Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Calamos Convertible Opportunities and Income Fund eröffnet haben, gehören Greenberg Financial Group, NorthRock Partners, LLC, und Clark Wealth Partners .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Brookstone Capital Management | 15.874 | 5,20 | 170 | 7,59 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 97.732 | 1,93 | 1.050 | 4,48 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.097.250 | 4,95 | 11.784 | 7,56 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 28.495 | 0,29 | 306 | 3,03 | ||||
| 2026-04-07 | 13F | Eastern Bank | 0 | 0 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 23.402 | 0,09 | 251 | 2,45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 51.577 | 76,87 | 554 | 81,31 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.799 | 148 | ||||||
| 2026-05-12 | 13F | Clark Wealth Partners | 4.300 | 46 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30.221 | 3,54 | 325 | 6,23 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.413.476 | 1,19 | 15.181 | 3,70 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 54.938 | 0,34 | 590 | 2,97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.308 | 1,39 | 87 | -1,14 | ||||
| 2026-04-21 | 13F | Creekside Partners | 229.190 | 5,22 | 2.462 | 7,84 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 224.511 | 3,90 | 2.411 | 6,49 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 59.277 | 0,99 | 637 | 3,41 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.808 | 36,65 | 176 | 33,33 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 13.151 | 1,17 | 146 | 6,62 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 187.283 | 3,42 | 2 | 100,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 29.766 | 20,88 | 320 | 23,64 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 288.327 | 4,12 | 3.097 | 6,69 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 38.874 | 1,04 | 418 | 3,47 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 155.580 | 3,83 | 1.671 | 6,37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 275.461 | 15,02 | 2.958 | 17,90 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 143.225 | 10,39 | 1.501 | 7,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 79.205 | 49,49 | 830 | 45,36 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1.520 | 16 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 34.063 | 1,19 | 366 | 3,69 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 664 | 7 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 27.486 | 183,98 | 295 | 192,08 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 15.393 | 18,60 | 165 | 21,32 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.197 | 46,96 | 24 | 53,33 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 2.266 | 1,75 | 24 | 4,35 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 29.370 | 3,90 | 315 | 6,42 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 33.451 | 277,68 | 359 | 290,22 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19.319 | 4,07 | 207 | 6,70 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 55.000 | 1 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 30.636 | 1,19 | 329 | 3,79 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 146.349 | 116,15 | 1.572 | 121,58 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 5.179 | 42,32 | 56 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 75.654 | 5,02 | 1 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 591.236 | 8,88 | 6.350 | 11,58 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 71.052 | 2,86 | 763 | 5,53 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.629.637 | 5,86 | 28.242 | 8,49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 35.272 | 379 | ||||||
| 2026-01-22 | 13F | Greenberg Financial Group | 45.685 | 479 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 554.988 | 2,47 | 5.816 | 116.220,00 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 684 | -22,18 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2.378.396 | 8,71 | 25.544 | 11,41 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.358.593 | 0,87 | 14.591 | 3,38 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 33.760 | 2,43 | 363 | 4,93 | ||||
| 2026-04-10 | 13F | Novem Group | 16.592 | 2,00 | 178 | 4,71 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 118.401 | 14,88 | 118 | -89,07 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 53.628 | 20,34 | 576 | 23,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 55.298 | 35,14 | 594 | 38,55 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 334 | 2,77 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 16.245 | 19,02 | 174 | 21,68 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 99.052 | 3,88 | 1.064 | 6,41 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 27.286 | 43,11 | 293 | 47,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 84.832 | 911 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 330.954 | 46,06 | 3.554 | 49,71 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 226.313 | 5,36 | 2.431 | 7,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 219.799 | 0,69 | 2.361 | 3,19 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 22.497 | 2,54 | 242 | 5,24 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 79.237 | 6,65 | 851 | 9,38 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 54.301 | 6,54 | 583 | 9,18 |
