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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

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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)
43
Total
Institutional Inflows
(last 12 months)
$13.30M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$9.50M
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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
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%
3/1/2024Creekmur 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%
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%
2/6/2024Apollon Wealth Management LLC228,964$2.37M0.1%+13.6%0.000%
2/6/2024Private Advisor Group LLC28,870$299K0.0%+10.7%0.000%
2/6/2024MeadowBrook 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%
2/1/2024Wolverine Asset Management LLC40,329$418K0.0%N/A0.000%
2/1/2024 Lindbrook Capital LLC362,946$3.76M0.4%-7.5%0.000%
1/31/2024Institute 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%
1/23/2024Semus Wealth Partners LLC50,222$520K0.4%-14.9%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.208,977$2.17M0.0%-0.5%0.000%
1/16/2024 Raymond James & Associates142,223$1.47M0.0%-2.9%0.000%
1/16/2024CoreCap Advisors LLC19,435$201K0.0%+18.9%0.000%
11/24/2023EP Wealth Advisors LLC15,500$163K0.0%-93.7%0.000%
11/15/2023Axxcess Wealth Management LLC20,000$211K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.560,586$5.89M0.1%-0.3%0.000%
11/14/2023Samalin Investment Counsel LLC134,442$1.42M0.8%-11.2%0.000%
11/13/2023Hollencrest Capital Management24,293$256K0.0%-7.9%0.000%
11/13/2023LPL Financial LLC586,703$6.18M0.0%+0.9%0.000%
11/13/2023Kestra Advisory Services LLC11,579$122K0.0%-56.7%0.000%
11/9/2023SAM Advisors LLC19,897$210K0.1%N/A0.000%
11/9/2023UBS Group AG1,500,909$15.82M0.0%+1.6%0.000%
11/8/2023HighTower Advisors LLC36,561$387K0.0%-58.4%0.000%
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11/8/2023D.A. Davidson & CO.653,732$6.89M0.1%+1.1%0.000%
11/8/2023Janney Montgomery Scott LLC32,717$345K0.0%-4.7%0.000%
11/8/2023Atria Wealth Solutions Inc.34,096$359K0.0%-24.4%0.000%
11/8/2023Avantax Advisory Services Inc.270,818$2.85M0.0%+19.8%0.000%
11/8/2023Oppenheimer & Co. Inc.145,317$1.53M0.0%+5.1%0.000%
11/8/2023Kestra Private Wealth Services LLC16,665$176K0.0%+39.0%0.000%
11/7/2023Johnson Midwest Financial LLC9,022$95K0.2%+49.8%0.000%
11/4/2023 NBC Securities Inc.9,043$95K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC26,084$275K0.0%+18.1%0.000%
11/2/2023Sonora Investment Management Group LLC23,650$249K0.0%+9.2%0.000%
10/27/2023Gray Wealth Management Inc.11,114$117K0.1%N/A0.000%
10/26/2023 CENTRAL TRUST Co60,883$642K0.0%-2.5%0.000%
10/25/2023 Lindbrook Capital LLC392,314$4.14M0.5%-2.5%0.000%
10/24/2023 Raymond James & Associates146,465$1.54M0.0%-4.1%0.000%
10/24/2023Mission Wealth Management LP30,775$324K0.0%-3.1%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.111,325$1.17M0.0%-1.5%0.000%
10/23/2023Commonwealth Equity Services LLC567,504$5.98M0.0%+2.5%0.000%
10/16/2023 Capital Investment Advisors LLC10,090$106K0.0%N/A0.000%
10/16/2023 Reitz Capital Advisors LLC72,869$768K1.5%-76.2%0.000%
10/13/2023Institute for Wealth Management LLC.47,328$499K0.1%+4.2%0.000%
10/12/2023Granite Bay Wealth Management LLC128,205$1.40M0.0%N/A0.000%
8/11/2023Baird Financial Group Inc.357,371$4.00M0.0%+1.9%0.000%
8/11/2023Guggenheim Capital LLC721,797$8.08M0.1%+8.3%0.000%
8/11/2023D.A. Davidson & CO.646,440$7.24M0.1%+10.5%0.000%
