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 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
725New |
$7.37K - $9.75K
|
725
$7.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3KClosed |
$105K - $139K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.22KClosed |
$32.7K - $43.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-54.8KClosed |
$557K - $737K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.5K- 66.01% |
$35.5K - $47K
|
1.8K
$18.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.96K- 7.02% |
$20K - $26.4K
|
26K
$262K
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.6KNew |
$159K - $210K
|
15.6K
$158K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.5KClosed |
$45.8K - $60.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$13K - $16.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13.1KClosed |
$155K - $198K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 4.2% |
$177K - $226K
|
372K
$3.75M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.55K+ 100.0% |
$18.3K - $23.3K
|
3.1K
$31.2K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13KClosed |
$154K - $196K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1Closed |
$11.8 - $15.1
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
31+ 0.15% |
$366 - $467
|
20.5K
$206K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 40.0% |
$11.8K - $15.1K
|
1.5K
$15.1K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-285Closed |
$4.21K - $4.66K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5KClosed |
$156K - $172K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-259Closed |
$3.82K - $4.23K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-162Closed |
$2.39K - $2.65K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-900Closed |
$13.3K - $14.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-855Closed |
$12.6K - $14K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-4.48KClosed |
$66.1K - $73.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.6KClosed |
$169K - $183K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.28KClosed |
$62.1K - $67.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-52Closed |
$755 - $821
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.16KClosed |
$89.4K - $97.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-79.7KClosed |
$1.16M - $1.26M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.92KClosed |
$86K - $93.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
449New |
$6.51K - $7.09K
|
449
$4.52K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-195Closed |
$2.83K - $3.08K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-300Closed |
$4.2K - $4.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-48.4KClosed |
$679K - $742K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-64.6KClosed |
$905K - $990K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-22.9KClosed |
$321K - $351K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-188KClosed |
$2.64M - $2.88M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8KClosed |
$112K - $123K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$167K - $183K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-51.3KClosed |
$719K - $786K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.25KClosed |
$17.5K - $19.2K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.63KClosed |
$22.8K - $25K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.72KClosed |
$38.1K - $41.7K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43Closed |
$602 - $659
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-73Closed |
$969 - $1.09K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.7KClosed |
$182K - $204K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-690KClosed |
$9.17M - $10.3M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-20.9KClosed |
$277K - $311K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-18.5KClosed |
$246K - $276K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-400Closed |
$5.31K - $5.96K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-30K- 98.36% |
$398K - $447K
|
500
$5.04K
|
|