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 |
|---|---|---|---|---|---|
| UBS Group | 1.9M | $22M | -1% | Dec 2024 |
|
| Wells Fargo & Company | 1.8M | $21M | 3% | Dec 2024 |
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| Morgan Stanley | 1.4M | $19M | 3% | Dec 2024 |
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| Bank of America Corporation | 1.4M | $16M | 4% | Dec 2024 |
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| D.A. Davidson & Co. | 910k | $11M | 2% | Dec 2024 |
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| Guggenheim Capital, LLC Managers | 762k | $9.1M | 19% | Dec 2024 |
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| Commonwealth Equity Services | 614k | $7.3M | 0% | Dec 2024 |
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| LPL Financial | 512k | $6.1M | -2% | Dec 2024 |
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| Ameriprise Financial | 500k | $6.0M | -1% | Dec 2024 |
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| Baird Financial | 470k | $5.6M | 3% | Dec 2024 |
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| Raymond James Financial | 342k | $4.1M | 100% | Dec 2024 |
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| H D Vest Advisory Services | 340k | $4.1M | 3% | Dec 2024 |
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| Apollon Wealth Management | 250k | $3.0M | 2% | Dec 2024 |
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| Creekside Partners | 247k | $3.0M | 35% | Dec 2024 |
|
| Royal Bank of Canada | 206k | $2.5M | 5% | Dec 2024 |
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| Marathon Strategic Advisors | 199k | $2.4M | 3% | Dec 2024 |
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| Lindbrook Capital | 192k | $2.3M | -32% | Dec 2024 |
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| Harbour Investments | 190k | $2.3M | 3% | Dec 2024 |
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| Oppenheimer & Co | 167k | $2.0M | 3% | Dec 2024 |
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| Marks Group Wealth Management | 146k | $1.7M | 0% | Dec 2024 |
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| Colony | 146k | $1.7M | 0% | Dec 2024 |
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| Rockefeller Capital Management | 137k | $1.6M | 9% | Dec 2024 |
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| Everstar Asset Management | 136k | $1.6M | -4% | Dec 2024 |
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| Cambridge Investment Research Advisors | 113k | $1.3M | 7% | Dec 2024 |
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| Advisor Group Holdings | 101k | $1.2M | -22% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 99k | $1.2M | 8% | Dec 2024 |
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| Total Wealth Planning & Management | 76k | $903k | 100% | Dec 2024 |
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| Cetera Investment Advisers | 67k | $797k | -11% | Dec 2024 |
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| Janney Montgomery Scott | 66k | $784k | 48% | Dec 2024 |
|
| HighTower Advisors | 61k | $724k | 17% | Dec 2024 |
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| Captrust Financial Advisors | 60k | $721k | -8% | Dec 2024 |
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| Sigma Planning | 59k | $702k | 13% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 57k | $550k | 35% | Mar 2025 |
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| Patten | 57k | $684k | -1% | Dec 2024 |
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| L.m. Kohn & Company | 55k | $654k | -1% | Dec 2024 |
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| Institute For Wealth Management | 52k | $625k | 13% | Dec 2024 |
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| Change Path | 51k | $604k | 100% | Dec 2024 |
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| Northern Trust | 50k | $596k | 100% | Dec 2024 |
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| Legacy Wealth Management, LLC / MS | 49k | $590k | 100% | Dec 2024 |
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| Samalin Investment Counsel | 47k | $563k | 1% | Dec 2024 |
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| Central Trust & Investment | 44k | $525k | -19% | Dec 2024 |
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| Goss Wealth Management | 44k | $520k | -1% | Dec 2024 |
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| SAM Advisors | 41k | $492k | 40% | Dec 2024 |
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| SRS Capital Advisors | 41k | $491k | 1% | Dec 2024 |
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| IHT Wealth Management | 41k | $486k | 5% | Dec 2024 |
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| Sanctuary Advisors | 38k | $428k | -59% | Dec 2024 |
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| E&G Advisors | 37k | $436k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 36k | $435k | -5% | Dec 2024 |
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| Gray Wealth Management | 36k | $426k | 0% | Dec 2024 |
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| Stephens | 36k | $424k | -3% | Dec 2024 |
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| KFA Private Wealth Group | 35k | $416k | 100% | Dec 2024 |
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| Atria Wealth Solutions | 32k | $387k | 0% | Dec 2024 |
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| TFG Advisers | 30k | $362k | 0% | Dec 2024 |
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| Dumont & Blake Investment Advisors | 30k | $290k | 0% | Mar 2025 |
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| Winebrenner Capital Management | 30k | $358k | 100% | Dec 2024 |
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| Df Dent & Co | 29k | $351k | 0% | Dec 2024 |
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| EP Wealth Advisors | 29k | $350k | 0% | Dec 2024 |
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| Founders Financial Alliance | 28k | $331k | -1% | Dec 2024 |
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| Mariner Wealth Advisors | 28k | $329k | 30% | Dec 2024 |
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| Financial Advocates Investment Management | 26k | $314k | 4% | Dec 2024 |
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| Semus Wealth Partners | 26k | $312k | -12% | Dec 2024 |
