A detailed history of Connectus Wealth, LLC transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Connectus Wealth, LLC holds 149,975 shares of CHI stock, worth $1.77 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
149,975
Previous 149,675 0.2%
Holding current value
$1.77 Million
Previous $1.55 Million 9.81%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 14, 2024

BUY
$10.04 - $11.54 $3,011 - $3,461
300 Added 0.2%
149,975 $1.7 Million
Q3 2023

Nov 13, 2023

SELL
$10.32 - $11.36 $164,862 - $181,476
-15,975 Reduced 9.64%
149,675 $1.58 Million
Q2 2023

Aug 14, 2023

BUY
$9.9 - $11.23 $56,430 - $64,011
5,700 Added 3.56%
165,650 $1.86 Million
Q4 2022

Feb 07, 2023

SELL
$9.75 - $11.66 $197,925 - $236,698
-20,300 Reduced 11.26%
159,950 $1.68 Million
Q3 2022

Nov 10, 2022

BUY
$9.66 - $13.0 $161,805 - $217,750
16,750 Added 10.24%
180,250 $1.74 Million
Q2 2022

Aug 08, 2022

BUY
$10.17 - $13.45 $1.66 Million - $2.2 Million
163,500 New
163,500 $1.75 Million

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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