CALAMOS INVESTMENT TRUST/IL - CMNIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WASHINGTON TRUST Co | History | Added to | 26,799 | 432 | 0.01% | 0.01% | 1 | +9,192 | 52.21% | Q2 2026 | Aug 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 23,662 | 381 | 0.01% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 4,974 | 80 | 0.01% | 0.01% | 3 | +2,494 | 100.56% | Q2 2026 | Aug 06, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 261 | 4 | 0.0% | 0.0% | 4 | -11 | -4.04% | Q2 2026 | Jul 22, 2026 |