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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (fund), issuer CIK 1171471

122 managers (122 13F filers) reported a position in CHI shares at 2025-03-31, 15,605,971 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
122
13F filers
122
New
12
Added
40
Reduced
39
Sold out
15
Shares held by filers
15,605,971

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG1,822,128$17.5M<0.01%-48,88013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,478,279$14.2M<0.01%+108,14613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,475,803$14.2M<0.01%+102,85313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,366,671$13.1M<0.01%-405,86713F-HRTimelineGroup
D.A. DAVIDSON & CO.940,247$9.02M0.07%+30,39013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC699,599$6.71M0.06%-62,07113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC637,601$6.12M0.01%+23,84413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC523,283$5.02M<0.01%+23,48013F-HRTimelineGroup
LPL Financial LLC503,880$4.83M<0.01%-8,29313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.501,632$4.81M0.01%+32,05713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.354,679$3.4M0.02%+14,78013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…353,411$3.39M0.3%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC334,319$3.21M<0.01%-7,92813F-HRTimelineGroup
Creekside Partners265,612$2.55M1.33%+18,54213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC239,701$2.3M0.05%-10,20213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.228,731$2.19M0.06%+38,32413F-HRTimeline
Grange Capital, LLC217,861$2.09M2.44%+138,99813F-HRTimeline
Marathon Strategic Advisors, LLC205,442$1.97M2.12%+6,78413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC189,222$1.81M0.04%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA185,268$1.78M<0.01%-20,62213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…180,846$1.73M<0.01%+43,59413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …171,779$1.65M0.02%+5,22113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,806$1.44M<0.01%-30,82713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth145,473$1.4M<0.01%-45213F-HR/ATimelineGroup
Everstar Asset Management, LLC126,109$1.21M0.8%-9,90013F-HR/ATimeline
Cambridge Investment Research Advisors,…124,160$1.19M<0.01%+11,22013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…109,828$1.05M<0.01%+10,95713F-HRTimelineGroup
KFA Private Wealth Group, LLC97,978$940K0.33%+63,12913F-HRTimeline
Total Wealth Planning & Management, Inc.75,684$726K0.74%+3513F-HRTimeline
Cetera Investment Advisers68,543$657K<0.01%+1,82413F-HRTimeline
HighTower Advisors, LLC62,655$601K<0.01%+2,06013F-HRTimeline
Sigma Planning Corp60,334$579K0.02%+1,53913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,314$550K<0.01%+14,76413F-HRTimeline
Institute for Wealth Management, LLC.53,689$515K0.07%+1,37113F-HRTimeline
L.M. KOHN & COMPANY51,529$494K0.13%-3,26713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,070$471K<0.01%-11,32113F-HRTimeline
Samalin Investment Counsel, LLC46,914$450K0.18%-24413F-HRTimeline
Patten Group, Inc.43,243$415K0.1%-14,01013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,566$408K0.01%+10,90013F-HRTimeline
CENTRAL TRUST Co42,483$407K0.01%-1,50013F-HRTimeline
SAM Advisors, LLC42,398$407K0.15%+1,06613F-HRTimeline
Arax Advisory Partners41,489$398K0.03%+33313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,991$393K<0.01%-8,88613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,838$392K0.01%-9,75013F-HRTimelineGroup
IHT Wealth Management, LLC40,680$390K0.01%013F-HRTimeline
TFG Advisers LLC38,790$372K0.13%+8,43613F-HRTimeline
NewEdge Advisors, LLC38,140$366K<0.01%-5,37013F-HRTimeline
E&G Advisors, LLC36,202$348K0.1%-40013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,540$341K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC35,228$338K<0.01%-30,42713F-HRTimeline
Sanctuary Advisors, LLC34,384$330K<0.01%-3,21513F-HRTimeline
Atria Wealth Solutions, Inc.32,073$308K<0.01%-35613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP31,830$305K0.02%new13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC30,285$290K0.08%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC30,000$288K0.26%013F-HRTimeline
