Latest Institutional Transactions on Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information on the latest institutional transactions involving Calamos Convertible Opportunities & Income Fund (CHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.89KNew |
$78.1K - $84.5K
|
6.89K
$74.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.46% |
$79.4 - $85.9
|
292
$3.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 4.9% |
$21.5K - $23.3K
|
40.7K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.8K+ 3.02% |
$156K - $169K
|
470K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 0.74% |
$158K - $171K
|
1.87M
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.09K- 12.21% |
$23.7K - $25.7K
|
15K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.33KNew |
$15K - $16.3K
|
1.33K
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.1K+ 4.11% |
$614K - $664K
|
1.37M
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.59K- 16.92% |
$40.7K - $44K
|
17.6K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.24K+ 6.85% |
$82.1K - $88.9K
|
113K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33+ 0.22% |
$374 - $405
|
14.9K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
49.9KNew |
$566K - $612K
|
49.9K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-279- 2.2% |
$3.16K - $3.42K
|
12.4K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$121K - $131K
|
10.7K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.4K+ 2.57% |
$390K - $422K
|
1.37M
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.52KNew |
$17.2K - $18.7K
|
1.52K
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-670- 18.8% |
$7.6K - $8.22K
|
2.89K
$31.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.96K- 7.59% |
$56.2K - $60.9K
|
60.4K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8KNew |
$190K - $206K
|
16.8K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.14K- 1.02% |
$58.3K - $63.1K
|
500K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.46K+ 4.81% |
$107K - $116K
|
206K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-7.5K- 50.0% |
$85.1K - $92K
|
7.5K
$81.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50.6KNew |
$574K - $621K
|
50.6K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 8.78% |
$126K - $136K
|
137K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-272- 0.62% |
$3.08K - $3.34K
|
43.5K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 14.34% |
$22.5K - $24.4K
|
15.8K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 29.75% |
$71.6K - $77.5K
|
27.5K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.3K- 9.01% |
$26.1K - $28.3K
|
23.3K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
122K+ 19.07% |
$1.38M - $1.5M
|
762K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.01K- 10.72% |
$90.8K - $98.3K
|
66.7K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
254+ 2.4% |
$2.88K - $3.12K
|
10.8K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-5.46K- 3.86% |
$61.9K - $66.9K
|
136K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 22.73% |
$56.7 - $61.3
|
17
$184
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.1K+ 2.73% |
$534K - $578K
|
1.77M
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91K+ 7.51% |
$78.3K - $84.7K
|
98.9K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.54K- 1.64% |
$96.8K - $105K
|
512K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
478+ 1.02% |
$5.42K - $5.87K
|
47.2K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.9KNew |
$135K - $146K
|
11.9K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
13.7KNew |
$155K - $167K
|
13.7K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
255+ 2.54% |
$2.89K - $3.13K
|
10.3K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 0.19% |
$13.2K - $14.3K
|
614K
$6.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.7K+ 2.53% |
$53.3K - $57.6K
|
190K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.81K+ 17.0% |
$99.8K - $108K
|
60.6K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28K- 21.76% |
$317K - $343K
|
101K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
64.6K+ 35.44% |
$733K - $793K
|
247K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-182- 0.65% |
$2.06K - $2.23K
|
27.7K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9K+ 2.72% |
$102K - $110K
|
340K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.15K- 22.7% |
$47.1K - $50.9K
|
14.1K
$153K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-825- 1.42% |
$9.36K - $10.1K
|
57.3K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
342KNew |
$3.88M - $4.2M
|
342K
$3.71M
|