Purchases and Sales Made in Q1 2023 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q1 2023. The information is specifically focused on institutions that hold shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86K+ 9.6% |
$897K - $1.06M
|
982K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.8K+ 11.53% |
$478K - $566K
|
443K
$4.81M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$425K - $502K
|
40.7K
$442K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
37.9KNew |
$395K - $467K
|
37.9K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.2K+ 2.62% |
$388K - $459K
|
1.45M
$15.8M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37KNew |
$386K - $457K
|
37K
$402K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9KNew |
$333K - $394K
|
31.9K
$346K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
26.5K+ 4.74% |
$276K - $327K
|
585K
$6.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25.6K+ 6.73% |
$267K - $316K
|
406K
$4.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$263K - $311K
|
25.2K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.5K+ 13.17% |
$245K - $290K
|
202K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.1K+ 24.46% |
$231K - $273K
|
113K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
21.6KNew |
$225K - $267K
|
21.6K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 3.63% |
$213K - $252K
|
583K
$6.33M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
17.2K+ 1.26% |
$180K - $213K
|
1.39M
$15.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
15.9KNew |
$166K - $197K
|
15.9K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$156K - $185K
|
15K
$163K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$138K - $163K
|
13.2K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 2.63% |
$136K - $161K
|
509K
$5.53M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$124K - $146K
|
11.9K
$129K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$124K - $146K
|
11.9K
$129K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$120K - $142K
|
11.5K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.9KNew |
$114K - $135K
|
10.9K
$118K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.6K+ 28.37% |
$100K - $118K
|
43.4K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.26K+ 2.12% |
$75.8K - $89.6K
|
351K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.17K+ 3.14% |
$53.9K - $63.8K
|
170K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5K+ 14.51% |
$52.2K - $61.7K
|
39.5K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.73KNew |
$49.4K - $58.4K
|
4.73K
$51.3K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 4.74% |
$46.4K - $54.9K
|
98.3K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.13K+ 2.16% |
$43K - $50.9K
|
195K
$2.12M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$41.7K - $49.4K
|
4K
$43.4K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.76K+ 3.03% |
$28.8K - $34.1K
|
93.9K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.23K+ 1.11% |
$23.2K - $27.5K
|
202K
$2.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.22KNew |
$23.1K - $27.4K
|
2.22K
$24.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$22.2K - $26.3K
|
2.13K
$23.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.81K+ 1.12% |
$18.8K - $22.3K
|
164K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.51K+ 3.44% |
$15.8K - $18.6K
|
45.4K
$493K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.48K+ 1.69% |
$15.4K - $18.3K
|
88.8K
$964K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.48K+ 1.28% |
$15.4K - $18.3K
|
117K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 49.86% |
$11.3K - $13.3K
|
3.25K
$35.3K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1K+ 5.71% |
$10.4K - $12.3K
|
18.5K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
947New |
$9.88K - $11.7K
|
947
$10.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
820+ 2.68% |
$8.55K - $10.1K
|
31.4K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
817New |
$8.52K - $10.1K
|
817
$8.86K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
800+ 2.11% |
$8.34K - $9.87K
|
38.8K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
739+ 6.72% |
$7.71K - $9.12K
|
11.7K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
606+ 1.13% |
$6.32K - $7.48K
|
54K
$586K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
478+ 2.41% |
$4.99K - $5.9K
|
20.3K
$220K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
463+ 1.82% |
$4.83K - $5.71K
|
25.9K
$281K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
386+ 2.18% |
$4.03K - $4.76K
|
18.1K
$196K
|