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Get Institutions for : 
Calamos Convertible Opportunities & Income Fund (CHI)  
$10.95 0.11 (0.95%) as of 4:30 Tue 4/30


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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  : 
0.65 (6.26%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COHEN & STEERS INC 156 - 2023-12-31 372,278 $3,857,000 0
   Connectus Wealth LLC 289 - 2023-12-31 149,675 $1,551,000 0
   Granite Bay Wealth Management LLC 184 - 2023-12-31 128,205 $1,320,000 0
   Marks Group Wealth Management Inc 168 - 2023-12-31 93,898 $973,000 0
   STEPHENS INC /AR/ 848 - 2023-12-31 36,562 $379,000 0
   DF DENT & CO INC 217 - 2023-12-31 30,161 $312,000 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 264 - 2023-12-31 24,293 $252,000 0
   PNC FINANCIAL SERVICES GROUP INC 2029 - 2023-12-31 23,059 $239,000 0
   CX Institutional 508 - 2024-03-31 20,502 $233,000 0
   WEDBUSH MORGAN SECURITIES INC 982 - 2023-12-31 17,010 $176,000 0
   EP WEALTH ADVISORS, INC. 737 - 2023-12-31 15,500 $161,000 0
   Alpha Cubed Investments LLC 278 - 2024-03-31 12,300 $140,000 0
   Palogic Value Management L.P. 157 - 2023-12-31 12,000 $124,000 0
   BARRETT & COMPANY INC. 178 - 2024-03-31 10,250 $116,000 0
   HYMAN CHARLES D 240 - 2023-12-31 11,050 $114,000 0
   NBC SECURITIES INC. 932 - 2024-03-31 9,043 $112,000 0
   COMERICA BANK 2633 - 2023-12-31 6,290 $65,000 0
   HANSON MCCLAIN, INC. 1226 - 2024-03-31 5,300 $60,000 0
   Geneos Wealth Management Inc. - 2023-12-31 5,140 $53,000 0
   Capital Analysts Inc. 684 - 2023-12-31 4,000 $41,000 0
   PRIVATE TRUST CO NA 1246 - 2024-03-31 3,000 $34,000 0
   PROEQUITIES INC. 1304 - 2023-12-31 3,135 $33,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 276 - 2023-12-31 3,000 $31,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 444 - 2023-06-30 1,500 $17,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,027 $11,000 0
   HHM Wealth Advisors LLC 557 - 2023-12-31 725 $8,000 0
   Cape Investment Advisory Inc. 918 - 2023-12-31 200 $2,000 0
   Key Financial Inc 1204 - 2023-12-31 89 $1,000 0

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