8/10/2023Commonwealth Equity Services LLC553,722$6.20M0.0%+8.7%0.000%
8/10/2023Private Advisor Group LLC22,079$247K0.0%+8.9%0.000%
8/10/2023Cetera Advisor Networks LLC42,261$473K0.0%-3.6%0.000%
8/10/2023Cetera Investment Advisers19,692$221K0.0%-8.3%0.000%
8/8/2023 L.M. Kohn & Company28,432$318K0.1%+11.1%0.000%
8/4/2023Apollon Wealth Management LLC197,041$2.21M0.1%+0.9%0.000%
8/3/2023Atria Wealth Solutions Inc.45,108$505K0.0%+2.7%0.000%
8/3/2023Samalin Investment Counsel LLC151,357$1.70M0.9%-8.3%0.000%
8/3/2023Oppenheimer & Co. Inc.138,223$1.55M0.0%+22.7%0.000%
8/2/2023Sigma Planning Corp74,231$831K0.0%-16.4%0.000%
8/1/2023Truist Financial Corp94,944$1.06M0.0%+359.4%0.000%
8/1/2023Semus Wealth Partners LLC59,299$664K0.6%-2.1%0.000%
7/31/2023LPL Financial LLC581,696$6.52M0.0%-0.3%0.000%
7/31/2023Mutual Advisors LLC62,997$706K0.0%-8.8%0.000%
7/31/2023 Lindbrook Capital LLC402,464$4.51M0.5%-0.8%0.000%
7/27/2023B. Riley Wealth Advisors Inc.50,892$570K0.0%N/A0.000%
7/26/2023Janney Montgomery Scott LLC34,344$385K0.0%-11.2%0.000%
7/26/2023 Channel Wealth LLC11,892$133K0.1%-25.4%0.000%
7/26/2023Institute for Wealth Management LLC.45,433$509K0.1%+4.6%0.000%
7/25/2023 Raymond James & Associates152,652$1.71M0.0%-6.8%0.000%
7/18/2023 Wealth Effects LLC24,698$277K0.1%-8.3%0.000%
7/17/2023 Reitz Capital Advisors LLC306,481$3.43M3.1%-2.3%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.113,071$1.27M0.0%-3.5%0.000%
6/5/2023EP Wealth Advisors LLC1,878$1.01M0.0%N/A0.000%
5/12/2023Advisors Asset Management Inc.799,500$8.41M0.2%-5.6%0.000%
5/12/2023Perennial Investment Advisors LLC15,000$158K0.0%N/A0.000%
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5/11/2023Elequin Securities LLC4,732$50K0.0%N/A0.000%
5/11/2023 Barrett & Company Inc.10,900$115K0.1%N/A0.000%
5/11/2023Commonwealth Equity Services LLC509,339$5.36M0.0%+2.6%0.000%
5/11/2023Guggenheim Capital LLC666,320$7.01M0.1%-14.3%0.000%
5/10/2023Oppenheimer & Co. Inc.112,623$1.19M0.0%+24.5%0.000%
5/10/2023LPL Financial LLC583,273$6.14M0.0%+3.6%0.000%
5/10/2023 San Luis Wealth Advisors LLC13,235$139K0.1%N/A0.000%
5/9/2023Samalin Investment Counsel LLC165,110$1.74M1.0%-4.5%0.000%
5/8/2023Sigma Planning Corp88,843$935K0.0%+1.7%0.000%
5/8/2023 Global Retirement Partners LLC3,249$34K0.0%+49.9%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, 96 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), Guggenheim Capital LLC ($8.08M), D.A. Davidson & CO. ($7.57M), LPL Financial LLC ($6.18M), Commonwealth Equity Services LLC ($5.98M), and Advisors Asset Management Inc. ($5.89M).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 ($395.81K), D.A. Davidson & CO. ($229.55K), UBS Group AG ($212.77K), Connectus Wealth LLC ($180.25K), Wells Fargo & Company MN ($170.40K), Avantax Advisory Services Inc. ($148.80K), 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 3,265,052 shares in the last 24 months. This purchase volume represents approximately $34.86M 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: Guggenheim Capital LLC ($294.28K), Advisors Asset Management Inc. ($277.26K), Reitz Capital Advisors LLC ($247.26K), EP Wealth Advisors LLC ($232K), Northwestern Mutual Wealth Management Co. ($76.05K), 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 1,836,991 shares in the last 24 months. This volume of shares sold represents approximately $19.45M in transactions.


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This page (NASDAQ:CHI) was last updated on 4/29/2024 by MarketBeat.com Staff

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