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 | 2.9M | $39M | 10% | Jun 2026 |
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| UBS Group | 2.6M | $35M | 8% | Jun 2026 |
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| Wells Fargo & Company | 1.4M | $18M | 0% | Jun 2026 |
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| D.A. Davidson & Co. | 1.1M | $13M | 1% | Sep 2026 |
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| LPL Financial | 701k | $9.4M | 4% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 643k | $8.6M | 6% | Jun 2026 |
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| Ameriprise Financial | 640k | $8.6M | 0% | Jun 2026 |
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| Baird Financial | 614k | $8.3M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 564k | $7.6M | 0% | Jun 2026 |
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| Advisors Asset Management | 534k | $7.2M | 61% | Jun 2026 |
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| Samalin Investment Counsel | 299k | $3.4M | 45% | Sep 2026 |
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| Marathon Strategic Advisors | 299k | $3.4M | 2% | Sep 2026 |
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| Oppenheimer & Co | 291k | $3.3M | 23% | Sep 2026 |
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| Raymond James Financial | 289k | $3.9M | -4% | Jun 2026 |
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| Harbour Investments | 274k | $3.7M | -1% | Jun 2026 |
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| Advisor Group Holdings | 259k | $3.5M | 15% | Jun 2026 |
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| Creekside Partners | 238k | $3.2M | 4% | Jun 2026 |
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| Royal Bank of Canada | 222k | $3.0M | 1% | Jun 2026 |
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| Cetera Investment Advisers | 184k | $2.5M | -2% | Jun 2026 |
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| Goss Wealth Management | 169k | $2.3M | 43% | Jun 2026 |
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| Rockefeller Capital Management | 154k | $2.1M | -1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 149k | $2.0M | -20% | Jun 2026 |
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| Colony | 142k | $1.9M | -1% | Jun 2026 |
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| Grange Capital | 137k | $1.6M | -6% | Sep 2026 |
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| Everstar Asset Management | 112k | $1.5M | 0% | Jun 2026 |
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| PMG Family Office | 101k | $1.1M | 0% | Sep 2026 |
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| Stifel Financial | 100k | $1.3M | 26% | Jun 2026 |
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| Advisory Solutions Group | 99k | $1.1M | 20% | Sep 2026 |
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| Janney Montgomery Scott | 80k | $1.1M | 6% | Jun 2026 |
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| Total Wealth Planning & Management | 77k | $881k | 0% | Sep 2026 |
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| Fifth Third Bancorp | 76k | $1.0M | -10% | Jun 2026 |
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| Cohen & Steers Capital Management | 75k | $1.0M | 36% | Jun 2026 |
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| IHT Wealth Management | 71k | $955k | 0% | Jun 2026 |
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| Sei Investments | 63k | $844k | -4% | Jun 2026 |
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| Mutual Advisors | 61k | $815k | 18% | Jun 2026 |
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| SAM Advisors | 54k | $721k | -1% | Jun 2026 |
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| Legacy Wealth Management, LLC / MS | 53k | $604k | -4% | Sep 2026 |
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| Captrust Financial Advisors | 51k | $680k | -8% | Jun 2026 |
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| KFA Private Wealth Group | 49k | $554k | 30% | Sep 2026 |
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| Northern Trust | 47k | $629k | -13% | Jun 2026 |
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| Independent Financial Group | 41k | $470k | -9% | Sep 2026 |
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| Geneos Wealth Management | 38k | $504k | -4% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 37k | $503k | 1% | Jun 2026 |
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| Change Path | 37k | $493k | 7% | Jun 2026 |
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| Kestra Advisory Services | 37k | $493k | 10% | Jun 2026 |
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| Jaffetilchin Investment Partners | 35k | $473k | 100% | Jun 2026 |
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| International Assets Investment Management | 35k | $282k | 48% | Sep 2026 |
