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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
645K+ 41.77% |
$6.8M - $7.65M
|
2.19M
$25.2M
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188KNew |
$1.98M - $2.23M
|
188K
$2.16M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 13.53% |
$1.51M - $1.7M
|
1.2M
$13.8M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
124KNew |
$1.31M - $1.47M
|
124K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.5K+ 6.25% |
$1.03M - $1.16M
|
1.66M
$19.1M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62.7K+ 7.44% |
$661K - $744K
|
905K
$10.4M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
58.1KNew |
$613K - $689K
|
58.1K
$669K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51.9K+ 55.25% |
$547K - $616K
|
146K
$1.68M
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
30.5K+ 98.51% |
$322K - $362K
|
61.5K
$708K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.1K+ 4.8% |
$307K - $345K
|
635K
$7.31M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16K+ 140.83% |
$168K - $189K
|
27.3K
$314K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$140K - $157K
|
13.2K
$152K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 2.19% |
$132K - $149K
|
583K
$6.72M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2KNew |
$129K - $145K
|
12.2K
$141K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 2.78% |
$126K - $142K
|
442K
$5.09M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 3.63% |
$114K - $128K
|
307K
$3.54M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$112K - $126K
|
10.6K
$122K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 1.51% |
$111K - $125K
|
710K
$8.18M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 67.44% |
$108K - $122K
|
25.5K
$294K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.2K+ 37.03% |
$107K - $121K
|
37.6K
$433K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$106K - $119K
|
10.1K
$116K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.99K+ 32.95% |
$94.8K - $107K
|
36.3K
$418K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.54K+ 9.05% |
$79.6K - $89.5K
|
90.9K
$1.05M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.08K+ 3.37% |
$64.1K - $72.2K
|
186K
$2.15M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
5K+ 50.0% |
$52.8K - $59.3K
|
15K
$173K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.47K+ 11.04% |
$47.2K - $53.1K
|
45K
$519K
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.8K+ 26.46% |
$29.5K - $33.2K
|
13.4K
$154K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.6K+ 4.95% |
$27.4K - $30.8K
|
55.1K
$635K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.31K+ 9.02% |
$24.4K - $27.4K
|
27.9K
$322K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 0.91% |
$23.6K - $26.6K
|
248K
$2.85M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.5K+ 4.84% |
$15.8K - $17.8K
|
32.4K
$373K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.25K+ 2.45% |
$13.2K - $14.8K
|
52.2K
$602K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
835+ 5.39% |
$8.81K - $9.91K
|
16.3K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
811New |
$8.56K - $9.63K
|
811
$9.34K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
570+ 0.11% |
$6.01K - $6.77K
|
496K
$5.72M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
303+ 2.67% |
$3.2K - $3.6K
|
11.6K
$134K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 2.54% |
$2.69K - $3.03K
|
10.3K
$119K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
148+ 0.65% |
$1.56K - $1.76K
|
22.9K
$264K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
107+ 109.18% |
$1.13K - $1.27K
|
205
$2.36K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 0.49% |
$1.09K - $1.22K
|
21.1K
$243K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
$1K - $1.13K
|
95
$1.09K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48+ 0.18% |
$506 - $570
|
27.1K
$312K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
39New |
$411 - $463
|
39
$449
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 0.81% |
$369 - $415
|
4.36K
$50.2K
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.57% |
$73.9 - $83.1
|
279
$3.21K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.6KNew |
$287K - $330K
|
28.6K
$329K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.1KNew |
$171K - $197K
|
17.1K
$197K
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14KNew |
$141K - $162K
|
14K
$162K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.04KNew |
$70.7K - $81.2K
|
7.04K
$81.1K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$38.6K - $44.3K
|
3.84K
$44.2K
|