Free Trial
→ He’s without a doubt the best stock picker we’ve ever met. (From DTI) (Ad) Free CHI Stock Alerts

Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$11.36 +0.05 (+0.49%)
As of 01/30/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$18.25M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$5.70M
Get CHI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calamos Convertible Opportunities and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CHI Institutional Buying and Selling by Quarter

Calamos Convertible Opportunities and Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/28/2025 Stephens Inc. AR35,540$424K0.0%-2.8%0.000%
1/28/2025 Apollon Wealth Management LLC249,903$2.98M0.1%+1.8%0.000%
1/27/2025 Financial Advocates Investment Management26,299$314K0.0%+4.0%0.000%
1/24/2025 CENTRAL TRUST Co43,983$525K0.0%-18.6%0.000%
1/23/2025 Institute for Wealth Management LLC.52,318$625K0.1%+12.9%0.000%
1/23/2025 Sonora Investment Management Group LLC25,350$303K0.0%-3.8%0.000%
1/22/2025 KFA Private Wealth Group LLC34,849$416K0.2%N/A0.000%
1/22/2025 Union Bancaire Privee UBP SA5,600$68K0.0%N/A0.000%
1/22/2025 PFG Investments LLC19,606$234K0.0%+27.1%0.000%
1/21/2025 Grange Capital LLC78,863$942K1.0%N/A0.000%
1/17/2025 Marathon Strategic Advisors LLC198,658$2.37M2.6%+2.9%0.000%
1/17/2025 Janney Montgomery Scott LLC65,655$784K0.0%+48.3%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC42,550$495K0.0%-12.7%0.000%
1/8/2025 International Assets Investment Management LLC12,827$151K0.0%-84.4%0.000%
1/6/2025 Legacy Wealth Management LLC MS49,411$590K0.2%N/A0.000%
11/25/2024 Wilmington Savings Fund Society FSB4,000$47K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC91,751$1.11M0.0%+5.9%0.000%
11/15/2024MML Investors Services LLC13,853$161K0.0%+18.9%0.000%
11/15/2024DF Dent & Co. Inc.29,418$342K0.0%-3.2%0.000%
11/15/2024EP Wealth Advisors LLC29,335$341K0.0%+79.6%0.000%
11/15/2024Stifel Financial Corp25,572$298K0.0%-5.6%0.000%
11/15/2024IHT Wealth Management LLC38,780$451K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC51,790$602K0.0%+8.2%0.000%
11/14/2024Captrust Financial Advisors65,351$761K0.0%-4.6%0.000%
11/14/2024Rockefeller Capital Management L.P.126,171$1.47M0.0%+7.9%0.000%
11/13/2024D.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%
11/9/2024Creekside Partners182,422$2.12M1.1%+47.1%0.000%
11/8/2024Cornerstone Advisors LLC12,300$143K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.43,407$505K0.0%-62.0%0.000%
11/7/2024Semus Wealth Partners LLC29,580$344K0.2%-21.0%0.000%
11/6/2024SAM Advisors LLC29,504$343K0.1%+11.9%0.000%
11/6/2024Oppenheimer & 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%
11/1/2024Lindbrook Capital LLC283,978$3.31M0.3%+4.0%0.000%
10/28/2024US Bancorp DE4,300$50K0.0%+1,997.6%0.000%
10/25/2024 Financial Advocates Investment Management25,295$294K0.0%+10.4%0.000%
10/25/2024Pinnacle 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%
Your chance to get on the next “60-Second Trade” (Ad)

Even retirees are being forced back to work just to keep up. And if you're waiting for help from the Fed or government... Well, you might be waiting a very long time. But Roger Scott has uncovered something interesting... What if there was a way to fight back against inflation? A simple method you could use right from your phone...

