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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-900Closed |
$13.3K - $14.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-855Closed |
$12.6K - $14K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-4.48KClosed |
$66.1K - $73.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.6KClosed |
$169K - $183K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.28KClosed |
$62.1K - $67.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-52Closed |
$755 - $821
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.16KClosed |
$89.4K - $97.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-79.7KClosed |
$1.16M - $1.26M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
449New |
$6.51K - $7.09K
|
449
$4.78K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-195Closed |
$2.83K - $3.08K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$4.2K - $4.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-64.6KClosed |
$905K - $990K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-48.4KClosed |
$679K - $742K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-22.9KClosed |
$321K - $351K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-188KClosed |
$2.64M - $2.88M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8KClosed |
$112K - $123K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$167K - $183K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-51.3KClosed |
$719K - $786K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.25KClosed |
$17.5K - $19.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.63KClosed |
$22.8K - $25K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.72KClosed |
$38.1K - $41.7K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43Closed |
$602 - $659
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.7KClosed |
$182K - $204K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-73Closed |
$969 - $1.09K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-690KClosed |
$9.17M - $10.3M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-20.9KClosed |
$277K - $311K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-18.5KClosed |
$246K - $276K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-30K- 98.36% |
$398K - $447K
|
500
$5.32K
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.39KClosed |
$18.4K - $20.7K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
213+ 90.25% |
$2.83K - $3.18K
|
449
$4.78K
|
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-17.6KClosed |
$233K - $262K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
660New |
$7.19K - $9.13K
|
660
$7.02K
|
|
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-3.4KClosed |
$37K - $47.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-800Closed |
$8.71K - $11.1K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-75.4KClosed |
$822K - $1.04M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.26KNew |
$90K - $114K
|
8.26K
$87.9K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.5KClosed |
$81.7K - $104K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-74.7KClosed |
$813K - $1.03M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
89New |
$969 - $1.23K
|
89
$947
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.5KClosed |
$26.8K - $29.9K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-10.4KClosed |
$111K - $124K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.4KClosed |
$132K - $148K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25.2KNew |
$185K - $275K
|
25.2K
$268K
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22Closed |
$162 - $241
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-15KClosed |
$110K - $164K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
18New |
$132 - $197
|
18
$192
|
|
|
Jul 28, 2020
Q2 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-9.48KClosed |
$69.7K - $104K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-355- 71.0% |
$2.61K - $3.89K
|
145
$1.54K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.16K- 61.23% |
$36K - $72.2K
|
3.9K
$41.5K
|
|
|
Jun 01, 2020
Q1 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25.2KClosed |
$147K - $295K
|
0
$0
|
|