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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$10.38 0.00 (0.00%)
Closing price 04:00 PM Eastern
Extended Trading
$10.40 +0.01 (+0.14%)
As of 04:10 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)
79
Total
Institutional Inflows
(last 12 months)
$49.24M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$8.79M
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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
8/25/2025 Hilltop Partners LLC18,305$193K0.1%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.21,704$228K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.38,474$405K0.0%+818.2%0.000%
8/15/2025 Captrust Financial Advisors47,101$496K0.0%-4.0%0.000%
8/15/2025 Bank of America Corp DE2,284,573$24.03M0.0%+54.5%0.000%
8/15/2025 Ameriprise Financial Inc.599,272$6.30M0.0%+14.5%0.000%
8/14/2025 Raymond James Financial Inc.340,154$3.58M0.0%+1.7%0.000%
8/14/2025 Sei Investments Co.40,667$428K0.0%N/A0.000%
8/14/2025 NewEdge Advisors LLC116,628$1.23M0.0%+205.8%0.000%
8/13/2025 Baird Financial Group Inc.532,450$5.60M0.0%+6.1%0.000%
8/13/2025 Guggenheim Capital LLC686,153$7.22M0.1%-1.9%0.000%
8/13/2025 CW Advisors LLC32,996$347K0.0%N/A0.000%
8/13/2025 Everstar Asset Management LLC123,109$1.30M0.8%-2.4%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.101,673$1.07M0.0%-7.4%0.000%
8/12/2025 J.W. Cole Advisors Inc.10,032$106K0.0%-20.3%0.000%
8/12/2025 Financial Advocates Investment Management26,625$280K0.0%+4.2%0.000%
8/12/2025 XTX Topco Ltd12,601$133K0.0%N/A0.000%
8/12/2025 CreativeOne Wealth LLC37,338$393K0.0%-8.6%0.000%
8/11/2025 Semus Wealth Partners LLC19,335$203K0.1%-9.2%0.000%
8/8/2025 Rockefeller Capital Management L.P.153,448$1.61M0.0%-15.1%0.000%
8/8/2025 Avantax Advisory Services Inc.320,756$3.37M0.0%-9.6%0.000%
8/8/2025 Cetera Investment Advisers56,985$599K0.0%-16.9%0.000%
8/8/2025 Creative Planning11,000$116K0.0%N/A0.000%
8/7/2025 CENTRAL TRUST Co38,853$409K0.0%-8.5%0.000%
8/7/2025 Samalin Investment Counsel LLC53,676$565K0.2%+14.4%0.000%
8/7/2025 Grange Capital LLC255,510$2.69M2.8%+17.3%0.000%
8/7/2025 Allworth Financial LP8,935$94K0.0%+68.6%0.000%
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%
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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%
5/19/2025 Jane Street Group LLC10,094$97K0.0%N/A0.000%
5/16/2025 Everstar Asset Management LLC126,109$1.21M0.2%-7.3%0.000%
5/16/2025 NewEdge Advisors LLC38,140$366K0.0%-12.3%0.000%
5/15/2025 Royal Bank of Canada185,268$1.78M0.0%-10.0%0.000%
5/15/2025 Calton & Associates Inc.14,630$140K0.0%N/A0.000%
5/15/2025 Baird Financial Group Inc.501,632$4.81M0.0%+6.8%0.000%
5/15/2025 Landscape Capital Management L.L.C.353,411$3.39M0.3%N/A0.000%
5/14/2025 CreativeOne Wealth LLC40,838$392K0.0%-19.3%0.000%
5/14/2025 Comerica Bank26,395$253K0.0%+319.6%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.109,828$1.05M0.0%+11.1%0.000%
5/13/2025 Elequin Capital LP14,577$140K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.334,319$3.21M0.0%-2.3%0.000%
5/13/2025 HighTower 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%
5/7/2025 LPL Financial LLC503,880$4.83M0.0%-1.6%0.000%
5/7/2025 Semus Wealth Partners LLC21,298$204K0.1%-18.6%0.000%
5/7/2025 SAM Advisors LLC42,398$407K0.2%+2.6%0.000%
5/6/2025 Cetera Investment Advisers68,543$657K0.0%+2.7%0.000%
5/6/2025 Avantax Advisory Services Inc.354,679$3.40M0.0%+4.3%0.000%
5/6/2025 Readystate Asset Management LP31,830$305K0.0%N/A0.000%
5/5/2025 Calton & Associates Inc.11,006$106K0.0%N/A0.000%
5/5/2025 Kestra Private Wealth Services LLC20,690$198K0.0%+58.0%0.000%
5/2/2025 Grange 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%
4/18/2025 CENTRAL 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%
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Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.tc pixel

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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%
2/17/2025 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%
(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, 125 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($24.03M), Wells Fargo & Company MN ($21.16M), UBS Group AG ($15.88M), D.A. Davidson & CO. ($10.35M), Commonwealth Equity Services LLC ($7.33M), Guggenheim Capital LLC ($7.22M), and Ameriprise Financial Inc. ($6.30M).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 101 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: Bank of America Corp DE ($860.41K), Raymond James Financial Inc. ($690.33K), Landscape Capital Management L.L.C. ($353.41K), Grange Capital LLC ($255.51K), Wolverine Asset Management LLC ($243.10K), D.A. Davidson & CO. ($239.36K), and Marathon Strategic Advisors LLC ($222.02K).

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

Institutional investors have bought a total of 4,519,541 shares in the last 24 months. This purchase volume represents approximately $49.24M in transactions.

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

Of the 43 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 Avantax Advisory Services Inc. ($33.92K).

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

Institutional investors have sold a total of 795,128 shares in the last 24 months. This volume of shares sold represents approximately $8.79M in transactions.


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This page (NASDAQ:CHI) was last updated on 8/28/2025 by MarketBeat.com Staff
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