Calamos Convertible Opportunities and Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CHI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
16 Feb 24	SellUS$5,533	Mark Mickey	Individual		500	US$11.07
31 May 23	BuyUS$4,975	Mark Mickey	Individual		500	US$9.95

Insider Trading Volume

Insider Buying: CHI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CHI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,000	0.00135%
General Public	33,487,127	45.3%
Institutions	40,476,460	54.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 51.19% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	National Financial Services LLC, Asset Management Arm	9,031,900	US$99.6m	0%	3.25%
10.6%	Charles Schwab Investment Management, Inc.	7,834,121	US$86.4m	0%	0.02%
7.28%	TD Ameritrade Investment Management, LLC	5,381,333	US$59.4m	0%	5.18%
5.66%	BNY Mellon Advisors, Inc.	4,188,764	US$46.2m	0%	0.29%
2.07%	UBS Asset Management AG	1,532,465	US$16.9m	2.1%	no data
1.91%	Wells Fargo & Company, Securities and Brokerage Investments	1,415,190	US$15.6m	13.7%	0.01%
1.9%	Morgan Stanley, Investment Banking and Brokerage Investments	1,403,798	US$15.5m	-6.46%	no data
1.28%	Merrill Lynch & Co. Inc., Banking Investments	950,037	US$10.5m	5.56%	no data
0.99%	Davidson Investment Advisors, Inc.	730,943	US$8.1m	11.8%	0.06%
0.98%	Guggenheim Partners, LLC	726,535	US$8.0m	8.38%	0.11%
0.79%	Wilcoxson Wealth Management	587,814	US$6.5m	3.58%	0.01%
0.72%	LPL Financial Corporation, Asset Management Arm	531,477	US$5.9m	-9.41%	no data
0.58%	Columbia Management Investment Advisers, LLC	431,199	US$4.8m	-10.6%	no data
0.58%	Robert W. Baird & Co. Incorporated, Asset Management Arm	429,360	US$4.7m	12.9%	0.01%
0.5%	Cohen & Steers Capital Management, Inc.	372,278	US$4.1m	0%	0.01%
0.49%	Advisors Asset Management, Inc.	365,943	US$4.0m	-34.7%	0.08%
0.48%	Lindbrook Capital, LLC	356,531	US$3.9m	-1.77%	0.38%
0.37%	Avantax Advisory Services, Inc.	274,420	US$3.0m	1.33%	0.03%
0.35%	Royal Bank of Canada, Banking & Securities Investments	261,549	US$2.9m	-2.94%	no data
0.31%	Apollon Wealth Management, LLC	228,964	US$2.5m	13.6%	0.08%
0.28%	Raymond James Financial Services Advisors, Inc.	209,810	US$2.3m	0.4%	no data
0.24%	Harbour Investments, Inc.	179,486	US$2.0m	3.15%	0.08%
0.2%	Horan Capital Management, LLC	149,675	US$1.7m	0%	0.03%
0.2%	Raymond James Financial Inc., Asset Management Arm	145,480	US$1.6m	2.29%	no data
0.2%	Oppenheimer Asset Management Inc.	145,410	US$1.6m	0.06%	0.01%