Who owns Calamos Conv. Opptys. & Income Fund?
- Ticker: CHI
- CUSIP Number: 128117108
Tip: Access positions for across all investors
Analyze quarterly positions in Calamos Conv. Opptys. & Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Calamos Conv. Opptys. & Income Fund stock
Who bought or sold Calamos Conv. Opptys. & Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.6M | $28M | 100% | Mar 2026 |
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| UBS Group | 2.4M | $26M | 9% | Mar 2026 |
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| Morgan Stanley | 1.4M | $15M | 1% | Mar 2026 |
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| Wells Fargo & Company | 1.4M | $15M | 1% | Mar 2026 |
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| D.A. Davidson & Co. | 1.1M | $12M | 5% | Mar 2026 |
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| LPL Financial | 674k | $7.2M | -8% | Mar 2026 |
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| Ameriprise Financial | 643k | $6.9M | -2% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 610k | $6.5M | -12% | Mar 2026 |
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| Commonwealth Equity Services | 565k | $6.1M | 2% | Mar 2026 |
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| Baird Financial | 543k | $5.7M | -3% | Dec 2025 |
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| Advisors Asset Management | 331k | $3.6M | 46% | Mar 2026 |
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| Raymond James Financial | 322k | $3.4M | -4% | Dec 2025 |
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| Grange Capital | 294k | $3.2M | -5% | Mar 2026 |
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| Marathon Strategic Advisors | 288k | $3.1M | 4% | Mar 2026 |
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| Harbour Investments | 276k | $3.0M | 15% | Mar 2026 |
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| Creekside Partners | 229k | $2.5M | 5% | Mar 2026 |
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| Oppenheimer & Co | 226k | $2.4M | 5% | Mar 2026 |
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| Royal Bank of Canada | 220k | $2.4M | 3% | Mar 2026 |
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| Advisor Group Holdings | 216k | $2.3M | -5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 187k | $2.0M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 187k | $2.0M | -12% | Mar 2026 |
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| Rockefeller Capital Management | 156k | $1.7M | 4% | Mar 2026 |
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| Samalin Investment Counsel | 146k | $1.6M | 116% | Mar 2026 |
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| Colony | 143k | $1.5M | 10% | Dec 2025 |
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| Goss Wealth Management | 118k | $1.3M | 15% | Mar 2026 |
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| Everstar Asset Management | 112k | $1.2M | -5% | Mar 2026 |
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| PMG Family Office | 99k | $1.1M | 4% | Mar 2026 |
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| KFA Private Wealth Group | 98k | $1.0M | 2% | Mar 2026 |
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| Fifth Third Bancorp | 85k | $911k | 100% | Mar 2026 |
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| Stifel Financial | 79k | $851k | 7% | Mar 2026 |
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| Brian McDonald | 79k | $830k | 49% | Dec 2025 |
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| Janney Montgomery Scott | 76k | $813k | 5% | Mar 2026 |
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| Total Wealth Planning & Management | 71k | $767k | 0% | Mar 2026 |
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| IHT Wealth Management | 69k | $724k | 66% | Dec 2025 |
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| Sei Investments | 66k | $705k | 40% | Mar 2026 |
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| Institute For Wealth Management | 59k | $637k | 1% | Mar 2026 |
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| Legacy Wealth Management, LLC / MS | 55k | $590k | 0% | Mar 2026 |
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| SAM Advisors | 54k | $583k | 7% | Mar 2026 |
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| Susquehanna International | 52k | $548k | 100% | Dec 2025 |
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| Mutual Advisors | 52k | $554k | 77% | Mar 2026 |
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| Greenberg Financial Group | 46k | $479k | 100% | Dec 2025 |
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| Northern Trust | 45k | $467k | 3% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 44k | $464k | 20% | Dec 2025 |
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| Independent Financial Group | 43k | $465k | 2% | Mar 2026 |
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| Captrust Financial Advisors | 41k | $429k | -3% | Dec 2025 |
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| Geneos Wealth Management | 39k | $418k | 1% | Mar 2026 |
