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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$8.95 -0.56 (-5.89%)
Closing price 04:00 PM Eastern
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$8.96 +0.02 (+0.17%)
As of 04:05 PM Eastern
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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)
58
Total
Institutional Inflows
(last 12 months)
$29.34M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.08M
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CHI Institutional Buying and Selling by Quarter

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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
4/3/2025 Legacy Wealth Management LLC MS13,302$128K0.0%-73.1%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC42,550$508K0.0%-12.7%0.000%
2/28/2025Total Wealth Planning & Management Inc.75,649$903K0.8%N/A0.000%
2/24/2025Ameriflex 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%
2/10/2025Harbour 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%
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%
2/6/2025Mission Wealth Management LP14,135$169K0.0%-22.7%0.000%
2/5/2025Halbert Hargrove Global Advisors LLC9,450$113K0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.166,558$1.99M0.0%+2.6%0.000%
2/5/2025Kovack Advisors Inc.12,392$148K0.0%+14.3%0.000%
2/4/2025Union Bancaire Privee UBP SA5,600$68K0.0%N/A0.000%
2/3/2025Sigma Planning Corp58,795$702K0.0%+12.8%0.000%
2/3/2025SAM Advisors LLC41,332$492K0.2%+40.1%0.000%
2/3/2025Winebrenner Capital Management LLC30,000$358K0.3%N/A0.000%
2/3/2025Private Advisor Group LLC24,318$290K0.0%-7.9%0.000%
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1/31/2025Semus Wealth Partners LLC26,157$312K0.2%-11.6%0.000%
1/31/2025D.A. Davidson & CO.909,857$10.86M0.1%+2.1%0.000%
1/31/2025Sanctuary Advisors LLC37,599$428K0.0%-59.0%0.000%
1/28/2025Stephens Inc. AR35,540$424K0.0%-2.8%0.000%
1/28/2025Apollon Wealth Management LLC249,903$2.98M0.1%+1.8%0.000%
1/27/2025Financial Advocates Investment Management26,299$314K0.0%+4.0%0.000%
1/24/2025CENTRAL TRUST Co43,983$525K0.0%-18.6%0.000%
1/23/2025Institute for Wealth Management LLC.52,318$625K0.1%+12.9%0.000%
1/23/2025Sonora Investment Management Group LLC25,350$303K0.0%-3.8%0.000%
1/22/2025KFA Private Wealth Group LLC34,849$416K0.2%N/A0.000%
1/22/2025Union Bancaire Privee UBP SA5,600$68K0.0%N/A0.000%
1/22/2025PFG Investments LLC19,606$234K0.0%+27.1%0.000%
1/21/2025Grange Capital LLC78,863$942K1.0%N/A0.000%
1/17/2025Marathon Strategic Advisors LLC198,658$2.37M2.6%+2.9%0.000%
1/17/2025Janney Montgomery Scott LLC65,655$784K0.0%+48.3%0.000%
1/10/2025Wealth Enhancement Advisory Services LLC42,550$495K0.0%-12.7%0.000%
1/8/2025International 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%
11/25/2024Wilmington 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%
11/5/2024Apollon 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%
10/25/2024Financial Advocates Investment Management25,295$294K0.0%+10.4%0.000%
10/25/2024Pinnacle Associates Ltd.17,132$199K0.0%+27.9%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC48,750$567K0.0%+10.3%0.000%
10/24/2024PFG Investments LLC15,421$180K0.0%-11.7%0.000%
10/23/2024Dumont & Blake Investment Advisors LLC30,285$353K0.1%-50.7%0.000%
10/23/2024CENTRAL TRUST Co54,033$629K0.0%-3.0%0.000%
10/22/2024International Assets Investment Management LLC82,260$9.58M0.0%N/A0.000%
10/22/2024TFG Advisers LLC30,334$353K0.1%+8.6%0.000%
10/22/2024Private Advisor Group LLC26,407$307K0.0%-3.6%0.000%
10/21/2024Calton & Associates Inc.18,359$214K0.1%N/A0.000%
10/21/2024Wealth Effects LLC18,119$211K0.1%+6.2%0.000%
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10/15/2024NBC Securities Inc.4,413$51K0.0%-51.2%0.000%
10/7/2024Marathon 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%
8/16/2024Gateway 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%
(Data available from 1/1/2016 forward)

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CHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHI shares?

During the previous two years, 112 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. ($10.86M), Guggenheim Capital LLC ($9.09M), Commonwealth Equity Services LLC ($7.33M), and LPL Financial LLC ($6.12M).Learn more on CHI's institutional investors.

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

Of the 90 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: Raymond James Financial Inc. ($684.49K), D.A. Davidson & CO. ($253.41K), Wells Fargo & Company MN ($217.50K), Marathon Strategic Advisors LLC ($198.66K), Creekside Partners ($182.42K), Guggenheim Capital LLC ($177.46K), 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 3,876,837 shares in the last 24 months. This purchase volume represents approximately $44.14M in transactions.

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

Of the 51 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. ($289.32K), Reitz Capital Advisors LLC ($247.26K), EP Wealth Advisors LLC ($232K), Lindbrook Capital LLC ($141.11K), Guggenheim Capital LLC ($111.63K), International Assets Investment Management LLC ($69.43K), and Janney Montgomery Scott LLC ($67.72K).

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

Institutional investors have sold a total of 1,696,398 shares in the last 24 months. This volume of shares sold represents approximately $18.64M in transactions.


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This page (NASDAQ:CHI) was last updated on 4/4/2025 by MarketBeat.com Staff
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