+7.9%0.000%
11/13/2024 D.A. Davidson & CO.891,441$10.38M0.1%-1.5%0.000%
11/12/2024Larson Financial Group LLC4,501$52K0.0%+11,441.0%0.000%
11/9/2024 Creekside Partners182,422$2.12M1.1%+47.1%0.000%
11/8/2024 Cornerstone Advisors LLC12,300$143K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.43,407$505K0.0%-62.0%0.000%
11/7/2024 Semus Wealth Partners LLC29,580$344K0.2%-21.0%0.000%
11/6/2024 SAM Advisors LLC29,504$343K0.1%+11.9%0.000%
11/6/2024 Oppenheimer & Co. Inc.162,293$1.89M0.0%+6.5%0.000%
11/5/2024 Apollon Wealth Management LLC245,418$2.86M0.1%-0.9%0.000%
11/1/2024 Lindbrook Capital LLC283,978$3.31M0.3%+4.0%0.000%
10/28/2024 US Bancorp DE4,300$50K0.0%+1,997.6%0.000%
10/25/2024 Financial Advocates Investment Management25,295$294K0.0%+10.4%0.000%
10/25/2024 Pinnacle Associates Ltd.17,132$199K0.0%+27.9%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC48,750$567K0.0%+10.3%0.000%
10/24/2024 PFG Investments LLC15,421$180K0.0%-11.7%0.000%
10/23/2024 Dumont & Blake Investment Advisors LLC30,285$353K0.1%-50.7%0.000%
10/23/2024 CENTRAL TRUST Co54,033$629K0.0%-3.0%0.000%
10/22/2024 International Assets Investment Management LLC82,260$9.58M0.0%N/A0.000%
10/22/2024 TFG Advisers LLC30,334$353K0.1%+8.6%0.000%
10/22/2024 Private Advisor Group LLC26,407$307K0.0%-3.6%0.000%
10/21/2024 Calton & Associates Inc.18,359$214K0.1%N/A0.000%
10/21/2024 Wealth Effects LLC18,119$211K0.1%+6.2%0.000%
10/15/2024 NBC Securities Inc.4,413$51K0.0%-51.2%0.000%
10/7/2024 Marathon Strategic Advisors LLC193,126$2.25M2.4%+2.9%0.000%
9/5/2024Sanctuary Advisors LLC86,623$955K0.0%N/A0.000%
8/30/2024 Creekside Partners123,991$1.44M0.8%N/A0.000%
8/26/2024 Founders Financial Alliance LLC29,239$340K0.1%-8.3%0.000%
8/22/2024 Cetera Investment Advisers88,396$1.03M0.0%-5.0%0.000%
8/16/2024 Gateway Wealth Partners LLC12,793$149K0.0%-27.5%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.90,870$1.06M0.0%+9.1%0.000%
8/10/2024 Perennial Investment Advisors LLC10,800$126K0.0%-28.2%0.000%
8/8/2024 Oppenheimer & Co. Inc.152,368$1.77M0.0%-0.7%0.000%
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8/7/2024 PFG Investments LLC17,458$203K0.0%-5.1%0.000%
8/2/2024 Wealth Effects LLC17,056$199K0.1%-15.3%0.000%
8/1/2024 D.A. Davidson & CO.904,653$10.53M0.1%+7.4%0.000%
7/31/2024 Semus Wealth Partners LLC37,422$436K0.3%-14.6%0.000%
7/31/2024Commonwealth Equity Services LLC634,976$7.39M0.0%+4.8%0.000%
7/26/2024 Harbour Investments Inc.186,363$2.17M0.1%+3.4%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.106,848$1.24M0.0%-7.0%0.000%
7/26/2024 TFG Advisers LLC27,921$325K0.1%+9.0%0.000%
7/26/2024 Patten Group Inc.58,078$676K0.2%N/A0.000%
7/25/2024 Institute for Wealth Management LLC.45,012$524K0.1%+11.0%0.000%
7/20/2024 Apollon Wealth Management LLC247,527$2.88M0.1%+0.9%0.000%
7/19/2024Raymond James & Associates144,486$1.68M0.0%-0.7%0.000%
7/16/2024 Monetary Management Group Inc.15,000$175K0.0%+50.0%0.000%
7/8/2024 Marathon Strategic Advisors LLC187,749$2.19M2.6%N/A0.000%
5/24/2024Cetera Advisors LLC28,561$324K0.0%N/A0.000%
5/17/2024 Creekmur Asset Management LLC3,857$44K0.0%-70.0%0.000%
5/14/2024 Advisors Asset Management Inc.196,560$2.23M0.0%-46.3%0.000%
5/8/2024 Avantax Advisory Services Inc.296,194$3.36M0.0%+7.9%0.000%
5/8/2024 Semus Wealth Partners LLC43,809$497K0.4%-12.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.153,460$1.74M0.0%+5.5%0.000%
5/6/2024 ORG Partners LLC3,841$43K0.1%N/A0.000%
4/29/2024Commonwealth Equity Services LLC605,914$6.88M0.0%+3.1%0.000%
4/25/2024 Lindbrook Capital LLC356,531$4.05M0.4%-1.8%0.000%
4/25/2024 L.M. Kohn & Company52,494$596K0.2%+83.6%0.000%
4/23/2024 Global Retirement Partners LLC4,325$49K0.0%+89.0%0.000%
4/22/2024 PFG Investments LLC18,401$209K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC44,390$504K0.0%+6.6%0.000%
3/1/2024 Creekmur Asset Management LLC12,855$133K0.0%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC33,185$344K0.0%+5.1%0.000%
