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ícone de CHI

Calamos Convertible Opportunities and Income Fund
CHI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Everstar Asset Management
26
Everstar Asset Management
North Carolina
US$ 1,5 mi – – –
PMG Family Office
27
PMG Family Office
Texas
US$ 1,35 mi +US$ 15,4 mil +1.251 +1%
Stifel Financial
28
Stifel Financial
Missouri
US$ 1,34 mi +US$ 255 mil +20.666 +26%
ASG
29
Advisory Solutions Group
Minnesota
US$ 1,11 mi +US$ 1,02 mi +82.718 Nova
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
US$ 1,08 mi +US$ 53,4 mil +4.335 +6%
Total Wealth Planning & Management
31
Total Wealth Planning & Management
Florida
US$ 1,04 mi +US$ 69,6 mil +5.646 +8%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
US$ 1,03 mi -US$ 104 mil -8.475 -10%
Cohen & Steers
33
Cohen & Steers
New York
US$ 1,01 mi +US$ 247 mil +20.000 +36%
IHT Wealth Management
34
IHT Wealth Management
Illinois
US$ 955 mil – – –
Boreal Capital Management
35
Boreal Capital Management
Florida
US$ 856 mil – – –
SEI Investments
36
SEI Investments
Pennsylvania
US$ 844 mil -US$ 35,4 mil -2.868 -4%
MA
37
Mutual Advisors
Nebraska
US$ 815 mil +US$ 112 mil +9.093 +18%
LWMM
38
Legacy Wealth Management (Mississippi)
Mississippi
US$ 741 mil +US$ 2,11 mil +171 +0,3%
SA
39
SAM Advisors
California
US$ 721 mil -US$ 7,7 mil -625 -1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
US$ 680 mil -US$ 57,9 mil -4.700 -8%
Northern Trust
41
Northern Trust
Illinois
US$ 629 mil -US$ 84,4 mil -6.846 -13%
Independent Financial Group
42
Independent Financial Group
California
US$ 609 mil +US$ 24,7 mil +2.000 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
US$ 522 mil +US$ 36,4 mil +2.950 +8%
Geneos Wealth Management
44
Geneos Wealth Management
Colorado
US$ 504 mil -US$ 17,3 mil -1.400 -4%
&Partners
45
&Partners
Tennessee
US$ 503 mil +US$ 4,93 mil +400 +1%
KFA Private Wealth Group
46
KFA Private Wealth Group
Virginia
US$ 500 mil -US$ 747 mil -60.563 -62%
Apollon Wealth Management
47
Apollon Wealth Management
South Carolina
US$ 496 mil -US$ 11,6 mil -937 -2%
CreativeOne Wealth
48
CreativeOne Wealth
Kansas
US$ 493 mil +US$ 29,6 mil +2.400 +7%
Kestra Advisory Services
49
Kestra Advisory Services
Texas
US$ 493 mil +US$ 39,9 mil +3.233 +10%
Jaffetilchin Investment Partners
50
Jaffetilchin Investment Partners
Florida
US$ 473 mil +US$ 434 mil +35.186 Nova
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