Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership $12.45 0.00 (0.00%) Closing price 05/22/2026 04:00 PM EasternExtended Trading$12.44 -0.01 (-0.12%) As of 05/22/2026 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 Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI)Number ofInstitutional Buyers(last 12 months)86TotalInstitutional Inflows(last 12 months)$57.68MNumber ofInstitutional Sellers(last 12 months)39TotalInstitutional Outflows(last 12 months)$14.74M 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. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. 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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Bank of America Corp DE2,629,637$28.24M0.0%+5.9%0.000% 5/18/2026 Royal Bank of Canada219,799$2.36M0.0%+0.7%0.000% 5/14/2026 Sei Investments Co.65,669$705K0.0%+39.7%0.000% 5/13/2026 Cetera Investment Advisers186,570$2.00M0.0%-12.3%0.000% 5/6/2026 Independent Financial Group LLC31,833$342K0.0%N/A0.000% 5/5/2026 D.A. Davidson & CO.1,097,250$11.78M0.1%+5.0%0.000% 5/5/2026 Sanctuary Advisors LLC29,370$315K0.0%+3.9%0.000% 5/1/2026 Fifth Third Bancorp84,832$911K0.0%N/A0.000% 4/30/2026 Kestra Advisory Services LLC33,451$359K0.0%+277.7%0.000% 4/30/2026 Money Concepts Capital Corp13,799$148K0.0%N/A0.000% Get the Latest News and Ratings for CHI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Calamos Convertible Opportunities and Income Fund and its competitors with MarketBeat's FREE daily newsletter. 4/29/2026 Dumont & Blake Investment Advisors LLC24,961$268K0.1%-32.7%0.000% 4/29/2026 Grange Capital LLC294,416$3.16M3.2%-4.9%0.000% 4/28/2026 Stephens Inc. AR27,569$296K0.0%-22.4%0.000% 4/27/2026 PFG Investments LLC29,766$320K0.0%+20.9%0.000% 4/27/2026 Private Advisor Group LLC30,221$325K0.0%+3.5%0.000% 4/23/2026 Apollon Wealth Management LLC37,864$407K0.0%-66.5%0.000% 4/22/2026 Janney Montgomery Scott LLC75,654$813K0.0%+5.0%0.000% 4/20/2026 KFA Private Wealth Group LLC97,732$1.05M0.3%+1.9%0.000% 4/17/2026 Clear Trail Advisors LLC16,245$174K0.0%+19.0%0.000% 4/17/2026 PMG Family Office LLC99,052$1.06M1.2%+3.9%0.000% 4/17/2026 Everstar Asset Management LLC111,723$1.20M0.6%-5.3%0.000% 4/15/2026 Marathon Strategic Advisors LLC288,327$3.10M2.2%+4.1%0.000% 3/17/2026 Rockefeller Capital Management L.P.149,847$1.57M0.0%-2.8%0.000% 3/2/2026 Clearwave Capital LLC13,060$137K0.1%N/A0.000% 2/19/2026 Lexington Hill Partners LLC21,939$230K0.2%N/A0.000% 2/18/2026 Ameriflex Group Inc.3,700$39K0.0%-50.0%0.000% 2/18/2026 Beacon Pointe Advisors LLC19,066$200K0.0%N/A0.000% 2/18/2026 EP Wealth Advisors LLC28,500$299K0.0%N/A0.000% 2/18/2026 NewEdge Advisors LLC103,066$1.08M0.0%-13.7%0.000% 2/18/2026 one8zero8 LLC13,350$140K0.0%-7.0%0.000% 2/18/2026 Readystate Asset Management LP24,702$259K0.0%+29.6%0.000% 2/18/2026 IHT Wealth Management LLC69,075$724K0.0%+65.7%0.000% 2/17/2026 Guggenheim Capital LLC694,810$7.28M0.1%+8.2%0.000% 2/17/2026 Cetera Investment Advisers212,666$2.23M0.0%-8.9%0.000% 2/17/2026 Osaic Holdings Inc.216,092$2.27M0.0%-5.0%0.000% 2/17/2026 Captrust Financial Advisors40,920$429K0.0%-2.7%0.000% 2/17/2026 &PARTNERS44,237$464K0.0%+19.6%0.000% 2/17/2026 Royal Bank of Canada218,299$2.29M0.0%+2.2%0.000% 2/16/2026 Focus Partners Wealth143,225$1.50M0.0%+10.4%0.000% 2/16/2026 Landscape Capital Management L.L.C.68,264$715K0.0%-53.3%0.000% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis2/16/2026 Arax Advisory Partners41,673$437K0.0%+10.1%0.000% 2/13/2026 Kestra Advisory Services LLC8,857$93K0.0%N/A0.000% 2/13/2026 CreativeOne Wealth LLC37,838$397K0.0%-3.8%0.000% 