Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Calamos Convertible Opportunities and Income Fund inkluderar 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., och GAMMA Investing LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
