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 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
242New |
$2.74K - $2.97K
|
242
$2.56K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
212+ 1.59% |
$2.4K - $2.6K
|
13.6K
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
63+ 0.35% |
$714 - $773
|
18.2K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33+ 0.22% |
$374 - $405
|
14.9K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.07% |
$227 - $245
|
30.4K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.23% |
$113 - $123
|
4.38K
$46.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.46% |
$79.4 - $85.9
|
292
$3.09K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 22.73% |
$56.7 - $61.3
|
17
$180
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65- 0.2% |
$737 - $798
|
32.4K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-86- 0.61% |
$975 - $1.06K
|
13.9K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-182- 0.65% |
$2.06K - $2.23K
|
27.7K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-272- 0.62% |
$3.08K - $3.34K
|
43.5K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-279- 2.2% |
$3.16K - $3.42K
|
12.4K
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-303- 99.34% |
$3.44K - $3.72K
|
2
$21.1
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-374- 0.68% |
$4.24K - $4.59K
|
54.8K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-670- 18.8% |
$7.6K - $8.22K
|
2.89K
$30.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-825- 1.42% |
$9.36K - $10.1K
|
57.3K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1K- 3.8% |
$11.3K - $12.3K
|
25.4K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.02K- 2.8% |
$11.6K - $12.5K
|
35.5K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 5.18% |
$22.6K - $24.4K
|
36.4K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.09K- 7.91% |
$23.7K - $25.6K
|
24.3K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.09K- 12.21% |
$23.7K - $25.7K
|
15K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.3K- 9.01% |
$26.1K - $28.3K
|
23.3K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.42K- 11.57% |
$38.8K - $42K
|
26.2K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.59K- 16.92% |
$40.7K - $44K
|
17.6K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.15K- 22.7% |
$47.1K - $50.9K
|
14.1K
$149K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.41K- 99.91% |
$50K - $54.1K
|
4
$42.3
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.96K- 7.59% |
$56.2K - $60.9K
|
60.4K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.14K- 1.02% |
$58.3K - $63.1K
|
500K
$5.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-5.46K- 3.86% |
$61.9K - $66.9K
|
136K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.2K- 12.72% |
$70.3K - $76.1K
|
42.6K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-7.5K- 50.0% |
$85.1K - $92K
|
7.5K
$79.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.01K- 10.72% |
$90.8K - $98.3K
|
66.7K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.54K- 1.64% |
$96.8K - $105K
|
512K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.1K- 18.6% |
$114K - $123K
|
44K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 0.74% |
$158K - $171K
|
1.87M
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28K- 21.76% |
$317K - $343K
|
101K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54.2K- 59.02% |
$614K - $664K
|
37.6K
$397K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-69.4K- 84.41% |
$787K - $852K
|
12.8K
$136K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91.8K- 32.34% |
$1.04M - $1.13M
|
192K
$2.03M
|