Purchases and Sales Made in Q2 2025 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 54.54% |
$6.97M - $8.48M
|
2.28M
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
90.1K+ 4.94% |
$779K - $948K
|
1.91M
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
80.3K+ 22.72% |
$695K - $845K
|
434K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.5K+ 205.79% |
$679K - $826K
|
117K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76K+ 14.52% |
$657K - $799K
|
599K
$6.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.5K+ 11.02% |
$480K - $584K
|
559K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52.7K+ 149.54% |
$456K - $554K
|
87.9K
$935K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
43.4K+ 4.62% |
$375K - $457K
|
984K
$10.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43K+ 26.71% |
$372K - $452K
|
204K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
40.7KNew |
$352K - $428K
|
40.7K
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
37.6K+ 17.28% |
$326K - $396K
|
256K
$2.72M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.8K+ 6.14% |
$267K - $324K
|
532K
$5.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29KNew |
$251K - $305K
|
29K
$309K
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 16.56% |
$178K - $216K
|
145K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 10.38% |
$166K - $202K
|
204K
$2.18M
|
|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
17.7KNew |
$153K - $186K
|
17.7K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.6K+ 8.07% |
$143K - $174K
|
222K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.6K+ 7.16% |
$117K - $143K
|
203K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$109K - $133K
|
12.6K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 7.39% |
$95.8K - $117K
|
161K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11KNew |
$95.2K - $116K
|
11K
$117K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11K+ 6.4% |
$95.1K - $116K
|
183K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$90.9K - $111K
|
10.5K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.96K+ 36.95% |
$86.2K - $105K
|
36.9K
$393K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.58K+ 71.98% |
$82.8K - $101K
|
22.9K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.3K+ 41.91% |
$71.8K - $87.3K
|
28.1K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.43K+ 23.35% |
$64.3K - $78.2K
|
39.3K
$418K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.2K+ 2.71% |
$62.3K - $75.7K
|
273K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.76K+ 14.41% |
$58.5K - $71.1K
|
53.7K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.84K+ 1.75% |
$50.5K - $61.4K
|
340K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.61K+ 10.44% |
$48.5K - $59K
|
59.3K
$631K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.51K+ 125.8% |
$47.7K - $58K
|
9.89K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.89K+ 33.39% |
$42.3K - $51.4K
|
19.5K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.5K+ 17.05% |
$38.9K - $47.3K
|
30.9K
$329K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.64K+ 68.58% |
$31.4K - $38.2K
|
8.94K
$95.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.16K+ 1.38% |
$27.3K - $33.2K
|
232K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.9K+ 19.19% |
$25K - $30.5K
|
18K
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4KNew |
$20.8K - $25.2K
|
2.4K
$25.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 3.31% |
$16.4K - $19.9K
|
59.2K
$630K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.88K+ 4.42% |
$16.2K - $19.7K
|
44.3K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.72K+ 4.43% |
$14.9K - $18.1K
|
40.5K
$431K
|
|