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/ | 02/03/2026 | 2.39 M | $25.84 M | 4.81% | 3.09% |
| UBS GROUP AG | 11/13/2025 | 2.04 M | $21.98 M | 6.51% | 2.62% |
| MORGAN STANLEY | 11/14/2025 | 1.43 M | $15.46 M | 0.58% | 1.85% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.38 M | $14.91 M | 3.61% | 1.78% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 1.02 M | $11.05 M | 4.14% | 1.32% |
| LPL FINANCIAL LLC | 11/12/2025 | 706.22 K | $7.62 M | 26.24% | 0.91% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 642.43 K | $6.93 M | -6.37% | 0.83% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 634.81 K | $6.84 M | 5.93% | 0.82% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 560.67 K | $6.05 M | 5.30% | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 541.63 K | $5.84 M | -4.28% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 336.76 K | $3.63 M | -1.00% | 0.43% |
| GRANGE CAPITAL, LLC | 11/07/2025 | 316.60 K | $3.42 M | 23.91% | 0.41% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 282.56 K | $3.05 M | 39.35% | 0.36% |
| MARATHON STRATEGIC ADVISORS, LLC | 10/09/2025 | 267.66 K | $2.89 M | 20.56% | 0.34% |
| CREEKSIDE PARTNERS | 10/27/2025 | 238.68 K | $2.58 M | -12.51% | 0.31% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 237.17 K | $2.56 M | 2.28% | 0.31% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 233.52 K | $2.52 M | 309.80% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 227.40 K | $2.40 M | 11.55% | 0.29% |
| ROYAL BANK OF CANADA | 11/14/2025 | 213.57 K | $2.30 M | 4.44% | 0.28% |
| OPPENHEIMER & CO INC | 11/06/2025 | 191.63 K | $2.07 M | 4.84% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 161.24 K | $1.74 M | 11.41% | 0.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 154.18 K | $1.66 M | 0.47% | 0.20% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 149.13 K | $1.61 M | -22.19% | 0.19% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 146.14 K | $1.58 M | -66.30% | 0.19% |
| COLONY GROUP, LLC | 11/14/2025 | 129.75 K | $1.40 M | 0.29% | 0.17% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 120.36 K | $1.30 M | -2.23% | 0.16% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 119.47 K | $1.29 M | 2.44% | 0.15% |
| 12/22/2025 | 106.82 K | $1.15 M | 100.00% | 0.14% | |
| KFA PRIVATE WEALTH GROUP, LLC | 10/03/2025 | 100.61 K | $1.09 M | 3.42% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 65.89 K | $711.00 K | -25.05% | 0.08% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 10/17/2025 | 61.91 K | $667.97 K | 4.41% | 0.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 58.07 K | $626.52 K | 100.00% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 58.02 K | $638.84 K | -2.00% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 55.63 K | $600.27 K | 3.64% | 0.07% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 10/23/2025 | 54.56 K | $588.74 K | 138.51% | 0.07% |
| COMERICA BANK | 11/14/2025 | 52.98 K | $571.69 K | 71.49% | 0.07% |
| SAM ADVISORS, LLC | 10/30/2025 | 49.13 K | $530.14 K | 10.98% | 0.06% |
| SEI INVESTMENTS CO | 11/13/2025 | 48.99 K | $528.55 K | 20.46% | 0.06% |
| NORTHERN TRUST CORP | 11/14/2025 | 43.39 K | $468.22 K | 2.76% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 42.08 K | $454.00 K | -10.67% | 0.05% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 41.68 K | $449.73 K | 2.46% | 0.05% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 39.34 K | $424.46 K | 5.36% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 38.47 K | $415.13 K | 0.00% | 0.05% |
| PATTEN GROUP, INC. | 11/10/2025 | 38.40 K | $414.37 K | -11.19% | 0.05% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 37.85 K | $408.45 K | -9.04% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 37.80 K | $407.88 K | -13.97% | 0.05% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 37.18 K | $401.19 K | 0.72% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 36.98 K | $399.01 K | 100.00% | 0.05% |
| STEPHENS INC /AR/ | 10/27/2025 | 35.54 K | $383.48 K | 0.00% | 0.05% |
| E&G ADVISORS, LP | 10/21/2025 | 35.40 K | $381.99 K | -2.21% | 0.05% |
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Calamos Convertible Opportunities and Income Fund institutional Ownership - FAQ's
During the previous two years, 165 institutional investors and hedge funds held shares of Calamos Convertible Opportunities and Income Fund. The most heavily invested institutionals were:
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 1.71 M
Grange Capital, LLC: 309,537
Apollon Wealth Management, LLC: 112,860
KFA Private Wealth Group, LLC: 95,882
Samalin Investment Counsel, LLC: 67,706
Institute for Wealth Management, LLC.: 58,696
21.99% of Calamos Convertible Opportunities and Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 19.31 M shares in the last 24 months. This purchase volume represents approximately $218.03 M in transactions.