Free Trial
→ Trump's crypto bank just got approved (From Crypto 101 Media) (Ad)tc pixel Free CHI Stock Alerts

Calamos Convertible Opportunities and Income Fund (CHI) Institutional Ownership

Calamos Convertible Opportunities and Income Fund logo
$11.78 -0.16 (-1.34%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$11.77 -0.01 (-0.05%)
As of 10/13/2026 07:33 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.
Compare

Institutional Ownership Changes (13F Filings) for Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$44.55M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$13.54M
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
SMS 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC8,140$93K0.0%-40.3%0.000%
10/8/2026CoreCap Advisors LLC13,250$151K0.0%-15.9%0.000%
10/7/2026KFA Private Wealth Group LLC48,498$554K0.1%+30.5%0.000%
9/9/2026Integrated Wealth Concepts LLC4,637$62K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC168,723$2.27M0.0%+42.5%0.000%
9/9/2026Baird Financial Group Inc.613,861$8.25M0.0%+3.8%0.000%
8/22/2026Advisory Solutions Group LLC82,718$1.11M0.4%N/A0.000%
8/21/2026Continuum Advisory LLC10,713$144K0.0%N/A0.000%
8/21/2026KFA Private Wealth Group LLC37,169$500K0.1%-62.0%0.000%
7/17/2026Farther Finance Advisors LLC13,640$183K0.0%+155.4%0.000%
7/17/2026Marathon Strategic Advisors LLC293,821$3.95M2.2%+1.9%0.000%
7/16/2026PMG Family Office LLC100,303$1.35M1.2%+1.3%0.000%
7/16/2026Independent Financial Group LLC45,333$609K0.0%+42.4%0.000%
7/15/2026Brookstone Capital Management14,138$190K0.0%-10.9%0.000%
7/15/2026Wealth Enhancement Advisory Services LLC38,867$522K0.0%+8.2%0.000%
7/7/2026CoreCap Advisors LLC15,750$212K0.0%+61.5%0.000%
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%
Trump's crypto bank just got approved (Ad)

Last month I told investors that a Trump-backed crypto bank could be approved any day. On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means. This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet.tc pixel

Get my #1 coin for the Trump bull run.
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%
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%
My next big call (under $1) (Ad)

The obvious way to "bet on Trump" in crypto is the Trump memecoin. And right now it's back in the news, with a contest offering its biggest holders a seat at dinner with the President. It's also about 97% below its peak. Because a memecoin doesn't benefit from good policy. It benefits from attention. The real winners of a pro-crypto Washington are the projects with actual businesses underneath them. Ones that get more valuable as rules get clearer, institutions get comfortable, and more money flows into the market.tc pixel

Here's my #1 pick for the Trump crypto era.
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%


CHI Institutional Ownership - Frequently Asked Questions

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), Baird Financial Group Inc. ($8.25M), and LPL Financial LLC ($7.64M).Learn more on Calamos Convertible Opportunities and Income Fund's institutional investors.

Of the 118 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. ($1.69M), 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), Wolverine Asset Management LLC ($282.56K), and UBS Group AG ($275.56K).

Institutional investors have bought a total of 4,161,457 shares in the last 24 months. This purchase volume represents approximately $44.61M in transactions.

Of the 35 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 ($153.80K), Northwestern Mutual Wealth Management Co. ($76.22K), KFA Private Wealth Group LLC ($65.29K), Creekside Partners ($54.99K), and Cetera Investment Advisers ($46.95K).

Institutional investors have sold a total of 1,255,345 shares in the last 24 months. This volume of shares sold represents approximately $13.54M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
This little-known gold fund distributes cash every Friday
Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up...
Investors Alley | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Trump's crypto bank just got approved
Last month I told investors that a Trump-backed crypto bank could be approved any day. On August 14, it was...
Crypto 101 Media | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Do this before December or regret it
Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monet...
Porter & Company | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel