Purchases and Sales Made in Q4 2023 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-227- 17.13% |
$2.21K - $2.49K
|
1.1K
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-237- 2.05% |
$2.31K - $2.6K
|
11.3K
$120K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-300- 5.36% |
$2.92K - $3.3K
|
5.3K
$56K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-499- 55.44% |
$4.86K - $5.48K
|
401
$4.24K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 1.58% |
$5.84K - $6.59K
|
37.4K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-710- 2.68% |
$6.92K - $7.8K
|
25.8K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-803- 0.92% |
$7.82K - $8.82K
|
86.5K
$914K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 30.88% |
$9.95K - $11.2K
|
2.29K
$24.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 0.51% |
$10.4K - $11.7K
|
209K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.28K- 2.7% |
$12.4K - $14K
|
46.1K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 3.6% |
$15.1K - $17.1K
|
41.6K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 4.02% |
$23.6K - $26.7K
|
57.9K
$612K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.56K- 7.48% |
$24.9K - $28.1K
|
31.7K
$335K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.6K- 4.27% |
$25.3K - $28.6K
|
58.3K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.26KClosed |
$31.8K - $35.8K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-4.17K- 17.2% |
$40.6K - $45.9K
|
20.1K
$212K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.24K- 2.9% |
$41.3K - $46.6K
|
142K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.6K- 14.95% |
$44.8K - $50.6K
|
26.2K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.72K- 14.21% |
$46K - $51.9K
|
28.5K
$301K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5K- 16.09% |
$48.7K - $55K
|
26.1K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.38K- 33.18% |
$71.8K - $81.1K
|
14.9K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.41K- 7.56% |
$81.9K - $92.4K
|
103K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8.82K- 14.94% |
$85.9K - $96.9K
|
50.2K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.6K- 16.24% |
$152K - $172K
|
80.6K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 6.28% |
$165K - $186K
|
253K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.6K- 96.56% |
$181K - $205K
|
664
$7.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 8.14% |
$226K - $255K
|
262K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-23.7K- 17.6% |
$230K - $260K
|
111K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-29.4K- 7.49% |
$286K - $323K
|
363K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 3.61% |
$347K - $392K
|
951K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.2K- 10.61% |
$499K - $563K
|
431K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.2K- 9.41% |
$538K - $607K
|
531K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97K- 6.46% |
$945K - $1.07M
|
1.4M
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-196K- 34.92% |
$1.91M - $2.16M
|
366K
$3.87M
|