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/ | 02/17/2026 | 2.48 M | $26.03 M | 3.74% | 3.15% |
| UBS GROUP AG | 01/29/2026 | 2.19 M | $22.93 M | 7.41% | 2.78% |
| MORGAN STANLEY | 02/13/2026 | 1.40 M | $14.64 M | -2.50% | 1.77% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.35 M | $14.11 M | -2.51% | 1.71% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 1.05 M | $10.96 M | 2.06% | 1.33% |
| LPL FINANCIAL LLC | 02/11/2026 | 729.26 K | $7.64 M | 3.26% | 0.93% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 694.81 K | $7.28 M | 8.15% | 0.88% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 659.37 K | $6.91 M | 3.87% | 0.84% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 554.99 K | $5.82 M | 2.47% | 0.70% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 543.00 K | $5.69 M | -3.15% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 322.27 K | $3.38 M | -4.31% | 0.41% |
| GRANGE CAPITAL, LLC | 02/03/2026 | 309.54 K | $3.24 M | -2.23% | 0.39% |
| MARATHON STRATEGIC ADVISORS, LLC | 02/11/2026 | 276.93 K | $2.90 M | 3.46% | 0.35% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 239.50 K | $2.51 M | 0.98% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 226.59 K | $2.37 M | 290.24% | 0.29% |
| ROYAL BANK OF CANADA | 02/17/2026 | 218.30 K | $2.29 M | 2.21% | 0.28% |
| CREEKSIDE PARTNERS | 02/13/2026 | 217.82 K | $2.28 M | -8.74% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 216.09 K | $2.26 M | -4.97% | 0.27% |
| OPPENHEIMER & CO INC | 02/02/2026 | 214.80 K | $2.25 M | 12.09% | 0.27% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 212.67 K | $2.23 M | -8.93% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 181.09 K | $1.90 M | 12.31% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 149.85 K | $1.57 M | -2.81% | 0.19% |
| COLONY GROUP, LLC | 02/13/2026 | 143.23 K | $1.50 M | 10.39% | 0.18% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 117.95 K | $1.24 M | -2.00% | 0.15% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 112.86 K | $1.18 M | -24.32% | 0.14% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 103.07 K | $1.08 M | -13.73% | 0.13% |
| KFA PRIVATE WEALTH GROUP, LLC | 01/07/2026 | 95.88 K | $1.00 M | -4.70% | 0.12% |
| 01/28/2026 | 95.35 K | $999.25 K | -10.74% | 0.12% | |
| COMERICA BANK | 01/29/2026 | 79.21 K | $830.07 K | 49.49% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 74.30 K | $778.64 K | 99.82% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 72.04 K | $755.00 K | 9.33% | 0.09% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 02/11/2026 | 71.44 K | $748.65 K | 100.00% | 0.09% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 69.08 K | $723.91 K | 65.73% | 0.09% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 68.26 K | $715.41 K | -53.29% | 0.09% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 67.71 K | $709.55 K | 21.70% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 66.02 K | $721.62 K | 13.78% | 0.08% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 58.70 K | $615.14 K | -5.19% | 0.07% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 01/05/2026 | 54.75 K | $573.81 K | 0.35% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 52.30 K | $548.14 K | 100.00% | 0.07% |
| SAM ADVISORS, LLC | 02/12/2026 | 50.97 K | $534.13 K | 3.73% | 0.06% |
| SEI INVESTMENTS CO | 02/13/2026 | 47.02 K | $492.75 K | -4.02% | 0.06% |
| GREENBERG FINANCIAL GROUP | 01/22/2026 | 45.69 K | $478.78 K | 100.00% | 0.06% |
| NORTHERN TRUST CORP | 02/17/2026 | 44.56 K | $467.03 K | 2.70% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 44.24 K | $463.60 K | 19.62% | 0.06% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 41.67 K | $436.73 K | 10.09% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 40.92 K | $428.84 K | -2.75% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 38.47 K | $403.21 K | 0.00% | 0.05% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 37.84 K | $396.54 K | -3.81% | 0.05% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 01/29/2026 | 37.10 K | $389.00 K | 22.50% | 0.05% |
| STEPHENS INC /AR/ | 02/05/2026 | 35.54 K | $372.46 K | 0.00% | 0.05% |
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Calamos Convertible Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 210 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were:
UBS Group AG: 2.38 M
D.A. DAVIDSON & CO.: 1.1 M
COMMONWEALTH EQUITY SERVICES, LLC: 565,059
Grange Capital, LLC: 294,416
Marathon Strategic Advisors, LLC: 288,327
Creekside Partners: 229,190
22.37% of Calamos Convertible Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.97 M shares in the last 24 months. This purchase volume represents approximately $270.62 M in transactions.