Institute For Wealth Management, Llc. Calamos Convertible Opportunities & Income Fund Transaction History

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 58,696 shares of CHI stock, worth $624,525. This represents 0.07% of its overall portfolio holdings.

Number of Shares
58,696
Previous 61,906 5.19%
Holding current value
$624,525
Previous $667,000 6.45%
% of portfolio
0.07%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$10.64 - $11.42 $34,154 - $36,658
-3,210 Reduced 5.19%
58,696 $624,000
Q3 2025

Oct 17, 2025
BUY
$10.18 - $10.96 $26,590 - $28,627
2,612 Added 4.41%
61,906 $667,000
Q2 2025

Jul 18, 2025
BUY
$8.65 - $10.52 $48,483 - $58,964
5,605 Added 10.44%
59,294 $623,000
Q1 2025

Apr 21, 2025
BUY
$9.59 - $11.83 $13,147 - $16,218
1,371 Added 2.62%
53,689 $514,000
Q4 2024

Jan 23, 2025
BUY
$11.34 - $12.27 $67,767 - $73,325
5,976 Added 12.9%
52,318 $624,000
Q3 2024

Nov 12, 2024
BUY
$10.91 - $12.02 $14,510 - $15,986
1,330 Added 2.95%
46,342 $540,000
Q2 2024

Jul 25, 2024
BUY
$10.55 - $11.87 $47,200 - $53,106
4,474 Added 11.04%
45,012 $523,000
Q1 2024

Apr 30, 2024
SELL
$10.04 - $11.54 $55,360 - $63,631
-5,514 Reduced 11.97%
40,538 $460,000
Q4 2023

Jan 31, 2024
SELL
$9.74 - $10.99 $12,428 - $14,023
-1,276 Reduced 2.7%
46,052 $477,000
Q3 2023

Oct 13, 2023
BUY
$10.32 - $11.36 $19,556 - $21,527
1,895 Added 4.17%
47,328 $498,000
Q2 2023

Jul 25, 2023
BUY
$9.9 - $11.23 $19,691 - $22,336
1,989 Added 4.58%
45,433 $508,000
Q1 2023

Apr 20, 2023
BUY
$10.43 - $12.34 $100,148 - $118,488
9,602 Added 28.37%
43,444 $457,000
Q4 2022

Feb 02, 2023
SELL
$9.75 - $11.66 $312 - $373
-32 Reduced 0.09%
33,842 $355,000
Q3 2022

Oct 18, 2022
SELL
$9.66 - $13.0 $39,345 - $52,949
-4,073 Reduced 10.73%
33,874 $327,000
Q2 2022

Jul 25, 2022
SELL
$10.17 - $13.45 $5,481 - $7,249
-539 Reduced 1.4%
37,947 $407,000
Q1 2022

Apr 29, 2022
BUY
$11.81 - $15.06 $13,864 - $17,680
1,174 Added 3.15%
38,486 $508,000
Q4 2021

Jan 21, 2022
BUY
$14.76 - $16.34 $4,236 - $4,689
287 Added 0.78%
37,312 $564,000
Q3 2021

Nov 15, 2021
BUY
$14.51 - $15.78 $57,372 - $62,394
3,954 Added 11.96%
37,025 $554,000
Q2 2021

Jul 21, 2021
BUY
$14.01 - $15.32 $68,606 - $75,022
4,897 Added 17.38%
33,071 $502,000
Q1 2021

May 04, 2021
BUY
$13.28 - $14.91 $21,951 - $24,646
1,653 Added 6.23%
28,174 $401,000
Q4 2020

Feb 01, 2021
BUY
$10.89 - $13.84 $38,027 - $48,329
3,492 Added 15.16%
26,521 $359,000
Q3 2020

Nov 03, 2020
BUY
$10.7 - $11.95 $2,214 - $2,473
207 Added 0.91%
23,029 $253,000
Q2 2020

Jul 30, 2020
BUY
$7.35 - $10.95 $6,468 - $9,636
880 Added 4.01%
22,822 $243,000
Q1 2020

Apr 29, 2020
BUY
$5.85 - $11.72 $7,312 - $14,650
1,250 Added 6.04%
21,942 $183,000
Q4 2019

Feb 27, 2020
BUY
$10.3 - $11.17 $210,779 - $228,582
20,464 Added 8975.44%
20,692 $228,000
Q4 2019

Jan 27, 2020
SELL
$10.3 - $11.17 $196,688 - $213,302
-19,096 Reduced 98.82%
228 $228,000
Q3 2019

Oct 28, 2019
BUY
$10.23 - $10.83 $48,121 - $50,944
4,704 Added 32.18%
19,324 $201,000
Q2 2019

Aug 02, 2019
BUY
$9.84 - $10.79 $31,930 - $35,013
3,245 Added 28.53%
14,620 $154,000
Q1 2019

May 15, 2019
BUY
$8.91 - $10.4 $101,351 - $118,300
11,375 New
11,375 $115,000

Others Institutions Holding CHI

# of Institutions
160
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

CHI Quotes by TradingView
  • Ticker CHI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated ...
More about CHI
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