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 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
124KNew |
$1.31M - $1.47M
|
124K
$1.43M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.65K- 8.3% |
$27.9K - $31.4K
|
29.2K
$336K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.61K- 4.96% |
$48.7K - $54.8K
|
88.4K
$1.02M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
835+ 5.39% |
$8.81K - $9.91K
|
16.3K
$188K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.84K- 27.46% |
$51.1K - $57.5K
|
12.8K
$147K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.1K- 34.07% |
$275K - $309K
|
50.5K
$580K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.54K+ 9.05% |
$79.6K - $89.5K
|
90.9K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 13.53% |
$1.51M - $1.7M
|
1.2M
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 67.44% |
$108K - $122K
|
25.5K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
570+ 0.11% |
$6.01K - $6.77K
|
496K
$5.71M
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51.9K+ 55.25% |
$547K - $616K
|
146K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-82.2K- 41.83% |
$867K - $976K
|
114K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
303+ 2.67% |
$3.2K - $3.6K
|
11.6K
$134K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.95K- 3.42% |
$73.4K - $82.5K
|
196K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 1.51% |
$111K - $125K
|
710K
$8.17M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.72K- 3.81% |
$28.6K - $32.2K
|
68.5K
$787K
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.57% |
$73.9 - $83.1
|
279
$3.21K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.68KClosed |
$17.7K - $19.9K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48+ 0.18% |
$506 - $570
|
27.1K
$312K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.95K- 76.48% |
$31.1K - $35K
|
907
$10.4K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 51.1% |
$1.43M - $1.61M
|
129K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.94K- 5.87% |
$62.7K - $70.5K
|
95.2K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.5K+ 6.25% |
$1.03M - $1.16M
|
1.66M
$19.1M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 9.11% |
$50.6K - $56.9K
|
47.9K
$551K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 0.49% |
$1.09K - $1.22K
|
21.1K
$243K
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-1.59K- 5.68% |
$16.8K - $18.8K
|
26.4K
$303K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
811New |
$8.56K - $9.63K
|
811
$9.33K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
645K+ 41.77% |
$6.8M - $7.65M
|
2.19M
$25.2M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 2.78% |
$126K - $142K
|
442K
$5.08M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2KNew |
$129K - $145K
|
12.2K
$140K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.7K- 14.41% |
$208K - $234K
|
117K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-51.2K- 80.45% |
$540K - $607K
|
12.4K
$143K
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16K+ 140.83% |
$168K - $189K
|
27.3K
$314K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 3.63% |
$114K - $128K
|
307K
$3.53M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.24K- 28.2% |
$44.7K - $50.3K
|
10.8K
$124K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$106K - $119K
|
10.1K
$116K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-871- 3.78% |
$9.19K - $10.3K
|
22.2K
$255K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.99K+ 32.95% |
$94.8K - $107K
|
36.3K
$417K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 2.19% |
$132K - $149K
|
583K
$6.7M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.09K- 0.71% |
$11.5K - $13K
|
152K
$1.75M
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 2.54% |
$2.69K - $3.03K
|
10.3K
$119K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-943- 5.12% |
$9.95K - $11.2K
|
17.5K
$201K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
107+ 109.18% |
$1.13K - $1.27K
|
205
$2.36K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.2K+ 37.03% |
$107K - $121K
|
37.6K
$432K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.08K- 3.59% |
$21.9K - $24.6K
|
55.7K
$640K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.25K+ 2.45% |
$13.2K - $14.8K
|
52.2K
$601K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38- 0.14% |
$401 - $451
|
27.4K
$315K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.07K- 15.26% |
$32.4K - $36.5K
|
17.1K
$196K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$112K - $126K
|
10.6K
$122K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-140- 0.55% |
$1.48K - $1.66K
|
25.4K
$292K
|