Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Calamos Convertible Opportunities & Income Fund (CHI)  
$11.36 0.13 (1.16%) as of 4:30 Fri 5/31


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 105    1
Total shares held : 
13,955,861  
% of shares held : 
19.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-120,630  
% of shares held change : 
  -0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$10.47  
Last Quarter's Ending Price : 
$10.36  
Last Quarter's Average Price
$10.30  
Change from last quarter's     
avg. price to the last closing  : 
1.06 (10.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 257,251
 1.84%
 
Increased Positions :
33
 567,585
 4.07%
 
Unchanged Positions :
28
 1,031,679
 7.39%
 
Decreased Positions :
32
-586,908
-4.21%
 
Closed Positions :
11
-358,558
-2.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WELLS FARGO & CO/MN 1191 - 2024-03-31 1,560,580 $17,713,000 145,390
   UBS Group AG 1269 - 2024-03-31 1,543,433 $17,518,000 10,968
   BANK OF AMERICA CORP /DE/ 2331 - 2024-03-31 1,058,639 $12,016,000 107,844
   DAVIDSON D A & CO 186 - 2024-03-31 842,003 $9,557,000 111,060
   COMMONWEALTH EQUITY SERVICES LLC. 965 - 2024-03-31 605,914 $6,877,000 18,100
   LPL FINANCIAL CORP 1590 - 2024-03-31 570,480 $6,475,000 39,003
   AMERIPRISE FINANCIAL INC 2206 - 2024-03-31 495,730 $5,629,000 64,531
   Baird Financial Group Inc. 666 - 2024-03-31 429,934 $4,880,000 574
   H D Vest Advisory Services 398 - 2024-03-31 296,194 $3,362,000 21,774
   Advisor Group Holdings Inc. 1394 - 2024-03-31 264,752 $3,005,000 12,240
   Apollon Wealth Management LLC 211 - 2024-03-31 245,287 $2,784,000 16,323
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1545 - 2024-03-31 209,810 $2,381,000 833
   HARBOUR INVESTMENTS INC. 235 - 2023-12-31 179,486 $1,859,000 5,484
   OPPENHEIMER & CO INC 553 - 2024-03-31 153,460 $1,742,000 8,050
   Connectus Wealth LLC 200 - 2024-03-31 149,975 $1,702,000 300
   RAYMOND JAMES & ASSOCIATES 2265 - 2024-03-31 145,480 $1,651,000 3,257
   Rockefeller Capital Management L.P. 1107 - 2024-03-31 136,611 $1,551,000 87,976
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1546 - 2024-03-31 114,871 $1,304,000 11,958
   Cetera Investment Advisers 2018 - 2024-03-31 93,010 $1,056,000 72,730
   Goss Wealth Management LLC 1052 - 2024-03-31 76,527 $869,000 34,526
   Beacon Pointe Advisors LLC 776 - 2024-03-31 63,597 $722,000 5,652
   HIGHTOWER ADVISORS, LLC 2112 - 2024-03-31 52,674 $598,000 6,361
   L.M. KOHN & COMPANY 130 - 2024-03-31 52,494 $596,000 23,903
   Sigma Planning Corp 700 - 2024-03-31 50,997 $579,000 50,997
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1570 - 2024-03-31 44,390 $504,000 2,760
   Founders Financial Alliance LLC 190 - 2024-03-31 31,887 $362,000 202
   DF DENT & CO INC 221 - 2024-03-31 30,396 $345,000 235
   Sonora Investment Management Group LLC 196 - 2024-03-31 26,350 $299,000 200
   Claraphi Advisory Network LLC 153 - 2022-12-31 24,864 $261,000 12,938
   Financial Advocates Investment Management 646 - 2024-03-31 22,770 $258,000 148
   MARINER WEALTH ADVISORS, LLC 2617 - 2024-03-31 21,026 $239,000 8,310
   WEALTH EFFECTS LLC 183 - 2024-03-31 20,127 $228,000 41
   CoreCap Advisors LLC 558 - 2023-12-31 19,435 $201,000 3,095
   Kestra Advisory Services LLC 2286 - 2024-03-31 15,221 $173,000 3,879
   MELFA WEALTH MANAGEMENT LLC 168 - 2024-03-31 13,993 $159,000 70
   MML INVESTORS SERVICES LLC 2393 - 2024-03-31 11,345 $129,000 304
   Gray Wealth Management Inc. 136 - 2024-03-31 11,336 $129,000 110
   NWAM LLC 538 - 2024-03-31 10,583 $119,000 300
   Johnson Midwest Financial LLC 56 - 2023-09-30 9,022 $95,000 3,000
   Global Retirement Partners LLC 1407 - 2024-03-31 4,325 $49,000 2,037
   PROEQUITIES INC. 1225 - 2024-03-31 3,876 $44,000 741
   ORG Partners LLC 145 - 2024-03-31 3,841 $43,000 3,841
   Twin Lakes Capital Management LLC 228 - 2024-03-31 272 $3,000 7

  43 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results