Janney Montgomery Scott LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1329948
PHILADELPHIA, PA
Position in CHI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$812,523
+$57,586 QoQ
Shares Held
75,654
+5.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $665,466,002 across 222 Asset Management names. CHI ranks #91 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
105,806 | $101,754,688 | |
| 2 | BX |
Blackstone Inc.
|
760,325 | $87,429,771 | |
| 3 | APO |
Apollo Global Management, Inc.
|
231,810 | $25,828,270 | |
| 4 | KKR |
KKR & Co. Inc.
|
259,197 | $23,975,722 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
2,011,090 | $22,242,655 | |
| 6 | ARCC |
Ares Capital Corp
|
1,200,431 | $21,631,766 | |
| 7 | AMP |
Ameriprise Financial Inc
|
46,208 | $20,534,835 | |
| 8 | FHI |
Federated Hermes, Inc.
|
337,326 | $19,129,757 |
All Filings in CHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $812,523 | 75,654 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $754,937 | 72,036 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $710,909 | 65,886 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $924,781 | 87,907 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $337,836 | 35,228 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $783,920 | 65,655 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $515,302 | 44,270 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $245,347 | 21,078 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $367,081 | 32,342 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $341,900 | 33,002 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $344,837 | 32,717 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $384,652 | 34,344 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $406,850 | 38,674 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,055,550 | 100,433 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $373,165 | 38,630 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $391,858 | 36,554 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $474,873 | 35,948 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $584,696 | 38,696 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $582,542 | 38,914 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $629,403 | 41,490 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $581,100 | 40,865 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,179,320 | 87,099 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,029,039 | 93,549 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $992,222 | 93,254 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,012,626 | 121,418 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||