Latest Institutional Purchases of Calamos Convertible Opportunities & Income Fund (CHI)
This list provides information on the latest institutional transactions involving Calamos Convertible Opportunities & Income Fund (CHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
177K+ 309.8% |
$1.8M - $1.93M
|
234K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 26.24% |
$1.49M - $1.61M
|
706K
$7.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
125K+ 6.51% |
$1.27M - $1.37M
|
2.04M
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 4.81% |
$1.12M - $1.2M
|
2.39M
$25.5M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
107KNew |
$1.09M - $1.17M
|
107K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
79.8K+ 39.35% |
$812K - $874K
|
283K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
61.1K+ 23.91% |
$622K - $670K
|
317K
$3.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
58.1KNew |
$591K - $636K
|
58.1K
$618K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.1K+ 3.61% |
$490K - $527K
|
1.38M
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
45.6K+ 20.56% |
$465K - $500K
|
268K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
40.7K+ 4.14% |
$415K - $446K
|
1.02M
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37KNew |
$376K - $405K
|
37K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 5.93% |
$362K - $390K
|
635K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33.2KNew |
$338K - $364K
|
33.2K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31.7K+ 138.51% |
$323K - $347K
|
54.6K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.2K+ 5.3% |
$287K - $309K
|
561K
$5.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 11.55% |
$240K - $258K
|
227K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
22.1K+ 71.49% |
$225K - $242K
|
53K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.5KNew |
$219K - $236K
|
21.5K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$175K - $189K
|
17.2K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5KNew |
$168K - $181K
|
16.5K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 11.41% |
$168K - $181K
|
161K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.3KNew |
$125K - $135K
|
12.3K
$131K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9KNew |
$121K - $130K
|
11.9K
$127K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10K+ 99.5% |
$102K - $110K
|
20.1K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.42KNew |
$95.9K - $103K
|
9.42K
$100K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.85K+ 4.84% |
$90.1K - $97K
|
192K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.32K+ 0.58% |
$84.7K - $91.2K
|
1.43M
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.32K+ 20.46% |
$84.7K - $91.2K
|
49K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.34KNew |
$54.4K - $58.5K
|
5.34K
$56.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 2.28% |
$53.8K - $57.9K
|
237K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
4.86K+ 10.98% |
$49.5K - $53.3K
|
49.1K
$523K
|
|
|
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 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.24K+ 23.58% |
$43.2K - $46.5K
|
22.2K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.72K+ 15.05% |
$37.8K - $40.7K
|
28.4K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.66K+ 15.94% |
$37.2K - $40.1K
|
26.6K
$283K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.33K+ 3.42% |
$33.9K - $36.5K
|
101K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84K+ 2.44% |
$28.9K - $31.1K
|
119K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.61K+ 4.41% |
$26.6K - $28.6K
|
61.9K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2K+ 5.36% |
$20.4K - $21.9K
|
39.3K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.96K+ 3.64% |
$19.9K - $21.4K
|
55.6K
$592K
|
|
|
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 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 4.2% |
$12.4K - $13.3K
|
30.2K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.17K+ 2.76% |
$11.9K - $12.8K
|
43.4K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.07K+ 6.34% |
$10.9K - $11.8K
|
18K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$10.3K - $11.1K
|
1.01K
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 2.46% |
$10.2K - $11K
|
41.7K
$443K
|
|
|
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 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
664New |
$6.76K - $7.28K
|
664
$7.06K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$4.07K - $4.38K
|
400
$4.26K
|
|