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Get Institutions for : 
Calamos Convertible Opportunities & Income Fund (CHI)  
$11.36 0.13 (1.16%) as of 4:30 Fri 5/31


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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 : 
 $10.47  
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
   MORGAN STANLEY 2958 - 2024-03-31 1,330,810 $15,105,000 -72,988
   GUGGENHEIM CAPITAL LLC 389 - 2024-03-31 699,929 $7,944,000 -26,606
   Lindbrook Capital LLC 49 - 2024-03-31 356,531 $4,047,000 -6,415
   ROYAL BANK OF CANADA 2418 - 2024-03-31 203,313 $2,308,000 -58,236
   FIXED INCOME SECURITIES INC 522 - 2024-03-31 196,560 $2,231,000 -169,383
   Samalin Investment Counsel LLC 42 - 2024-03-31 101,103 $1,148,000 -9,683
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1013 - 2024-03-31 83,328 $946,000 -3,186
   CAPTRUST FINANCIAL ADVISORS 1235 - 2024-03-31 71,191 $808,000 -9,380
   GUARANTY TRUST CO OF MISSOURI /MO/ 371 - 2024-03-31 57,758 $656,000 -525
   FINANCIAL NETWORK 1804 - 2024-03-31 52,345 $594,000 -13,482
   Semus Wealth Partners LLC 52 - 2024-03-31 43,809 $497,000 -6,413
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 304 - 2024-03-31 40,538 $460,000 -5,514
   E&G Advisors LP 128 - 2024-03-31 37,102 $421,000 -275
   JANNEY MONTGOMERY SCOTT LLC 2188 - 2024-03-31 32,342 $367,000 -660
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 151 - 2024-03-31 30,970 $352,000 -400
   Atria Wealth Solutions Inc. 1441 - 2024-03-31 30,903 $351,000 -4,723
   SAM Advisors LLC 33 - 2024-03-31 27,966 $317,000 -662
   Private Advisor Group LLC 1800 - 2024-03-31 27,433 $311,000 -1,437
   Steward Partners Investment Advisory LLC 1241 - 2024-03-31 27,276 $310,000 -5,909
   STIFEL FINANCIAL CORP 2885 - 2024-03-31 27,055 $307,000 -1,446
   TFG Advisers LLC 160 - 2024-03-31 25,611 $291,000 -213
   MISSION WEALTH MANAGEMENT LLC 533 - 2024-03-31 25,525 $290,000 -650
   Gateway Wealth Partners LLC 231 - 2024-03-31 17,636 $200,000 -3,625
   PINNACLE ASSOCIATES LTD 804 - 2024-03-31 13,400 $152,000 -3,732
   CITADEL ADVISORS LLC 4757 - 2024-03-31 11,309 $128,000 -6,877
   Geneos Wealth Management Inc. 1065 - 2024-03-31 4,380 $50,000 -760
   Creekmur Asset Management LLC 267 - 2024-03-31 3,857 $44,000 -8,998
   MEADOWBROOK INVESTMENT ADVISORS LLC 240 - 2024-03-31 920 $10,000 -1,725
   IFP Advisors Inc 2456 - 2023-12-31 401 $4,000 -499
   US BANCORP 3739 - 2024-03-31 98 $1,000 -1,000
  30 Records found
  1    
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