We are live on ! Find out more
CHI icon

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$29.5K – – –
AIP
102
Ahrens Investment Partners
Louisiana
$23.3K +$25.6K +2,219 New
AAS
103
Ameritas Advisory Services
Nebraska
$22.4K +$24.5K +2,129 New
CT
104
Caldwell Trust
Florida
$16.1K – – –
EWM
105
Endurance Wealth Management
Rhode Island
$16K – – –
IA
106
IFP Advisors
Florida
$13K -$114K -9,918 -90%
WP
107
WealthPLAN Partners
Nebraska
$9.96K +$10.9K +947 New
WIM
108
WealthPlan Investment Management
Nebraska
$8.59K +$9.42K +817 New
HWA
109
HHM Wealth Advisors
Tennessee
$7.63K – – –
US Bancorp
110
US Bancorp
Minnesota
$3.42K – – –
TLCM
111
Twin Lakes Capital Management
California
$2.57K +$69 +6 +3%
CIA
112
Cape Investment Advisory
Georgia
$2.1K +$2.31K +200 New
IGWM
113
ICA Group Wealth Management
Colorado
$1.84K – – –
TWA
114
TCI Wealth Advisors
Arizona
$1.21K +$1.33K +115 New
KFI
115
Key Financial Inc
Pennsylvania
$936 – – –
HNB
116
Huntington National Bank
Ohio
$11 – – –
MCC
117
Money Concepts Capital
Florida
– -$664K -63,200 Closed
UCFA
118
United Capital Financial Advisors
Texas
– -$209K -19,913 Closed
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
– -$185K -17,633 Closed
TA
120
Townsend & Associates
Colorado
– -$192K -15,856 Closed
FFG
121
Ford Financial Group
California
– -$158K -15,000 Closed
IAIM
122
International Assets Investment Management
Florida
– -$118K -11,182 Closed
PSCM
123
Per Stirling Capital Management
Texas
– -$117K -11,134 Closed
SC
124
SouthState Corp
Florida
– -$11.6K -1,100 Closed
GEA
125
Glen Eagle Advisors
New Jersey
– -$10.1K -963 Closed