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Get Institutions for : 
Calamos Convertible Opportunities & Income Fund (CHI)  
$11.87 0.17 (1.45%) as of 4:30 Wed 6/12


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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 : 
 $10.28  
Last Quarter's Ending Price : 
 $11.35  
Last Quarter's Average Price : 
 $10.89  
Change from last quarter's     
avg. price to the last closing  : 
0.98 (9%)  




 
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: 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 period: 12-31-2023 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
   COHEN & STEERS INC 150 - 2024-03-31 372,278 $4,225,000 0
   Marks Group Wealth Management Inc 165 - 2024-03-31 93,898 $1,066,000 0
   STEPHENS INC /AR/ 888 - 2024-03-31 36,562 $415,000 0
   Game Plan Financial Advisors LLC 70 - 2024-03-31 26,075 $296,000 0
   Capital CS Group LLC 55 - 2024-03-31 25,224 $286,000 0
   HOLLENCREST SECURITIES LLC 242 - 2024-03-31 24,293 $276,000 0
   PNC FINANCIAL SERVICES GROUP INC 1980 - 2024-03-31 23,059 $262,000 0
   CX Institutional 508 - 2024-03-31 20,502 $233,000 0
   WEDBUSH MORGAN SECURITIES INC 1113 - 2024-03-31 17,010 $193,000 0
   EP WEALTH ADVISORS, INC. 748 - 2024-03-31 15,500 $176,000 0
   Perennial Investment Advisors LLC 330 - 2024-03-31 15,041 $171,000 0
   Alpha Cubed Investments LLC 278 - 2024-03-31 12,300 $140,000 0
   Palogic Value Management L.P. 158 - 2024-03-31 12,000 $136,000 0
   HYMAN CHARLES D 245 - 2024-03-31 11,050 $125,000 0
   BARRETT & COMPANY INC. 178 - 2024-03-31 10,250 $116,000 0
   NBC SECURITIES INC. 932 - 2024-03-31 9,043 $112,000 0
   COMERICA BANK 2634 - 2024-03-31 6,290 $71,000 0
   HANSON MCCLAIN, INC. 1226 - 2024-03-31 5,300 $60,000 0
   Capital Analysts Inc. 682 - 2024-03-31 4,000 $45,000 0
   PRIVATE TRUST CO NA 1246 - 2024-03-31 3,000 $34,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 280 - 2024-03-31 3,000 $34,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 444 - 2023-06-30 1,500 $17,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 428 - 2024-03-31 1,027 $12,000 0
   HHM Wealth Advisors LLC 548 - 2024-03-31 725 $8,000 0
   Cape Investment Advisory Inc. 918 - 2023-12-31 200 $2,000 0
   ICA Group Wealth Management LLC 1156 - 2024-03-31 175 $2,000 0
   Key Financial Inc 1199 - 2024-03-31 89 $1,000 0
   Glassman Wealth Services 1015 *Closed 2024-03-31 0 $0 0
  28 Records found
  1    
  Page 1 of 1
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