Institute for Wealth Management, 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
Institute for Wealth Management, LLC. ownership history of CALAMOS CONV OPP AND INC FD
ValueSharesWeighting
Q3 2023$498,836
-2.0%
47,328
+4.2%
0.09%
+4.7%
Q2 2023$508,854
+11.3%
45,433
+4.6%
0.09%
-1.1%
Q1 2023$457,029
+28.5%
43,444
+28.4%
0.09%
+16.0%
Q4 2022$355,678
+8.8%
33,842
-0.1%
0.08%
+2.7%
Q3 2022$327,000
-19.7%
33,874
-10.7%
0.07%
-8.8%
Q2 2022$407,000
-19.9%
37,947
-1.4%
0.08%
-2.4%
Q1 2022$508,000
-9.9%
38,486
+3.1%
0.08%
-10.9%
Q4 2021$564,000
+1.8%
37,312
+0.8%
0.09%
-5.2%
Q3 2021$554,000
+10.4%
37,025
+12.0%
0.10%
+10.2%
Q2 2021$502,000
+25.2%
33,071
+17.4%
0.09%
+15.8%
Q1 2021$401,000
+11.7%
28,174
+6.2%
0.08%
+7.0%
Q4 2020$359,000
+41.9%
26,521
+15.2%
0.07%
+22.4%
Q3 2020$253,000
+4.1%
23,029
+0.9%
0.06%
-1.7%
Q2 2020$243,000
+32.8%
22,822
+4.0%
0.06%
+5.4%
Q1 2020$183,000
-19.7%
21,942
+6.0%
0.06%
+9.8%
Q4 2019$228,000
+13.4%
20,692
+7.1%
0.05%0.0%
Q3 2019$201,000
+30.5%
19,324
+32.2%
0.05%
+50.0%
Q2 2019$154,000
+33.9%
14,620
+28.5%
0.03%
+36.0%
Q1 2019$115,00011,3750.02%
Other shareholders
CALAMOS CONV OPP AND INC FD shareholders Q4 2021
NameSharesValueWeighting ↓
Reitz Capital Advisors LLC 229,562$3,482,0002.46%
Samalin Investment Counsel, LLC 134,861$2,038,0001.22%
Kerntke Otto McGlone Wealth Management Group 13,148$199,0000.24%
Game Plan Financial Advisors, LLC 30,000$453,0000.24%
Apollon Wealth Management, LLC 208,137$3,145,0000.24%
Advisors Asset Management, Inc. 1,040,463$15,721,0000.22%
Founders Financial Alliance, LLC 33,684$509,0000.20%
TFG Advisers LLC 29,180$441,0000.19%
WEALTH EFFECTS LLC 28,090$424,0000.18%
HARBOUR INVESTMENTS, INC. 186,486$2,818,0000.17%
View complete list of CALAMOS CONV OPP AND INC FD shareholders