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 | $15M | 1% | Jun 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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| Baird Financial | 591k | $6.3M | 9% | Mar 2026 |
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| Commonwealth Equity Services | 564k | $7.6M | 0% | Jun 2026 |
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| Advisors Asset Management | 331k | $3.6M | 46% | Mar 2026 |
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| Raymond James Financial | 302k | $3.2M | -6% | Mar 2026 |
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| Marathon Strategic Advisors | 294k | $3.9M | 2% | Jun 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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| Advisor Group Holdings | 225k | $2.4M | 4% | Mar 2026 |
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| Royal Bank of Canada | 220k | $2.4M | 100% | Mar 2026 |
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| Samalin Investment Counsel | 206k | $2.8M | 41% | Jun 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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| Cambridge Investment Research Advisors | 149k | $2.0M | -20% | Jun 2026 |
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| Grange Capital | 146k | $2.0M | -50% | Jun 2026 |
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| Colony | 143k | $1.5M | 0% | Mar 2026 |
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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 | 100k | $1.3M | 1% | Jun 2026 |
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| Fifth Third Bancorp | 85k | $911k | 100% | Mar 2026 |
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| Advisory Solutions Group | 83k | $1.1M | 100% | Jun 2026 |
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| Stifel Financial | 79k | $851k | 7% | Mar 2026 |
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| Total Wealth Planning & Management | 77k | $1.0M | 8% | Jun 2026 |
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| Janney Montgomery Scott | 76k | $813k | 5% | Mar 2026 |
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| IHT Wealth Management | 71k | $763k | 3% | Mar 2026 |
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| Sei Investments | 66k | $705k | 40% | Mar 2026 |
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| Captrust Financial Advisors | 55k | $594k | 35% | Mar 2026 |
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| Legacy Wealth Management, LLC / MS | 55k | $741k | 0% | Jun 2026 |
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| Cohen & Steers Capital Management | 55k | $591k | 100% | Mar 2026 |
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| SAM Advisors | 54k | $583k | 7% | Mar 2026 |
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| Northern Trust | 54k | $576k | 20% | Mar 2026 |
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| Mutual Advisors | 52k | $554k | 77% | Mar 2026 |
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| Independent Financial Group | 43k | $465k | 100% | Mar 2026 |
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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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| KFA Private Wealth Group | 37k | $500k | -62% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 37k | $397k | -16% | Mar 2026 |
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| Kestra Advisory Services | 37k | $493k | 10% | Jun 2026 |
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| NorthRock Partners | 35k | $379k | 100% | Mar 2026 |
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| E&G Advisors | 35k | $469k | 0% | Jun 2026 |
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| Change Path | 34k | $368k | -9% | Mar 2026 |
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| Benjamin Edwards | 34k | $455k | -1% | Jun 2026 |
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| First Nebraska Trust | 34k | $363k | 2% | 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 | $401k | 0% | Jun 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 | $371k | 0% | Jun 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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| Beacon Pointe Advisors | 27k | $293k | 43% | 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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| Concurrent Investment Advisors | 22k | $240k | 1% | Mar 2026 |
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| Mml Investors Services | 22k | $231k | -5% | Mar 2026 |
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| Susquehanna International | 20k | $214k | -62% | Mar 2026 |
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| Jane Street | 19k | $208k | 4% | Mar 2026 |
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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 | $239k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 17k | $229k | 0% | Jun 2026 |
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| Novem Group | 17k | $178k | 2% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 17k | $222k | -17% | Jun 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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| CoreCap Advisors | 16k | $212k | 62% | Jun 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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| Farther Finance Advisors | 14k | $183k | 155% | Jun 2026 |
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| San Luis Wealth Advisors | 14k | $182k | 0% | Jun 2026 |
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| one8zero8 | 13k | $143k | 0% | Mar 2026 |
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| Kovack Advisors | 13k | $176k | 1% | Jun 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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| Palogic Value Management | 12k | $129k | 0% | Mar 2026 |
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| ProCore Advisors | 12k | $160k | -2% | Jun 2026 |
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| Modern Wealth Management | 12k | $132k | 0% | Mar 2026 |
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| Melfa Wealth Management | 12k | $159k | 0% | Jun 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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| Hanson McClain Advisors | 8.9k | $96k | -25% | Mar 2026 |
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| Steward Partners Investment Advisory | 8.8k | $95k | -11% | Mar 2026 |
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| Barrett & Company | 7.8k | $104k | 0% | Jun 2026 |
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| Monetary Management | 7.5k | $81k | 0% | Mar 2026 |
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| CWM | 5.2k | $56k | 42% | Mar 2026 |
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| Nbc Securities | 4.4k | $47k | 0% | Mar 2026 |
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| Clark Wealth Partners | 4.3k | $58k | 0% | Jun 2026 |
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| Bryn Mawr Trust | 4.0k | $54k | 0% | Jun 2026 |
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| Ameriflex Group | 3.7k | $40k | 0% | Mar 2026 |
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| Private Trust Co Na | 3.0k | $40k | 0% | Jun 2026 |
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| GHP Investment Advisors | 2.4k | $32k | 0% | Jun 2026 |
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| Costello Asset Management | 2.3k | $31k | 2% | Jun 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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| Institute For Wealth Management | 1.7k | $23k | -97% | Jun 2026 |
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| Assetmark | 1.7k | $23k | 594% | Jun 2026 |
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| CX Institutional | 1.6k | $21k | 2% | Jun 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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| Center for Financial Planning | 1.1k | $12k | 0% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 1.0k | $13k | 0% | Jun 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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| Advisory Services Network | 664.00 | $7.1k | 100% | Mar 2026 |
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| Rothschild Investment | 662.00 | $7.1k | 0% | Mar 2026 |
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| Cape Investment Advisory | 402.00 | $5.4k | 100% | Jun 2026 |
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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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| Buck Wealth Strategies | 200.00 | $2.7k | 100% | Jun 2026 |
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| JFS Wealth Advisors | 88.00 | $1.2k | 100% | Jun 2026 |
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| Huntington National Bank | 1.00 | $11.000000 | 0% | Mar 2026 |
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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 |
| Lexington Hill Partners | Mar 2026 | 23k | $242k |
| Hrt Financial | Dec 2025 | 14k | $147k |
| Continuum Advisory | Dec 2025 | 12k | $127k |
| HPM Partners | Dec 2025 | 11k | $120k |
| Garton & Associates Financial Advisors | Dec 2025 | 575.00 | $6.0k |
| Key FInancial | Mar 2026 | 89.00 | $956.002400 |