Free Trial
→ Leaked Trump video exposes his secret stocks (From Porter & Company) (Ad) Free CHI Stock Alerts

Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$10.14 -0.14 (-1.38%)
As of 10:14 AM 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)
58
Total
Institutional Inflows
(last 12 months)
$29.34M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$7.66M
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
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%
2/17/2025 Cetera Investment Advisers66,719$797K0.0%-10.7%0.000%
2/17/2025 Captrust Financial Advisors60,391$721K0.0%-7.6%0.000%
2/17/2025 Baird Financial Group Inc.469,575$5.61M0.0%+3.0%0.000%
2/17/2025 Bank of America Corp DE1,370,133$16.36M0.0%+4.1%0.000%
2/17/2025 Ameriprise Financial Inc.499,803$5.97M0.0%-1.0%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV10,659$127K0.0%N/A0.000%
2/14/2025 Northern Trust Corp49,877$596K0.0%N/A0.000%
2/14/2025 IHT Wealth Management LLC40,680$486K0.0%+4.9%0.000%
2/14/2025 Stifel Financial Corp23,268$278K0.0%-9.0%0.000%
2/13/2025 Guggenheim Capital LLC761,670$9.09M0.1%+19.1%0.000%
2/13/2025 CreativeOne Wealth LLC50,588$604K0.0%N/A0.000%
2/13/2025 Mariner LLC27,547$329K0.0%+29.7%0.000%
2/13/2025 Rockefeller Capital Management L.P.137,252$1.64M0.0%+8.8%0.000%
2/13/2025 Monetary Management Group Inc.7,500$90K0.0%-50.0%0.000%
2/13/2025 Raymond James Financial Inc.342,247$4.09M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN1,772,538$21.16M0.0%+2.7%0.000%
2/12/2025 Everstar Asset Management LLC136,009$1.62M1.1%-3.9%0.000%
2/11/2025 Modern Wealth Management LLC11,915$135K0.0%N/A0.000%
2/11/2025 LPL 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%
2/10/2025 one8zero8 LLC13,650$163K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC613,757$7.33M0.0%+0.2%0.000%
2/10/2025 Avantax Advisory Services Inc.339,899$4.06M0.0%+2.7%0.000%
2/7/2025 HighTower Advisors LLC60,595$724K0.0%+17.0%0.000%
2/6/2025 Lindbrook Capital LLC192,153$2.29M0.2%-32.3%0.000%
2/6/2025 Raymond James Financial Inc.342,247$4.09M0.0%N/A0.000%
2/6/2025 Steward 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%
2/3/2025 Sigma Planning Corp58,795$702K0.0%+12.8%0.000%
2/3/2025 SAM Advisors LLC41,332$492K0.2%+40.1%0.000%
2/3/2025 Winebrenner Capital Management LLC30,000$358K0.3%N/A0.000%
2/3/2025 Private Advisor Group LLC24,318$290K0.0%-7.9%0.000%
1/31/2025 Semus Wealth Partners LLC26,157$312K0.2%-11.6%0.000%
1/31/2025 D.A. Davidson & CO.909,857$10.86M0.1%+2.1%0.000%
Leaked Trump video exposes his secret stocks (Ad)

Ten investments secretly owned by Trump’s biggest backers. Ten investments intrinsically tied to the policies Trump will put in place. Ten investments with the potential to return 10x or more… but only if you act right now.

Go here to find out the names of these ten stocks.
1/31/2025 Sanctuary Advisors LLC37,599$428K0.0%-59.0%0.000%
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%
11/25/2024 Sanctuary Advisors LLC91,751$1.11M0.0%+5.9%0.000%
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%
11/12/2024 Larson 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%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
9/5/2024 Sanctuary 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%
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%
(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, 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 1,657,325 shares in the last 24 months. This volume of shares sold represents approximately $18.25M in transactions.


Related Companies

This page (NASDAQ:CHI) was last updated on 3/4/2025 by MarketBeat.com Staff
From Our Partners
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Leaked Trump video exposes his secret stocks
Ten investments secretly owned by Trump’s biggest backers. Ten investments intrinsically tied to the polici...
Porter & Company | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump’s Victory Could Spark Major Gains for Gold – Don’t Miss Out
This "Patriot's Tax Shield" lets you defend your wealth with real, solid gold. Our exclusive, free wealth pr...
American Alternative | Sponsored
Why 2026 will be a disaster for many Americans
Wall Street Legend: Why stocks are very likely to crash in Trump's 2nd Year Legendary investor Marc Chaikin...
Chaikin Analytics | Sponsored