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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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 |
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Wells Fargo & Company | 1.7M | $20M | 4% | Sep 2024 |
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Bank of America Corporation | 1.3M | $15M | 9% | Sep 2024 |
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Morgan Stanley | 1.3M | $15M | -3% | Jun 2024 |
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D.A. Davidson & Co. | 905k | $11M | 7% | Jun 2024 |
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Guggenheim Capital, LLC Managers | 640k | $7.4M | -10% | Sep 2024 |
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Commonwealth Equity Services | 613k | $7.1M | -4% | Sep 2024 |
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LPL Financial | 521k | $6.1M | -11% | Sep 2024 |
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Cohen & Steers Capital Management | 372k | $4.3M | 0% | Jun 2024 |
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H D Vest Advisory Services | 307k | $3.6M | 4% | Jun 2024 |
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Lindbrook Capital | 284k | $3.3M | 4% | Sep 2024 |
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Apollon Wealth Management | 245k | $2.9M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 206k | $2.4M | -1% | Sep 2024 |
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Royal Bank of Canada | 196k | $2.3M | 0% | Sep 2024 |
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Marathon Strategic Advisors | 193k | $2.2M | 3% | Sep 2024 |
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Harbour Investments | 186k | $2.2M | 0% | Sep 2024 |
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Creekside Partners | 182k | $2.1M | 47% | Sep 2024 |
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Oppenheimer & Co | 162k | $1.9M | 6% | Sep 2024 |
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Colony | 147k | $1.7M | -1% | Sep 2024 |
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Marks Group Wealth Management | 146k | $1.7M | 0% | Sep 2024 |
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Raymond James & Associates | 143k | $1.7M | -1% | Sep 2024 |
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Everstar Asset Management | 142k | $1.6M | 100% | Sep 2024 |
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Advisor Group Holdings | 129k | $1.5M | -51% | Sep 2024 |
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Rockefeller Capital Management | 117k | $1.4M | -14% | Jun 2024 |
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Cambridge Investment Research Advisors | 106k | $1.2M | -1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 92k | $1.1M | 1% | Sep 2024 |
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Sanctuary Advisors | 92k | $1.1M | 6% | Sep 2024 |
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Cetera Investment Advisers | 88k | $1.0M | -5% | Jun 2024 |
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International Assets Investment Management | 82k | $7.1M | 100% | Sep 2024 |
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Captrust Financial Advisors | 65k | $761k | -5% | Sep 2024 |
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Dumont & Blake Investment Advisors | 62k | $716k | 99% | Jun 2024 |
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Patten | 58k | $676k | 0% | Sep 2024 |
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L.m. Kohn & Company | 55k | $642k | 0% | Sep 2024 |
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Central Trust & Investment | 54k | $629k | -3% | Sep 2024 |
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Sigma Planning | 52k | $607k | 0% | Sep 2024 |
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Goss Wealth Management | 51k | $587k | -34% | Jun 2024 |
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HighTower Advisors | 48k | $556k | -9% | Jun 2024 |
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Institute For Wealth Management | 46k | $539k | 3% | Sep 2024 |
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Janney Montgomery Scott | 44k | $515k | 110% | Sep 2024 |
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Wealth Enhancement Advisory Services | 44k | $514k | 0% | Jun 2024 |
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Advisors Asset Management | 43k | $505k | -62% | Sep 2024 |
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SRS Capital Advisors | 41k | $476k | 9% | Sep 2024 |
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E&G Advisors | 37k | $425k | 0% | Sep 2024 |
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Stephens | 37k | $426k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 36k | $422k | 33% | Jun 2024 |
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Gray Wealth Management | 36k | $415k | 31% | Sep 2024 |
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Atria Wealth Solutions | 33k | $378k | 0% | Sep 2024 |
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TFG Advisers | 30k | $353k | 9% | Sep 2024 |
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Semus Wealth Partners | 30k | $344k | -21% | Sep 2024 |
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SAM Advisors | 30k | $343k | 5% | Sep 2024 |
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Df Dent & Co | 29k | $342k | -3% | Sep 2024 |
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EP Wealth Advisors | 29k | $342k | 80% | Sep 2024 |
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Founders Financial Alliance | 28k | $325k | -5% | Sep 2024 |
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Stifel Financial | 27k | $316k | 0% | Jun 2024 |
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Private Advisor | 26k | $307k | -4% | Sep 2024 |
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Sonora Investment Management Group | 26k | $307k | 0% | Sep 2024 |
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Game Plan Financial Advisors | 26k | $304k | 0% | Sep 2024 |
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Financial Advocates Investment Management | 25k | $294k | 10% | Sep 2024 |
