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 |
---|---|---|---|---|---|---|---|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
202+ 101.0% |
$2.03K - $2.33K
|
402
$4.73K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 668.42% |
$812K - $934K
|
93K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69New |
$693 - $796
|
69
$812
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.31K+ 65.35% |
$83.4K - $95.9K
|
21K
$247K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.19K- 3.68% |
$32K - $36.8K
|
83.3K
$981K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.5K+ 14.97% |
$648K - $745K
|
496K
$5.83M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73K- 5.2% |
$733K - $842K
|
1.33M
$15.7M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.91K- 17.81% |
$59.3K - $68.2K
|
27.3K
$321K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.04KNew |
$70.7K - $81.2K
|
7.04K
$82.9K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 11.34% |
$1.08M - $1.24M
|
1.06M
$12.5M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.88K+ 34.2% |
$38.9K - $44.8K
|
15.2K
$179K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9K- 70.0% |
$90.3K - $104K
|
3.86K
$45.4K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.38K- 11.64% |
$94.2K - $108K
|
71.2K
$838K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.88K- 37.81% |
$69K - $79.4K
|
11.3K
$133K
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
235+ 0.78% |
$2.36K - $2.71K
|
30.4K
$358K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.2K- 22.27% |
$585K - $672K
|
203K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
304+ 2.75% |
$3.05K - $3.51K
|
11.3K
$134K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
574+ 0.13% |
$5.76K - $6.62K
|
430K
$5.06M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.4KNew |
$276K - $317K
|
27.4K
$323K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.65K+ 9.75% |
$56.7K - $65.2K
|
63.6K
$749K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
202+ 0.64% |
$2.03K - $2.33K
|
31.9K
$375K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14KNew |
$141K - $162K
|
14K
$165K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.5K+ 82.2% |
$347K - $398K
|
76.5K
$901K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
300+ 0.2% |
$3.01K - $3.46K
|
150K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.63K- 17.05% |
$36.4K - $41.8K
|
17.6K
$208K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.6KNew |
$287K - $330K
|
28.6K
$336K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 20.48% |
$135K - $156K
|
52.3K
$616K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-26.6K- 3.66% |
$267K - $307K
|
700K
$8.24M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-169K- 46.29% |
$1.7M - $1.95M
|
197K
$2.31M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88K+ 180.89% |
$883K - $1.02M
|
137K
$1.61M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11K+ 0.72% |
$110K - $127K
|
1.54M
$18.2M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-9.68K- 8.74% |
$97.2K - $112K
|
101K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-662- 2.31% |
$6.65K - $7.64K
|
28K
$329K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.72K- 13.26% |
$47.4K - $54.5K
|
30.9K
$364K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
10KNew |
$100K - $115K
|
10K
$118K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
111K+ 15.19% |
$1.12M - $1.28M
|
842K
$9.91M
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
200+ 0.76% |
$2.01K - $2.31K
|
26.4K
$310K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.45K- 5.07% |
$14.5K - $16.7K
|
27.1K
$318K
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.64% |
$70.3 - $80.8
|
272
$3.2K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 4.85% |
$123K - $141K
|
265K
$3.12M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 7.34% |
$392K - $450K
|
570K
$6.71M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 10.27% |
$1.46M - $1.68M
|
1.56M
$18.4M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
300+ 2.92% |
$3.01K - $3.46K
|
10.6K
$125K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.1KNew |
$101K - $116K
|
10.1K
$118K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 7.93% |
$219K - $251K
|
296K
$3.49M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 91.07% |
$10K - $11.5K
|
98
$1.15K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.41K- 12.77% |
$64.4K - $74K
|
43.8K
$516K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-213- 0.82% |
$2.14K - $2.46K
|
25.6K
$301K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 13.73% |
$63.9K - $73.4K
|
52.7K
$620K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$38.6K - $44.3K
|
3.84K
$45.2K
|