Moneta Group Investment Advisors LLC Calamos Convertible Opportunities & Income Fund Transaction History

Moneta Group Investment Advisors LLC

$5.03 Billion
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$9.66 - $13.0 $19,851 - $26,715	-2,055 Reduced 16.56%	10,352 $100,000
Q2 2022 Aug 15, 2022	BUY	$10.17 - $13.45 $126,179 - $166,874	12,407 New	12,407 $133,000
Q4 2021 Feb 11, 2022	SELL	$14.76 - $16.34 $178,463 - $197,566	-12,091 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$14.51 - $15.78 $4,382 - $4,765	-302 Reduced 2.44%	12,091 $181,000
Q2 2021 Aug 13, 2021	BUY	$14.01 - $15.32 $4,160 - $4,550	297 Added 2.46%	12,393 $188,000

Q1 2021 May 14, 2021	SELL	$13.28 - $14.91 $212 - $238	-16 Reduced 0.13%	12,096 $172,000
Q4 2020 Feb 12, 2021	BUY	$10.89 - $13.84 $131,899 - $167,630	12,112 New	12,112 $164,000

Others Institutions Holding CHI

# of Institutions

116

Shares Held

14.2M

Call Options Held

0

Put Options Held

0

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 ...

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