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/ | 05/18/2026 | 2.63 M | $28.24 M | 5.86% | 3.34% |
| UBS GROUP AG | 05/05/2026 | 2.38 M | $25.54 M | 8.71% | 3.02% |
| MORGAN STANLEY | 05/15/2026 | 1.41 M | $15.18 M | 1.19% | 1.80% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.36 M | $14.59 M | 0.87% | 1.73% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 1.10 M | $11.78 M | 4.95% | 1.39% |
| LPL FINANCIAL LLC | 05/06/2026 | 673.70 K | $7.24 M | -7.62% | 0.86% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 643.32 K | $6.91 M | -2.43% | 0.82% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 609.48 K | $6.55 M | -12.28% | 0.77% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 591.24 K | $6.35 M | 8.88% | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 565.06 K | $6.07 M | 1.81% | 0.72% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 330.95 K | $3.55 M | 46.06% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 301.68 K | $3.24 M | -6.39% | 0.38% |
| GRANGE CAPITAL, LLC | 04/28/2026 | 294.42 K | $3.16 M | -4.89% | 0.37% |
| MARATHON STRATEGIC ADVISORS, LLC | 04/15/2026 | 288.33 K | $3.10 M | 4.12% | 0.37% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 275.46 K | $2.96 M | 15.02% | 0.35% |
| CREEKSIDE PARTNERS | 04/22/2026 | 229.19 K | $2.46 M | 5.22% | 0.29% |
| OPPENHEIMER & CO INC | 04/24/2026 | 226.31 K | $2.43 M | 5.36% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 224.51 K | $2.41 M | 3.90% | 0.29% |
| ROYAL BANK OF CANADA | 05/15/2026 | 219.80 K | $2.36 M | 0.69% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 187.28 K | $2.01 M | 3.42% | 0.24% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 186.57 K | $2.00 M | -12.27% | 0.24% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 155.58 K | $1.67 M | 3.83% | 0.20% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 146.35 K | $1.57 M | 116.15% | 0.19% |
| COLONY GROUP, LLC | 05/15/2026 | 143.23 K | $1.54 M | 0.00% | 0.18% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 118.40 K | $1.27 M | 14.88% | 0.15% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 111.72 K | $1.20 M | -5.28% | 0.14% |
| 04/17/2026 | 99.05 K | $1.06 M | 3.88% | 0.13% | |
| KFA PRIVATE WEALTH GROUP, LLC | 04/20/2026 | 97.73 K | $1.05 M | 1.93% | 0.12% |
| FIFTH THIRD BANCORP | 05/01/2026 | 84.83 K | $911.10 K | 100.00% | 0.11% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 79.24 K | $851.00 K | 6.65% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 75.65 K | $813.00 K | 5.02% | 0.10% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 05/05/2026 | 71.44 K | $767.22 K | 0.00% | 0.09% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 71.05 K | $763.10 K | 2.86% | 0.09% |
| SEI INVESTMENTS CO | 05/13/2026 | 65.67 K | $705.28 K | 39.67% | 0.08% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 05/14/2026 | 59.28 K | $636.64 K | 0.99% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 55.30 K | $593.90 K | 35.14% | 0.07% |
| COHEN & STEERS, INC. | 05/15/2026 | 55.00 K | $591.00 K | 100.00% | 0.07% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 04/10/2026 | 54.94 K | $590.03 K | 0.34% | 0.07% |
| SAM ADVISORS, LLC | 04/29/2026 | 54.30 K | $583.19 K | 6.54% | 0.07% |
| NORTHERN TRUST CORP | 05/14/2026 | 53.63 K | $575.97 K | 20.34% | 0.07% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 51.58 K | $553.94 K | 76.87% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 43.33 K | $465.40 K | 0.00% | 0.06% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 38.87 K | $417.51 K | 1.04% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 37.86 K | $406.66 K | -66.45% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 37.00 K | $397.33 K | -16.37% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 35.92 K | $401.56 K | -45.60% | 0.05% |
| NORTHROCK PARTNERS, LLC | 05/15/2026 | 35.27 K | $378.83 K | 100.00% | 0.04% |
| E&G ADVISORS, LP | 04/21/2026 | 34.90 K | $374.85 K | -0.29% | 0.04% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 34.29 K | $368.25 K | -9.38% | 0.04% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 34.06 K | $365.83 K | 1.19% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Calamos Convertible Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 201 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/: 2.63 M
UBS Group AG: 2.38 M
MORGAN STANLEY: 1.41 M
WELLS FARGO & COMPANY/MN: 1.36 M
D.A. DAVIDSON & CO.: 1.1 M
LPL Financial LLC: 673,698
22.84% of Calamos Convertible Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.87 M shares in the last 24 months. This purchase volume represents approximately $258.24 M in transactions.