A detailed history of Financial Advocates Investment Management transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Financial Advocates Investment Management holds 22,770 shares of CHI stock, worth $268,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,770
Previous 22,622 0.65%
Holding current value
$268,002
Previous $234,000 10.26%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 01, 2024

BUY
$10.04 - $11.54 $1,485 - $1,707
148 Added 0.65%
22,770 $258,000
Q4 2023

Feb 08, 2024

BUY
$9.74 - $10.99 $1,490 - $1,681
153 Added 0.68%
22,622 $234,000
Q3 2023

Oct 27, 2023

BUY
$10.32 - $11.36 $3,519 - $3,873
341 Added 1.54%
22,469 $236,000
Q2 2023

Aug 07, 2023

BUY
$9.9 - $11.23 $219,067 - $248,497
22,128 New
22,128 $247,000
Q3 2022

Nov 14, 2022

SELL
$9.66 - $13.0 $19,088 - $25,688
-1,976 Reduced 15.55%
10,731 $104,000
Q2 2022

Aug 12, 2022

BUY
$10.17 - $13.45 $233 - $309
23 Added 0.18%
12,707 $136,000
Q1 2022

May 11, 2022

SELL
$11.81 - $15.06 $95,424 - $121,684
-8,080 Reduced 38.91%
12,684 $168,000
Q4 2021

Feb 14, 2022

SELL
$14.76 - $16.34 $72,884 - $80,686
-4,938 Reduced 19.21%
20,764 $314,000
Q3 2021

Nov 04, 2021

BUY
$14.51 - $15.78 $73,348 - $79,767
5,055 Added 24.48%
25,702 $385,000
Q2 2021

Aug 03, 2021

BUY
$14.01 - $15.32 $15,284 - $16,714
1,091 Added 5.58%
20,647 $313,000
Q1 2021

May 10, 2021

BUY
$13.28 - $14.91 $259,703 - $291,579
19,556 New
19,556 $278,000

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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.