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Get Institutions for : 
Calamos Convertible Opportunities & Income Fund (CHI)  
$11.05 0.02 (0.18%) as of 4:30 Mon 4/29


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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  : 
0.75 (7.28%)  




 
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 2989 - 2023-12-31 1,403,798 $14,543,000 -96,977
   LPL FINANCIAL CORP 1619 - 2023-12-31 531,477 $5,506,000 -55,226
   AMERIPRISE FINANCIAL INC 2365 - 2023-12-31 431,199 $4,467,000 -51,199
   Lindbrook Capital LLC 49 - 2024-03-31 356,531 $4,047,000 -6,415
   FIXED INCOME SECURITIES INC 325 - 2023-12-31 365,943 $3,791,000 -194,643
   ROYAL BANK OF CANADA 2319 - 2023-12-31 261,549 $2,710,000 -23,185
   Advisor Group Holdings Inc. 1649 - 2023-12-31 252,512 $2,616,000 -16,926
   Samalin Investment Counsel LLC 41 - 2023-12-31 110,786 $1,148,000 -23,656
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1004 - 2023-12-31 86,514 $896,000 -803
   CAPTRUST FINANCIAL ADVISORS 1382 - 2023-12-31 80,571 $835,000 -15,625
   GUARANTY TRUST CO OF MISSOURI /MO/ 371 - 2024-03-31 57,758 $656,000 -525
   Beacon Pointe Advisors LLC 822 - 2023-12-31 57,945 $600,000 -2,425
   Semus Wealth Partners LLC - 2023-12-31 50,222 $520,000 -8,819
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 277 - 2023-12-31 46,052 $477,000 -1,276
   E&G Advisors LP 128 - 2024-03-31 37,102 $421,000 -275
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 151 - 2024-03-31 30,970 $352,000 -400
   Founders Financial Alliance LLC 171 - 2023-12-31 31,685 $328,000 -2,561
   STIFEL FINANCIAL CORP 2848 - 2023-12-31 28,501 $295,000 -4,719
   MISSION WEALTH MANAGEMENT LLC 466 - 2023-12-31 26,175 $271,000 -4,600
   TFG Advisers LLC 163 - 2023-12-31 25,824 $268,000 -710
   INVESCO LTD 3484 - 2023-12-31 14,856 $154,000 -7,376
   PINNACLE ASSOCIATES LTD 804 - 2024-03-31 13,400 $152,000 -3,732
   Kestra Advisory Services LLC 2164 - 2023-12-31 11,342 $118,000 -237
   US BANCORP 3235 - 2023-12-31 1,098 $11,000 -227
   ADVISORY SERVICES NETWORK, LLC 2948 - 2023-12-31 664 $7,000 -18,626
   IFP Advisors Inc 2456 - 2023-12-31 401 $4,000 -499
   Glassman Wealth Services 1781 - 2023-12-31 0 $0 -3,260
  27 Records found
  1    
  Page 1 of 1
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