Latest Institutional Transactions on Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information on the latest institutional transactions involving Calamos Convertible Opportunities & Income Fund (CHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21.7KNew |
$188K - $228K
|
21.7K
$225K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.3K+ 818.23% |
$297K - $361K
|
38.5K
$399K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.5K- 3.49% |
$445K - $542K
|
1.42M
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
90.1K+ 4.94% |
$779K - $948K
|
1.91M
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.96K+ 36.95% |
$86.2K - $105K
|
36.9K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$204K - $248K
|
23.6K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76K+ 14.52% |
$657K - $799K
|
599K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.3K- 2.44% |
$288K - $350K
|
1.33M
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
40.7KNew |
$352K - $428K
|
40.7K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.9K+ 19.19% |
$25K - $30.5K
|
18K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.5K+ 205.79% |
$679K - $826K
|
117K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 54.54% |
$6.97M - $8.48M
|
2.28M
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.3K+ 41.91% |
$71.8K - $87.3K
|
28.1K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 4.01% |
$17K - $20.7K
|
47.1K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123New |
$1.06K - $1.29K
|
123
$1.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.7KNew |
$153K - $186K
|
17.7K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.84K+ 1.75% |
$50.5K - $61.4K
|
340K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
236+ 1.03% |
$2.04K - $2.48K
|
23.3K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 10.38% |
$166K - $202K
|
204K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$90.9K - $111K
|
10.5K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-835- 2.85% |
$7.22K - $8.78K
|
28.5K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.16K- 7.43% |
$70.5K - $85.8K
|
102K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3K- 2.38% |
$26K - $31.6K
|
123K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 7.39% |
$95.8K - $117K
|
161K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
276+ 2.19% |
$2.39K - $2.9K
|
12.9K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33KNew |
$285K - $347K
|
33K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.4K- 1.92% |
$116K - $141K
|
686K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.8K+ 6.14% |
$267K - $324K
|
532K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.24K+ 3.02% |
$10.7K - $13K
|
42.2K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.5K+ 17.05% |
$38.9K - $47.3K
|
30.9K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
80.3K+ 22.72% |
$695K - $845K
|
434K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 0.29% |
$519 - $631
|
20.7K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.51K+ 125.8% |
$47.7K - $58K
|
9.89K
$103K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.89K+ 33.39% |
$42.3K - $51.4K
|
19.5K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.5K+ 11.02% |
$480K - $584K
|
559K
$5.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 8.57% |
$30.3K - $36.8K
|
37.3K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.06K+ 4.16% |
$9.19K - $11.2K
|
26.6K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$109K - $133K
|
12.6K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
632+ 2.29% |
$5.47K - $6.65K
|
28.2K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.56K- 20.31% |
$22.1K - $26.9K
|
10K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125+ 0.3% |
$1.08K - $1.32K
|
41.6K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
700+ 5.13% |
$6.06K - $7.36K
|
14.4K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
571+ 2.37% |
$4.94K - $6.01K
|
24.7K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 29.87% |
$162K - $197K
|
43.9K
$456K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.3K- 70.89% |
$89.4K - $109K
|
4.24K
$44K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.96K- 9.22% |
$17K - $20.7K
|
19.3K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
850+ 3.85% |
$7.35K - $8.94K
|
22.9K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
320+ 3.02% |
$2.77K - $3.37K
|
10.9K
$113K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.9K- 9.56% |
$293K - $357K
|
321K
$3.33M
|