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 | 2.2M | $23M | 7% | Dec 2025 |
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| Wells Fargo & Company | 1.3M | $14M | -3% | Dec 2025 |
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| D.A. Davidson & Co. | 1.0M | $11M | 2% | Dec 2025 |
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| LPL Financial | 729k | $7.6M | 3% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 695k | $7.3M | 8% | Dec 2025 |
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| Ameriprise Financial | 659k | $6.9M | 4% | Dec 2025 |
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| Commonwealth Equity Services | 555k | $5.8M | 2% | Dec 2025 |
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| Baird Financial | 543k | $5.7M | -3% | Dec 2025 |
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| Raymond James Financial | 322k | $3.4M | -4% | Dec 2025 |
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| Grange Capital | 310k | $3.2M | -2% | Dec 2025 |
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| Marathon Strategic Advisors | 288k | $3.1M | 4% | Mar 2026 |
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| Harbour Investments | 240k | $2.5M | 1% | Dec 2025 |
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| Creekside Partners | 229k | $2.5M | 5% | Mar 2026 |
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| Advisors Asset Management | 227k | $2.4M | 290% | Dec 2025 |
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| Oppenheimer & Co | 226k | $2.4M | 5% | Mar 2026 |
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| Advisor Group Holdings | 216k | $2.3M | -5% | Dec 2025 |
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| Cetera Investment Advisers | 213k | $2.2M | -9% | Dec 2025 |
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| Cambridge Investment Research Advisors | 181k | $1.9M | 12% | Dec 2025 |
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| Rockefeller Capital Management | 150k | $1.6M | -3% | Dec 2025 |
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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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| Everstar Asset Management | 112k | $1.2M | -5% | Mar 2026 |
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| Goss Wealth Management | 103k | $1.1M | -14% | Dec 2025 |
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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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| Brian McDonald | 79k | $830k | 49% | Dec 2025 |
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| Janney Montgomery Scott | 76k | $813k | 5% | Mar 2026 |
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| Stifel Financial | 74k | $779k | 100% | Dec 2025 |
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| Total Wealth Planning & Management | 71k | $749k | 100% | Dec 2025 |
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| IHT Wealth Management | 69k | $724k | 66% | Dec 2025 |
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| Landscape Capital Management | 68k | $715k | -53% | Dec 2025 |
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| Institute For Wealth Management | 59k | $615k | -5% | Dec 2025 |
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| Legacy Wealth Management, LLC / MS | 55k | $590k | 0% | Mar 2026 |
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| Susquehanna International | 52k | $548k | 100% | Dec 2025 |
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| SAM Advisors | 51k | $534k | 4% | Dec 2025 |
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| Sei Investments | 47k | $493k | -4% | Dec 2025 |
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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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| SRS Capital Advisors | 42k | $437k | 10% | Dec 2025 |
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| Captrust Financial Advisors | 41k | $429k | -3% | Dec 2025 |
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| Geneos Wealth Management | 39k | $403k | 0% | Dec 2025 |
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| Apollon Wealth Management | 38k | $407k | -66% | Mar 2026 |
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| Change Path | 38k | $397k | -4% | Dec 2025 |
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| Dumont & Blake Investment Advisors | 37k | $389k | 22% | Dec 2025 |
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| Stephens | 36k | $373k | 0% | Dec 2025 |
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| E&G Advisors | 35k | $375k | 0% | Mar 2026 |
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| Benjamin Edwards | 34k | $353k | 1% | Dec 2025 |
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| Central Trust & Investment | 33k | $359k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 32k | $330k | 4% | Dec 2025 |
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| Wolverine Asset Management | 31k | $329k | -89% | Dec 2025 |
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| Jaffetilchin Investment Partners | 31k | $325k | 44% | Dec 2025 |
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| Sigma Planning | 30k | $317k | -13% | Dec 2025 |
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| HighTower Advisors | 30k | $316k | -20% | Dec 2025 |
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| Df Dent & Co | 29k | $308k | 0% | Dec 2025 |
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| Patten | 29k | $307k | -24% | Dec 2025 |
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| Private Advisor | 29k | $306k | 3% | Dec 2025 |
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| Mutual Advisors | 29k | $306k | 77% | Dec 2025 |
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| EP Wealth Advisors | 29k | $299k | 100% | Dec 2025 |
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| Founders Financial Alliance | 28k | $298k | 0% | Dec 2025 |
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| Sanctuary Advisors | 28k | $296k | 1% | Dec 2025 |
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| Pnc Financial Services | 27k | $279k | 0% | Dec 2025 |