2/9/2024 Founders Financial Alliance LLC31,685$328K0.1%-7.5%0.000%
2/9/2024 SAM Advisors LLC28,628$297K0.1%+43.9%0.000%
2/9/2024 D.A. Davidson & CO.730,943$7.57M0.1%+11.8%0.000%
2/9/2024 Wells Fargo & Company MN1,415,190$14.66M0.0%+13.7%0.000%
2/9/2024 UBS Group AG1,532,465$15.88M0.0%+2.1%0.000%
2/8/2024 Beacon Pointe Advisors LLC57,945$600K0.0%-4.0%0.000%
2/7/2024 Avantax Advisory Services Inc.274,420$2.84M0.0%+1.3%0.000%
2/6/2024 Apollon Wealth Management LLC228,964$2.37M0.1%+13.6%0.000%
2/6/2024 Private Advisor Group LLC28,870$299K0.0%+10.7%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC2,645$27K0.0%N/A0.000%
2/5/2024 Alpha Cubed Investments LLC12,300$127K0.0%N/A0.000%
2/5/2024 Mission Wealth Management LP26,175$271K0.0%-14.9%0.000%
2/2/2024 Truist Financial Corp98,433$1.02M0.0%+1.5%0.000%
2/2/2024 Atria Wealth Solutions Inc.35,626$369K0.0%+4.5%0.000%
2/1/2024 Wolverine Asset Management LLC40,329$418K0.0%N/A0.000%
2/1/2024 Lindbrook Capital LLC362,946$3.76M0.4%-7.5%0.000%
1/31/2024 Institute for Wealth Management LLC.46,052$477K0.1%-2.7%0.000%
1/29/2024 Wealth Effects LLC20,086$208K0.1%-17.2%0.000%
1/24/2024 CENTRAL TRUST Co58,283$604K0.0%-4.3%0.000%
1/23/2024 Semus Wealth Partners LLC50,222$520K0.4%-14.9%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.208,977$2.17M0.0%-0.5%0.000%
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1/16/2024Raymond James & Associates142,223$1.47M0.0%-2.9%0.000%
1/16/2024 CoreCap Advisors LLC19,435$201K0.0%+18.9%0.000%
11/24/2023 EP Wealth Advisors LLC15,500$163K0.0%-93.7%0.000%
11/15/2023 Axxcess Wealth Management LLC20,000$211K0.0%N/A0.000%
11/15/2023 Advisors Asset Management Inc.560,586$5.89M0.1%-0.3%0.000%
11/14/2023 Samalin Investment Counsel LLC134,442$1.42M0.8%-11.2%0.000%
11/13/2023 Hollencrest Capital Management24,293$256K0.0%-7.9%0.000%
11/13/2023 LPL Financial LLC586,703$6.18M0.0%+0.9%0.000%
11/13/2023 Kestra Advisory Services LLC11,579$122K0.0%-56.7%0.000%
11/9/2023 SAM Advisors LLC19,897$210K0.1%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, 97 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were UBS Group AG ($15.88M), Wells Fargo & Company MN ($14.66M), D.A. Davidson & CO. ($10.38M), International Assets Investment Management LLC ($9.58M), Guggenheim Capital LLC ($8.08M), Commonwealth Equity Services LLC ($7.39M), and LPL Financial LLC ($6.18M).Learn more on CHI's institutional investors.

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

Of the 77 institutional investors that purchased Calamos Convertible Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lindbrook Capital LLC ($406.71K), D.A. Davidson & CO. ($234.99K), Marathon Strategic Advisors LLC ($193.13K), Creekside Partners ($182.42K), Wells Fargo & Company MN ($170.40K), Commonwealth Equity Services LLC ($132.97K), and Granite Bay Wealth Management LLC ($128.21K).

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

Institutional investors have bought a total of 3,214,884 shares in the last 24 months. This purchase volume represents approximately $35.05M in transactions.

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

Of the 48 institutional investors that sold Calamos Convertible Opportunities and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($487.45K), Reitz Capital Advisors LLC ($247.26K), EP Wealth Advisors LLC ($232K), Guggenheim Capital LLC ($111.63K), Janney Montgomery Scott LLC ($67.72K), HighTower Advisors LLC ($51.42K), and Lindbrook Capital LLC ($49.28K).

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

Institutional investors have sold a total of 1,685,669 shares in the last 24 months. This volume of shares sold represents approximately $18.14M in transactions.


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This page (NASDAQ:CHI) was last updated on 11/21/2024 by MarketBeat.com Staff
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