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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$10.98 +0.08 (+0.73%)
Closing price 10/3/2025 04:00 PM Eastern
Extended Trading
$10.98 -0.01 (-0.05%)
As of 10/3/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
80
Total
Institutional Inflows
(last 12 months)
$47.39M
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
10/3/2025 KFA Private Wealth Group LLC100,610$1.09M0.3%+3.4%0.000%
9/4/2025Osaic Holdings Inc.203,848$2.15M0.0%+36.1%0.000%
8/25/2025Hilltop Partners LLC18,305$193K0.1%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.21,704$228K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.38,474$405K0.0%+818.2%0.000%
8/15/2025Captrust Financial Advisors47,101$496K0.0%-4.0%0.000%
8/15/2025Bank of America Corp DE2,284,573$24.03M0.0%+54.5%0.000%
8/15/2025Ameriprise Financial Inc.599,272$6.30M0.0%+14.5%0.000%
8/14/2025Raymond James Financial Inc.340,154$3.58M0.0%+1.7%0.000%
8/14/2025Sei Investments Co.40,667$428K0.0%N/A0.000%
8/14/2025NewEdge Advisors LLC116,628$1.23M0.0%+205.8%0.000%
8/13/2025Baird Financial Group Inc.532,450$5.60M0.0%+6.1%0.000%
8/13/2025Guggenheim Capital LLC686,153$7.22M0.1%-1.9%0.000%
8/13/2025CW Advisors LLC32,996$347K0.0%N/A0.000%
8/13/2025Everstar Asset Management LLC123,109$1.30M0.8%-2.4%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.101,673$1.07M0.0%-7.4%0.000%
8/12/2025J.W. Cole Advisors Inc.10,032$106K0.0%-20.3%0.000%
8/12/2025Financial Advocates Investment Management26,625$280K0.0%+4.2%0.000%
8/12/2025XTX Topco Ltd12,601$133K0.0%N/A0.000%
8/12/2025CreativeOne Wealth LLC37,338$393K0.0%-8.6%0.000%
8/11/2025Semus Wealth Partners LLC19,335$203K0.1%-9.2%0.000%
8/8/2025Rockefeller Capital Management L.P.153,448$1.61M0.0%-15.1%0.000%
8/8/2025Avantax Advisory Services Inc.320,756$3.37M0.0%-9.6%0.000%
8/8/2025Cetera Investment Advisers56,985$599K0.0%-16.9%0.000%
8/8/2025Creative Planning11,000$116K0.0%N/A0.000%
8/7/2025CENTRAL TRUST Co38,853$409K0.0%-8.5%0.000%
8/7/2025Samalin Investment Counsel LLC53,676$565K0.2%+14.4%0.000%
8/7/2025Grange Capital LLC255,510$2.69M2.8%+17.3%0.000%
8/7/2025Allworth Financial LP8,935$94K0.0%+68.6%0.000%
8/5/2025Sigma Planning Corp38,755$408K0.0%-35.8%0.000%
8/5/2025GHP Investment Advisors Inc.2,400$25K0.0%N/A0.000%
8/4/2025Wolverine Asset Management LLC202,775$2.13M0.0%+7.2%0.000%
7/30/2025D.A. Davidson & CO.983,643$10.35M0.1%+4.6%0.000%
7/29/2025SAM Advisors LLC44,273$466K0.2%+4.4%0.000%
7/29/2025Marathon Strategic Advisors LLC222,018$2.34M2.2%+8.1%0.000%
7/29/2025Stratos Wealth Partners LTD.29,024$305K0.0%N/A0.000%
7/29/2025Creekside Partners272,811$2.87M1.4%+2.7%0.000%
7/28/2025Harbour Investments Inc.231,886$2.44M0.1%+1.4%0.000%
7/25/2025Atria Wealth Solutions Inc.14,194$149K0.0%-55.7%0.000%
7/25/2025Apollon Wealth Management LLC191,661$2.02M0.0%-20.0%0.000%
7/24/2025Game Plan Financial Advisors LLC25,000$263K0.1%-4.1%0.000%
7/21/2025Ameriflex Group Inc.3,000$31K0.0%-28.8%0.000%
7/21/2025Barrett & Company Inc.7,750$82K0.0%-13.9%0.000%
7/21/2025TFG Advisers LLC40,509$426K0.1%+4.4%0.000%
7/18/2025Institute for Wealth Management LLC.59,294$624K0.1%+10.4%0.000%
7/17/2025Janney Montgomery Scott LLC87,907$925K0.0%+149.5%0.000%
7/16/2025Novem Group17,651$186K0.0%N/A0.000%
7/14/2025Capital CS Group LLC25,224$265K0.4%N/A0.000%