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| Capital CS Group | 25k | $264k | 0% | Dec 2025 |
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| Game Plan Financial Advisors | 25k | $269k | 0% | Mar 2026 |
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| Readystate Asset Management | 25k | $259k | 30% | Dec 2025 |
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| PFG Investments | 25k | $258k | 100% | Dec 2025 |
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| Hollencrest Securities | 24k | $255k | 0% | Dec 2025 |
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| International Assets Investment Management | 24k | $248k | 18% | Dec 2025 |
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| Mariner Wealth Advisors | 23k | $245k | 1% | Dec 2025 |
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| Mml Investors Services | 23k | $237k | 2% | Dec 2025 |
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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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| Calton & Associates | 20k | $213k | 100% | Dec 2025 |
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| Halbert Hargrove Global Advisors | 20k | $215k | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 19k | $200k | 100% | Dec 2025 |
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| Jane Street | 19k | $195k | 8% | Dec 2025 |
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| Wealth Effects | 18k | $198k | -4% | Mar 2026 |
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| Hilltop Partners | 18k | $192k | 0% | Dec 2025 |
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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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| Hrt Financial | 14k | $147k | 100% | Dec 2025 |
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| San Luis Wealth Advisors | 14k | $142k | 0% | Dec 2025 |
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| Nwam | 13k | $148k | 13% | Dec 2025 |
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| one8zero8 | 13k | $140k | -7% | Dec 2025 |
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| Clearwave Capital | 13k | $137k | 100% | Dec 2025 |
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| Kovack Advisors | 13k | $136k | 7% | Dec 2025 |
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| Envestnet Asset Management | 13k | $136k | 100% | Dec 2025 |
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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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| Hartland & Co | 12k | $121k | 3% | Dec 2025 |
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| HPM Partners | 11k | $120k | -7% | Dec 2025 |
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| Semus Wealth Partners | 11k | $121k | 0% | Mar 2026 |
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| Creative Planning | 11k | $115k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 9.9k | $104k | 0% | Dec 2025 |
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| CoreCap Advisors | 9.8k | $105k | -64% | Mar 2026 |
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| Flagship Harbor Advisors | 9.7k | $101k | 100% | Dec 2025 |
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| Kestra Advisory Services | 8.9k | $93k | 100% | Dec 2025 |
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| Global Retirement Partners | 8.3k | $87k | 1% | Dec 2025 |
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| Barrett & Company | 7.8k | $81k | 0% | Dec 2025 |
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| Monetary Management | 7.5k | $79k | 0% | Dec 2025 |
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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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| Bryn Mawr Trust | 4.0k | $42k | 0% | Dec 2025 |
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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 | $31k | 0% | Dec 2025 |
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| Gen-Wealth Partners | 2.6k | $27k | 0% | Dec 2025 |
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| GHP Investment Advisors | 2.4k | $26k | 0% | Mar 2026 |
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| Costello Asset Management | 2.2k | $23k | 2% | Dec 2025 |
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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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| ORG Partners | 1.5k | $16k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.5k | $16k | -94% | Dec 2025 |
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| Center for Financial Planning | 1.1k | $12k | 0% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 1.0k | $11k | 0% | Mar 2026 |
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| McIlrath & Eck | 811.00 | $8.5k | 0% | Dec 2025 |
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| HHM Wealth Advisors | 725.00 | $7.8k | 0% | Mar 2026 |
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| Rothschild Investment | 662.00 | $6.9k | 0% | Dec 2025 |
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| Garton & Associates Financial Advisors | 575.00 | $6.0k | 100% | Dec 2025 |
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| Cape Investment Advisory | 402.00 | $4.2k | 100% | Dec 2025 |
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| Twin Lakes Capital Management | 325.00 | $3.4k | 3% | Dec 2025 |
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| Highline Wealth Partners | 250.00 | $2.7k | -38% | Mar 2026 |
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| Assetmark | 241.00 | $2.5k | 100% | Dec 2025 |
|
| Key FInancial | 89.00 | $956.002400 | 0% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 66k | $722k |
| Newbridge Financial Services Group | Sep 2025 | 22k | $234k |
| Kestra Private Wealth Services | Dec 2025 | 21k | $218k |
| Continuum Advisory | Dec 2025 | 12k | $127k |
| Turim 21 Investimentos | Sep 2025 | 1.9k | $21k |
| Ameritas Advisory Services | Sep 2025 | 1.3k | $14k |
| Principal Securities | Sep 2025 | 1.0k | $11k |
| Advisory Services Network | Sep 2025 | 664.00 | $7.2k |
| GAMMA Investing | Dec 2025 | 321.00 | $3.4k |
| Tower Research Capital | Sep 2025 | 54.00 | $583.000200 |