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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17.7KNew |
$153K - $187K
|
17.7K
$186K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
9.58K+ 71.98% |
$82.8K - $101K
|
22.9K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 3.31% |
$16.4K - $19.9K
|
59.2K
$622K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$4.6K - $5.6K
|
532
$5.59K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
353KNew |
$3.39M - $4.18M
|
353K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
189KNew |
$1.81M - $2.24M
|
189K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
139K+ 176.25% |
$1.33M - $1.64M
|
218K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 7.89% |
$1.04M - $1.28M
|
1.48M
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 7.49% |
$986K - $1.22M
|
1.48M
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
63.1K+ 181.15% |
$605K - $747K
|
98K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.6K+ 31.76% |
$418K - $516K
|
181K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.3K+ 20.13% |
$368K - $453K
|
229K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.1K+ 6.83% |
$307K - $379K
|
502K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
31.8KNew |
$305K - $377K
|
31.8K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.4K+ 3.34% |
$291K - $360K
|
940K
$9.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 3.88% |
$229K - $282K
|
638K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 4.7% |
$225K - $278K
|
523K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
20.1K+ 319.63% |
$193K - $238K
|
26.4K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
18.5K+ 7.5% |
$178K - $219K
|
266K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 4.35% |
$142K - $175K
|
355K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.6KNew |
$140K - $172K
|
14.6K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.4KNew |
$138K - $171K
|
14.4K
$152K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6KNew |
$121K - $149K
|
12.6K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 9.93% |
$108K - $133K
|
124K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 11.08% |
$105K - $130K
|
110K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$96.8K - $119K
|
10.1K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
8.44K+ 27.79% |
$80.9K - $99.8K
|
38.8K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.6K+ 58.05% |
$72.9K - $89.9K
|
20.7K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.78K+ 3.41% |
$65.1K - $80.3K
|
205K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.22K+ 48.49% |
$59.6K - $73.6K
|
19K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.22K+ 3.13% |
$50.1K - $61.8K
|
172K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.91K+ 32.96% |
$47.1K - $58.1K
|
19.8K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.41K+ 110225.0% |
$42.3K - $52.2K
|
4.41K
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69K+ 15.85% |
$35.4K - $43.6K
|
27K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.62K+ 32.93% |
$34.8K - $42.9K
|
14.6K
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$29.5K - $36.4K
|
3.08K
$32.3K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.11KNew |
$20.2K - $24.9K
|
2.11K
$22.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 3.4% |
$19.8K - $24.4K
|
62.7K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 2.73% |
$17.5K - $21.6K
|
68.5K
$720K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.54K+ 2.62% |
$14.8K - $18.2K
|
60.3K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.52KNew |
$14.6K - $18K
|
1.52K
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.37K+ 2.62% |
$13.1K - $16.2K
|
53.7K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.09KNew |
$10.5K - $12.9K
|
1.09K
$11.5K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.07K+ 2.58% |
$10.2K - $12.6K
|
42.4K
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
662New |
$6.35K - $7.83K
|
662
$6.96K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 2.34% |
$4.83K - $5.96K
|
22.1K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 0.81% |
$3.19K - $3.94K
|
41.5K
$436K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 66.67% |
$2.88K - $3.55K
|
750
$7.88K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
289+ 2.8% |
$2.77K - $3.42K
|
10.6K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
248+ 2.0% |
$2.38K - $2.93K
|
12.6K
$133K
|
|