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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (fund), issuer CIK 1171471

127 managers (127 13F filers) reported a position in CHI shares at 2024-12-31, 15,511,319 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
127
13F filers
127
New
14
Added
42
Reduced
33
Sold out
7
Shares held by filers
15,511,319

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG1,871,008$22.3M0.01%-13,94113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,772,538$21.2M0.01%+47,09913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,372,950$16.4M<0.01%+34,41913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,370,133$16.4M<0.01%+54,11413F-HRTimelineGroup
D.A. DAVIDSON & CO.909,857$10.9M0.09%+18,41613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC761,670$9.09M0.07%+121,98213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC613,757$7.33M0.01%+1,16513F-HRTimeline
LPL Financial LLC512,173$6.12M<0.01%-8,53513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC499,803$5.97M<0.01%-5,14413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.469,575$5.61M0.01%+13,76413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC342,247$4.09M<0.01%13F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.339,899$4.06M0.03%+9,00013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC249,903$2.98M0.07%+4,48513F-HRTimelineGroup
Creekside Partners247,070$2.95M1.53%+64,64813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,890$2.46M<0.01%+9,45513F-HRTimelineGroup
Marathon Strategic Advisors, LLC198,658$2.37M2.57%+5,53213F-HRTimeline
Lindbrook Capital, LLC192,153$2.29M0.21%-91,82513F-HRTimeline
HARBOUR INVESTMENTS, INC.190,407$2.27M0.07%+4,69613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,633$2.16M<0.01%+52,07113F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …166,558$1.99M0.03%+4,26513F-HRTimelineGroup
Marks Group Wealth Management, Inc146,444$1.75M0.17%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth145,925$1.74M<0.01%-68713F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…137,252$1.64M<0.01%+11,08113F-HRTimelineGroup
Everstar Asset Management, LLC136,009$1.62M1.15%-5,45513F-HRTimeline
Cambridge Investment Research Advisors,…112,940$1.35M<0.01%+7,24413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,871$1.18M<0.01%+6,90613F-HRTimelineGroup
Grange Capital, LLC78,863$942K0.99%13F-HRTimeline
Total Wealth Planning & Management, Inc.75,649$903K0.89%13F-HRTimeline
Cetera Investment Advisers66,719$797K<0.01%-8,00913F-HRTimeline
Janney Montgomery Scott LLC65,655$784K<0.01%+21,38513F-HRTimeline
HighTower Advisors, LLC60,595$724K<0.01%+8,80513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,391$721K<0.01%-4,96013F-HRTimeline
Sigma Planning Corp58,795$702K0.02%+6,65813F-HRTimeline
Patten Group, Inc.57,253$684K0.15%-82513F-HRTimeline
L.M. KOHN & COMPANY54,796$654K0.17%-37413F-HRTimeline
Institute for Wealth Management, LLC.52,318$625K0.08%+5,97613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,588$604K0.02%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP49,877$596K<0.01%new13F-HRTimelineGroup
Legacy Wealth Management, LLC / MS49,411$590K0.23%new13F-HRTimeline
Samalin Investment Counsel, LLC47,158$563K0.24%+47813F-HRTimeline
CENTRAL TRUST Co43,983$525K0.01%-10,05013F-HRTimeline
NewEdge Advisors, LLC43,510$520K<0.01%-27213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,550$508K<0.01%-6,20013F-HR/ATimeline
SAM Advisors, LLC41,332$492K0.18%+11,82813F-HRTimeline
Arax Advisory Partners41,156$491K0.03%+29813F-HRTimeline
IHT Wealth Management, LLC40,680$486K0.02%+1,90013F-HRTimeline
E&G Advisors, LLC36,602$436K0.12%013F-HRTimeline
Steward Partners Investment Advisory, L…36,446$435K<0.01%-1,99113F-HRTimeline
Sanctuary Advisors, LLC37,599$428K<0.01%-54,15213F-HRTimeline
Gray Wealth Management Inc.35,661$426K0.16%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,540$424K0.01%-1,02213F-HRTimelineGroup
KFA Private Wealth Group, LLC34,849$416K0.17%new13F-HRTimeline
Atria Wealth Solutions, Inc.32,429$387K<0.01%-6513F-HRTimeline
First Nebraska Trust Co32,095$383K0.04%+38013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,666$378K0.01%+5,66613F-HRTimeline
TFG Advisers LLC30,354$362K0.13%+2013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC30,285$362K0.1%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC30,000$358K0.28%13F-HRTimeline
