Purchases and Sales Made in Q3 2025 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
177K+ 309.8% |
$1.8M - $1.93M
|
234K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 26.24% |
$1.49M - $1.61M
|
706K
$7.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
125K+ 6.51% |
$1.27M - $1.37M
|
2.04M
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 4.81% |
$1.12M - $1.2M
|
2.39M
$25.5M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
107KNew |
$1.09M - $1.17M
|
107K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
79.8K+ 39.35% |
$812K - $874K
|
283K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
61.1K+ 23.91% |
$622K - $670K
|
317K
$3.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
58.1KNew |
$591K - $636K
|
58.1K
$618K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.1K+ 3.61% |
$490K - $527K
|
1.38M
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
45.6K+ 20.56% |
$465K - $500K
|
268K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
40.7K+ 4.14% |
$415K - $446K
|
1.02M
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37KNew |
$376K - $405K
|
37K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 5.93% |
$362K - $390K
|
635K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33.2KNew |
$338K - $364K
|
33.2K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31.7K+ 138.51% |
$323K - $347K
|
54.6K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.2K+ 5.3% |
$287K - $309K
|
561K
$5.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.5K+ 11.55% |
$240K - $258K
|
227K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
22.1K+ 71.49% |
$225K - $242K
|
53K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21.5KNew |
$219K - $236K
|
21.5K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$175K - $189K
|
17.2K
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.5KNew |
$168K - $181K
|
16.5K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 11.41% |
$168K - $181K
|
161K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.3KNew |
$125K - $135K
|
12.3K
$131K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9KNew |
$121K - $130K
|
11.9K
$127K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10K+ 99.5% |
$102K - $110K
|
20.1K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
9.42KNew |
$95.9K - $103K
|
9.42K
$100K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.08K+ 4.44% |
$92.4K - $99.5K
|
214K
$2.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.85K+ 4.84% |
$90.1K - $97K
|
192K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.32K+ 0.58% |
$84.7K - $91.2K
|
1.43M
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.32K+ 20.46% |
$84.7K - $91.2K
|
49K
$521K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.63K+ 23.89% |
$67.5K - $72.7K
|
34.4K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.34KNew |
$54.4K - $58.5K
|
5.34K
$56.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 2.28% |
$53.8K - $57.9K
|
237K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
4.86K+ 10.98% |
$49.5K - $53.3K
|
49.1K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.4K+ 146.67% |
$44.8K - $48.2K
|
7.4K
$78.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.24K+ 23.58% |
$43.2K - $46.5K
|
22.2K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.72K+ 15.05% |
$37.8K - $40.7K
|
28.4K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.66K+ 15.94% |
$37.2K - $40.1K
|
26.6K
$283K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.33K+ 3.42% |
$33.9K - $36.5K
|
101K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84K+ 2.44% |
$28.9K - $31.1K
|
119K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.61K+ 4.41% |
$26.6K - $28.6K
|
61.9K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2K+ 5.36% |
$20.4K - $21.9K
|
39.3K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.96K+ 3.64% |
$19.9K - $21.4K
|
55.6K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.95KNew |
$19.8K - $21.3K
|
1.95K
$20.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 4.2% |
$12.4K - $13.3K
|
30.2K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.17K+ 2.76% |
$11.9K - $12.8K
|
43.4K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.07K+ 6.34% |
$10.9K - $11.8K
|
18K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$10.3K - $11.1K
|
1.01K
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1K+ 2.46% |
$10.2K - $11K
|
41.7K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
727+ 0.47% |
$7.4K - $7.97K
|
154K
$1.64M
|
|