DF DENT & CO INC29,418$282K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC29,335$281K<0.01%013F-HRTimeline
First Nebraska Trust Co29,215$280K0.03%-2,88013F-HRTimeline
Founders Financial Alliance, LLC27,578$264K0.06%-11613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,956$259K<0.01%+3,68813F-HRTimelineGroup
COMERICA BANK26,395$253K<0.01%+20,10513F-HRTimeline
Game Plan Financial Advisors, LLC26,075$250K0.12%013F-HRTimeline
Financial Advocates Investment Manageme…25,562$245K0.02%-73713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$233K0.01%013F-HRTimeline
Private Advisor Group, LLC24,122$231K<0.01%-19613F-HRTimeline
Mariner, LLCin group Mariner, LLC23,021$221K<0.01%-4,52613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,084$212K<0.01%+50413F-HRTimelineGroup
Semus Wealth Partners LLC21,298$204K0.14%-4,85913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC20,690$198K<0.01%+7,59913F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,615$198K<0.01%-15,83113F-HRTimeline
CoreCap Advisors, LLC19,811$190K0.01%+4,91113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,047$183K0.02%+6,22013F-HRTimeline
WEALTH EFFECTS LLC17,853$171K0.07%-32913F-HRTimeline
WEDBUSH SECURITIES INC17,030$163K0.01%+1013F-HRTimeline
Sonora Investment Management Group, LLC16,350$157K0.01%-9,00013F-HRTimeline
MML INVESTORS SERVICES, LLC15,085$145K<0.01%-75513F-HRTimeline
PINNACLE ASSOCIATES LTD14,940$143K<0.01%-10013F-HRTimeline
CALTON & ASSOCIATES, INC.14,630$140K0.03%new13F-HR/ATimeline
Elequin Capital, LP14,577$140K0.03%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,419$138K<0.01%new13F-HRTimelineGroup
one8zero8, LLC13,650$131K0.03%013F-HRTimeline
San Luis Wealth Advisors LLC13,555$130K0.03%013F-HR/ATimeline
Legacy Wealth Management, LLC / MS13,302$128K0.04%-36,10913F-HRTimeline
Beacon Pointe Advisors, LLC12,624$121K<0.01%+24813F-HRTimeline
J.W. COLE ADVISORS, INC.12,589$121K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.12,507$120K0.01%+11513F-HRTimeline
Alpha Cubed Investments, LLC12,300$118K0.01%013F-HRTimeline
Palogic Value Management, L.P.12,000$115K0.05%013F-HR/ATimeline
Modern Wealth Management, LLC11,915$114K<0.01%013F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.11,819$113K0.08%-2,08813F-HRTimeline
Clearstead Advisors, LLC10,602$102K<0.01%+28913F-HRTimeline
Geneos Wealth Management Inc.10,130$97.1K<0.01%+5,94013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,094$96.8K<0.01%new13F-HR/ATimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,450$90.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.9,000$86.3K0.04%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$71.9K0.02%013F-HRTimeline
Union Bancaire Privee, UBP SA5,600$55K<0.01%013F-HRTimeline
Allworth Financial LP5,300$52.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,413$42K<0.01%+4,40913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,300$41.2K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.4,213$40.4K0.02%-2,67413F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$38.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC3,075$29.5K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,000$28.8K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc2,575$24.7K0.01%-31913F-HRTimeline
Costello Asset Management, INC2,105$20.2K0.01%new13F-HRTimeline
Caldwell Trust Co1,534$14.7K<0.01%013F-HRTimeline
ORG Partners LLC1,500$14.6K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,520$14.6K<0.01%13F-HRTimelineGroup
MAI Capital Management1,325$12.7K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,094$10.5K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$9.59K<0.01%013F-HRTimeline
McIlrath & Eck, LLC811$7.78K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP750$7.37K<0.01%+50813F-HR/ATimelineGroup
HHM Wealth Advisors, LLC725$6.95K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC662$6.35K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.402$3.85K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC300$2.88K<0.01%+813F-HRTimeline
Key Financial Inc89$854<0.01%013F-HRTimeline
Creekmur Asset Management LLC2$20<0.01%-1513F-HRTimeline
EASTERN BANK0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,87613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.