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Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$13.07 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$13.06 -0.01 (-0.04%)
As of 07/2/2026 04:40 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.
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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)
87
Total
Institutional Inflows
(last 12 months)
$58.11M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$14.74M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC118,401$1.27M0.0%+14.9%0.000%
6/1/2026First Nebraska Trust Co33,760$363K0.0%N/A0.000%
5/19/2026Bank of America Corp DE2,629,637$28.24M0.0%+5.9%0.000%
5/18/2026Royal Bank of Canada219,799$2.36M0.0%+0.7%0.000%
5/14/2026Sei Investments Co.65,669$705K0.0%+39.7%0.000%
5/13/2026Cetera Investment Advisers186,570$2.00M0.0%-12.3%0.000%
5/6/2026Independent Financial Group LLC31,833$342K0.0%N/A0.000%
5/5/2026D.A. Davidson & CO.1,097,250$11.78M0.1%+5.0%0.000%
5/5/2026Sanctuary Advisors LLC29,370$315K0.0%+3.9%0.000%
5/1/2026Fifth Third Bancorp84,832$911K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC33,451$359K0.0%+277.7%0.000%
4/30/2026Money Concepts Capital Corp13,799$148K0.0%N/A0.000%
4/29/2026Dumont & Blake Investment Advisors LLC24,961$268K0.1%-32.7%0.000%
4/29/2026Grange Capital LLC294,416$3.16M3.2%-4.9%0.000%
4/28/2026Stephens Inc. AR27,569$296K0.0%-22.4%0.000%
4/27/2026PFG Investments LLC29,766$320K0.0%+20.9%0.000%
4/27/2026Private Advisor Group LLC30,221$325K0.0%+3.5%0.000%
4/23/2026Apollon Wealth Management LLC37,864$407K0.0%-66.5%0.000%
4/22/2026Janney Montgomery Scott LLC75,654$813K0.0%+5.0%0.000%
4/20/2026KFA Private Wealth Group LLC97,732$1.05M0.3%+1.9%0.000%
4/17/2026Clear Trail Advisors LLC16,245$174K0.0%+19.0%0.000%
4/17/2026PMG Family Office LLC99,052$1.06M1.2%+3.9%0.000%
4/17/2026Everstar Asset Management LLC111,723$1.20M0.6%-5.3%0.000%
4/15/2026Marathon Strategic Advisors LLC288,327$3.10M2.2%+4.1%0.000%
3/17/2026Rockefeller Capital Management L.P.149,847$1.57M0.0%-2.8%0.000%
3/2/2026Clearwave Capital LLC13,060$137K0.1%N/A0.000%
2/19/2026Lexington Hill Partners LLC21,939$230K0.2%N/A0.000%
2/18/2026Ameriflex Group Inc.3,700$39K0.0%-50.0%0.000%
2/18/2026Beacon Pointe Advisors LLC19,066$200K0.0%N/A0.000%
2/18/2026EP Wealth Advisors LLC28,500$299K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC103,066$1.08M0.0%-13.7%0.000%
2/18/2026one8zero8 LLC13,350$140K0.0%-7.0%0.000%
2/18/2026Readystate Asset Management LP24,702$259K0.0%+29.6%0.000%
2/18/2026IHT Wealth Management LLC69,075$724K0.0%+65.7%0.000%
2/17/2026Guggenheim Capital LLC694,810$7.28M0.1%+8.2%0.000%
2/17/2026Cetera Investment Advisers212,666$2.23M0.0%-8.9%0.000%
2/17/2026Osaic Holdings Inc.216,092$2.27M0.0%-5.0%0.000%
2/17/2026Captrust Financial Advisors40,920$429K0.0%-2.7%0.000%
2/17/2026&PARTNERS44,237$464K0.0%+19.6%0.000%
2/17/2026Royal Bank of Canada218,299$2.29M0.0%+2.2%0.000%
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2/16/2026Focus Partners Wealth143,225$1.50M0.0%+10.4%0.000%
2/16/2026Landscape Capital Management L.L.C.68,264$715K0.0%-53.3%0.000%
2/16/2026Arax Advisory Partners41,673$437K0.0%+10.1%0.000%
2/13/2026Kestra Advisory Services LLC8,857$93K0.0%N/A0.000%
2/13/2026CreativeOne Wealth LLC37,838$397K0.0%-3.8%0.000%
2/13/2026Stifel Financial Corp74,297$779K0.0%+99.8%0.000%
2/13/2026Creekside Partners217,819$2.28M1.0%-8.7%0.000%
2/13/2026Wells Fargo & Company MN1,346,815$14.12M0.0%-2.5%0.000%
2/12/2026Advisors Asset Management Inc.226,592$2.38M0.0%+290.2%0.000%
2/12/2026Jane Street Group LLC18,563$195K0.0%+7.8%0.000%
2/12/2026HRT Financial LP14,099$147K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC554,988$5.82M0.0%+2.5%0.000%
