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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.18M -$12.7K -1,200 -1%
Truist Financial
27
Truist Financial
North Carolina
$1.06M +$787K +74,278 +359%
MGWM
28
Marks Group Wealth Management
Minnesota
$1.05M
HighTower Advisors
29
HighTower Advisors
Illinois
$983K -$109K -10,331 -11%
CAM
30
Cresset Asset Management
Illinois
$932K +$882K +83,213 New
SPC
31
Sigma Planning Corp
Michigan
$831K -$155K -14,612 -16%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$793K +$8.97K +847 +1%
MA
33
Mutual Advisors
Nebraska
$706K -$64.7K -6,105 -9%
CTC
34
Central Trust Company
Missouri
$699K -$5.3K -500 -0.8%
SWP
35
Semus Wealth Partners
Florida
$664K -$13.7K -1,294 -2%
BPA
36
Beacon Pointe Advisors
California
$632K +$47.1K +4,445 +9%
BRWA
37
B. Riley Wealth Advisors
Florida
$570K +$539K +50,892 New
IFWM
38
Institute for Wealth Management
Colorado
$509K +$21.1K +1,989 +5%
AWS
39
Atria Wealth Solutions
New York
$505K -$3.42K -323 -0.7%
CAN
40
Cetera Advisor Networks
California
$473K -$16.9K -1,599 -4%
NA
41
NewEdge Advisors
Louisiana
$451K +$8.7K +821 +2%
EGA
42
E&G Advisors
Texas
$431K -$3.18K -300 -0.8%
SI
43
Stephens Inc
Arkansas
$409K +$387K +36,562 New
Invesco
44
Invesco
Georgia
$388K -$205K -19,330 -36%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$385K -$45.9K -4,330 -11%
FFA
46
Founders Financial Alliance
North Carolina
$381K +$2.01K +190 +0.6%
MWM
47
Mission Wealth Management
California
$356K -$1.54K -145 -0.5%
Stifel Financial
48
Stifel Financial
Missouri
$354K +$36.1K +3,405 +12%
SPIA
49
Steward Partners Investment Advisory
New York
$352K -$14.8K -1,396 -4%
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$351K