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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$109K - $133K
|
12.6K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.06K+ 4.16% |
$9.19K - $11.2K
|
26.6K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.56K- 20.31% |
$22.1K - $26.9K
|
10K
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.89K+ 33.39% |
$42.3K - $51.4K
|
19.5K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.3K- 70.89% |
$89.4K - $109K
|
4.24K
$45.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.9K- 9.56% |
$293K - $357K
|
321K
$3.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11KNew |
$95.2K - $116K
|
11K
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.64K+ 68.58% |
$31.4K - $38.2K
|
8.94K
$95.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.12% |
$173 - $210
|
17.1K
$181K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4KNew |
$20.8K - $25.2K
|
2.4K
$25.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.49K+ 9.99% |
$12.9K - $15.7K
|
16.4K
$175K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.19% |
$865 - $1.05K
|
51.6K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
965+ 5.07% |
$8.35K - $10.2K
|
20K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 55.74% |
$155K - $188K
|
14.2K
$151K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.12% |
$9.3K - $11.3K
|
25K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.72K+ 4.43% |
$14.9K - $18.1K
|
40.5K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 13.89% |
$10.8K - $13.2K
|
7.75K
$82.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
121New |
$1.05K - $1.27K
|
121
$1.29K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$218K - $265K
|
25.2K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17.7KNew |
$153K - $187K
|
17.7K
$189K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$4.6K - $5.6K
|
532
$5.66K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 66.67% |
$2.88K - $3.55K
|
750
$7.98K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-319- 11.02% |
$3.06K - $3.77K
|
2.58K
$27.4K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.09K- 15.01% |
$20K - $24.7K
|
11.8K
$126K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.52KNew |
$14.6K - $18K
|
1.52K
$16.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$29.5K - $36.4K
|
3.08K
$32.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
35+ 0.05% |
$336 - $414
|
75.7K
$805K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.09KNew |
$10.5K - $12.9K
|
1.09K
$11.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-9K- 35.5% |
$86.3K - $106K
|
16.4K
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.41K+ 110225.0% |
$42.3K - $52.2K
|
4.41K
$47K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
662New |
$6.35K - $7.83K
|
662
$7.04K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$121K - $131K
|
10.7K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.33KNew |
$15K - $16.3K
|
1.33K
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.52KNew |
$17.2K - $18.7K
|
1.52K
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
254+ 2.4% |
$2.88K - $3.12K
|
10.8K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-7.5K- 50.0% |
$85.1K - $92K
|
7.5K
$79.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.9KNew |
$135K - $146K
|
11.9K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91.8K- 32.34% |
$1.04M - $1.13M
|
192K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.15K- 22.7% |
$47.1K - $50.9K
|
14.1K
$150K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
30KNew |
$340K - $368K
|
30K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54.2K- 59.02% |
$614K - $664K
|
37.6K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.02K- 2.8% |
$11.6K - $12.5K
|
35.5K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.6KNew |
$63.5K - $68.7K
|
5.6K
$59.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.19K+ 27.14% |
$47.5K - $51.3K
|
19.6K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-303- 99.34% |
$3.44K - $3.72K
|
2
$21.3
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
212+ 1.59% |
$2.4K - $2.6K
|
13.6K
$144K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17K - $18.4K
|
1.5K
$16K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$43.6K - $48.1K
|
4K
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-978- 3.22% |
$10.7K - $11.8K
|
29.4K
$313K
|
|