Purchases and Sales Made in Q4 2024 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
342KNew |
$3.88M - $4.2M
|
342K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
122K+ 19.07% |
$1.38M - $1.5M
|
762K
$8.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
78.9KNew |
$894K - $968K
|
78.9K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
64.6K+ 35.44% |
$733K - $793K
|
247K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.1K+ 4.11% |
$614K - $664K
|
1.37M
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50.6KNew |
$574K - $621K
|
50.6K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
49.9KNew |
$566K - $612K
|
49.9K
$527K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
49.4KNew |
$560K - $606K
|
49.4K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.1K+ 2.73% |
$534K - $578K
|
1.77M
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
34.8KNew |
$395K - $428K
|
34.8K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.4K+ 2.57% |
$390K - $422K
|
1.37M
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
30KNew |
$340K - $368K
|
30K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 48.31% |
$243K - $262K
|
65.7K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.4K+ 2.07% |
$209K - $226K
|
910K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8KNew |
$190K - $206K
|
16.8K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.8K+ 3.02% |
$156K - $169K
|
470K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
13.7KNew |
$155K - $167K
|
13.7K
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.9KNew |
$135K - $146K
|
11.9K
$126K
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
11.8K+ 40.09% |
$134K - $145K
|
41.3K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 8.78% |
$126K - $136K
|
137K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$121K - $131K
|
10.7K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.46K+ 4.81% |
$107K - $116K
|
206K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.45KNew |
$107K - $116K
|
9.45K
$99.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9K+ 2.72% |
$102K - $110K
|
340K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.81K+ 17.0% |
$99.8K - $108K
|
60.6K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.24K+ 6.85% |
$82.1K - $88.9K
|
113K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91K+ 7.51% |
$78.3K - $84.7K
|
98.9K
$1.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.89KNew |
$78.1K - $84.5K
|
6.89K
$72.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.66K+ 12.77% |
$75.5K - $81.7K
|
58.8K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 29.75% |
$71.6K - $77.5K
|
27.5K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.98K+ 12.9% |
$67.8K - $73.3K
|
52.3K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.6KNew |
$63.5K - $68.7K
|
5.6K
$59.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.53K+ 2.86% |
$62.7K - $67.9K
|
199K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.7K+ 2.53% |
$53.3K - $57.6K
|
190K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.49K+ 1.83% |
$50.9K - $55K
|
250K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.27K+ 2.63% |
$48.4K - $52.3K
|
167K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.19K+ 27.14% |
$47.5K - $51.3K
|
19.6K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 14.34% |
$22.5K - $24.4K
|
15.8K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 4.9% |
$21.5K - $23.3K
|
40.7K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.56K+ 14.35% |
$17.6K - $19.1K
|
12.4K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.52KNew |
$17.2K - $18.7K
|
1.52K
$16.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17K - $18.4K
|
1.5K
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.33KNew |
$15K - $16.3K
|
1.33K
$14K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 0.19% |
$13.2K - $14.3K
|
614K
$6.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1K+ 3.97% |
$11.4K - $12.3K
|
26.3K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
904+ 7.42% |
$10.3K - $11.1K
|
13.1K
$138K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
478+ 1.02% |
$5.42K - $5.87K
|
47.2K
$498K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
298+ 0.73% |
$3.38K - $3.66K
|
41.2K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
255+ 2.54% |
$2.89K - $3.13K
|
10.3K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
254+ 2.4% |
$2.88K - $3.12K
|
10.8K
$114K
|