Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-64.6KClosed |
$905K - $990K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-51.3KClosed |
$719K - $786K
|
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 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$167K - $183K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8KClosed |
$112K - $123K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.72KClosed |
$38.1K - $41.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.63KClosed |
$22.8K - $25K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.25KClosed |
$17.5K - $19.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$4.2K - $4.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43Closed |
$602 - $659
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-690KClosed |
$9.17M - $10.3M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-30K- 98.36% |
$398K - $447K
|
500
$5.43K
|
|
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
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-17.6KClosed |
$233K - $262K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.7KClosed |
$182K - $204K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.39KClosed |
$18.4K - $20.7K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-400Closed |
$5.31K - $5.96K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-73Closed |
$969 - $1.09K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-75.4KClosed |
$822K - $1.04M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-74.7KClosed |
$813K - $1.03M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.5KClosed |
$81.7K - $104K
|
0
$0
|
|
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
|
|
Q3 2020 | |||||||
Oct 09, 2020
Q3 2020
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.4KClosed |
$132K - $148K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-10.4KClosed |
$111K - $124K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.5KClosed |
$26.8K - $29.9K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$172K - $256K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-15KClosed |
$110K - $164K
|
0
$0
|
|
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
$1.57K
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22Closed |
$162 - $241
|
0
$0
|
|
Q1 2020 | |||||||
Jun 01, 2020
Q1 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25.2KClosed |
$147K - $295K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.16K- 61.23% |
$36K - $72.2K
|
3.9K
$42.3K
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-5.1KClosed |
$29.8K - $59.8K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.59K- 34.7% |
$9.32K - $18.7K
|
3K
$32.6K
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-900Closed |
$5.27K - $10.5K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500Closed |
$2.93K - $5.86K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$124K - $135K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-11.6KClosed |
$119K - $129K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.23KClosed |
$53.9K - $58.4K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.05K- 6.55% |
$10.8K - $11.8K
|
15K
$163K
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-800Closed |
$8.24K - $8.94K
|
0
$0
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$10.3 - $11.2
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.74KClosed |
$48.5K - $51.3K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.16KClosed |
$32.3K - $34.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 08, 2019
Q2 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-16.2KClosed |
$159K - $174K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Pfg Advisors
|
SELL
|
- |
-13.9KClosed |
$137K - $150K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.9KClosed |
$117K - $129K
|
0
$0
|