How many institutions held CHI - CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT in Q2 2023?

107 institutional investors reported CHI - CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT for Q2 2023. Use the holders table for investor-level position and value details.

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT (CHI)

Q: What does CUSIP 128117108 represent in this 13F holders report?

CUSIP 128117108 is the security identifier for CHI - CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT used to aggregate holder disclosures.

CUSIP: 128117108

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / SH BEN INT
Total 13F shares: 14,015,139
Share change: +218,463
Total reported value: $156,968,608
Price per share: $11.20
Number of holders: 107
Value change: +$2,590,862
Number of buys: 47
Number of sells: 43

Quarterly Holders Quick Answers

What is CUSIP 128117108?
CUSIP 128117108 identifies CHI - CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT in SEC institutional holdings data.

Need full ownership history?
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Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 128117108:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of CHI - CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	— class O/S missing	1,454,709	$15,303,538	—	31 Mar 2023	13F
UBS Group AG	13F	Company	— class O/S missing	1,389,456	$14,617,077	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	1,006,824	$10,591,801	—	31 Mar 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	982,360	$10,334,424	—	31 Mar 2023	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	799,500	$8,410,740	—	31 Mar 2023	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	666,320	$7,009,687	—	31 Mar 2023	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	585,105	$6,155,309	—	31 Mar 2023	13F
LPL Financial LLC	13F	Company	— class O/S missing	583,273	$6,136,036	—	31 Mar 2023	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	509,339	$5,358,000	—	31 Mar 2023	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	443,458	$4,667,674	—	31 Mar 2023	13F
Lindbrook Capital, LLC	13F	Company	— class O/S missing	405,814	$4,269,163	—	31 Mar 2023	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	372,278	$3,916,000	—	31 Mar 2023	13F
Baird Financial Group, Inc.	13F	Company	— class O/S missing	350,667	$3,689,017	—	31 Mar 2023	13F
Reitz Capital Advisors LLC	13F	Company	— class O/S missing	313,537	$3,298,411	—	31 Mar 2023	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	211,535	$2,225,350	—	31 Mar 2023	13F
AVANTAX ADVISORY SERVICES, INC.	13F	Company	— class O/S missing	202,195	$2,127,091	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	201,783	$2,122,783	—	31 Mar 2023	13F
Apollon Wealth Management, LLC	13F	Company	— class O/S missing	195,334	$2,054,916	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	185,443	$1,951,000	—	31 Mar 2023	13F
HARBOUR INVESTMENTS, INC.	13F	Company	— class O/S missing	169,778	$1,786,067	—	31 Mar 2023	13F
Samalin Investment Counsel, LLC	13F	Company	— class O/S missing	165,110	$1,736,957	—	31 Mar 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	— class O/S missing	163,767	$1,722,824	—	31 Mar 2023	13F
Connectus Wealth, LLC	13F	Company	— class O/S missing	159,950	$1,682,674	—	31 Mar 2023	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	117,159	$1,233,000	—	31 Mar 2023	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	112,623	$1,184,794	—	31 Mar 2023	13F
CAPTRUST FINANCIAL ADVISORS	13F	Company	— class O/S missing	106,896	$1,124,546	—	31 Mar 2023	13F
HighTower Advisors, LLC	13F	Company	— class O/S missing	98,311	$1,036,000	—	31 Mar 2023	13F
EP Wealth Advisors, LLC	13F	Company	— class O/S missing	1,878	$1,009,895	—	31 Mar 2023	13F
Marks Group Wealth Management, Inc	13F	Company	— class O/S missing	93,898	$987,807	—	31 Mar 2023	13F
Sigma Planning Corp	13F	Company	— class O/S missing	88,843	$934,636	—	31 Mar 2023	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	— class O/S missing	69,981	$736,200	—	31 Mar 2023	13F
Mutual Advisors, LLC	13F	Company	— class O/S missing	69,102	$726,949	—	31 Mar 2023	13F
CENTRAL TRUST Co	13F	Company	— class O/S missing	62,938	$662,109	—	31 Mar 2023	13F
Semus Wealth Partners LLC	13F	Company	— class O/S missing	60,593	$637,437	—	31 Mar 2023	13F
Invesco Ltd.	13F	Company	— class O/S missing	54,015	$568,238	—	31 Mar 2023	13F
Beacon Pointe Advisors, LLC	13F	Company	— class O/S missing	52,005	$547,102	—	31 Mar 2023	13F
Atria Wealth Solutions, Inc.	13F	Company	— class O/S missing	45,431	$477,928	—	31 Mar 2023	13F
Cetera Advisor Networks LLC	13F	Company	— class O/S missing	43,860	$461,407	—	31 Mar 2023	13F
Institute for Wealth Management, LLC.	13F	Company	— class O/S missing	43,444	$457,029	—	31 Mar 2023	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	— class O/S missing	40,707	$428,238	—	31 Mar 2023	13F
E&G Advisors, LP	13F	Company	— class O/S missing	38,777	$407,932	—	31 Mar 2023	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	39,482	$407,183	—	31 Mar 2023	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	38,674	$407,000	—	31 Mar 2023	13F
OTA Financial Group L.P.	13F	Company	— class O/S missing	37,853	$398,000	—	31 Mar 2023	13F
COLONY GROUP LLC	13F	Company	— class O/S missing	37,026	$390,000	—	31 Mar 2023	13F
Founders Financial Alliance, LLC	13F	Company	— class O/S missing	33,863	$356,244	—	31 Mar 2023	13F
Steward Partners Investment Advisory, LLC	13F	Company	— class O/S missing	32,817	$345,236	—	31 Mar 2023	13F
MISSION WEALTH MANAGEMENT, LP	13F	Company	— class O/S missing	31,920	$335,799	—	31 Mar 2023	13F
Rockefeller Capital Management L.P.	13F	Company	— class O/S missing	31,823	$334,000	—	31 Mar 2023	13F
DUMONT & BLAKE INVESTMENT ADVISORS LLC	13F	Company	— class O/S missing	31,370	$330,000	—	31 Mar 2023	13F

Institutional Holders of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT (CHI) as of Q2 2023

As of 30 Jun 2023, CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND - SH BEN INT (CHI) was held by 107 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,015,139 shares. The largest 10 holders included MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, GUGGENHEIM CAPITAL LLC, D.A. DAVIDSON & CO., LPL Financial LLC, Advisors Asset Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and AMERIPRISE FINANCIAL INC. This page lists 107 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

114

Q2 2023 holders

107

Holder diff

-7

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.