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% | 3.26% |
| UBS GROUP AG | 05/05/2026 | 2.38 M | $25.54 M | 8.71% | 2.95% |
| MORGAN STANLEY | 05/15/2026 | 1.41 M | $15.18 M | 1.19% | 1.75% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1.36 M | $14.59 M | 0.87% | 1.68% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 1.10 M | $11.78 M | 4.95% | 1.36% |
| LPL FINANCIAL LLC | 05/06/2026 | 673.70 K | $7.24 M | -7.62% | 0.83% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 643.32 K | $6.91 M | -2.43% | 0.82% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 609.48 K | $6.55 M | -12.28% | 0.76% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 591.24 K | $6.35 M | 8.88% | 0.73% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 565.06 K | $6.07 M | 1.81% | 0.70% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 330.95 K | $3.55 M | 46.06% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 301.68 K | $3.24 M | -6.39% | 0.37% |
| GRANGE CAPITAL, LLC | 04/28/2026 | 294.42 K | $3.16 M | -4.89% | 0.36% |
| MARATHON STRATEGIC ADVISORS, LLC | 04/15/2026 | 288.33 K | $3.10 M | 4.12% | 0.36% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 275.46 K | $2.96 M | 15.02% | 0.34% |
| CREEKSIDE PARTNERS | 04/22/2026 | 229.19 K | $2.46 M | 5.22% | 0.28% |
| OPPENHEIMER & CO INC | 04/24/2026 | 226.31 K | $2.43 M | 5.36% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 224.51 K | $2.41 M | 3.90% | 0.28% |
| ROYAL BANK OF CANADA | 05/15/2026 | 219.80 K | $2.36 M | 0.69% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 187.28 K | $2.01 M | 3.42% | 0.23% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 186.57 K | $2.00 M | -12.27% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 155.58 K | $1.67 M | 3.83% | 0.19% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 146.35 K | $1.57 M | 116.15% | 0.18% |
| 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% | 0.12% | |
| 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% | 0.09% |
| 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% | 0.07% |
| 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% | 0.06% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 43.33 K | $465.40 K | 0.00% | 0.05% |
| 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% | 0.04% |
| 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% |
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Calamos Convertible Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 206 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 1.11 M
COMMONWEALTH EQUITY SERVICES, LLC: 563,686
Marathon Strategic Advisors, LLC: 293,821
Creekside Partners: 237,856
OPPENHEIMER & CO INC: 237,341
Samalin Investment Counsel, LLC: 206,445
22.84% of Calamos Convertible Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.80 M shares in the last 24 months. This purchase volume represents approximately $257.45 M in transactions.