2/13/2026 Stifel Financial Corp74,297$779K0.0%+99.8%0.000% 2/13/2026 Creekside Partners217,819$2.28M1.0%-8.7%0.000% 2/13/2026 Wells Fargo & Company MN1,346,815$14.12M0.0%-2.5%0.000% 2/12/2026 Advisors Asset Management Inc.226,592$2.38M0.0%+290.2%0.000% 2/12/2026 Jane Street Group LLC18,563$195K0.0%+7.8%0.000% 2/12/2026 HRT Financial LP14,099$147K0.0%N/A0.000% 2/12/2026 Commonwealth Equity Services LLC554,988$5.82M0.0%+2.5%0.000% 2/12/2026 SAM Advisors LLC50,967$534K0.2%+3.7%0.000% 2/11/2026 Marathon Strategic Advisors LLC276,926$2.90M2.2%+3.5%0.000% 2/11/2026 Janney Montgomery Scott LLC72,036$755K0.0%+9.3%0.000% 2/11/2026 Cerity Partners LLC11,435$120K0.0%-7.1%0.000% 2/11/2026 LPL Financial LLC729,256$7.64M0.0%+3.3%0.000% 2/11/2026 Total Wealth Planning & Management Inc.71,436$749K0.6%N/A0.000% 2/11/2026 Continuum Advisory LLC12,120$127K0.0%N/A0.000% 2/10/2026 Calton & Associates Inc.20,332$213K0.0%N/A0.000% 2/9/2026 Harbour Investments Inc.239,497$2.51M0.1%+1.0%0.000% 2/6/2026 HighTower Advisors LLC30,121$316K0.0%-20.3%0.000% 2/5/2026 Everstar Asset Management LLC117,953$1.24M0.6%-2.0%0.000% 2/5/2026 Northwestern Mutual Wealth Management Co.1,707,446$17.89M0.0%+6,608.5%0.000% 2/5/2026 Allworth Financial LP11,897$125K0.0%+33.2%0.000% 2/4/2026 Nwam LLC13,399$148K0.0%+12.7%0.000% 2/3/2026 Grange Capital LLC309,537$3.24M3.1%-2.2%0.000% 2/3/2026 International Assets Investment Management LLC23,617$248K0.0%+18.0%0.000% 2/3/2026Alpha Cubed Investments LLC16,808$176K0.0%+36.7%0.000% 2/2/2026 Wolverine Asset Management LLC31,343$328K0.0%-88.9%0.000% 2/2/2026 Mutual Advisors LLC29,161$306K0.0%+76.6%0.000% 2/2/2026 Oppenheimer & Co. Inc.214,803$2.25M0.0%+12.1%0.000% 1/30/2026 Sigma Planning Corp30,277$317K0.0%-12.5%0.000% 1/30/2026 Samalin Investment Counsel LLC67,706$710K0.3%+21.7%0.000% 1/29/2026Comerica Bank79,205$830K0.0%+49.5%0.000% 1/29/2026 D.A. Davidson & CO.1,045,470$10.96M0.1%+2.1%0.000% 1/29/2026 Dumont & Blake Investment Advisors LLC37,098$389K0.1%+22.5%0.000% 1/29/2026 UBS Group AG2,187,784$22.93M0.0%+7.4%0.000% 1/29/2026 Concurrent Investment Advisors LLC21,999$231K0.0%N/A0.000% 1/28/2026 PMG Family Office LLC95,348$999K1.2%-10.7%0.000% 1/27/2026 Novem Group16,266$170K0.0%+9.5%0.000% 1/27/2026 Semus Wealth Partners LLC11,228$118K0.1%-31.9%0.000% 1/27/2026 Institute for Wealth Management LLC.58,696$615K0.1%-5.2%0.000% 1/26/2026 CWM LLC3,639$38K0.0%N/A0.000% 1/26/2026 Wealth Effects LLC19,080$200K0.1%+6.0%0.000% 1/26/2026 PFG Investments LLC24,624$258K0.0%N/A0.000% 1/23/2026 Patten Group Inc.29,246$306K0.1%-23.8%0.000% 1/22/2026 Apollon Wealth Management LLC112,860$1.18M0.0%-24.3%0.000% 1/22/2026Greenberg Financial Group45,685$479K0.2%N/A0.000% 1/21/2026 ProCore Advisors LLC12,136$127K0.1%N/A0.000% 1/21/2026 Flagship Harbor Advisors LLC9,679$101K0.0%N/A0.000% 1/20/2026 Stratos Wealth Partners LTD.31,523$330K0.0%+4.2%0.000% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.1/15/2026 Jaffetilchin Investment Partners LLC31,029$325K0.0%+44.2%0.000% 1/9/2026 Clear Trail Advisors LLC13,649$143K0.0%N/A0.000% 1/8/2026 Wealth Enhancement Advisory Services LLC66,022$722K0.0%+13.8%0.000% 1/7/2026 KFA Private Wealth Group LLC95,882$1.01M0.2%-4.7%0.000% 12/22/2025 PMG Family Office LLC106,822$1.15M1.3%N/A0.000% 11/17/2025 NewEdge Advisors LLC119,469$1.29M0.0%+2.4%0.000% 11/17/2025 Northwestern Mutual Wealth Management Co.25,452$275K0.0%-75.0%0.000% 11/17/2025 Bank of America Corp DE2,394,478$25.84M0.0%+4.8%0.000% 11/17/2025 Ameriprise Financial Inc.634,814$6.84M0.0%+5.9%0.000% 11/14/2025 Raymond James Financial Inc.336,763$3.63M0.0%-1.0%0.000% CHI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CHI shares? During the previous two years, 138 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 ($28.24M), UBS Group AG ($22.93M), Northwestern Mutual Wealth Management Co. ($17.89M), Wells Fargo & Company MN ($14.12M), D.A. Davidson & CO. ($11.78M), LPL Financial LLC ($7.64M), and Guggenheim Capital LLC ($7.28M).