A detailed history of Mission Wealth Management, LP transactions in Calamos Convertible Opportunities & Income Fund stock. As of the latest transaction made, Mission Wealth Management, LP holds 18,285 shares of CHI stock, worth $220,334. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,285
Previous 25,385 27.97%
Holding current value
$220,334
Previous $295,000 27.8%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$10.91 - $12.02 $77,461 - $85,342
-7,100 Reduced 27.97%
18,285 $213,000
Q2 2024

Aug 02, 2024

SELL
$10.55 - $11.87 $1,477 - $1,661
-140 Reduced 0.55%
25,385 $295,000
Q1 2024

Apr 30, 2024

SELL
$10.04 - $11.54 $6,525 - $7,500
-650 Reduced 2.48%
25,525 $289,000
Q4 2023

Feb 05, 2024

SELL
$9.74 - $10.99 $44,804 - $50,554
-4,600 Reduced 14.95%
26,175 $271,000
Q3 2023

Oct 23, 2023

SELL
$10.32 - $11.36 $10,320 - $11,360
-1,000 Reduced 3.15%
30,775 $324,000
Q2 2023

Aug 04, 2023

SELL
$9.9 - $11.23 $1,435 - $1,628
-145 Reduced 0.45%
31,775 $355,000
Q1 2023

Apr 07, 2023

BUY
$10.43 - $12.34 $332,925 - $393,892
31,920 New
31,920 $335,000

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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