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| Game Plan Financial Advisors | 26k | $310k | 0% | Dec 2024 |
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| Private Advisor | 24k | $290k | -8% | Dec 2024 |
|
| Hollencrest Securities | 24k | $290k | 0% | Dec 2024 |
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| Stifel Financial | 23k | $278k | -9% | Dec 2024 |
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| Pnc Financial Services | 22k | $258k | 0% | Dec 2024 |
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| PFG Investments | 20k | $234k | 27% | Dec 2024 |
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| Wealth Effects | 18k | $217k | 0% | Dec 2024 |
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| Susquehanna International | 18k | $210k | -17% | Dec 2024 |
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| Wedbush Morgan Securities | 17k | $203k | 0% | Dec 2024 |
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| Creative Planning | 17k | $200k | 100% | Dec 2024 |
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| Sonora Investment Management Group | 16k | $157k | -36% | Mar 2025 |
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| Mml Investors Services | 16k | $189k | 14% | Dec 2024 |
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| Gail Mannix | 15k | $180k | -12% | Dec 2024 |
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| CoreCap Advisors | 15k | $178k | 0% | Dec 2024 |
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| Mission Wealth Management | 14k | $169k | -23% | Dec 2024 |
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| Melfa Wealth Management | 14k | $166k | -1% | Dec 2024 |
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| one8zero8 | 14k | $163k | 100% | Dec 2024 |
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| San Luis Wealth Advisors | 14k | $162k | 0% | Mar 2025 |
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| Kestra Private Wealth Services | 13k | $156k | 7% | Dec 2024 |
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| International Assets Investment Management | 13k | $151k | -84% | Dec 2024 |
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| Kovack Advisors | 12k | $148k | 14% | Dec 2024 |
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| Beacon Pointe Advisors | 12k | $148k | -2% | Dec 2024 |
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| Alpha Cubed Investments | 12k | $147k | 0% | Dec 2024 |
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| Cornerstone Advisors | 12k | $147k | 0% | Dec 2024 |
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| Palogic Value Management | 12k | $143k | 0% | Dec 2024 |
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| Modern Wealth Management | 12k | $135k | 100% | Dec 2024 |
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| Beverly Hills Private Wealth | 11k | $129k | 2% | Dec 2024 |
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| Perennial Investment Advisors | 11k | $129k | 0% | Dec 2024 |
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| Mercer Global Advisors | 11k | $127k | 100% | Dec 2024 |
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| Hartland & Co | 10k | $123k | 3% | Dec 2024 |
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| Halbert Hargrove Global Advisors | 9.5k | $113k | 100% | Dec 2024 |
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| Barrett & Company | 9.0k | $108k | 0% | Dec 2024 |
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| Monetary Management | 7.5k | $90k | -50% | Dec 2024 |
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| Ameriflex Group | 6.9k | $78k | 100% | Dec 2024 |
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| Brian McDonald | 6.3k | $75k | 0% | Dec 2024 |
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| Union Bancaire Privee, UBP SA | 5.6k | $55k | 100% | Mar 2025 |
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| Hanson McClain Advisors | 5.3k | $61k | 0% | Dec 2024 |
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| Larson Financial Group | 4.5k | $54k | 0% | Dec 2024 |
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| Nbc Securities | 4.4k | $42k | 110225% | Mar 2025 |
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| Global Retirement Partners | 4.4k | $52k | 0% | Dec 2024 |
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| Us Bancorp | 4.3k | $51k | 0% | Dec 2024 |
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| Geneos Wealth Management | 4.2k | $50k | 0% | Dec 2024 |
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| Bryn Mawr Trust | 4.0k | $48k | 0% | Dec 2024 |
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| Proequities | 3.9k | $44M | 0% | Dec 2024 |
|
| Private Trust Co Na | 3.0k | $36k | 0% | Dec 2024 |
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| Gen-Wealth Partners | 2.9k | $35k | -19% | Dec 2024 |
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| Financial Gravity Companies | 1.5k | $18k | 100% | Dec 2024 |
|
| ORG Partners | 1.5k | $18k | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 1.3k | $16k | 100% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 1.0k | $9.6k | 0% | Mar 2025 |
|
| McIlrath & Eck | 811.00 | $9.7k | 0% | Dec 2024 |
|
| HHM Wealth Advisors | 725.00 | $8.7k | 0% | Dec 2024 |
|
| Rothschild Investment | 662.00 | $6.3k | 100% | Mar 2025 |
|
| Cape Investment Advisory | 402.00 | $4.8k | 0% | Dec 2024 |
|
| Twin Lakes Capital Management | 292.00 | $3.5k | 2% | Dec 2024 |
|
| Jones Financial Companies, L.L | 242.00 | $2.9k | 100% | Dec 2024 |
|
| Key FInancial | 89.00 | $1.1k | 0% | Dec 2024 |
|
| Creekmur Asset Management | 17.00 | $199.999900 | -23% | Dec 2024 |
|
| Winch Advisory Services | 2.00 | $21.000000 | -99% | Dec 2024 |
|
| Huntington National Bank | 1.00 | $12.000000 | 0% | Dec 2024 |
|
| FMR | 1.00 | $12.000000 | 100% | Dec 2024 |
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Who sold out of Calamos Conv. Opptys. & Income Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Advisors Asset Management | Sep 2024 | 43k | $505k |
| Capital CS Group | Dec 2024 | 25k | $301k |
| Calton & Associates | Sep 2024 | 18k | $214k |
| Kestra Advisory Services | Sep 2024 | 17k | $192k |
| Citadel Advisors | Sep 2024 | 10k | $119k |
| Gilliland Jeter Wealth Management | Sep 2024 | 3.4k | $40k |
| Tidemark | Sep 2024 | 1.2k | $14k |