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 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-5.45K- 33.03% |
$56.2K - $61.9K
|
11.1K
$120K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$1.03K - $1.14K
|
100
$1.09K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$104K - $115K
|
10.1K
$109K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-234K- 76.22% |
$2.41M - $2.65M
|
72.9K
$791K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
128KNew |
$1.32M - $1.46M
|
128K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
429+ 2.32% |
$4.43K - $4.87K
|
18.9K
$206K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23KNew |
$228K - $259K
|
23K
$250K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.03KNew |
$10.2K - $11.6K
|
1.03K
$11.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
250+ 1.87% |
$2.48K - $2.81K
|
13.6K
$148K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.11K- 8.83% |
$60.4K - $68.6K
|
63K
$684K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-450- 47.52% |
$4.46K - $5.05K
|
497
$5.39K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.9KNew |
$504K - $572K
|
50.9K
$552K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.04K- 25.36% |
$40K - $45.4K
|
11.9K
$129K
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$124K - $146K
|
11.9K
$129K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$41.7K - $49.4K
|
4K
$43.4K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37KNew |
$386K - $457K
|
37K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.2K- 70.09% |
$85.5K - $101K
|
3.5K
$38K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
817New |
$8.52K - $10.1K
|
817
$8.86K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
37.9KNew |
$395K - $467K
|
37.9K
$411K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
115New |
$1.2K - $1.42K
|
115
$1.25K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$22.2K - $26.3K
|
2.13K
$23.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
93+ 0.5% |
$970 - $1.15K
|
18.6K
$202K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.22KNew |
$23.1K - $27.4K
|
2.22K
$24.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
21.6KNew |
$225K - $267K
|
21.6K
$234K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$263K - $311K
|
25.2K
$274K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
63.2KNew |
$616K - $737K
|
63.2K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.1KNew |
$109K - $130K
|
11.1K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
15.9KNew |
$155K - $185K
|
15.9K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-236K- 90.48% |
$2.31M - $2.76M
|
24.9K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.94K- 19.88% |
$48.2K - $57.6K
|
19.9K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12KNew |
$117K - $140K
|
12K
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.1KNew |
$10.7K - $12.8K
|
1.1K
$11.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6KNew |
$172K - $206K
|
17.6K
$191K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.6KClosed |
$15.5K - $20.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.06K- 16.56% |
$19.9K - $26.7K
|
10.4K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.24K- 56.7% |
$50.6K - $68.1K
|
4K
$43.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 2.63% |
$309 - $416
|
1.25K
$13.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.26KNew |
$31.5K - $42.4K
|
3.26K
$35.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 12.78% |
$20.3K - $27.3K
|
18.5K
$201K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$30.5K - $40.4K
|
3K
$32.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.64KClosed |
$26.9K - $35.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-21.4K- 15.71% |
$217K - $287K
|
115K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 40.47% |
$108K - $143K
|
15.6K
$169K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.05KClosed |
$61.5K - $81.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9KClosed |
$111K - $147K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2KNew |
$20.3K - $26.9K
|
2K
$21.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12.5KClosed |
$127K - $168K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.84K- 99.96% |
$28.8K - $38.1K
|
1
$10.9
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5KNew |
$15.3K - $20.2K
|
1.5K
$16.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
725New |
$7.37K - $9.75K
|
725
$7.87K
|
|