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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-541- 4.26% |
$5.51K - $5.93K
|
12.1K
$129K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
58.1KNew |
$591K - $636K
|
58.1K
$618K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 4.2% |
$12.4K - $13.3K
|
30.2K
$322K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40+ 1.86% |
$407 - $438
|
2.19K
$23.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.57K- 11.77% |
$46.6K - $50.1K
|
34.3K
$365K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 13.97% |
$62.5K - $67.3K
|
37.8K
$402K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-434- 25.34% |
$4.42K - $4.76K
|
1.28K
$13.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.85K+ 4.84% |
$90.1K - $97K
|
192K
$2.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5KNew |
$168K - $181K
|
16.5K
$176K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.96K+ 3.64% |
$19.9K - $21.4K
|
55.6K
$592K
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
4.86K+ 10.98% |
$49.5K - $53.3K
|
49.1K
$523K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.19K- 2.0% |
$12.1K - $13K
|
58K
$617K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9KNew |
$121K - $130K
|
11.9K
$127K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
79.8K+ 39.35% |
$812K - $874K
|
283K
$3.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22K- 25.05% |
$224K - $241K
|
65.9K
$701K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.07K+ 6.34% |
$10.9K - $11.8K
|
18K
$192K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-34.1K- 12.51% |
$347K - $374K
|
239K
$2.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31.7K+ 138.51% |
$323K - $347K
|
54.6K
$581K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33.2KNew |
$338K - $364K
|
33.2K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.42KNew |
$95.9K - $103K
|
9.42K
$100K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.74K- 6.2% |
$17.8K - $19.1K
|
26.4K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 4.28% |
$247K - $266K
|
542K
$5.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.86K- 14.77% |
$29.1K - $31.3K
|
16.5K
$175K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
40.7K+ 4.14% |
$415K - $446K
|
1.02M
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.3KNew |
$125K - $135K
|
12.3K
$131K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.69K- 17.13% |
$17.2K - $18.6K
|
8.19K
$87.2K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-800- 2.21% |
$8.14K - $8.77K
|
35.4K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 2.59% |
$81.4 - $87.7
|
317
$3.37K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.61K+ 4.41% |
$26.6K - $28.6K
|
61.9K
$659K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42.5K- 22.19% |
$433K - $466K
|
149K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10K+ 99.5% |
$102K - $110K
|
20.1K
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
329+ 2.23% |
$3.35K - $3.61K
|
15.1K
$161K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$4.07K - $4.38K
|
400
$4.26K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.34KNew |
$54.4K - $58.5K
|
5.34K
$56.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
45.6K+ 20.56% |
$465K - $500K
|
268K
$2.85M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300New |
$3.05K - $3.29K
|
300
$3.19K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.33K+ 3.42% |
$33.9K - $36.5K
|
101K
$1.07M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 10.38% |
$166K - $202K
|
204K
$2.18M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.53KNew |
$13.3K - $16.1K
|
1.53K
$16.3K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
18.3KNew |
$158K - $193K
|
18.3K
$195K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21.7KNew |
$188K - $228K
|
21.7K
$231K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.3K+ 818.23% |
$297K - $361K
|
38.5K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$90.9K - $111K
|
10.5K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-835- 2.85% |
$7.22K - $8.78K
|
28.5K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$204K - $248K
|
23.6K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.7KNew |
$153K - $186K
|
17.7K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
276+ 2.19% |
$2.39K - $2.9K
|
12.9K
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33KNew |
$285K - $347K
|
33K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
700+ 5.13% |
$6.06K - $7.36K
|
14.4K
$153K
|
|