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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
Tiny Biotech Stock Wins $75 Billion Patent (Ad)
American Express profits jump 34%, helped by jump in new customers, higher spending
How major US stock indexes fared Friday, 4/19/2024
How Biden has already won 2024 (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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3 Magnificent Seven Stocks Outperforming the Rest
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
Tiny Biotech Stock Wins $75 Billion Patent (Ad)
American Express profits jump 34%, helped by jump in new customers, higher spending
How major US stock indexes fared Friday, 4/19/2024
How Biden has already won 2024 (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
The "Smart Money" Is Ready for May 1st Are You? (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
Tiny Biotech Stock Wins $75 Billion Patent (Ad)
American Express profits jump 34%, helped by jump in new customers, higher spending
How major US stock indexes fared Friday, 4/19/2024
How Biden has already won 2024 (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
The "Smart Money" Is Ready for May 1st Are You? (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
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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)
66
Total
Institutional Inflows
(last 12 months)
$21.30M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$10.92M
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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
4/16/2024Wealth Enhancement Advisory Services LLC44,390$504K0.0%+6.6%0.000%
3/1/2024Creekmur Asset Management LLC12,855$133K0.0%N/A0.000%
2/16/2024Harbour Investments Inc.179,486$1.86M0.1%+3.2%0.000%
2/15/2024Nwam LLC10,283$107K0.0%N/A0.000%
2/15/2024Baird Financial Group Inc.429,360$4.45M0.0%+12.9%0.000%
2/15/2024Citadel Advisors LLC18,186$188K0.0%+45.6%0.000%
2/14/2024Royal Bank of Canada261,549$2.71M0.0%-8.1%0.000%
2/13/2024Cetera Advisor Networks LLC65,827$682K0.0%+22.1%0.000%
2/12/2024Stifel Financial Corp28,501$295K0.0%-14.2%0.000%
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%
2/9/2024Cambridge Investment Research Advisors Inc.102,913$1.07M0.0%-7.6%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%
2/5/2024Alpha 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%
2/1/2024Lindbrook 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%
1/29/2024Wealth Effects LLC20,086$208K0.1%-17.2%0.000%
1/24/2024CENTRAL TRUST Co58,283$604K0.0%-4.3%0.000%
1/23/2024Semus Wealth Partners LLC50,222$520K0.4%-14.9%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.208,977$2.17M0.0%-0.5%0.000%
1/16/2024Raymond 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%
11/21/2023Comerica Bank6,290$66K0.0%N/A0.000%
11/15/2023Royal Bank of Canada284,734$3.00M0.0%+48.3%0.000%
11/15/2023Ameriprise Financial Inc.482,398$5.08M0.0%+5.8%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%
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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%
11/13/2023Stifel Financial Corp33,220$350K0.0%+5.1%0.000%
11/13/2023LPL Financial LLC586,703$6.18M0.0%+0.9%0.000%
11/13/2023Invesco Ltd.22,232$234K0.0%-35.9%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%
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%
10/26/2023CENTRAL TRUST Co60,883$642K0.0%-2.5%0.000%
10/25/2023Lindbrook Capital LLC392,314$4.14M0.5%-2.5%0.000%
10/24/2023Raymond James & Associates146,465$1.54M0.0%-4.1%0.000%
10/24/2023Mission Wealth Management LP30,775$324K0.0%-3.1%0.000%
10/24/2023Cambridge 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%
10/16/2023Capital Investment Advisors LLC10,090$106K0.0%N/A0.000%
10/16/2023Reitz 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%
8/21/2023Osaic Holdings Inc.219,048$2.45M0.0%+8.6%0.000%
8/15/2023Wells Fargo & Company MN1,078,531$12.08M0.0%+7.1%0.000%
8/15/2023Harbour Investments Inc.173,857$1.95M0.1%+2.4%0.000%
8/15/2023Captrust Financial Advisors105,696$1.18M0.0%-1.1%0.000%
8/15/2023Royal Bank of Canada191,991$2.15M0.0%+3.5%0.000%
8/15/2023Rockefeller Capital Management L.P.30,323$340K0.0%-4.7%0.000%
8/15/2023Stifel Financial Corp31,600$354K0.0%+12.1%0.000%
8/15/2023Beacon Pointe Advisors LLC56,450$632K0.0%+8.5%0.000%
8/14/2023Stephens Inc. AR36,562$409K0.0%N/A0.000%
8/11/2023Baird Financial Group Inc.357,371$4.00M0.0%+1.9%0.000%
8/11/2023Kestra Advisory Services LLC26,739$299K0.0%+73.7%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%
8/11/2023JPMorgan Chase & Co.23,039$258K0.0%N/A0.000%
8/10/2023Osaic Holdings Inc.219,048$2.45M0.0%+8.6%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%
8/8/2023L.M. Kohn & Company28,432$318K0.1%+11.1%0.000%
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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%
7/31/2023Lindbrook Capital LLC402,464$4.51M0.5%-0.8%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 UBS Group AG ($15.88M), Morgan Stanley ($14.90M), Wells Fargo & Company MN ($14.66M), Bank of America Corp DE ($10.33M), Guggenheim Capital LLC ($8.08M), D.A. Davidson & CO. ($7.57M), and LPL Financial LLC ($6.18M).Learn more on CHI's institutional investors.

Which institutional investors have been buying Calamos Convertible Opportunities and Income Fund stock?

Of the 108 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), Wells Fargo & Company MN ($268.38K), Avantax Advisory Services Inc. ($235.62K), UBS Group AG ($230.02K), D.A. Davidson & CO. ($229.55K), Connectus Wealth LLC ($180.25K), and Baird Financial Group Inc. ($172.45K).

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

Institutional investors have bought a total of 4,628,423 shares in the last 24 months. This purchase volume represents approximately $49.98M in transactions.

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

Of the 65 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 ($320.66K), Advisors Asset Management Inc. ($277.26K), Reitz Capital Advisors LLC ($247.26K), EP Wealth Advisors LLC ($232K), Royal Bank of Canada ($209.32K), UBS Group AG ($88.54K), and Northwestern Mutual Wealth Management Co. ($76.05K).

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

Institutional investors have sold a total of 2,376,513 shares in the last 24 months. This volume of shares sold represents approximately $25.85M in transactions.


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This page (NASDAQ:CHI) was last updated on 4/19/2024 by MarketBeat.com Staff

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