Roger wants to share the complete details with you here.
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%
10/22/2024Private 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%
8/30/2024Creekside Partners123,991$1.44M0.8%N/A0.000%
8/26/2024Founders Financial Alliance LLC29,239$340K0.1%-8.3%0.000%
8/22/2024Cetera Investment Advisers88,396$1.03M0.0%-5.0%0.000%
8/16/2024 Gateway Wealth Partners LLC12,793$149K0.0%-27.5%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.90,870$1.06M0.0%+9.1%0.000%
8/10/2024Perennial Investment Advisors LLC10,800$126K0.0%-28.2%0.000%
8/8/2024Oppenheimer & Co. Inc.152,368$1.77M0.0%-0.7%0.000%
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%
8/1/2024D.A. Davidson & CO.904,653$10.53M0.1%+7.4%0.000%
7/31/2024Semus Wealth Partners LLC37,422$436K0.3%-14.6%0.000%
7/31/2024Commonwealth Equity Services LLC634,976$7.39M0.0%+4.8%0.000%
7/26/2024Harbour Investments Inc.186,363$2.17M0.1%+3.4%0.000%
7/26/2024Cambridge 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%
7/26/2024Patten 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%
7/16/2024Monetary 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%
5/17/2024Creekmur Asset Management LLC3,857$44K0.0%-70.0%0.000%
5/14/2024Advisors Asset Management Inc.196,560$2.23M0.0%-46.3%0.000%
5/8/2024Avantax Advisory Services Inc.296,194$3.36M0.0%+7.9%0.000%
5/8/2024Semus Wealth Partners LLC43,809$497K0.4%-12.8%0.000%
5/7/2024Oppenheimer & 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%
4/25/2024Lindbrook Capital LLC356,531$4.05M0.4%-1.8%0.000%
4/25/2024L.M. Kohn & Company52,494$596K0.2%+83.6%0.000%
4/23/2024Global 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%
3/1/2024Creekmur Asset Management LLC12,855$133K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC33,185$344K0.0%+5.1%0.000%
2/9/2024Founders Financial Alliance LLC31,685$328K0.1%-7.5%0.000%
2/9/2024SAM Advisors LLC28,628$297K0.1%+43.9%0.000%
2/9/2024D.A. Davidson & CO.730,943$7.57M0.1%+11.8%0.000%
2/9/2024Wells Fargo & Company MN1,415,190$14.66M0.0%+13.7%0.000%
Urgent Bitcoin alert for RIGHT NOW (Ad)

Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 40-year career. During the presentation, Larry reveals a strategy every trader and investor needs to understand. He calls it “Bitcoin Skimming.”

So please… click here to watch now.
2/9/2024UBS Group AG1,532,465$15.88M0.0%+2.1%0.000%
2/8/2024Beacon Pointe Advisors LLC57,945$600K0.0%-4.0%0.000%
2/7/2024Avantax 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%
2/6/2024Private 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%
2/5/2024Mission Wealth Management LP26,175$271K0.0%-14.9%0.000%
2/2/2024Truist Financial Corp98,433$1.02M0.0%+1.5%0.000%
2/2/2024Atria Wealth Solutions Inc.35,626$369K0.0%+4.5%0.000%
(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, 103 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), Guggenheim Capital LLC ($8.08M), Commonwealth Equity Services LLC ($7.39M), LPL Financial LLC ($6.18M), and Baird Financial Group Inc. ($4.00M).Learn more on CHI's institutional investors.

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

Of the 81 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: D.A. Davidson & CO. ($234.99K), Marathon Strategic Advisors LLC ($198.66K), Creekside Partners ($182.42K), Wells Fargo & Company MN ($170.40K), Commonwealth Equity Services LLC ($132.97K), Granite Bay Wealth Management LLC ($128.21K), and UBS Group AG ($105.96K).

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

Institutional investors have bought a total of 2,994,655 shares in the last 24 months. This purchase volume represents approximately $33.05M in transactions.

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

Of the 52 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), International Assets Investment Management LLC ($69.43K), Janney Montgomery Scott LLC ($67.72K), and HighTower Advisors LLC ($51.42K).

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

Institutional investors have sold a total of 1,759,059 shares in the last 24 months. This volume of shares sold represents approximately $19.04M in transactions.


Related Companies

This page (NASDAQ:CHI) was last updated on 1/31/2025 by MarketBeat.com Staff
From Our Partners
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
#1 Crypto of 2025
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Must-See: 5-Second Trump Prediction
President Trump's prediction is about to become a reality... Opening a rare window of opportunity for you t...
InvestorPlace | Sponsored