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| Apollon Wealth Management | 38k | $407k | -66% | Mar 2026 |
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| NorthRock Partners | 35k | $379k | 100% | Mar 2026 |
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| E&G Advisors | 35k | $375k | 0% | Mar 2026 |
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| Change Path | 34k | $368k | -9% | Mar 2026 |
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| Benjamin Edwards | 34k | $366k | 1% | Mar 2026 |
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| First Nebraska Trust | 34k | $363k | 2% | Mar 2026 |
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| Kestra Advisory Services | 34k | $359k | 278% | Mar 2026 |
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| Central Trust & Investment | 33k | $359k | 0% | Mar 2026 |
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| SRS Capital Advisors | 32k | $342k | -24% | Mar 2026 |
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| Sigma Planning | 31k | $329k | 1% | Mar 2026 |
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| Private Advisor | 30k | $325k | 4% | Mar 2026 |
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| PFG Investments | 30k | $320k | 21% | Mar 2026 |
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| Df Dent & Co | 29k | $316k | 0% | Mar 2026 |
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| Sanctuary Advisors | 29k | $315k | 4% | Mar 2026 |
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| Patten | 29k | $314k | 0% | Mar 2026 |
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| EP Wealth Advisors | 29k | $306k | 0% | Mar 2026 |
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| Founders Financial Alliance | 29k | $306k | 0% | Mar 2026 |
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| Stephens | 28k | $296k | -22% | Mar 2026 |
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| Flagship Harbor Advisors | 28k | $295k | 184% | Mar 2026 |
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| Stratos Wealth Partners | 27k | $294k | -13% | Mar 2026 |
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| Pnc Financial Services | 27k | $286k | 0% | Mar 2026 |
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| Capital CS Group | 25k | $271k | 0% | Mar 2026 |
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| Game Plan Financial Advisors | 25k | $269k | 0% | Mar 2026 |
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| Dumont & Blake Investment Advisors | 25k | $268k | -33% | Mar 2026 |
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| Hollencrest Securities | 24k | $261k | 0% | Mar 2026 |
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| International Assets Investment Management | 24k | $262k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 23k | $251k | 0% | Mar 2026 |
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| HighTower Advisors | 23k | $245k | -24% | Mar 2026 |
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| Lexington Hill Partners | 23k | $242k | 3% | Mar 2026 |
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| Concurrent Investment Advisors | 22k | $240k | 1% | Mar 2026 |
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| Mml Investors Services | 22k | $231k | -5% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 20k | $215k | 0% | Mar 2026 |
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| Jane Street | 19k | $208k | 4% | Mar 2026 |
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| Beacon Pointe Advisors | 19k | $200k | 100% | Dec 2025 |
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| Wealth Effects | 18k | $198k | -4% | Mar 2026 |
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| Hilltop Partners | 18k | $197k | 0% | Mar 2026 |
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| Sunpointe | 18k | $191k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 17k | $183k | 0% | Mar 2026 |
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| Alpha Cubed Investments | 17k | $176k | 37% | Dec 2025 |
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| Novem Group | 17k | $178k | 2% | Mar 2026 |
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| Gail Mannix | 16k | $177k | 0% | Mar 2026 |
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| Clear Trail Advisors | 16k | $175k | 19% | Mar 2026 |
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| Brookstone Capital Management | 16k | $171k | 5% | Mar 2026 |
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| Envestnet Asset Management | 15k | $165k | 19% | Mar 2026 |
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| Money Concepts Capital Corp | 14k | $148k | 100% | Mar 2026 |
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| San Luis Wealth Advisors | 14k | $146k | 0% | Mar 2026 |
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| one8zero8 | 13k | $143k | 0% | Mar 2026 |
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| Kovack Advisors | 13k | $146k | 1% | Mar 2026 |
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| Clearwave Capital | 13k | $140k | 0% | Mar 2026 |
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| Nwam | 13k | $139k | -4% | Mar 2026 |
