Calamos Convertible Opportunities and Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.88 M | $38.76 M | 9.67% | 3.57% |
| UBS GROUP AG | 08/13/2026 | 2.57 M | $34.60 M | 8.25% | 3.19% |
| MORGAN STANLEY | 08/13/2026 | 1.55 M | $20.85 M | 9.73% | 1.92% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.36 M | $18.32 M | 0.31% | 1.69% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 1.11 M | $14.86 M | 0.74% | 1.37% |
| LPL FINANCIAL LLC | 08/07/2026 | 700.77 K | $9.42 M | 4.02% | 0.87% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 643.31 K | $8.65 M | 5.55% | 0.80% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 640.13 K | $8.59 M | -0.50% | 0.79% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 613.86 K | $8.25 M | 3.83% | 0.76% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 563.69 K | $7.58 M | -0.24% | 0.70% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 533.90 K | $7.18 M | 61.32% | 0.66% |
| MARATHON STRATEGIC ADVISORS, LLC | 07/16/2026 | 293.82 K | $3.95 M | 1.91% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 288.92 K | $3.88 M | -4.23% | 0.36% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 273.70 K | $3.68 M | -0.64% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 259.05 K | $3.48 M | 15.38% | 0.32% |
| CREEKSIDE PARTNERS | 07/31/2026 | 237.86 K | $3.20 M | 3.78% | 0.29% |
| OPPENHEIMER & CO INC | 08/03/2026 | 237.34 K | $3.19 M | 4.87% | 0.29% |
| ROYAL BANK OF CANADA | 08/14/2026 | 222.05 K | $2.98 M | 1.02% | 0.28% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 206.45 K | $2.77 M | 41.06% | 0.26% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 183.54 K | $2.47 M | -1.63% | 0.23% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 168.72 K | $2.27 M | 42.50% | 0.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 154.32 K | $2.07 M | -0.81% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 148.92 K | $2.00 M | -20.49% | 0.18% |
| GRANGE CAPITAL, LLC | 07/28/2026 | 146.01 K | $1.96 M | -50.41% | 0.18% |
| COLONY GROUP, LLC | 08/12/2026 | 141.78 K | $1.91 M | -1.01% | 0.18% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 111.72 K | $1.50 M | 0.00% | 0.14% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 100.30 K | $1.35 M | 1.26% | 0.12% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 99.90 K | $1.34 M | 26.08% | 0.12% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 82.72 K | $1.11 M | 100.00% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 79.99 K | $1.08 M | 5.73% | 0.10% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 07/28/2026 | 77.08 K | $1.04 M | 7.90% | 0.10% |
| FIFTH THIRD BANCORP | 08/05/2026 | 76.36 K | $1.03 M | -9.99% | 0.09% |
| COHEN & STEERS, INC. | 08/14/2026 | 75.00 K | $1.01 M | 36.36% | 0.09% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 71.05 K | $954.94 K | 0.00% | 0.09% |
| SEI INVESTMENTS CO | 08/14/2026 | 62.80 K | $844.04 K | -4.37% | 0.08% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 60.67 K | $815.41 K | 17.63% | 0.08% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 07/08/2026 | 55.11 K | $740.66 K | 0.31% | 0.07% |
| SAM ADVISORS, LLC | 08/13/2026 | 53.68 K | $721.40 K | -1.15% | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 50.60 K | $680.04 K | -8.50% | 0.06% |
| NORTHERN TRUST CORP | 08/13/2026 | 46.78 K | $628.75 K | -12.77% | 0.06% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 45.33 K | $609.28 K | 4.62% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 38.87 K | $521.99 K | 8.21% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 37.47 K | $503.65 K | -3.60% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 37.40 K | $502.59 K | 1.08% | 0.05% |
| KFA PRIVATE WEALTH GROUP, LLC | 07/28/2026 | 37.17 K | $499.55 K | -61.97% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 36.93 K | $496.30 K | -2.47% | 0.05% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 36.69 K | $493.09 K | 7.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 36.68 K | $493.03 K | 9.66% | 0.05% |
| E&G ADVISORS, LP | 07/23/2026 | 34.90 K | $469.08 K | 0.00% | 0.04% |
| NORTHROCK PARTNERS, LLC | 08/11/2026 | 34.86 K | $468.45 K | -1.18% | 0.04% |
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Calamos Convertible Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 215 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 2.88 M
UBS Group AG: 2.57 M
MORGAN STANLEY: 1.55 M
WELLS FARGO & COMPANY/MN: 1.36 M
D.A. DAVIDSON & CO.: 1.11 M
LPL Financial LLC: 700,766
23.24% of Calamos Convertible Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.85 M shares in the last 24 months. This purchase volume represents approximately $269.26 M in transactions.