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Get Institutions for : 
Calamos Convertible Opportunities & Income Fund (CHI)  
$11.25 0.05 (0.44%) as of 4:30 Fri 5/17


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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  : 
0.95 (9.22%)  




 
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
   MORGAN STANLEY 2958 - 2024-03-31 1,330,810 $15,105,000 -72,988
   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
   GUGGENHEIM CAPITAL LLC 389 - 2024-03-31 699,929 $7,944,000 -26,606
   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
   COHEN & STEERS INC 150 - 2024-03-31 372,278 $4,225,000 0
   Lindbrook Capital LLC 49 - 2024-03-31 356,531 $4,047,000 -6,415
   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
   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
   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
   Samalin Investment Counsel LLC 42 - 2024-03-31 101,103 $1,148,000 -9,683
   Marks Group Wealth Management Inc 165 - 2024-03-31 93,898 $1,066,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1013 - 2024-03-31 83,328 $946,000 -3,186
   Goss Wealth Management LLC 1052 - 2024-03-31 76,527 $869,000 34,526
   CAPTRUST FINANCIAL ADVISORS 1235 - 2024-03-31 71,191 $808,000 -9,380
   Beacon Pointe Advisors LLC 776 - 2024-03-31 63,597 $722,000 5,652
   GUARANTY TRUST CO OF MISSOURI /MO/ 371 - 2024-03-31 57,758 $656,000 -525
   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
   FINANCIAL NETWORK 1804 - 2024-03-31 52,345 $594,000 -13,482
   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
   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
   STEPHENS INC /AR/ 888 - 2024-03-31 36,562 $415,000 0
   JANNEY MONTGOMERY SCOTT LLC 2188 - 2024-03-31 32,342 $367,000 -660
   Founders Financial Alliance LLC 190 - 2024-03-31 31,887 $362,000 202
   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
   DF DENT & CO INC 221 - 2024-03-31 30,396 $345,000 235
   MULTIFINANCIAL SECURITIES CORP 1875 *New 2024-03-31 28,561 $324,000 28,561
   SAM Advisors LLC 33 - 2024-03-31 27,966 $317,000 -662
   SRS Capital Advisors Inc. 240 *New 2024-03-31 27,445 $312,000 27,445
   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
   Sonora Investment Management Group LLC 196 - 2024-03-31 26,350 $299,000 200
   Game Plan Financial Advisors LLC 70 - 2024-03-31 26,075 $296,000 0
   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
   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
   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
   CX Institutional 508 - 2024-03-31 20,502 $233,000 0
   WEALTH EFFECTS LLC 183 - 2024-03-31 20,127 $228,000 41
   PFG Investments LLC 883 *New 2024-03-31 18,401 $209,000 18,401
   CoreCap Advisors LLC 558 - 2023-12-31 19,435 $201,000 3,095
   Gateway Wealth Partners LLC 231 - 2024-03-31 17,636 $200,000 -3,625
   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
   Kestra Advisory Services LLC 2286 - 2024-03-31 15,221 $173,000 3,879
   Perennial Investment Advisors LLC 330 - 2024-03-31 15,041 $171,000 0
   PRUDENTIAL FINANCIAL INC 2490 *New 2024-03-31 14,030 $159,000 14,030
   MELFA WEALTH MANAGEMENT LLC 168 - 2024-03-31 13,993 $159,000 70
   PINNACLE ASSOCIATES LTD 804 - 2024-03-31 13,400 $152,000 -3,732
   Alpha Cubed Investments LLC 278 - 2024-03-31 12,300 $140,000 0
   Cetera Investment Advisers 1685 - 2024-03-31 12,104 $137,000 -8,176
   Palogic Value Management L.P. 158 - 2024-03-31 12,000 $136,000 0
   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
   CITADEL ADVISORS LLC 4757 - 2024-03-31 11,309 $128,000 -6,877
   HYMAN CHARLES D 245 - 2024-03-31 11,050 $125,000 0
   NWAM LLC 538 - 2024-03-31 10,583 $119,000 300
   BARRETT & COMPANY INC. 178 - 2024-03-31 10,250 $116,000 0
   Beverly Hills Private Wealth LLC 349 *New 2024-03-31 10,056 $114,000 10,056
   MONETARY MANAGEMENT GROUP INC 223 *New 2024-03-31 10,000 $114,000 10,000
   NBC SECURITIES INC. 932 - 2024-03-31 9,043 $112,000 0
   Johnson Midwest Financial LLC 56 - 2023-09-30 9,022 $95,000 3,000
   Gen-Wealth Partners Inc 330 - 2024-03-31 7,040 $80,000 0
   COMERICA BANK 2634 - 2024-03-31 6,290 $71,000 0
   HANSON MCCLAIN, INC. 1226 - 2024-03-31 5,300 $60,000 0
   Geneos Wealth Management Inc. 1065 - 2024-03-31 4,380 $50,000 -760
   Global Retirement Partners LLC 1407 - 2024-03-31 4,325 $49,000 2,037
   Capital Analysts Inc. 682 - 2024-03-31 4,000 $45,000 0
   PROEQUITIES INC. 1225 - 2024-03-31 3,876 $44,000 741
   Creekmur Asset Management LLC 267 - 2024-03-31 3,857 $44,000 -8,998
   ORG Partners LLC 145 - 2024-03-31 3,841 $43,000 3,841
   Gilliland Jeter Wealth Management LLC 308 *New 2024-03-31 3,400 $39,000 3,400
   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
   Ahrens Investment Partners LLC 448 *New 2023-03-31 2,219 $23,000 2,219
   ENDURANCE WEALTH MANAGEMENT, INC. 444 - 2023-06-30 1,500 $17,000 0
  100 Records found
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