Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Calamos Convertible Opportunities and Income Fund meliputi Congress Wealth Management LLC / DE /, Hilltop Partners LLC, Sunpointe, LLC, Novem Group, XTX Topco Ltd, Hrt Financial Lp, GHP Investment Advisors, Inc., Garde Capital, Inc., dan GAMMA Investing LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Novem Group | 17,651 | 186 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,654 | 186 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 231,886 | 1.38 | 2,439 | 11.22 | ||||
| 2025-07-29 | 13F | Creekside Partners | 272,811 | 2.71 | 2,870 | 12.64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 32,996 | 347 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,520 | 15 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,980 | 19.19 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 28,210 | 2.29 | 297 | 12.12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,760 | 2.36 | 155 | 12.32 | ||||
| 2025-08-08 | 13F | Creative Planning | 11,000 | 116 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,688 | 1.45 | 133 | 11.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 559,408 | 11.02 | 5,885 | 21.77 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26,625 | 4.16 | 280 | 14.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,713 | 18 | ||||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 44,273 | 4.42 | 466 | 14.53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 41,614 | 0.30 | 438 | 10.08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 116,628 | 205.79 | 1,227 | 235.89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20,675 | 0.29 | 217 | 10.15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23,558 | 248 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 182,778 | 6.40 | 1,923 | 16.70 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 40,667 | 126,984.38 | 428 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 36,916 | 36.95 | 388 | 50.39 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 123 | 1 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 40,509 | 4.43 | 426 | 14.82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,900 | 2.19 | 136 | 11.57 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12,601 | 133 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 532 | 6 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 21,704 | 228 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,922 | 3.02 | 115 | 12.87 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10,508 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 22,934 | 3.85 | 241 | 14.22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,210 | 3.31 | 626 | 14.03 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 25,224 | 265 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 87,907 | 149.54 | 1 | |||||
| 2025-07-24 | 13F | Eastern Bank | 0 | 0 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 16,433 | 9.99 | 173 | 20.28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24,693 | 2.37 | 260 | 12.12 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 42,228 | 3.02 | 444 | 12.98 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19,515 | 33.39 | 205 | 46.43 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 17,745 | 187 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 599,272 | 14.52 | 6,304 | 25.63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 340,154 | 1.75 | 3,578 | 11.60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 203,848 | 36.07 | 2,145 | 49.30 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 2,146 | 1.95 | 23 | 10.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 38,474 | 818.23 | 405 | 910.00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 10,050 | 6.35 | 106 | 16.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,912,227 | 4.94 | 20,117 | 15.12 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 255,510 | 17.28 | 2,688 | 28.63 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 53,676 | 14.41 | 565 | 25.61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17,050 | 0.12 | 0 | |||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 433,711 | 22.72 | 4,563 | 34.61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 983,643 | 4.62 | 10,348 | 14.76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29,024 | 305 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 121 | 1 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,888 | 125.80 | 104 | 100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,284,573 | 54.54 | 24,034 | 69.53 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2,400 | 25 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 39,262 | 23.35 | 413 | 35.41 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 222,018 | 8.07 | 2,336 | 18.53 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 14,350 | 5.13 | 151 | 15.38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 28,113 | 41.91 | 296 | 56.08 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 59,294 | 10.44 | 624 | 21.21 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 309 | 3.00 | 3 | 50.00 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 22,877 | 71.98 | 241 | 88.98 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 532,450 | 6.14 | 5,601 | 16.44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 144,727 | 16.56 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 30,895 | 17.05 | 325 | 28.46 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8,935 | 68.58 | 94 | 78.85 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 202,775 | 7.16 | 2,133 | 17.59 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 20,012 | 5.07 | 211 | 15.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 204,491 | 10.38 | 2,151 | 21.05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 152 | 7,500.00 | 2 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 23,257 | 1.03 | 245 | 10.91 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 18,305 | 193 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 51,629 | 0.19 | 543 | 9.92 |
