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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 54.54% |
$6.97M - $8.48M
|
2.28M
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
90.1K+ 4.94% |
$779K - $948K
|
1.91M
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
80.3K+ 22.72% |
$695K - $845K
|
434K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.5K+ 205.79% |
$679K - $826K
|
117K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76K+ 14.52% |
$657K - $799K
|
599K
$6.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.5K+ 11.02% |
$480K - $584K
|
559K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
52.7K+ 149.54% |
$456K - $554K
|
87.9K
$912K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
43.4K+ 4.62% |
$375K - $457K
|
984K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
40.7KNew |
$352K - $428K
|
40.7K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
37.6K+ 17.28% |
$326K - $396K
|
256K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33KNew |
$285K - $347K
|
33K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.8K+ 6.14% |
$267K - $324K
|
532K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29KNew |
$251K - $305K
|
29K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$218K - $265K
|
25.2K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6KNew |
$204K - $248K
|
23.6K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 16.56% |
$178K - $216K
|
145K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 10.38% |
$166K - $202K
|
204K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17.7KNew |
$153K - $187K
|
17.7K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.7KNew |
$153K - $186K
|
17.7K
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
17.7KNew |
$153K - $186K
|
17.7K
$183K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.6K+ 8.07% |
$143K - $174K
|
222K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.6K+ 7.16% |
$117K - $143K
|
203K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$109K - $133K
|
12.6K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 7.39% |
$95.8K - $117K
|
161K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11KNew |
$95.2K - $116K
|
11K
$114K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11K+ 6.4% |
$95.1K - $116K
|
183K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$90.9K - $111K
|
10.5K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.96K+ 36.95% |
$86.2K - $105K
|
36.9K
$383K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.58K+ 71.98% |
$82.8K - $101K
|
22.9K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.3K+ 41.91% |
$71.8K - $87.3K
|
28.1K
$292K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.43K+ 23.35% |
$64.3K - $78.2K
|
39.3K
$407K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.2K+ 2.71% |
$62.3K - $75.7K
|
273K
$2.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.76K+ 14.41% |
$58.5K - $71.1K
|
53.7K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.84K+ 1.75% |
$50.5K - $61.4K
|
340K
$3.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.61K+ 10.44% |
$48.5K - $59K
|
59.3K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.51K+ 125.8% |
$47.7K - $58K
|
9.89K
$103K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.89K+ 33.39% |
$42.3K - $51.4K
|
19.5K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.5K+ 17.05% |
$38.9K - $47.3K
|
30.9K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.64K+ 68.58% |
$31.4K - $38.2K
|
8.94K
$92.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.16K+ 1.38% |
$27.3K - $33.2K
|
232K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.9K+ 19.19% |
$25K - $30.5K
|
18K
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4KNew |
$20.8K - $25.2K
|
2.4K
$24.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 3.31% |
$16.4K - $19.9K
|
59.2K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.88K+ 4.42% |
$16.2K - $19.7K
|
44.3K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.72K+ 4.43% |
$14.9K - $18.1K
|
40.5K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.71KNew |
$14.8K - $18K
|
1.71K
$17.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.49K+ 9.99% |
$12.9K - $15.7K
|
16.4K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.24K+ 3.02% |
$10.7K - $13K
|
42.2K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.06K+ 4.16% |
$9.19K - $11.2K
|
26.6K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
965+ 5.07% |
$8.35K - $10.2K
|
20K
$208K
|