Purchases and Sales Made in Q4 2022 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-44- 0.16% |
$429 - $513
|
27.2K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-359- 2.14% |
$3.5K - $4.19K
|
16.4K
$174K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-495- 0.62% |
$4.83K - $5.77K
|
79.7K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-650- 4.63% |
$6.34K - $7.58K
|
13.4K
$141K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-820- 2.61% |
$8K - $9.56K
|
30.6K
$323K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 7.87% |
$9.75K - $11.7K
|
11.7K
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.07K- 2.38% |
$10.4K - $12.5K
|
43.9K
$464K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.19K- 2.63% |
$11.6K - $13.9K
|
43.9K
$464K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-1.5K- 5.46% |
$14.7K - $17.5K
|
26K
$275K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.2K- 16.65% |
$21.4K - $25.6K
|
11K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.69K- 12.04% |
$26.2K - $31.3K
|
19.6K
$208K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.24K- 9.23% |
$31.6K - $37.7K
|
31.8K
$336K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.26K- 38.79% |
$31.8K - $38K
|
5.14K
$54.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.8K- 3.38% |
$37.1K - $44.3K
|
109K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.94K- 19.88% |
$48.2K - $57.6K
|
19.9K
$210K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.59K- 1.17% |
$64.3K - $76.9K
|
559K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-8.85K- 33.59% |
$86.3K - $103K
|
17.5K
$185K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.07K- 4.53% |
$88.4K - $106K
|
191K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.4K- 5.93% |
$101K - $121K
|
165K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.4K- 8.28% |
$102K - $122K
|
116K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.9K- 1.32% |
$116K - $139K
|
896K
$9.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.3K- 41.97% |
$140K - $167K
|
19.8K
$209K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.2K- 2.96% |
$167K - $200K
|
563K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.6K- 4.23% |
$171K - $205K
|
398K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19K- 7.66% |
$185K - $222K
|
229K
$2.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20.3K- 11.26% |
$198K - $237K
|
160K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 9.35% |
$201K - $240K
|
200K
$2.11M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-33.7KClosed |
$328K - $393K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.8K- 5.03% |
$573K - $685K
|
1.11M
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.5K- 21.84% |
$580K - $694K
|
213K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61.2K- 51.39% |
$597K - $714K
|
57.9K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-198K- 18.96% |
$1.93M - $2.31M
|
847K
$8.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-236K- 90.48% |
$2.31M - $2.76M
|
24.9K
$263K
|