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 |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
107KNew |
$1.09M - $1.17M
|
107K
$1.14M
|
|
|
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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
727+ 0.47% |
$7.4K - $7.97K
|
154K
$1.64M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 5.93% |
$362K - $390K
|
635K
$6.75M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.24K+ 23.58% |
$43.2K - $46.5K
|
22.2K
$236K
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37KNew |
$376K - $405K
|
37K
$393K
|
|
|
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
|
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 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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 11.55% |
$240K - $258K
|
227K
$2.42M
|
|
|
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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
320+ 1.63% |
$3.26K - $3.51K
|
20K
$213K
|
|
|
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 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.5KNew |
$219K - $236K
|
21.5K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-43.7K- 6.37% |
$445K - $479K
|
642K
$6.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.2K+ 5.3% |
$287K - $309K
|
561K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.1K+ 3.61% |
$490K - $527K
|
1.38M
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
125K+ 6.51% |
$1.27M - $1.37M
|
2.04M
$21.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-288K- 66.3% |
$2.93M - $3.15M
|
146K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.32K+ 20.46% |
$84.7K - $91.2K
|
49K
$521K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
22.1K+ 71.49% |
$225K - $242K
|
53K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$175K - $189K
|
17.2K
$183K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 11.41% |
$168K - $181K
|
161K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.8K- 52.06% |
$110K - $118K
|
9.91K
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 2.28% |
$53.8K - $57.9K
|
237K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$10.3K - $11.1K
|
1.01K
$10.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 2.63% |
$40.7 - $43.8
|
156
$1.66K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 26.24% |
$1.49M - $1.61M
|
706K
$7.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
266+ 0.72% |
$2.71K - $2.92K
|
37.2K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.4K+ 146.67% |
$44.8K - $48.2K
|
7.4K
$78.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.72K+ 15.05% |
$37.8K - $40.7K
|
28.4K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2K+ 5.36% |
$20.4K - $21.9K
|
39.3K
$419K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
27New |
$275 - $296
|
27
$287
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.8K- 15.86% |
$28.5K - $30.7K
|
14.9K
$158K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.14K- 10.69% |
$42.2K - $45.4K
|
34.6K
$368K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.75K- 2.23% |
$28K - $30.2K
|
120K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 2.77% |
$3.07K - $3.31K
|
11.2K
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-4.84K- 11.19% |
$49.3K - $53K
|
38.4K
$409K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.66K+ 15.94% |
$37.2K - $40.1K
|
26.6K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
119+ 0.42% |
$1.21K - $1.3K
|
28.3K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-20.2K- 51.46% |
$206K - $221K
|
19.1K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
61.1K+ 23.91% |
$622K - $670K
|
317K
$3.37M
|
|