Calamos Convertible Opportunities & Income Fund

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Calamos Convertible Opportunities & Income Fund
TickerCHI
CIK #0001171471
CUSIP128117108
Sector -
Address2020 Calamos Court c/o Calamos Advisors LLC, Naperville, IL 60653
Source [EDGAR]
CIK Filing 2011 - 2026
[0001171471] 3
[0001171471] 4
[0001171471] 5
[0001171471] 8-K
[0001171471] SC 13D
[0001171471] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
MetLife Investment Management LLC Calamos Convertible Opportunities & Income Fund [2024-10-07] 58.33
Northwestern Mutual Life Insurance Co Calamos Convertible Opportunities & Income Fund [2024-08-30] 819436.36
MetLife Investment Management LLC Calamos Convertible Opportunities & Income Fund [2022-06-10] 51.1
MetLife Investment Management LLC Calamos Convertible Opportunities & Income Fund [2022-06-10] 33.3
Thrivent Financial for Lutherans Calamos Convertible Opportunities & Income Fund [2021-10-15] 30.3
Barings LLC Calamos Convertible Opportunities & Income Fund [2017-09-15] 11.0
Form 3/4/5 Filer 2011 - 2026
Calamos Convertible Opportunities & Income Fund
Mickey Mark
Kelly Walter M
Kiley Thomas P III
MetLife Investment Management LLC
Northwestern Mutual Life Insurance Co
Behan Robert
Ojala Erik D
Schoenberger Susan L
Thrivent Financial for Lutherans
Dufresne Daniel
Atkins Stephen
Wennlund Lloyd
TOUB Christopher M
Tripple David D
Stuckey Karen
Vanisko Dave
Massachusetts Mutual Life Insurance Co
Calamos John P SR
Calamos Advisors LLC
Timbers Stephen B
Herman Thomas E
Koudounis John S
Hamacher Theresa
Breen Virginia G
Calamos Nick P
Rybak William R
Black Gary D
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Mickey Mark
Common Stock
2025-08-11 Sell 1,000 $10.36 10,360
MetLife Investment Management LLC
Series G Mandatory Redeemable Preferred Shares
2024-09-09 Buy 92,000 $25.00 2,300,000
MetLife Investment Management LLC
Series G Mandatory Redeemable Preferred Shares
2024-09-09 Buy 656,000 $25.00 16,400,000
MetLife Investment Management LLC
Series G Mandatory Redeemable Preferred Shares
2024-09-09 Buy 92,000 $25.00 2,300,000
Mickey Mark
Common Stock
2024-02-16 Sell 500 $11.07 5,535
Mickey Mark
Common Stock
2023-05-31 Buy 500 $9.95 4,975
Behan Robert
Common
2023-02-13 Inherited 12,100.10 $12.20 147,621
Behan Robert
Common
2023-02-02 Inherited 12,100.10 $0.00
Behan Robert
Common
2023-01-10 Inherited 3,892.79 $10.96 42,665
Behan Robert
Common
2022-12-22 Inherited 3,892.79 $0.00
MetLife Investment Management LLC
Series E Mandatory Redeemable Preferred Shares
2022-05-24 Buy 680,000 $25.00 17,000,000
Mickey Mark
Common Stock
2020-12-18 Buy 1,000 $13.56 13,560
Wennlund Lloyd
Common Stock
2020-02-07 Buy 4,500 $11.42 51,390
Tripple David D
Common Stock
2019-12-19 Sell 400 $11.03 4,412
Calamos John P SR +1
Common Stock
2017-01-23 Sell 25,737 $10.47 269,466
Timbers Stephen B
Common Stock
2016-11-21 Buy 10,000 $9.84 98,400
Hamacher Theresa
Common Stock
2016-03-01 Buy 1,000 $8.85 8,850
Timbers Stephen B
Common
2012-03-20 Buy 4,000 $12.66 50,640
13F Ownership Over TimeHoldersShares Held
2026-03-31 136 17,978,646
2025-12-31 146 17,660,709
2025-09-30 132 16,639,308
2025-06-30 137 16,801,621
2025-03-31 122 14,963,065
2024-12-31 127 15,042,567
2024-09-30 115 14,289,358
2024-06-30 110 14,569,173
2024-03-31 107 16,147,094
2023-12-31 114 14,922,688
2023-09-30 108 13,413,416
2023-06-30 109 13,737,184
Form 13F Holdings
Firm Period DFND Voting Shares
Marathon Strategic Advisors LLC [2026-06-30] SOLE 0 293,821
PMG Family Office LLC [2026-06-30] SOLE 0 100,303
Legacy Wealth Management LLC / MS [2026-06-30] SOLE 0 55,109
Independent Financial Group LLC [2026-06-30] SOLE 0 45,333
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 0 38,867
Corecap Advisors LLC [2026-06-30] SOLE 0 15,750
Brookstone Capital Management [2026-06-30] SOLE 0 14,138
Farther Finance Advisors LLC [2026-06-30] SOLE 0 13,640
San Luis Wealth Advisors LLC [2026-06-30] SOLE 0 13,555
Clearwave Capital LLC [2026-06-30] SOLE 13,060 13,060
GHP Investment Advisors Inc [2026-06-30] SOLE 2,400 2,400
IFP Advisors LLC [2026-06-30] SOLE 2,000 2,000
CX Institutional [2026-06-30] SOLE 0 1,582
Thurston Springer Miller Herd & Titak Inc [2026-06-30] SOLE 1,000 1,000
HHM Wealth Advisors LLC [2026-06-30] SOLE 0 725
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 88
Eastern Bank [2026-06-30] SOLE 0 0
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com