We are live on ! Find out more
CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Everstar Asset Management
North Carolina
$1.3M -$30K -3,000 -2%
NA
27
NewEdge Advisors
Louisiana
$1.23M +$784K +78,488 +206%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$81.5K -8,155 -7%
KPWG
29
KFA Private Wealth Group
Virginia
$1.02M -$6.96K -696 -0.7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$925K +$526K +52,679 +150%
TWPM
31
Total Wealth Planning & Management
Florida
$796K
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$626K +$18.9K +1,896 +3%
IFWM
33
Institute for Wealth Management
Colorado
$624K +$56K +5,605 +10%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$599K -$116K -11,558 -17%
SIC
35
Samalin Investment Counsel
New York
$565K +$67.6K +6,762 +14%
LMKC
36
L.M. Kohn & Company
Ohio
$543K +$999 +100 +0.2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$496K -$19.7K -1,969 -4%
SA
38
SAM Advisors
California
$466K +$18.7K +1,875 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$462K -$187K -18,716 -30%
PG
40
Patten Group
Tennessee
$455K
IFG
41
Independent Financial Group
California
$444K -$3.33K -333 -0.8%
Northern Trust
42
Northern Trust
Illinois
$444K +$12.4K +1,237 +3%
AAP
43
Arax Advisory Partners
Colorado
$438K +$1.25K +125 +0.3%
IWM
44
IHT Wealth Management
Illinois
$428K
SEI Investments
45
SEI Investments
Pennsylvania
$428K +$406K +40,667 New
TA
46
TFG Advisers
Michigan
$426K +$17.2K +1,719 +4%
RAM
47
Readystate Asset Management
Illinois
$413K +$74.3K +7,432 +23%
CTC
48
Central Trust Company
Missouri
$409K -$36.3K -3,630 -9%
SPC
49
Sigma Planning Corp
Michigan
$408K -$216K -21,579 -36%
GWM
50
Geneos Wealth Management
Colorado
$405K +$343K +34,284 +818%