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icono de CHI

Calamos Convertible Opportunities and Income Fund
CHI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Everstar Asset Management
26
Everstar Asset Management
North Carolina
USD 1.5 M – – –
PMG Family Office
27
PMG Family Office
Texas
USD 1.35 M +USD 15.4 k +1,251 +1%
Stifel Financial
28
Stifel Financial
Missouri
USD 1.34 M +USD 255 k +20,666 +26%
ASG
29
Advisory Solutions Group
Minnesota
USD 1.11 M +USD 1.02 M +82,718 Nuevas
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
USD 1.08 M +USD 53.4 k +4,335 +6%
Total Wealth Planning & Management
31
Total Wealth Planning & Management
Florida
USD 1.04 M +USD 69.6 k +5,646 +8%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
USD 1.03 M -USD 104 k -8,475 -10%
Cohen & Steers
33
Cohen & Steers
New York
USD 1.01 M +USD 247 k +20,000 +36%
IHT Wealth Management
34
IHT Wealth Management
Illinois
USD 955 k – – –
Boreal Capital Management
35
Boreal Capital Management
Florida
USD 856 k – – –
SEI Investments
36
SEI Investments
Pennsylvania
USD 844 k -USD 35.4 k -2,868 -4%
MA
37
Mutual Advisors
Nebraska
USD 815 k +USD 112 k +9,093 +18%
LWMM
38
Legacy Wealth Management (Mississippi)
Mississippi
USD 741 k +USD 2.11 k +171 +0.3%
SA
39
SAM Advisors
California
USD 721 k -USD 7.7 k -625 -1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
USD 680 k -USD 57.9 k -4,700 -8%
Northern Trust
41
Northern Trust
Illinois
USD 629 k -USD 84.4 k -6,846 -13%
Independent Financial Group
42
Independent Financial Group
California
USD 609 k +USD 24.7 k +2,000 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
USD 522 k +USD 36.4 k +2,950 +8%
Geneos Wealth Management
44
Geneos Wealth Management
Colorado
USD 504 k -USD 17.3 k -1,400 -4%
&Partners
45
&Partners
Tennessee
USD 503 k +USD 4.93 k +400 +1%
KFA Private Wealth Group
46
KFA Private Wealth Group
Virginia
USD 500 k -USD 747 k -60,563 -62%
Apollon Wealth Management
47
Apollon Wealth Management
South Carolina
USD 496 k -USD 11.6 k -937 -2%
CreativeOne Wealth
48
CreativeOne Wealth
Kansas
USD 493 k +USD 29.6 k +2,400 +7%
Kestra Advisory Services
49
Kestra Advisory Services
Texas
USD 493 k +USD 39.9 k +3,233 +10%
Jaffetilchin Investment Partners
50
Jaffetilchin Investment Partners
Florida
USD 473 k +USD 434 k +35,186 Nuevas
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