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CHI

Calamos Convertible Opportunities and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.1M -$1.02M -75,676 -6%
UBS Group
2
UBS Group
Switzerland
$16.7M -$511K -37,947 -3%
Wells Fargo
3
Wells Fargo
California
$15.2M -$654K -48,551 -4%
AAM
4
Advisors Asset Management
Colorado
$14.2M +$466K +34,564 +3%
Bank of America
5
Bank of America
North Carolina
$13.1M +$393K +29,175 +3%
GC
6
Guggenheim Capital
Illinois
$12M -$355K -26,384 -3%
DADC
7
D.A. Davidson & Co
Montana
$6.97M +$276K +20,497 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.05M -$563K -41,819 -8%
LPL Financial
9
LPL Financial
California
$6.02M +$415K +30,823 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.86M -$1.91M -141,411 -24%
Ameriprise
11
Ameriprise
Minnesota
$5.13M -$43.7K -3,245 -0.8%
Cohen & Steers
12
Cohen & Steers
New York
$4.91M +$202K +15,000 +4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.69M +$499K +37,039 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.51M -$19.1K -1,420 -0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.32M +$134K +9,926 +4%
RCA
16
Reitz Capital Advisors
Michigan
$3.22M +$192K +14,238 +6%
AWM
17
Apollon Wealth Management
South Carolina
$2.73M -$20K -1,487 -0.7%
SIC
18
Samalin Investment Counsel
New York
$1.97M +$191K +14,156 +10%
FWM
19
Frontier Wealth Management
Missouri
$1.74M +$16.5K +1,225 +0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.56M +$71.5K +5,306 +5%
RJA
21
Raymond James & Associates
Florida
$1.52M +$57.2K +4,244 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.48M -$555K -41,209 -27%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.26M +$8.24K +612 +0.6%
AAS
24
Avantax Advisory Services
Texas
$1.15M +$1.17M +86,819 New
SPC
25
Sigma Planning Corp
Michigan
$991K -$284K -21,087 -22%