Purchases and Sales Made in Q3 2023 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 15.42% |
$1.72M - $1.89M
|
1.24M
$13.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
128KNew |
$1.32M - $1.46M
|
128K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.7K+ 48.31% |
$957K - $1.05M
|
285K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.4K+ 23.0% |
$520K - $572K
|
269K
$2.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.7K+ 19.77% |
$461K - $508K
|
271K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.2KNew |
$446K - $491K
|
43.2K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5KNew |
$418K - $460K
|
40.5K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.6K+ 5.84% |
$275K - $302K
|
482K
$5.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
24K+ 1.62% |
$248K - $273K
|
1.5M
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.1K+ 6.45% |
$238K - $262K
|
380K
$4.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 1.37% |
$209K - $230K
|
1.5M
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20KNew |
$206K - $227K
|
20K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.9KNew |
$205K - $226K
|
19.9K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.5K+ 23.28% |
$170K - $187K
|
87.3K
$947K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 2.49% |
$142K - $157K
|
568K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$129K - $142K
|
12.5K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 27.59% |
$120K - $132K
|
53.9K
$585K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11.1KNew |
$115K - $126K
|
11.1K
$121K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$104K - $115K
|
10.1K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.04KNew |
$93.3K - $103K
|
9.04K
$98.1K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.29K+ 1.13% |
$75.3K - $82.8K
|
654K
$7.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.09K+ 5.13% |
$73.2K - $80.6K
|
145K
$1.58M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.29KNew |
$64.9K - $71.5K
|
6.29K
$68.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 0.86% |
$51.7K - $56.9K
|
587K
$6.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.68K+ 39.03% |
$48.3K - $53.1K
|
16.7K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.45K+ 2.26% |
$46K - $50.6K
|
201K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.01K+ 18.14% |
$41.3K - $45.5K
|
26.1K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 6.94% |
$40.5K - $44.5K
|
60.4K
$655K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3K+ 49.82% |
$31K - $34.1K
|
9.02K
$97.9K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.94K+ 21.94% |
$30.3K - $33.4K
|
16.3K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.03K+ 2.14% |
$21K - $23.1K
|
97K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2K+ 9.24% |
$20.6K - $22.7K
|
23.7K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.9K+ 4.17% |
$19.6K - $21.5K
|
47.3K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.62K+ 5.13% |
$16.7K - $18.4K
|
33.2K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03KNew |
$10.6K - $11.7K
|
1.03K
$11.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
647+ 0.87% |
$6.68K - $7.35K
|
74.9K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
500+ 2.54% |
$5.16K - $5.68K
|
20.2K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
429+ 2.32% |
$4.43K - $4.87K
|
18.9K
$206K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
341+ 1.54% |
$3.52K - $3.87K
|
22.5K
$244K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
304+ 1.16% |
$3.14K - $3.45K
|
26.5K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
193+ 0.57% |
$1.99K - $2.19K
|
34.2K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
154+ 0.49% |
$1.59K - $1.75K
|
31.6K
$343K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
145+ 0.08% |
$1.5K - $1.65K
|
174K
$1.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$1.03K - $1.14K
|
100
$1.09K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
76+ 0.27% |
$784 - $863
|
28.5K
$309K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
67+ 0.49% |
$691 - $761
|
13.9K
$150K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
56+ 0.33% |
$578 - $636
|
17.1K
$186K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 1.13% |
$382 - $420
|
3.31K
$35.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.79% |
$72.2 - $79.5
|
258
$2.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.56% |
$51.6 - $56.8
|
900
$9.77K
|