A detailed history of Atria Wealth Solutions, Inc. transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 30,903 shares of CHI stock, worth $365,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,903
Previous 35,626 13.26%
Holding current value
$365,891
Previous $369,000 5.15%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$10.04 - $11.54 $47,418 - $54,503
-4,723 Reduced 13.26%
30,903 $350,000
Q4 2023

Feb 02, 2024

BUY
$9.74 - $10.99 $14,902 - $16,814
1,530 Added 4.49%
35,626 $369,000
Q3 2023

Nov 08, 2023

SELL
$10.32 - $11.36 $113,643 - $125,096
-11,012 Reduced 24.41%
34,096 $359,000
Q2 2023

Aug 03, 2023

BUY
$9.9 - $11.23 $11,761 - $13,341
1,188 Added 2.7%
45,108 $505,000
Q1 2023

Aug 22, 2023

BUY
$10.43 - $12.34 $3,368 - $3,985
323 Added 0.72%
45,431 $477,000
Q1 2023

Jun 14, 2023

SELL
$10.43 - $12.34 $15,759 - $18,645
-1,511 Reduced 3.33%
43,920 $462,000
Q1 2023

May 10, 2023

BUY
$10.43 - $12.34 $15,759 - $18,645
1,511 Added 3.44%
45,431 $477,000
Q4 2022

Aug 30, 2023

SELL
$9.75 - $11.66 $11,583 - $13,852
-1,188 Reduced 2.63%
43,920 $461,000
Q4 2022

Feb 13, 2023

SELL
$9.75 - $11.66 $10,422 - $12,464
-1,069 Reduced 2.38%
43,920 $461,000
Q3 2022

Nov 14, 2022

BUY
$9.66 - $13.0 $236,670 - $318,500
24,500 Added 119.58%
44,989 $434,000
Q2 2022

Aug 15, 2022

SELL
$10.17 - $13.45 $210,417 - $278,280
-20,690 Reduced 50.24%
20,489 $220,000
Q1 2022

May 16, 2022

BUY
$11.81 - $15.06 $486,323 - $620,155
41,179 New
41,179 $544,000

Others Institutions Holding CHI

About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND


  • Ticker CHI
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated ...
More about CHI
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