Founders Financial Alliance, 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 103 filers reported holding CALAMOS CONV OPP AND INC FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of CALAMOS CONV OPP AND INC FD
ValueSharesWeighting
Q1 2024$361,924
+10.3%
31,887
+0.6%
0.11%
-14.2%
Q4 2023$328,251
-9.1%
31,685
-7.5%
0.13%
-19.6%
Q3 2023$360,951
-5.4%
34,246
+0.6%
0.16%
+5.3%
Q2 2023$381,397
+7.1%
34,053
+0.6%
0.15%
-15.7%
Q1 2023$356,244
-0.3%
33,863
-0.4%
0.18%
+8.5%
Q4 2022$357,233
+9.2%
33,990
+0.5%
0.16%
-1.2%
Q3 2022$327,000
-13.7%
33,812
-4.4%
0.17%
-13.5%
Q2 2022$379,000
-15.2%
35,373
+4.6%
0.19%
-3.5%
Q1 2022$447,000
-12.2%
33,827
+0.4%
0.20%
-2.9%
Q4 2021$509,000
+2.4%
33,684
+1.4%
0.20%
-11.6%
Q3 2021$497,000
-1.2%
33,213
+0.3%
0.23%
+1.3%
Q2 2021$503,000
+3.9%
33,100
+0.2%
0.23%
-3.8%
Q1 2021$484,000
+8.0%
33,042
+0.3%
0.24%
-5.9%
Q4 2020$448,000
+23.4%
32,931
+0.2%
0.25%
+16.6%
Q3 2020$363,00032,8490.22%
Other shareholders
CALAMOS CONV OPP AND INC FD shareholders Q3 2022
NameSharesValueWeighting ↓
Marathon Strategic Advisors, LLC 187,749$2,185,3942.55%
Samalin Investment Counsel, LLC 95,164$1,107,7140.52%
Semus Wealth Partners LLC 37,422$435,5950.34%
Capital CS Group, LLC 25,224$293,6070.33%
Lindbrook Capital, LLC 273,087$3,178,7270.30%
Marks Group Wealth Management, Inc 145,774$1,696,8090.18%
L.M. KOHN & COMPANY 55,090$641,2420.17%
Patten Group, Inc. 58,078$676,0280.16%
Game Plan Financial Advisors, LLC 26,075$303,5130.15%
Gray Wealth Management Inc. 27,300$317,7770.14%
View complete list of CALAMOS CONV OPP AND INC FD shareholders