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| NorthRock Partners | 35k | $469k | -1% | Jun 2026 |
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| E&G Advisors | 35k | $396k | -1% | Sep 2026 |
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| Benjamin Edwards | 34k | $455k | -1% | Jun 2026 |
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| First Nebraska Trust | 34k | $386k | 100% | Sep 2026 |
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| Central Trust & Investment | 33k | $443k | -1% | Jun 2026 |
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| Apollon Wealth Management | 33k | $375k | -11% | Sep 2026 |
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| SRS Capital Advisors | 32k | $431k | 1% | Jun 2026 |
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| Sigma Planning | 32k | $365k | 2% | Sep 2026 |
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| Private Advisor | 31k | $410k | 1% | Jun 2026 |
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| PFG Investments | 30k | $401k | 0% | Jun 2026 |
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| Df Dent & Co | 29k | $395k | 0% | Jun 2026 |
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| Sanctuary Advisors | 29k | $394k | 0% | Jun 2026 |
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| Patten | 29k | $334k | 0% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 29k | $343k | -25% | Sep 2026 |
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| Flagship Harbor Advisors | 29k | $327k | 2% | Sep 2026 |
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| Game Plan Financial Advisors | 28k | $380k | 13% | Jun 2026 |
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| Mariner Wealth Advisors | 28k | $378k | 20% | Jun 2026 |
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| Founders Financial Alliance | 28k | $376k | -2% | Jun 2026 |
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| Stephens | 28k | $371k | 0% | Jun 2026 |
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| Concurrent Investment Advisors | 28k | $315k | 23% | Sep 2026 |
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| Pnc Financial Services | 27k | $357k | 0% | Jun 2026 |
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| XTX Topco | 26k | $346k | 100% | Jun 2026 |
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| Dumont & Blake Investment Advisors | 25k | $283k | -1% | Sep 2026 |
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| Hollencrest Securities | 24k | $327k | 0% | Jun 2026 |
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| HighTower Advisors | 24k | $320k | 4% | Jun 2026 |
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| Mml Investors Services | 22k | $291k | 1% | Jun 2026 |
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| Envestnet Asset Management | 20k | $269k | 30% | Jun 2026 |
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| EP Wealth Advisors | 19k | $251k | -34% | Jun 2026 |
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| Wealth Effects | 19k | $212k | 0% | Sep 2026 |
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| Hilltop Partners | 18k | $246k | 0% | Jun 2026 |
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| Sunpointe | 18k | $203k | 0% | Sep 2026 |
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| Wedbush Morgan Securities | 17k | $195k | 0% | Sep 2026 |
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| Novem Group | 17k | $190k | 0% | Sep 2026 |
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| Clear Trail Advisors | 16k | $185k | 0% | Sep 2026 |
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| Gail Mannix | 16k | $181k | 6% | Sep 2026 |
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| HPM Partners | 16k | $211k | 100% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 16k | $179k | -5% | Sep 2026 |
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| Money Concepts Capital Corp | 14k | $186k | 0% | Jun 2026 |
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| Axxcess Wealth Management | 14k | $158k | 100% | Sep 2026 |
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| Beacon Pointe Advisors | 14k | $183k | -50% | Jun 2026 |
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| San Luis Wealth Advisors | 14k | $155k | 0% | Sep 2026 |
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| Kovack Advisors | 13k | $176k | 1% | Jun 2026 |
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| CoreCap Advisors | 13k | $151k | -16% | Sep 2026 |
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| Clearwave Capital | 13k | $149k | 0% | Sep 2026 |
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| Carrera Capital Advisors | 13k | $175k | 100% | Jun 2026 |
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| Nwam | 13k | $174k | 0% | Jun 2026 |