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 116 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: Northwestern Mutual Wealth Management Co. ($1.70M), Bank of America Corp DE ($1.12M), Raymond James Financial Inc. ($690.33K), Landscape Capital Management L.L.C. ($353.41K), Grange Capital LLC ($316.60K), Marathon Strategic Advisors LLC ($288.33K), and Wolverine Asset Management LLC ($282.56K). How much institutional buying is happening at Calamos Convertible Opportunities and Income Fund? Institutional investors have bought a total of 5,462,899 shares in the last 24 months. This purchase volume represents approximately $57.68M in transactions. Which of Calamos Convertible Opportunities and Income Fund's major shareholders have been selling company stock? Of the 39 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: Landscape Capital Management L.L.C. ($365.45K), Wolverine Asset Management LLC ($251.21K), Apollon Wealth Management LLC ($201.84K), Northwestern Mutual Wealth Management Co. ($84.38K), Cetera Investment Advisers ($58.51K), Creekside Partners ($54.99K), and Wells Fargo & Company MN ($34.67K). How much institutional selling is happening at Calamos Convertible Opportunities and Income Fund? Institutional investors have sold a total of 1,387,181 shares in the last 24 months. This volume of shares sold represents approximately $14.74M in transactions. Related Companies Calamos Dynamic Convertible and Income Fund Major Shareholders Calamos Global Total Return Fund Major Shareholders Calamos Global Dynamic Income Fund Major Shareholders Calamos Convertible and High Income Fund Major Shareholders Calamos Strategic Total Return Fund Major Shareholders Aberdeen Total Dynamic Dividend Fund Major Shareholders Abrdn Global Dynamic Dividend Fund Major Shareholders abrdn Global Premier Properties Fund Major Shareholders Abrdn Healthcare Opportunities Fund Major Shareholders Abrdn World Healthcare Fund Major Shareholders This page (NASDAQ:CHI) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersSpaceX eyes a 1.75 trillion valuation - here's what to knowElon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...Brownstone Research | Sponsored$30 stock to buy before Starlink goes public (WATCH NOW!)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...Paradigm Press | SponsoredYour book attachedBill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...Profits Run | SponsoredMy feud with Zohran MamdaniEmmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...Stansberry Research | SponsoredSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...Weiss Ratings | SponsoredSpaceX will mint billionaires. You won't be one of them.By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...Behind the Markets | SponsoredSatellite Images Spot Potential $10 Trillion Discovery'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...Altimetry | SponsoredHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Calamos Convertible Opportunities and Income Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share Calamos Convertible Opportunities and Income Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
