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 |
---|---|---|---|---|---|---|---|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500Closed |
$2.93K - $5.86K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$10.3 - $11.2
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$124K - $135K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-11.6KClosed |
$119K - $129K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.23KClosed |
$53.9K - $58.4K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.05K- 6.55% |
$10.8K - $11.8K
|
15K
$173K
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-800Closed |
$8.24K - $8.94K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.74KClosed |
$48.5K - $51.3K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.16KClosed |
$32.3K - $34.2K
|
0
$0
|
|
Q2 2019 | |||||||
Sep 06, 2019
Q2 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.87KClosed |
$47.9K - $52.5K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11.9KClosed |
$117K - $129K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3KNew |
$121K - $133K
|
12.3K
$142K
|
|
Aug 08, 2019
Q2 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-16.2KClosed |
$159K - $174K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Pfg Advisors
|
SELL
|
- |
-13.9KClosed |
$137K - $150K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8Closed |
$78.7 - $86.3
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1KClosed |
$9.84K - $10.8K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-177KClosed |
$1.58M - $1.85M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
400New |
$3.56K - $4.16K
|
400
$4.61K
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-100Closed |
$891 - $1.04K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.46KClosed |
$13K - $15.2K
|
0
$0
|
|
Apr 05, 2019
Q1 2019
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-734KClosed |
$6.54M - $7.63M
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.08KClosed |
$17.3K - $25.5K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-39.5KClosed |
$328K - $483K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24.2KClosed |
$201K - $296K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$136K - $201K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.5KClosed |
$20.8K - $30.6K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-13KClosed |
$108K - $159K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2KClosed |
$16.6K - $24.5K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Hudock, Inc.
|
SELL
|
- |
-109Closed |
$905 - $1.33K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.03KClosed |
$8.54K - $12.6K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1KClosed |
$11.7K - $12.9K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
91.8KNew |
$1.07M - $1.18M
|
91.8K
$1.06M
|
|
Nov 13, 2018
Q3 2018
|
Camelot Portfolios, LLC
|
SELL
|
- |
-53.8KClosed |
$628K - $694K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500Closed |
$5.83K - $6.45K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$137K - $148K
|
0
$0
|
|
Aug 01, 2018
Q2 2018
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.8KClosed |
$19.9K - $21.6K
|
0
$0
|
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-284Closed |
$3.14K - $3.4K
|
0
$0
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-849KClosed |
$8.86M - $9.68M
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150Closed |
$1.56K - $1.71K
|
0
$0
|
|
Apr 06, 2018
Q1 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.9KClosed |
$114K - $124K
|
0
$0
|
|
Q3 2017 | |||||||
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-899Closed |
$9.78K - $10.5K
|
0
$0
|