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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$43.6K - $48.1K
|
4K
$48.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
91.8KNew |
$1M - $1.1M
|
91.8K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 2.15% |
$65.5 - $72.1
|
285
$3.43K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 18.93% |
$24.1K - $26.5K
|
13.9K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.53K- 5.65% |
$16.7K - $18.4K
|
25.6K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.65K+ 1.74% |
$94.3K - $104K
|
505K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.67K- 13.23% |
$72.8K - $80.2K
|
43.8K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 8.17% |
$42.7K - $47K
|
51.8K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$423K - $466K
|
38.8K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.25K+ 7.91% |
$101K - $111K
|
126K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-303K- 13.85% |
$3.31M - $3.64M
|
1.88M
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 9.5% |
$1.25M - $1.37M
|
1.32M
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 3.4% |
$481K - $530K
|
1.34M
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
80+ 0.15% |
$873 - $962
|
55.2K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-978- 3.22% |
$10.7K - $11.8K
|
29.4K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 79.58% |
$142K - $156K
|
29.3K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.13K- 4.56% |
$34.1K - $37.6K
|
65.4K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 6.0% |
$23.7K - $26.1K
|
38.4K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$112K - $123K
|
10.3K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2KNew |
$231K - $255K
|
21.2K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75+ 0.04% |
$818 - $902
|
196K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
223+ 1.79% |
$2.43K - $2.68K
|
12.7K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.4K+ 4.06% |
$735K - $810K
|
1.73M
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.03K- 35.44% |
$98.6K - $109K
|
16.5K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-3.48K- 49.38% |
$37.9K - $41.8K
|
3.56K
$42.9K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.2K- 1.46% |
$144K - $159K
|
891K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-48.5K- 50.95% |
$529K - $583K
|
46.7K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16- 0.13% |
$175 - $192
|
12.2K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-908- 0.7% |
$9.91K - $10.9K
|
129K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
102+ 0.48% |
$1.11K - $1.23K
|
21.2K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-70.8K- 9.96% |
$772K - $851K
|
640K
$7.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.9K+ 7.8% |
$261K - $288K
|
331K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.7K- 15.46% |
$149K - $164K
|
74.7K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 3.15% |
$152K - $167K
|
456K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 2.47% |
$2.78K - $3.07K
|
10.6K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 1.21% |
$11.9K - $13.2K
|
92K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
141KNew |
$1.54M - $1.7M
|
141K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.33K+ 2.95% |
$14.5K - $16K
|
46.3K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.46K+ 11441.03% |
$48.7K - $53.6K
|
4.5K
$54.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-608- 2.74% |
$6.63K - $7.31K
|
21.6K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$109 - $120
|
17K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$162K - $179K
|
14.9K
$179K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
94+ 0.29% |
$1.03K - $1.13K
|
32.5K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.3K- 10.68% |
$680K - $749K
|
521K
$6.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.3KNew |
$134K - $148K
|
12.3K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
58.4K+ 47.13% |
$637K - $702K
|
182K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-70.9K- 62.04% |
$774K - $853K
|
43.4K
$522K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.84K- 20.96% |
$85.6K - $94.3K
|
29.6K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.2KNew |
$13.1K - $14.4K
|
1.2K
$14.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
3.13K+ 11.85% |
$34.1K - $37.6K
|
29.5K
$355K
|