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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
329+ 2.23% |
$3.35K - $3.61K
|
15.1K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
320+ 1.63% |
$3.26K - $3.51K
|
20K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 2.77% |
$3.07K - $3.31K
|
11.2K
$119K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300New |
$3.05K - $3.29K
|
300
$3.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
266+ 0.72% |
$2.71K - $2.92K
|
37.2K
$396K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
119+ 0.42% |
$1.21K - $1.3K
|
28.3K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40+ 1.86% |
$407 - $438
|
2.19K
$23.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
27New |
$275 - $296
|
27
$287
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 2.59% |
$81.4 - $87.7
|
317
$3.37K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 2.63% |
$40.7 - $43.8
|
156
$1.66K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.3K+ 818.23% |
$297K - $361K
|
38.5K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33KNew |
$285K - $347K
|
33K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$218K - $265K
|
25.2K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$204K - $248K
|
23.6K
$251K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21.7KNew |
$188K - $228K
|
21.7K
$231K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 10.38% |
$166K - $202K
|
204K
$2.18M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
18.3KNew |
$158K - $193K
|
18.3K
$195K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17.7KNew |
$153K - $187K
|
17.7K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.7KNew |
$153K - $186K
|
17.7K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$109K - $133K
|
12.6K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11KNew |
$95.2K - $116K
|
11K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$90.9K - $111K
|
10.5K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.89K+ 33.39% |
$42.3K - $51.4K
|
19.5K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.64K+ 68.58% |
$31.4K - $38.2K
|
8.94K
$95.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4KNew |
$20.8K - $25.2K
|
2.4K
$25.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.72K+ 4.43% |
$14.9K - $18.1K
|
40.5K
$431K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.53KNew |
$13.3K - $16.1K
|
1.53K
$16.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.49K+ 9.99% |
$12.9K - $15.7K
|
16.4K
$175K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.06K+ 4.16% |
$9.19K - $11.2K
|
26.6K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
965+ 5.07% |
$8.35K - $10.2K
|
20K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
700+ 5.13% |
$6.06K - $7.36K
|
14.4K
$153K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$4.6K - $5.6K
|
532
$5.66K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
276+ 2.19% |
$2.39K - $2.9K
|
12.9K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
121New |
$1.05K - $1.27K
|
121
$1.29K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.19% |
$865 - $1.05K
|
51.6K
$549K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.12% |
$173 - $210
|
17.1K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.41K+ 110225.0% |
$42.3K - $52.2K
|
4.41K
$47K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$29.5K - $36.4K
|
3.08K
$32.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.52KNew |
$14.6K - $18K
|
1.52K
$16.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.09KNew |
$10.5K - $12.9K
|
1.09K
$11.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
662New |
$6.35K - $7.83K
|
662
$7.04K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 66.67% |
$2.88K - $3.55K
|
750
$7.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
35+ 0.05% |
$336 - $414
|
75.7K
$805K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
30KNew |
$340K - $368K
|
30K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.9KNew |
$135K - $146K
|
11.9K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$121K - $131K
|
10.7K
$113K
|
|
|
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
|
|