7/10/2025Wealth Enhancement Advisory Services LLC59,210$626K0.0%+3.3%0.000%
7/9/2025Sunpointe LLC17,745$187K0.1%N/A0.000%
7/1/2025Legacy Wealth Management LLC MS22,877$241K0.1%+72.0%0.000%
5/19/2025Jane Street Group LLC10,094$97K0.0%N/A0.000%
5/16/2025Everstar Asset Management LLC126,109$1.21M0.2%-7.3%0.000%
5/16/2025NewEdge Advisors LLC38,140$366K0.0%-12.3%0.000%
5/15/2025Royal Bank of Canada185,268$1.78M0.0%-10.0%0.000%
5/15/2025Calton & Associates Inc.14,630$140K0.0%N/A0.000%
5/15/2025Baird Financial Group Inc.501,632$4.81M0.0%+6.8%0.000%
5/15/2025Landscape Capital Management L.L.C.353,411$3.39M0.3%N/A0.000%
5/14/2025CreativeOne Wealth LLC40,838$392K0.0%-19.3%0.000%
5/14/2025Comerica Bank26,395$253K0.0%+319.6%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.109,828$1.05M0.0%+11.1%0.000%
5/13/2025Elequin Capital LP14,577$140K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.334,319$3.21M0.0%-2.3%0.000%
5/13/2025HighTower Advisors LLC62,655$601K0.0%+3.4%0.000%
5/12/2025Wolverine Asset Management LLC189,222$1.82M0.0%N/A0.000%
5/8/2025Harbour Investments Inc.228,731$2.19M0.1%+20.1%0.000%
5/7/2025Creekside Partners265,612$2.55M1.3%+7.5%0.000%
5/7/2025KFA Private Wealth Group LLC97,978$940K0.3%+181.2%0.000%
5/7/2025LPL Financial LLC503,880$4.83M0.0%-1.6%0.000%
5/7/2025Semus Wealth Partners LLC21,298$204K0.1%-18.6%0.000%
5/7/2025SAM Advisors LLC42,398$407K0.2%+2.6%0.000%
5/6/2025Cetera Investment Advisers68,543$657K0.0%+2.7%0.000%
5/6/2025Avantax Advisory Services Inc.354,679$3.40M0.0%+4.3%0.000%
5/6/2025Readystate Asset Management LP31,830$305K0.0%N/A0.000%
5/5/2025Calton & Associates Inc.11,006$106K0.0%N/A0.000%
5/5/2025Kestra Private Wealth Services LLC20,690$198K0.0%+58.0%0.000%
5/2/2025Grange Capital LLC217,861$2.09M2.4%+176.3%0.000%
5/2/2025Melfa Wealth Management Inc.11,819$113K0.1%-15.0%0.000%
5/2/2025Apollon Wealth Management LLC239,701$2.30M0.1%-4.1%0.000%
5/2/2025Sigma Planning Corp60,334$579K0.0%+2.6%0.000%
4/28/2025D.A. Davidson & CO.940,247$9.02M0.1%+3.3%0.000%
4/24/2025Mascoma Wealth Management LLC3,075$29K0.0%N/A0.000%
4/23/2025International Assets Investment Management LLC19,047$183K0.0%+48.5%0.000%
4/23/2025Oppenheimer & Co. Inc.171,779$1.65M0.0%+3.1%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.124,160$1.19M0.0%+9.9%0.000%
4/21/2025L.M. Kohn & Company51,529$494K0.1%-6.0%0.000%
4/21/2025Institute for Wealth Management LLC.53,689$515K0.1%+2.6%0.000%
4/18/2025CENTRAL TRUST Co42,483$407K0.0%-3.4%0.000%
4/17/2025Marathon Strategic Advisors LLC205,442$1.97M2.1%+3.4%0.000%
4/17/2025Janney Montgomery Scott LLC35,228$338K0.0%-46.3%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC57,314$550K0.0%+34.7%0.000%
4/15/2025Sonora Investment Management Group LLC16,350$157K0.0%-35.5%0.000%
4/9/2025NBC Securities Inc.4,413$42K0.0%+110,225.0%0.000%
4/3/2025Legacy 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%
(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, 126 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 102 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 4,366,297 shares in the last 24 months. This purchase volume represents approximately $47.39M 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 10/5/2025 by MarketBeat.com Staff
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