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| Calton & Associates | 12k | $131k | -40% | Mar 2026 |
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| ProCore Advisors | 12k | $130k | 0% | Mar 2026 |
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| Palogic Value Management | 12k | $126k | 0% | Dec 2025 |
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| Modern Wealth Management | 12k | $125k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 12k | $125k | 33% | Dec 2025 |
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| Melfa Wealth Management | 12k | $127k | 0% | Mar 2026 |
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| Semus Wealth Partners | 11k | $121k | 0% | Mar 2026 |
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| Creative Planning | 11k | $118k | 0% | Mar 2026 |
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| Hartland & Co | 11k | $118k | -5% | Mar 2026 |
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| CoreCap Advisors | 9.8k | $105k | -64% | Mar 2026 |
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| Steward Partners Investment Advisory | 8.8k | $95k | -11% | Mar 2026 |
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| Global Retirement Partners | 8.3k | $87k | 1% | Dec 2025 |
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| Barrett & Company | 7.8k | $83k | 0% | Mar 2026 |
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| Monetary Management | 7.5k | $81k | 0% | Mar 2026 |
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| Farther Finance Advisors | 5.3k | $59k | 0% | Mar 2026 |
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| Nbc Securities | 4.4k | $47k | 0% | Mar 2026 |
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| Clark Wealth Partners | 4.3k | $46k | 100% | Mar 2026 |
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| Bryn Mawr Trust | 4.0k | $43k | 0% | Mar 2026 |
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| Ameriflex Group | 3.7k | $39k | -50% | Dec 2025 |
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| CWM | 3.6k | $38k | 100% | Dec 2025 |
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| Private Trust Co Na | 3.0k | $32k | 0% | Mar 2026 |
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| GHP Investment Advisors | 2.4k | $26k | 0% | Mar 2026 |
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| Costello Asset Management | 2.3k | $24k | 2% | Mar 2026 |
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| Gen-Wealth Partners | 2.2k | $24k | -15% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.2k | $24k | 47% | Mar 2026 |
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| IFP Advisors | 2.0k | $22k | 0% | Mar 2026 |
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| CX Institutional | 1.5k | $17k | -29% | Mar 2026 |
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| Caldwell Trust | 1.5k | $17k | 0% | Mar 2026 |
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| Financial Gravity Wealth | 1.5k | $16k | 100% | Mar 2026 |
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| ORG Partners | 1.5k | $16k | 0% | Dec 2025 |
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| Center for Financial Planning | 1.1k | $12k | 0% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 1.0k | $11k | 0% | Mar 2026 |
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| McIlrath & Eck | 811.00 | $8.7k | 0% | Mar 2026 |
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| HHM Wealth Advisors | 725.00 | $7.8k | 0% | Mar 2026 |
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| Rothschild Investment | 662.00 | $7.1k | 0% | Mar 2026 |
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| Cape Investment Advisory | 402.00 | $4.2k | 100% | Dec 2025 |
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| Twin Lakes Capital Management | 334.00 | $3.6k | 3% | Mar 2026 |
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| Highline Wealth Partners | 250.00 | $2.7k | -38% | Mar 2026 |
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| Assetmark | 241.00 | $2.6k | 0% | Mar 2026 |
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| Key FInancial | 89.00 | $956.002400 | 0% | Mar 2026 |
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| Huntington National Bank | 1.00 | $10.000000 | 0% | Dec 2025 |
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Who sold out of Calamos Conv. Opptys. & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Landscape Capital Management | Dec 2025 | 68k | $715k |
| Wealth Enhancement Advisory Services | Dec 2025 | 66k | $722k |
| Wolverine Asset Management | Dec 2025 | 31k | $329k |
| Jaffetilchin Investment Partners | Dec 2025 | 31k | $325k |
| Readystate Asset Management | Dec 2025 | 25k | $259k |
| Kestra Private Wealth Services | Dec 2025 | 21k | $218k |
| Hrt Financial | Dec 2025 | 14k | $147k |
| Continuum Advisory | Dec 2025 | 12k | $127k |
| HPM Partners | Dec 2025 | 11k | $120k |
| Advisory Services Network | Sep 2025 | 664.00 | $7.2k |
| Garton & Associates Financial Advisors | Dec 2025 | 575.00 | $6.0k |
| GAMMA Investing | Dec 2025 | 321.00 | $3.4k |
| Creekmur Asset Management | Sep 2025 | 156.00 | $1.7k |
| Tower Research Capital | Sep 2025 | 54.00 | $583.000200 |