DF DENT & CO INC29,418$351K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC29,335$350K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC27,694$331K0.09%-18213F-HRTimeline
Mariner, LLCin group Mariner, LLC27,547$329K<0.01%+6,31613F-HRTimelineGroup
Financial Advocates Investment Manageme…26,299$314K0.02%+1,00413F-HRTimeline
Semus Wealth Partners LLC26,157$312K0.21%-3,42313F-HRTimeline
Game Plan Financial Advisors, LLC26,075$310K0.15%013F-HRTimeline
Sonora Investment Management Group, LLC25,350$303K0.02%-1,00013F-HRTimeline
Capital CS Group, LLC25,224$301K0.4%013F-HRTimeline
Private Advisor Group, LLC24,318$290K<0.01%-2,08913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$290K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,268$278K<0.01%-2,30413F-HRTimelineGroup
Ravenstone Capital Management Inc.23,000$275K0.16%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,580$258K<0.01%013F-HRTimelineGroup
PFG Investments, LLC19,606$234K0.01%+4,18513F-HRTimeline
WEALTH EFFECTS LLC18,182$217K0.08%+6313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,612$210K<0.01%-3,58713F-HRTimelineGroup
WEDBUSH SECURITIES INC17,020$203K0.01%013F-HRTimeline
Creative Planningin group Creative Planning16,762$200K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,840$189K<0.01%+1,98713F-HRTimeline
PINNACLE ASSOCIATES LTD15,040$180K<0.01%-2,09213F-HRTimeline
CoreCap Advisors, LLC14,900$178K0.01%+3313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,135$169K<0.01%-4,15013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,907$166K0.11%-8613F-HRTimeline
one8zero8, LLC13,650$163K0.04%13F-HRTimeline
San Luis Wealth Advisors LLC13,555$162K0.03%+21213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,091$156K-15,549Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,827$151K0.01%-69,43313F-HRTimeline
Kovack Advisors, Inc.12,392$148K0.01%+1,55513F-HRTimeline
Beacon Pointe Advisors, LLC12,376$148K<0.01%-27913F-HRTimeline
Alpha Cubed Investments, LLC12,300$147K0.01%013F-HRTimeline
Cornerstone Advisors, LLC12,300$147K0.01%013F-HRTimeline
Palogic Value Management, L.P.12,000$143K0.06%013F-HR/ATimeline
Modern Wealth Management, LLC11,915$142K0.01%new13F-HR/ATimeline
Beverly Hills Private Wealth, LLC10,820$129K0.03%+25413F-HRTimeline
Perennial Investment Advisors, LLC10,800$129K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,659$127K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC10,313$123K<0.01%+25513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,450$113K0.01%new13F-HR/ATimeline
BARRETT & COMPANY, INC.9,000$107K0.05%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$89.5K0.02%-7,50013F-HRTimeline
AMERIFLEX GROUP, INC.6,887$78.3K0.04%13F-HRTimeline
COMERICA BANK6,290$75.1K<0.01%013F-HR/ATimeline
Union Bancaire Privee, UBP SA5,600$68K<0.01%13F-HR/ATimeline
Allworth Financial LP5,300$60.7K<0.01%013F-HRTimeline
Larson Financial Group LLC4,501$53.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC4,379$52.3K<0.01%+1013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,300$51.3K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.4,190$50K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$47.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,876$44.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,000$35.8K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc2,894$34.6K0.01%-67013F-HRTimeline
Caldwell Trust Co1,534$18.3K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,520$18.1K<0.01%new13F-HRTimelineGroup
ORG Partners LLC1,500$17.9K<0.01%new13F-HRTimeline
MAI Capital Management1,325$15.8K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$11.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC811$9.68K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC725$8.66K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.402$4.8K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC292$3.49K<0.01%+713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP242$2.89K<0.01%new13F-HRTimelineGroup
Key Financial Inc89$1.06K<0.01%013F-HRTimeline
Creekmur Asset Management LLC17$200<0.01%-513F-HRTimeline
LANARK FINANCIAL, INC.4$52<0.01%-4,40913F-HRTimeline
Winch Advisory Services, LLC2$21<0.01%-30313F-HRTimeline
FMR LLCin group FMR LLC1$12<0.01%new13F-HRTimelineGroup
EASTERN BANK0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.