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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
344+ 1.06% |
$3.59K - $4.24K
|
32.8K
$347K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
323+ 0.72% |
$3.37K - $3.99K
|
45.4K
$480K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
278+ 1.42% |
$2.9K - $3.43K
|
19.9K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
240+ 0.81% |
$2.5K - $2.96K
|
29.9K
$316K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$2.09K - $2.47K
|
200
$2.11K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
115New |
$1.2K - $1.42K
|
115
$1.22K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
93+ 0.5% |
$970 - $1.15K
|
18.6K
$197K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
60+ 0.44% |
$626 - $740
|
13.7K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.26% |
$365 - $432
|
13.6K
$144K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
30+ 0.12% |
$313 - $370
|
26.1K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 2.51% |
$62.6 - $74
|
245
$2.59K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-127- 0.37% |
$1.32K - $1.57K
|
33.9K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-200- 1.16% |
$2.09K - $2.47K
|
17K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-237- 1.09% |
$2.47K - $2.92K
|
21.5K
$227K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-246- 0.9% |
$2.57K - $3.04K
|
26.9K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-277- 0.46% |
$2.89K - $3.42K
|
60.6K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-660- 1.48% |
$6.88K - $8.14K
|
43.9K
$464K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-730- 2.77% |
$7.61K - $9.01K
|
25.6K
$270K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-963Closed |
$10K - $11.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 6.37% |
$10.9K - $12.9K
|
15.4K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 8.51% |
$11.8K - $14K
|
12.2K
$128K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.51K- 3.33% |
$15.8K - $18.6K
|
43.9K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.7K- 1.57% |
$17.7K - $21K
|
107K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.18K- 7.17% |
$22.7K - $26.9K
|
28.2K
$298K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.3K- 3.53% |
$24K - $28.4K
|
62.9K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.88K- 10.16% |
$61.3K - $72.6K
|
52K
$550K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-6.59K- 2.06% |
$68.7K - $81.3K
|
314K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.74K- 4.48% |
$80.7K - $95.5K
|
165K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.2K- 70.09% |
$85.5K - $101K
|
3.5K
$37K
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-9K- 34.32% |
$93.8K - $111K
|
17.2K
$182K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.92K- 89.91% |
$103K - $122K
|
1.11K
$11.8K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.1K- 84.35% |
$106K - $125K
|
1.88K
$19.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.6K- 13.25% |
$110K - $130K
|
69.1K
$730K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.4K- 7.62% |
$182K - $215K
|
212K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 12.93% |
$287K - $340K
|
185K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30.8K- 30.56% |
$321K - $380K
|
70K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-47.3K- 5.58% |
$493K - $583K
|
800K
$8.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.8K- 61.49% |
$644K - $762K
|
38.7K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 9.19% |
$1.06M - $1.26M
|
1.01M
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-112K- 14.35% |
$1.16M - $1.38M
|
666K
$7.04M
|