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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 3.31% |
$16.4K - $19.9K
|
59.2K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17.7KNew |
$153K - $187K
|
17.7K
$186K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$4.6K - $5.6K
|
532
$5.59K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.58K+ 71.98% |
$82.8K - $101K
|
22.9K
$240K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 66.67% |
$2.88K - $3.55K
|
750
$7.88K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 2.74% |
$76.7 - $94.6
|
300
$3.15K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 29.46% |
$16.8K - $20.7K
|
4.19K
$44K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.62K+ 32.93% |
$34.8K - $42.9K
|
14.6K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 7.49% |
$986K - $1.22M
|
1.48M
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 7.89% |
$1.04M - $1.28M
|
1.48M
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.37K- 12.34% |
$51.5K - $63.5K
|
38.1K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
8.44K+ 27.79% |
$80.9K - $99.8K
|
38.8K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.1K+ 6.83% |
$307K - $379K
|
502K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.6K- 10.02% |
$198K - $244K
|
185K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.67K- 38.83% |
$25.6K - $31.6K
|
4.21K
$44.3K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-9.9K- 7.28% |
$94.9K - $117K
|
126K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 16.43% |
$43.4K - $53.5K
|
23K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
353KNew |
$3.39M - $4.18M
|
353K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
20.1K+ 319.63% |
$193K - $238K
|
26.4K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 11.08% |
$105K - $130K
|
110K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.6K+ 31.76% |
$418K - $516K
|
181K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-14K- 24.47% |
$134K - $166K
|
43.2K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 4.7% |
$225K - $278K
|
523K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-755- 4.77% |
$7.24K - $8.93K
|
15.1K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-244- 0.52% |
$2.34K - $2.89K
|
46.9K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$96.8K - $119K
|
10.1K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-62.1K- 8.15% |
$595K - $734K
|
700K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 0.81% |
$3.19K - $3.94K
|
41.5K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.3K- 18.75% |
$109K - $134K
|
49.1K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.75K- 19.27% |
$93.5K - $115K
|
40.8K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.88KClosed |
$37.2K - $45.9K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
289+ 2.8% |
$2.77K - $3.42K
|
10.6K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-406K- 22.9% |
$3.89M - $4.8M
|
1.37M
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-319- 11.02% |
$3.06K - $3.77K
|
2.58K
$27.1K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.8K- 43.44% |
$152K - $187K
|
20.6K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.93K- 2.32% |
$76K - $93.8K
|
334K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.9K- 2.61% |
$469K - $578K
|
1.82M
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.89K- 17.82% |
$85.2K - $105K
|
41K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.6KNew |
$140K - $172K
|
14.6K
$153K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69K+ 15.85% |
$35.4K - $43.6K
|
27K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
248+ 2.0% |
$2.38K - $2.93K
|
12.6K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-116- 0.42% |
$1.11K - $1.37K
|
27.6K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
189KNew |
$1.81M - $2.24M
|
189K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 3.4% |
$19.8K - $24.4K
|
62.7K
$659K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-356- 1.1% |
$3.41K - $4.21K
|
32.1K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.11KNew |
$20.2K - $24.9K
|
2.11K
$22.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.91K+ 32.96% |
$47.1K - $58.1K
|
19.8K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 3.88% |
$229K - $282K
|
638K
$6.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 2.34% |
$4.83K - $5.96K
|
22.1K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|