We are live on ! Find out more
CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$247K -$23.9K -2,500 -10%
IFWM
52
Institute for Wealth Management
Colorado
$243K +$8.41K +880 +4%
FAAS
53
First Allied Advisory Services
California
$242K -$19.9K -2,081 -8%
KM
54
Kalos Management
Georgia
$236K +$8.27K +865 +4%
CIA
55
Capital Investment Advisors
Georgia
$231K
MW
56
Marcum Wealth
Ohio
$227K -$6.69K -700 -3%
B
57
Bellecapital
Switzerland
$213K +$4.64K +486 +2%
APW
58
Aurora Private Wealth
New Jersey
$210K -$206K -21,505 -52%
SFS
59
Shaker Financial Services
Virginia
$208K -$73.3K -7,666 -28%
SWP
60
Stratos Wealth Partners
Ohio
$207K +$36.6K +3,835 +25%
PAG
61
Private Advisor Group
New Jersey
$205K +$325 +34 +0.2%
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$197K +$11.5K +1,200 +7%
OC
63
Oppenheimer & Co
New York
$194K +$29 +3 +0%
CDH
64
Charles D. Hyman
$176K
CAN
65
Claraphi Advisory Network
United States
$175K -$23.6K -2,471 -13%
FFG
66
Ford Financial Group
California
$159K
AAS
67
Avantax Advisory Services
Texas
$144K -$2.09K -219 -2%
RIG
68
Ramiah Investment Group
Wisconsin
$144K -$72.2K -7,560 -36%
PA
69
Pinnacle Associates
New York
$143K
WCM
70
Windsor Capital Management
Arizona
$131K +$2.09K +219 +2%
TPA
71
Trivium Point Advisory
Connecticut
$126K
DP
72
Dearborn Partners
Illinois
$111K
PFS
73
Prospera Financial Services
Texas
$110K
SPIA
74
Steward Partners Investment Advisory
New York
$95K -$43K -4,499 -34%
FHA
75
Flagship Harbor Advisors
Massachusetts
$79K +$4.78K +500 +7%