Latest Institutional Purchases of Calamos Convertible Opportunities & Income Fund (CHI)
This list provides information on the latest institutional transactions involving Calamos Convertible Opportunities & Income Fund (CHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 10.27% |
$1.46M - $1.68M
|
1.56M
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
111K+ 15.19% |
$1.12M - $1.28M
|
842K
$9.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 11.34% |
$1.08M - $1.24M
|
1.06M
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88K+ 180.89% |
$883K - $1.02M
|
137K
$1.59M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 668.42% |
$812K - $934K
|
93K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.5K+ 14.97% |
$648K - $745K
|
496K
$5.77M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51KNew |
$512K - $589K
|
51K
$594K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 7.34% |
$392K - $450K
|
570K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.5K+ 82.2% |
$347K - $398K
|
76.5K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.6KNew |
$287K - $330K
|
28.6K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27.4KNew |
$276K - $317K
|
27.4K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
23.9K+ 83.6% |
$240K - $276K
|
52.5K
$611K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 7.93% |
$219K - $251K
|
296K
$3.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.4KNew |
$185K - $212K
|
18.4K
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 3.08% |
$182K - $209K
|
606K
$7.05M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.3K+ 7.13% |
$164K - $188K
|
245K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14KNew |
$141K - $162K
|
14K
$163K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 4.85% |
$123K - $141K
|
265K
$3.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 11.62% |
$120K - $138K
|
115K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11K+ 0.72% |
$110K - $127K
|
1.54M
$18M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.1KNew |
$101K - $116K
|
10.1K
$117K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
10KNew |
$100K - $115K
|
10K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.31K+ 65.35% |
$83.4K - $95.9K
|
21K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.05K+ 5.54% |
$80.8K - $92.9K
|
153K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.04KNew |
$70.7K - $81.2K
|
7.04K
$81.9K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 13.73% |
$63.9K - $73.4K
|
52.7K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.65K+ 9.75% |
$56.7K - $65.2K
|
63.6K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.88K+ 34.2% |
$38.9K - $44.8K
|
15.2K
$177K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$38.6K - $44.3K
|
3.84K
$44.7K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.4KNew |
$34.1K - $39.2K
|
3.4K
$39.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 2.29% |
$32.7K - $37.6K
|
145K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.76K+ 6.63% |
$27.7K - $31.9K
|
44.4K
$517K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.04K+ 89.03% |
$20.5K - $23.5K
|
4.33K
$50.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
833+ 0.4% |
$8.36K - $9.61K
|
210K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
741+ 23.64% |
$7.44K - $8.55K
|
3.88K
$45.1K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
574+ 0.13% |
$5.76K - $6.62K
|
430K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
304+ 2.75% |
$3.05K - $3.51K
|
11.3K
$132K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
300+ 0.2% |
$3.01K - $3.46K
|
150K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
300+ 2.92% |
$3.01K - $3.46K
|
10.6K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
235+ 0.78% |
$2.36K - $2.71K
|
30.4K
$354K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
202+ 101.0% |
$2.03K - $2.33K
|
402
$4.68K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
202+ 0.64% |
$2.03K - $2.33K
|
31.9K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
200+ 0.76% |
$2.01K - $2.31K
|
26.4K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
148+ 0.65% |
$1.49K - $1.71K
|
22.8K
$265K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
110+ 0.98% |
$1.1K - $1.27K
|
11.3K
$132K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
70+ 0.5% |
$703 - $808
|
14K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69New |
$693 - $796
|
69
$803
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
41+ 0.2% |
$412 - $473
|
20.1K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.64% |
$70.3 - $80.8
|
272
$3.17K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
114KNew |
$1.11M - $1.25M
|
114K
$1.32M
|
|