Samalin Investment Counsel, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1544366
CHAPPAQUA, NY
Position in CHI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,774,620
+$1,202,832 QoQ
Shares Held
206,445
+41.1% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#3
of 49 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Samalin Investment Counsel, LLC holds $43,823,687 across 57 Asset Management names. CHI ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
154,616 | $3,398,459 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
This page
|
206,445 | $2,774,620 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
147,347 | $2,721,499 | |
| 4 | UTG |
Reaves Utility Income Fund
|
49,883 | $2,031,235 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
64,791 | $1,793,414 | |
| 6 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
174,324 | $1,767,645 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,105 | $1,663,432 | |
| 8 | GAM |
General American Investors Co Inc
|
25,234 | $1,608,667 |
All Filings in CHI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,774,620 | 206,445 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,571,788 | 146,349 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $709,558 | 67,706 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $600,269 | 55,632 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $564,671 | 53,676 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $449,905 | 46,914 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $563,066 | 47,158 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $543,355 | 46,680 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,107,708 | 95,164 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,147,519 | 101,103 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,147,742 | 110,786 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,417,018 | 134,442 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,695,198 | 151,357 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,736,957 | 165,110 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,816,653 | 172,850 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,624,869 | 168,206 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,799,116 | 167,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,968,514 | 149,017 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $2,037,749 | 134,861 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $2,009,198 | 134,215 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $2,027,576 | 133,657 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $2,015,642 | 141,747 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,980,563 | 146,275 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $1,528,835 | 138,985 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $1,488,046 | 139,854 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,127,092 | 135,143 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||