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Capital CS Group | 25k | $294k | 0% | Sep 2024 |
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Hollencrest Securities | 24k | $283k | 0% | Sep 2024 |
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Pnc Financial Services | 22k | $251k | -3% | Sep 2024 |
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Mariner Wealth Advisors | 21k | $247k | 0% | Sep 2024 |
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Susquehanna International | 21k | $247k | 100% | Sep 2024 |
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Calton & Associates | 18k | $214k | 100% | Sep 2024 |
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Mission Wealth Management | 18k | $213k | -28% | Sep 2024 |
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Wealth Effects | 18k | $211k | 6% | Sep 2024 |
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PFG Investments | 18k | $203k | -5% | Jun 2024 |
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Gail Mannix | 17k | $178k | 28% | Sep 2024 |
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Wedbush Morgan Securities | 17k | $198k | 0% | Sep 2024 |
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Kestra Advisory Services | 17k | $192k | -35% | Sep 2024 |
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Monetary Management | 15k | $173k | 0% | Sep 2024 |
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CoreCap Advisors | 15k | $173k | 100% | Sep 2024 |
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Melfa Wealth Management | 14k | $163k | 0% | Sep 2024 |
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Mml Investors Services | 14k | $161k | 19% | Sep 2024 |
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San Luis Wealth Advisors | 13k | $155k | 1% | Sep 2024 |
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Beacon Pointe Advisors | 13k | $147k | 2% | Sep 2024 |
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Alpha Cubed Investments | 12k | $143k | 0% | Sep 2024 |
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Cornerstone Advisors | 12k | $143k | 100% | Sep 2024 |
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Kestra Private Wealth Services | 12k | $142k | 0% | Sep 2024 |
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Palogic Value Management | 12k | $140k | 0% | Sep 2024 |
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Hyman Charles D | 11k | $129k | 0% | Jun 2024 |
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Kovack Advisors | 11k | $126k | 2% | Sep 2024 |
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Perennial Investment Advisors | 11k | $126k | -28% | Jun 2024 |
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Beverly Hills Private Wealth | 11k | $123k | 5% | Sep 2024 |
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Citadel Advisors | 10k | $119k | 100% | Sep 2024 |
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Hartland & Co | 10k | $117k | 0% | Sep 2024 |
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Barrett & Company | 9.0k | $105k | 0% | Sep 2024 |
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Gen-Wealth Partners | 7.0k | $82k | 0% | Jun 2024 |
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Brian McDonald | 6.3k | $73k | 0% | Sep 2024 |
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Hanson McClain Advisors | 5.3k | $62k | 0% | Sep 2024 |
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Larson Financial Group | 4.5k | $52k | 11441% | Sep 2024 |
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Nbc Securities | 4.4k | $51k | -51% | Sep 2024 |
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Global Retirement Partners | 4.4k | $51k | 0% | Sep 2024 |
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Us Bancorp | 4.3k | $50k | 1998% | Sep 2024 |
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Geneos Wealth Management | 4.2k | $49k | -4% | Jun 2024 |
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Bryn Mawr Trust | 4.0k | $47k | 100% | Sep 2024 |
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Proequities | 3.9k | $45M | 0% | Sep 2024 |
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Gilliland Jeter Wealth Management | 3.4k | $40k | 0% | Sep 2024 |
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Institutional & Family Asset Management | 3.0k | $35k | 0% | Jun 2024 |
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Private Trust Co Na | 3.0k | $35k | 0% | Jun 2024 |
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Tidemark | 1.2k | $14k | 100% | Sep 2024 |
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Thurston, Springer, Miller, Herd & Titak | 1.0k | $12k | 100% | Sep 2024 |
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McIlrath & Eck | 811.00 | $9.4k | 100% | Sep 2024 |
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HHM Wealth Advisors | 725.00 | $8.4k | 0% | Sep 2024 |
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Cape Investment Advisory | 402.00 | $4.7k | 0% | Jun 2024 |
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Winch Advisory Services | 305.00 | $3.6k | 100% | Sep 2024 |
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Twin Lakes Capital Management | 285.00 | $3.3k | 2% | Sep 2024 |
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ICA Group Wealth Management | 175.00 | $2.0k | 0% | Jun 2024 |
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Farther Finance Advisors | 95.00 | $1.1k | 0% | Sep 2024 |
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Key FInancial | 89.00 | $1.0k | 0% | Sep 2024 |
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Creekmur Asset Management | 22.00 | $253.000000 | -98% | Sep 2024 |
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Huntington National Bank | 1.00 | $12.000000 | 0% | Sep 2024 |
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Who sold out of Calamos Conv. Opptys. & Income Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Nwam | Jun 2024 | 13k | $156k |
Gateway Wealth Partners | Jun 2024 | 13k | $149k |
ORG Partners | Jun 2024 | 3.8k | $45k |
MeadowBrook Investment Advisors | Jun 2024 | 460.00 | $5.4k |
Tower Research Capital | Mar 2024 | 69.00 | $782.998200 |