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| one8zero8 | 13k | $169k | -6% | Jun 2026 |
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| Palogic Value Management | 12k | $161k | 0% | Jun 2026 |
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| ProCore Advisors | 12k | $137k | 1% | Sep 2026 |
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| Modern Wealth Management | 12k | $160k | 0% | Jun 2026 |
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| Melfa Wealth Management | 12k | $159k | 0% | Jun 2026 |
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| Brookstone Capital Management | 12k | $132k | -18% | Sep 2026 |
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| We Are One Seven | 11k | $124k | 0% | Sep 2026 |
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| Continuum Advisory | 11k | $144k | 100% | Jun 2026 |
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| Hartland & Co | 10k | $140k | -5% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 9.5k | $127k | 331% | Jun 2026 |
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| Hanson McClain Advisors | 8.9k | $120k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 8.8k | $119k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 8.4k | $109k | 100% | Jun 2026 |
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| Farther Finance Advisors | 8.1k | $93k | -40% | Sep 2026 |
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| Barrett & Company | 7.8k | $89k | 0% | Sep 2026 |
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| Global Retirement Partners | 7.5k | $101k | 100% | Jun 2026 |
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| Monetary Management | 7.5k | $101k | 0% | Jun 2026 |
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| Nbc Securities | 4.4k | $50k | 0% | Sep 2026 |
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| Clark Wealth Partners | 4.3k | $49k | 0% | Sep 2026 |
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| Bryn Mawr Trust | 4.0k | $46k | 0% | Sep 2026 |
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| Ameriflex Group | 3.7k | $50k | 0% | Jun 2026 |
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| GHP Investment Advisors | 2.4k | $27k | 0% | Sep 2026 |
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| Costello Asset Management | 2.3k | $31k | 2% | Jun 2026 |
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| IFG Advisory | 2.1k | $28k | 100% | Jun 2026 |
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| IFP Advisors | 2.0k | $23k | 0% | Sep 2026 |
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| Institute For Wealth Management | 1.7k | $23k | -97% | Jun 2026 |
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| CX Institutional | 1.6k | $18k | 2% | Sep 2026 |
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| Caldwell Trust | 1.5k | $21k | 0% | Jun 2026 |
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| Gen-Wealth Partners | 1.5k | $21k | -31% | Jun 2026 |
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| Financial Gravity Companies | 1.5k | $20k | 100% | Jun 2026 |
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| Compass Financial Management | 1.1k | $15k | 100% | Jun 2026 |
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| Center for Financial Planning | 1.1k | $13k | 0% | Sep 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 1.0k | $11k | 0% | Sep 2026 |
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| HHM Wealth Advisors | 725.00 | $9.7k | 0% | Jun 2026 |
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| Rothschild Investment | 662.00 | $8.9k | 0% | Jun 2026 |
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| Private Trust Co Na | 500.00 | $5.7k | -83% | Sep 2026 |
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| Cape Investment Advisory | 402.00 | $4.6k | 0% | Sep 2026 |
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| Twin Lakes Capital Management | 341.00 | $4.6k | 2% | Jun 2026 |
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| Highline Wealth Partners | 225.00 | $2.6k | 100% | Sep 2026 |
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| JFS Wealth Advisors | 88.00 | $1.2k | 100% | Jun 2026 |
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| Huntington National Bank | 1.00 | $13.000000 | 0% | Jun 2026 |
|
Who sold out of Calamos Conv. Opptys. & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stratos Wealth Partners | Mar 2026 | 27k | $294k |
| Susquehanna International | Mar 2026 | 20k | $214k |
| Jane Street | Mar 2026 | 19k | $208k |
| Calton & Associates | Mar 2026 | 12k | $131k |
| Creative Planning | Mar 2026 | 11k | $118k |
| Assetmark | Jun 2026 | 1.7k | $23k |
| Trust Co Of Vermont | Jun 2026 | 715.00 | $9.6k |
| Advisory Services Network | Mar 2026 | 664.00 | $7.1k |
| Ronald Blue Trust | Jun 2026 | 227.00 | $3.0k |
| Buck Wealth Strategies | Jun 2026 | 200.00 | $2.7k |
| Key FInancial | Mar 2026 | 89.00 | $956.002400 |