We are live on ! Find out more
CHI icon

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$42K +$41.9K +4,036 New
BC
77
Barnett & Company
Tennessee
$36K – – –
CWA
78
Clarus Wealth Advisors
Arizona
$33K – – –
US Bancorp
79
US Bancorp
Minnesota
$27K – – –
Citigroup
80
Citigroup
New York
$21K – – –
HGWM
81
Harvest Group Wealth Management
Massachusetts
$14K – – –
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$10K +$6.71K +646 +215%
GEA
83
Glen Eagle Advisors
New Jersey
$9.24K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.31K +800 New
Barclays
85
Barclays
United Kingdom
$8K – – –
GRP
86
Global Retirement Partners
California
$2K – – –
SIS
87
Sound Income Strategies
Florida
$2K – – –
WAM
88
Wolverine Asset Management
Illinois
– -$2.65M -261,271 Closed
FWM
89
Frontier Wealth Management
Missouri
– -$294K -28,935 Closed
CCP
90
Clough Capital Partners
Massachusetts
– -$239K -23,600 Closed
Millennium Management
91
Millennium Management
New York
– -$230K -22,700 Closed
DA
92
Doliver Advisors
Texas
– -$201K -19,852 Closed
CCP
93
Corient Capital Partners
California
– -$164K -16,163 Closed
PA
94
PFG Advisors
Arizona
– -$148K -13,910 Closed
FIA
95
FNY Investment Advisers
New York
– -$133K -13,171 Closed
PAS
96
Partnervest Advisory Services
California
– -$130K -12,798 Closed
LWAC
97
Laurel Wealth Advisors (California)
California
– -$121K -11,913 Closed
BAM
98
Belpointe Asset Management
Nevada
– -$120K -11,879 Closed
OWD
99
Osborn Williams & Donohoe
Ohio
– -$68K -6,500 Closed
PGAM
100
Princeton Global Asset Management
New Jersey
– -$49K -4,865 Closed