UNITED CAPITAL FINANCIAL ADVISORS, LLC - CALAMOS CONV OPP AND INC FD ownership

CALAMOS CONV OPP AND INC FD's ticker is CHI and the CUSIP is 128117108. A total of 107 filers reported holding CALAMOS CONV OPP AND INC FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of CALAMOS CONV OPP AND INC FD
ValueSharesWeighting
Q4 2022$209,285
-12.8%
19,913
-19.9%
0.00%0.0%
Q3 2022$240,000
-33.7%
24,853
-26.4%
0.00%
-50.0%
Q2 2022$362,000
+15.7%
33,746
+42.5%
0.00%0.0%
Q1 2022$313,000
-21.2%
23,681
-9.9%
0.00%0.0%
Q4 2021$397,000
+41.8%
26,290
+40.7%
0.00%
+100.0%
Q3 2021$280,000
-0.7%
18,690
+0.5%
0.00%0.0%
Q2 2021$282,000
-14.3%
18,601
-19.5%
0.00%
-50.0%
Q1 2021$329,000
+0.6%
23,101
-4.4%
0.00%0.0%
Q4 2020$327,000
+6.5%
24,152
-13.6%
0.00%0.0%
Q3 2020$307,000
+1.0%
27,952
-2.3%
0.00%0.0%
Q2 2020$304,000
+27.2%
28,6030.0%0.00%0.0%
Q1 2020$239,000
-19.5%
28,603
+5.9%
0.00%0.0%
Q4 2019$297,000
+57.1%
27,017
+48.4%
0.00%
+100.0%
Q3 2019$189,000
-6.9%
18,202
-5.7%
0.00%0.0%
Q2 2019$203,000
-2.4%
19,302
-5.9%
0.00%0.0%
Q1 2019$208,000
+54.1%
20,502
+34.9%
0.00%0.0%
Q4 2018$135,000
-38.4%
15,200
-16.5%
0.00%
-50.0%
Q3 2018$219,000
+1.9%
18,2010.0%0.00%0.0%
Q2 2018$215,000
+3.9%
18,201
-2.2%
0.00%0.0%
Q1 2018$207,000
-5.9%
18,615
-5.5%
0.00%0.0%
Q4 2017$220,000
-3.1%
19,6900.0%0.00%0.0%
Q3 2017$227,000
+4.1%
19,690
+1.5%
0.00%0.0%
Q2 2017$218,000
-16.8%
19,400
-18.7%
0.00%0.0%
Q1 2017$262,000
+21.3%
23,850
+11.4%
0.00%0.0%
Q4 2016$216,000
-19.4%
21,400
-17.4%
0.00%
-33.3%
Q3 2016$268,000
-12.4%
25,900
-15.2%
0.00%0.0%
Q2 2016$306,000
+4.4%
30,550
-1.0%
0.00%0.0%
Q1 2016$293,000
-13.1%
30,850
-9.4%
0.00%
-25.0%
Q4 2015$337,000
-23.6%
34,050
-23.7%
0.00%
-20.0%
Q3 2015$441,000
-39.6%
44,600
-25.4%
0.01%
-37.5%
Q2 2015$730,000
-21.6%
59,800
-16.5%
0.01%
-27.3%
Q1 2015$931,000
-49.7%
71,600
-50.3%
0.01%
-21.4%
Q4 2014$1,852,000
+97.2%
144,200
+107.8%
0.01%
-12.5%
Q3 2014$939,000
-12.7%
69,400
-9.5%
0.02%
-20.0%
Q2 2014$1,076,000
-1.5%
76,700
-3.0%
0.02%
-13.0%
Q1 2014$1,092,000
-16.9%
79,100
-20.2%
0.02%
-48.9%
Q4 2013$1,314,000
-3.9%
99,099
-8.7%
0.04%
+2.3%
Q3 2013$1,367,000
-1.5%
108,513
-1.4%
0.04%
+18.9%
Q2 2013$1,388,000110,0330.04%
Other shareholders
CALAMOS CONV OPP AND INC FD shareholders Q4 2021
NameSharesValueWeighting ↓
Reitz Capital Advisors LLC 245,209$3,487,0002.58%
Samalin Investment Counsel, LLC 141,747$2,015,0001.35%
Game Plan Financial Advisors, LLC 32,000$456,0000.29%
Shaker Financial Services, LLC 51,312$730,0000.29%
Advisors Asset Management, Inc. 1,104,976$15,713,0000.24%
Founders Financial Alliance, LLC 33,042$484,0000.24%
TFG Advisers LLC 28,368$403,0000.21%
ROBINSON CAPITAL MANAGEMENT, LLC 22,882$330,0000.18%
E&G Advisors, LP 40,277$573,0000.17%
Sovereign Financial Group, Inc. 15,350$218,0000.14%
View complete list of CALAMOS CONV OPP AND INC FD shareholders