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 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$109 - $120
|
17K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$162K - $179K
|
14.9K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
94+ 0.29% |
$1.03K - $1.13K
|
32.5K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.3K- 10.68% |
$680K - $749K
|
521K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.3KNew |
$134K - $148K
|
12.3K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
58.4K+ 47.13% |
$637K - $702K
|
182K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-70.9K- 62.04% |
$774K - $853K
|
43.4K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.2KNew |
$13.1K - $14.4K
|
1.2K
$13.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.84K- 20.96% |
$85.6K - $94.3K
|
29.6K
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.25K+ 8.64% |
$35.5K - $39.1K
|
40.9K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
3.13K+ 11.85% |
$34.1K - $37.6K
|
29.5K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.93K+ 6.51% |
$108K - $119K
|
162K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
230+ 2.17% |
$2.51K - $2.76K
|
10.8K
$124K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 0.85% |
$23K - $25.4K
|
245K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-652- 0.35% |
$7.11K - $7.84K
|
186K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.36K- 4.66% |
$14.9K - $16.4K
|
27.9K
$319K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.9K+ 3.99% |
$119K - $131K
|
284K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-110- 0.21% |
$1.2K - $1.32K
|
52.1K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.1K- 27.97% |
$77.5K - $85.3K
|
18.3K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
670+ 0.46% |
$7.31K - $8.05K
|
146K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.1K+ 1997.56% |
$44.7K - $49.2K
|
4.3K
$49.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.08% |
$12.6K - $13.8K
|
106K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.73K+ 27.85% |
$40.7K - $44.9K
|
17.1K
$196K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-885- 97.57% |
$9.66K - $10.6K
|
22
$252
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.38K+ 10.37% |
$25.9K - $28.6K
|
25.3K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.36K+ 30.63% |
$91.2K - $100K
|
35.7K
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-31.2K- 50.74% |
$340K - $375K
|
30.3K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.04K- 11.67% |
$22.2K - $24.5K
|
15.4K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.65K- 2.96% |
$18K - $19.8K
|
54K
$619K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.41K+ 8.64% |
$26.3K - $29K
|
30.3K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-988- 3.61% |
$10.8K - $11.9K
|
26.4K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
12.6K+ 219.68% |
$138K - $152K
|
18.4K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.06K+ 6.23% |
$11.6K - $12.8K
|
18.1K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.4K- 3.53% |
$244K - $269K
|
613K
$7.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.57K- 1.09% |
$17.1K - $18.9K
|
143K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.04K- 0.98% |
$22.2K - $24.5K
|
206K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.21% |
$98.2 - $108
|
4.37K
$50K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.63K- 51.2% |
$50.5K - $55.7K
|
4.41K
$50.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$10.9K - $12K
|
1K
$11.5K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.84K- 27.46% |
$51.1K - $57.5K
|
12.8K
$146K
|
|
|
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
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
811New |
$8.56K - $9.63K
|
811
$9.29K
|
|
|
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
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
$1K - $1.13K
|
95
$1.09K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
58.1KNew |
$613K - $689K
|
58.1K
$665K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 12.2% |
$13.2K - $14.8K
|
9K
$103K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.8K+ 26.46% |
$29.5K - $33.2K
|
13.4K
$153K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 4.34% |
$2K - $2.26K
|
4.19K
$48K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-460- 50.0% |
$4.85K - $5.46K
|
460
$5.27K
|
|