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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.02K- 2.8% |
$11.6K - $12.5K
|
35.5K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.49K+ 1.83% |
$50.9K - $55K
|
250K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.07% |
$227 - $245
|
30.4K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
904+ 7.42% |
$10.3K - $11.1K
|
13.1K
$148K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1K+ 3.97% |
$11.4K - $12.3K
|
26.3K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.1K- 18.6% |
$114K - $123K
|
44K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1K- 3.8% |
$11.3K - $12.3K
|
25.4K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.98K+ 12.9% |
$67.8K - $73.3K
|
52.3K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
63+ 0.35% |
$714 - $773
|
18.2K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.6KNew |
$63.5K - $68.7K
|
5.6K
$63.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.19K+ 27.14% |
$47.5K - $51.3K
|
19.6K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.41K- 99.91% |
$50K - $54.1K
|
4
$45.2
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
34.8KNew |
$395K - $428K
|
34.8K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
78.9KNew |
$894K - $968K
|
78.9K
$892K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 48.31% |
$243K - $262K
|
65.7K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-86- 0.61% |
$975 - $1.06K
|
13.9K
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.53K+ 2.86% |
$62.7K - $67.9K
|
199K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-303- 99.34% |
$3.44K - $3.72K
|
2
$22.6
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
212+ 1.59% |
$2.4K - $2.6K
|
13.6K
$153K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17K - $18.4K
|
1.5K
$17K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.2K- 12.72% |
$70.3K - $76.1K
|
42.6K
$481K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-69.4K- 84.41% |
$787K - $852K
|
12.8K
$145K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
49.4KNew |
$560K - $606K
|
49.4K
$559K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$43.6K - $48.1K
|
4K
$45.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
91.8KNew |
$1M - $1.1M
|
91.8K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 18.93% |
$24.1K - $26.5K
|
13.9K
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 2.15% |
$65.5 - $72.1
|
285
$3.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.53K- 5.65% |
$16.7K - $18.4K
|
25.6K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.67K- 13.23% |
$72.8K - $80.2K
|
43.8K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 8.17% |
$42.7K - $47K
|
51.8K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 6.0% |
$23.7K - $26.1K
|
38.4K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$423K - $466K
|
38.8K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.25K+ 7.91% |
$101K - $111K
|
126K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-303K- 13.85% |
$3.31M - $3.64M
|
1.88M
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 9.5% |
$1.25M - $1.37M
|
1.32M
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 3.4% |
$481K - $530K
|
1.34M
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.65K+ 1.74% |
$94.3K - $104K
|
505K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-978- 3.22% |
$10.7K - $11.8K
|
29.4K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 79.58% |
$142K - $156K
|
29.3K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.13K- 4.56% |
$34.1K - $37.6K
|
65.4K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$112K - $123K
|
10.3K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2KNew |
$231K - $255K
|
21.2K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75+ 0.04% |
$818 - $902
|
196K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
223+ 1.79% |
$2.43K - $2.68K
|
12.7K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
80+ 0.15% |
$873 - $962
|
55.2K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-48.5K- 50.95% |
$529K - $583K
|
46.7K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.2K- 1.46% |
$144K - $159K
|
891K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-3.48K- 49.38% |
$37.9K - $41.8K
|
3.56K
$40.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.03K- 35.44% |
$98.6K - $109K
|
16.5K
$186K
|
|