2/12/2026SAM Advisors LLC50,967$534K0.2%+3.7%0.000%
2/11/2026Marathon Strategic Advisors LLC276,926$2.90M2.2%+3.5%0.000%
2/11/2026Janney Montgomery Scott LLC72,036$755K0.0%+9.3%0.000%
2/11/2026Cerity Partners LLC11,435$120K0.0%-7.1%0.000%
2/11/2026LPL Financial LLC729,256$7.64M0.0%+3.3%0.000%
2/11/2026Total Wealth Planning & Management Inc.71,436$749K0.6%N/A0.000%
2/11/2026Continuum Advisory LLC12,120$127K0.0%N/A0.000%
2/10/2026Calton & Associates Inc.20,332$213K0.0%N/A0.000%
2/9/2026Harbour Investments Inc.239,497$2.51M0.1%+1.0%0.000%
2/6/2026HighTower Advisors LLC30,121$316K0.0%-20.3%0.000%
2/5/2026Everstar Asset Management LLC117,953$1.24M0.6%-2.0%0.000%
2/5/2026Northwestern Mutual Wealth Management Co.1,707,446$17.89M0.0%+6,608.5%0.000%
2/5/2026Allworth Financial LP11,897$125K0.0%+33.2%0.000%
2/4/2026Nwam LLC13,399$148K0.0%+12.7%0.000%
2/3/2026Grange Capital LLC309,537$3.24M3.1%-2.2%0.000%
2/3/2026International Assets Investment Management LLC23,617$248K0.0%+18.0%0.000%
2/3/2026Alpha Cubed Investments LLC16,808$176K0.0%+36.7%0.000%
2/2/2026Wolverine Asset Management LLC31,343$328K0.0%-88.9%0.000%
2/2/2026Mutual Advisors LLC29,161$306K0.0%+76.6%0.000%
2/2/2026Oppenheimer & Co. Inc.214,803$2.25M0.0%+12.1%0.000%
1/30/2026Sigma Planning Corp30,277$317K0.0%-12.5%0.000%
1/30/2026Samalin Investment Counsel LLC67,706$710K0.3%+21.7%0.000%
1/29/2026Comerica Bank79,205$830K0.0%+49.5%0.000%
1/29/2026D.A. Davidson & CO.1,045,470$10.96M0.1%+2.1%0.000%
1/29/2026Dumont & Blake Investment Advisors LLC37,098$389K0.1%+22.5%0.000%
1/29/2026UBS Group AG2,187,784$22.93M0.0%+7.4%0.000%
1/29/2026Concurrent Investment Advisors LLC21,999$231K0.0%N/A0.000%
1/28/2026PMG Family Office LLC95,348$999K1.2%-10.7%0.000%
1/27/2026Novem Group16,266$170K0.0%+9.5%0.000%
1/27/2026Semus Wealth Partners LLC11,228$118K0.1%-31.9%0.000%
1/27/2026Institute for Wealth Management LLC.58,696$615K0.1%-5.2%0.000%
1/26/2026CWM LLC3,639$38K0.0%N/A0.000%
1/26/2026Wealth Effects LLC19,080$200K0.1%+6.0%0.000%
1/26/2026PFG Investments LLC24,624$258K0.0%N/A0.000%
1/23/2026Patten Group Inc.29,246$306K0.1%-23.8%0.000%
1/22/2026Apollon Wealth Management LLC112,860$1.18M0.0%-24.3%0.000%
1/22/2026Greenberg Financial Group45,685$479K0.2%N/A0.000%
1/21/2026ProCore Advisors LLC12,136$127K0.1%N/A0.000%
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1/21/2026Flagship Harbor Advisors LLC9,679$101K0.0%N/A0.000%
1/20/2026Stratos Wealth Partners LTD.31,523$330K0.0%+4.2%0.000%
1/15/2026Jaffetilchin Investment Partners LLC31,029$325K0.0%+44.2%0.000%
1/9/2026Clear Trail Advisors LLC13,649$143K0.0%N/A0.000%
1/8/2026Wealth Enhancement Advisory Services LLC66,022$722K0.0%+13.8%0.000%
1/7/2026KFA Private Wealth Group LLC95,882$1.01M0.2%-4.7%0.000%
12/22/2025PMG Family Office LLC106,822$1.15M1.3%N/A0.000%
11/17/2025NewEdge Advisors LLC119,469$1.29M0.0%+2.4%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.25,452$275K0.0%-75.0%0.000%
11/17/2025Bank of America Corp DE2,394,478$25.84M0.0%+4.8%0.000%


CHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 139 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.

Of the 117 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).

Institutional investors have bought a total of 5,502,419 shares in the last 24 months. This purchase volume represents approximately $58.11M in transactions.

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).

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.


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This page (NASDAQ:CHI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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