Purchases and Sales Made in Q1 2024 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q1 2024. 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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 10.27% |
$1.46M - $1.68M
|
1.56M
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
111K+ 15.19% |
$1.12M - $1.28M
|
842K
$8.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 11.34% |
$1.08M - $1.24M
|
1.06M
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88K+ 180.89% |
$883K - $1.02M
|
137K
$1.44M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 668.42% |
$812K - $934K
|
93K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.5K+ 14.97% |
$648K - $745K
|
496K
$5.24M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51KNew |
$512K - $589K
|
51K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 7.34% |
$392K - $450K
|
570K
$6.03M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.4K+ 2.81% |
$365K - $419K
|
1.33M
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.5K+ 82.2% |
$347K - $398K
|
76.5K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.6KNew |
$287K - $330K
|
28.6K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.4KNew |
$276K - $317K
|
27.4K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
23.9K+ 83.6% |
$240K - $276K
|
52.5K
$555K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 7.93% |
$219K - $251K
|
296K
$3.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.4KNew |
$185K - $212K
|
18.4K
$194K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 3.08% |
$182K - $209K
|
606K
$6.4M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.1KNew |
$171K - $197K
|
17.1K
$180K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.3K+ 7.13% |
$164K - $188K
|
245K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14KNew |
$141K - $162K
|
14K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 4.85% |
$123K - $141K
|
265K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 11.62% |
$120K - $138K
|
115K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11K+ 0.72% |
$110K - $127K
|
1.54M
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.1KNew |
$101K - $116K
|
10.1K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
10KNew |
$100K - $115K
|
10K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.31K+ 65.35% |
$83.4K - $95.9K
|
21K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.05K+ 5.54% |
$80.8K - $92.9K
|
153K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.04KNew |
$70.7K - $81.2K
|
7.04K
$74.4K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.95K+ 3.54% |
$69.8K - $80.2K
|
203K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 13.73% |
$63.9K - $73.4K
|
52.7K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.65K+ 9.75% |
$56.7K - $65.2K
|
63.6K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.88K+ 34.2% |
$38.9K - $44.8K
|
15.2K
$161K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$38.6K - $44.3K
|
3.84K
$40.6K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.4KNew |
$34.1K - $39.2K
|
3.4K
$35.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 2.29% |
$32.7K - $37.6K
|
145K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.76K+ 6.63% |
$27.7K - $31.9K
|
44.4K
$469K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.04K+ 89.03% |
$20.5K - $23.5K
|
4.33K
$45.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
833+ 0.4% |
$8.36K - $9.61K
|
210K
$2.22M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
798+ 0.44% |
$8.01K - $9.21K
|
180K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
741+ 23.64% |
$7.44K - $8.55K
|
3.88K
$41K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
574+ 0.13% |
$5.76K - $6.62K
|
430K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
304+ 2.75% |
$3.05K - $3.51K
|
11.3K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
300+ 0.2% |
$3.01K - $3.46K
|
150K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
300+ 2.92% |
$3.01K - $3.46K
|
10.6K
$112K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265New |
$2.66K - $3.06K
|
265
$2.8K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
235+ 0.78% |
$2.36K - $2.71K
|
30.4K
$321K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
202+ 101.0% |
$2.03K - $2.33K
|
402
$4.25K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
202+ 0.64% |
$2.03K - $2.33K
|
31.9K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
200+ 0.76% |
$2.01K - $2.31K
|
26.4K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
148+ 0.65% |
$1.49K - $1.71K
|
22.8K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
110+ 0.98% |
$1.1K - $1.27K
|
11.3K
$120K
|