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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$10.58 +0.03 (+0.24%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value 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)
65
Total
Institutional Inflows
(last 12 months)
$38.15M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$7.09M
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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
7/1/2025 Legacy 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%
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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%
4/3/2025 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%
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%
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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%
(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, 113 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), Guggenheim Capital LLC ($9.09M), D.A. Davidson & CO. ($9.02M), Commonwealth Equity Services LLC ($7.33M), and Ameriprise Financial Inc. ($5.97M).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 86 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: Raymond James Financial Inc. ($684.49K), Landscape Capital Management L.L.C. ($353.41K), D.A. Davidson & CO. ($257.29K), Wolverine Asset Management LLC ($229.55K), Grange Capital LLC ($217.86K), Wells Fargo & Company MN ($217.50K), and Marathon Strategic Advisors LLC ($205.44K).

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

Institutional investors have bought a total of 3,426,938 shares in the last 24 months. This purchase volume represents approximately $38.15M in transactions.

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

Of the 40 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), Sanctuary Advisors LLC ($54.15K), Legacy Wealth Management LLC MS ($36.11K), Dumont & Blake Investment Advisors LLC ($31.20K), and Janney Montgomery Scott LLC ($30.43K).

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

Institutional investors have sold a total of 629,849 shares in the last 24 months. This volume of shares sold represents approximately $7.09M in transactions.


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This page (NASDAQ:CHI) was last updated on 7/6/2025 by MarketBeat.com Staff
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