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 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-232K- 93.74% |
$2.39M - $2.64M
|
15.5K
$184K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.29KNew |
$64.9K - $71.5K
|
6.29K
$74.5K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 14.68% |
$126K - $139K
|
71K
$841K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5KNew |
$418K - $460K
|
40.5K
$479K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20KNew |
$206K - $227K
|
20K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.09K- 7.91% |
$21.5K - $23.7K
|
24.3K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03KNew |
$10.6K - $11.7K
|
1.03K
$12.2K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.68K+ 39.03% |
$48.3K - $53.1K
|
16.7K
$197K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3K+ 49.82% |
$31K - $34.1K
|
9.02K
$107K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.04KNew |
$93.3K - $103K
|
9.04K
$107K
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-5.45K- 33.03% |
$56.2K - $61.9K
|
11.1K
$131K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-650- 5.96% |
$6.71K - $7.38K
|
10.3K
$121K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$1.03K - $1.14K
|
100
$1.18K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$104K - $115K
|
10.1K
$119K
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-234K- 76.22% |
$2.41M - $2.65M
|
72.9K
$863K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
128KNew |
$1.32M - $1.46M
|
128K
$1.52M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
429+ 2.32% |
$4.43K - $4.87K
|
18.9K
$224K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$99 - $112
|
17K
$201K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
36.6KNew |
$362K - $411K
|
36.6K
$433K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.27% |
$366 - $416
|
13.6K
$162K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23KNew |
$228K - $259K
|
23K
$273K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.03KNew |
$10.2K - $11.6K
|
1.03K
$12.2K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
250+ 1.87% |
$2.48K - $2.81K
|
13.6K
$161K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.11K- 8.83% |
$60.4K - $68.6K
|
63K
$746K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-450- 47.52% |
$4.46K - $5.05K
|
497
$5.88K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.9KNew |
$504K - $572K
|
50.9K
$603K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.04K- 25.36% |
$40K - $45.4K
|
11.9K
$141K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$41.7K - $49.4K
|
4K
$47.4K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37KNew |
$386K - $457K
|
37K
$438K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.2K- 70.09% |
$85.5K - $101K
|
3.5K
$41.4K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$138K - $163K
|
13.2K
$157K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
817New |
$8.52K - $10.1K
|
817
$9.67K
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
37.9KNew |
$395K - $467K
|
37.9K
$448K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.76K+ 3.03% |
$28.8K - $34.1K
|
93.9K
$1.11M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$124K - $146K
|
11.9K
$140K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
115New |
$1.2K - $1.42K
|
115
$1.36K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$22.2K - $26.3K
|
2.13K
$25.2K
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
93+ 0.5% |
$970 - $1.15K
|
18.6K
$220K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.22KNew |
$23.1K - $27.4K
|
2.22K
$26.3K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$120K - $142K
|
11.5K
$137K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
21.6KNew |
$225K - $267K
|
21.6K
$256K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$263K - $311K
|
25.2K
$299K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.1KNew |
$109K - $130K
|
11.1K
$132K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.94K- 19.88% |
$48.2K - $57.6K
|
19.9K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
15.9KNew |
$155K - $185K
|
15.9K
$188K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
63.2KNew |
$616K - $737K
|
63.2K
$748K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-236K- 90.48% |
$2.31M - $2.76M
|
24.9K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12KNew |
$117K - $140K
|
12K
$142K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.1KNew |
$10.7K - $12.8K
|
1.1K
$13K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6KNew |
$172K - $206K
|
17.6K
$209K
|