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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.33K- 12.52% |
$46.1K - $49.5K
|
30.3K
$322K
|
|
|
Jan 30, 2026
Q4 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.1K+ 21.7% |
$128K - $138K
|
67.7K
$720K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
26.2K+ 49.49% |
$279K - $299K
|
79.2K
$843K
|
|
|
Jan 29, 2026
Q4 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6.81K+ 22.5% |
$72.5K - $77.8K
|
37.1K
$395K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
307+ 1.1% |
$3.27K - $3.51K
|
28.3K
$301K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
151K+ 7.41% |
$1.61M - $1.72M
|
2.19M
$23.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
815+ 4.08% |
$8.67K - $9.31K
|
20.8K
$221K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$234K - $251K
|
22K
$234K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21.1K+ 2.06% |
$224K - $241K
|
1.05M
$11.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Pmg Family Office LLC
Plano, TX |
SELL
|
- |
-11.5K- 10.74% |
$122K - $131K
|
95.3K
$1.01M
|
|
|
Jan 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.25K- 31.87% |
$55.9K - $60K
|
11.2K
$119K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.21K- 5.19% |
$34.2K - $36.7K
|
58.7K
$625K
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.42K+ 9.53% |
$15.1K - $16.2K
|
16.3K
$173K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
3.64KNew |
$38.7K - $41.6K
|
3.64K
$38.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.07K+ 5.96% |
$11.4K - $12.3K
|
19.1K
$203K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24.6KNew |
$262K - $281K
|
24.6K
$262K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
241New |
$2.56K - $2.75K
|
241
$2.56K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-9.16K- 23.84% |
$97.4K - $105K
|
29.2K
$311K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 1.13% |
$4.26K - $4.57K
|
35K
$372K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.68KNew |
$103K - $111K
|
9.68K
$103K
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.1KNew |
$129K - $139K
|
12.1K
$129K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 4.24% |
$13.6K - $14.6K
|
31.5K
$335K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.5K+ 44.15% |
$101K - $109K
|
31K
$330K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
868+ 3.29% |
$9.24K - $9.91K
|
27.2K
$290K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
13.6KNew |
$145K - $156K
|
13.6K
$145K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8K+ 13.78% |
$85.1K - $91.3K
|
66K
$702K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.73K- 4.7% |
$50.3K - $54K
|
95.9K
$1.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
190+ 0.35% |
$2.02K - $2.17K
|
54.8K
$583K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
200+ 165.29% |
$2.13K - $2.28K
|
321
$3.42K
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.03K- 10.67% |
$51.2K - $55.1K
|
42.1K
$448K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
664New |
$6.76K - $7.28K
|
664
$7.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.95KNew |
$19.8K - $21.3K
|
1.95K
$20.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37KNew |
$376K - $405K
|
37K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-76.2K- 74.97% |
$776K - $835K
|
25.5K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.24K+ 23.58% |
$43.2K - $46.5K
|
22.2K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 11.55% |
$240K - $258K
|
227K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-69- 56.1% |
$702 - $756
|
54
$575
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 5.93% |
$362K - $390K
|
635K
$6.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 4.81% |
$1.12M - $1.2M
|
2.39M
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.32K+ 0.58% |
$84.7K - $91.2K
|
1.43M
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
727+ 0.47% |
$7.4K - $7.97K
|
154K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84K+ 2.44% |
$28.9K - $31.1K
|
119K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.39K- 1.0% |
$34.5K - $37.2K
|
337K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.76K- 9.04% |
$38.3K - $41.2K
|
37.9K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-144- 0.62% |
$1.47K - $1.58K
|
23.1K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 2.46% |
$10.2K - $11K
|
41.7K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.17K+ 2.76% |
$11.9K - $12.8K
|
43.4K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
177K+ 309.8% |
$1.8M - $1.93M
|
234K
$2.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-288K- 66.3% |
$2.93M - $3.15M
|
146K
$1.55M
|
|