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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3KNew |
$393K - $443K
|
40.3K
$475K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6KNew |
$171K - $193K
|
17.6K
$207K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2KNew |
$138K - $156K
|
14.2K
$167K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12.3KNew |
$120K - $135K
|
12.3K
$145K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$101K - $114K
|
10.4K
$122K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.48K+ 3.15% |
$53.4K - $60.3K
|
179K
$2.11M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.1K+ 18.94% |
$30.1K - $34K
|
19.4K
$229K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 1.5% |
$14.2K - $16K
|
98.4K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$9.74K - $11K
|
1K
$11.8K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$9.74K - $11K
|
1K
$11.8K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
403New |
$3.93K - $4.43K
|
403
$4.74K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175New |
$1.7K - $1.92K
|
175
$2.06K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41+ 0.27% |
$399 - $451
|
15K
$177K
|
|
Q3 2023 | |||||||
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
128KNew |
$1.32M - $1.46M
|
128K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5KNew |
$418K - $460K
|
40.5K
$477K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20KNew |
$206K - $227K
|
20K
$235K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$104K - $115K
|
10.1K
$119K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.04KNew |
$93.3K - $103K
|
9.04K
$106K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.29KNew |
$64.9K - $71.5K
|
6.29K
$74K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.68K+ 39.03% |
$48.3K - $53.1K
|
16.7K
$196K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3K+ 49.82% |
$31K - $34.1K
|
9.02K
$106K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03KNew |
$10.6K - $11.7K
|
1.03K
$12.1K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
429+ 2.32% |
$4.43K - $4.87K
|
18.9K
$223K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$1.03K - $1.14K
|
100
$1.18K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.9KNew |
$504K - $572K
|
50.9K
$599K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
36.6KNew |
$362K - $411K
|
36.6K
$430K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23KNew |
$228K - $259K
|
23K
$271K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.03KNew |
$10.2K - $11.6K
|
1.03K
$12.2K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
250+ 1.87% |
$2.48K - $2.81K
|
13.6K
$160K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.27% |
$366 - $416
|
13.6K
$161K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$99 - $112
|
17K
$200K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
37.9KNew |
$395K - $467K
|
37.9K
$446K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37KNew |
$386K - $457K
|
37K
$436K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
25.2KNew |
$263K - $311K
|
25.2K
$297K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
21.6KNew |
$225K - $267K
|
21.6K
$254K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$138K - $163K
|
13.2K
$156K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$124K - $146K
|
11.9K
$140K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5KNew |
$120K - $142K
|
11.5K
$136K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$41.7K - $49.4K
|
4K
$47.1K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.76K+ 3.03% |
$28.8K - $34.1K
|
93.9K
$1.11M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.22KNew |
$23.1K - $27.4K
|
2.22K
$26.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$22.2K - $26.3K
|
2.13K
$25.1K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
817New |
$8.52K - $10.1K
|
817
$9.62K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
115New |
$1.2K - $1.42K
|
115
$1.35K
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
93+ 0.5% |
$970 - $1.15K
|
18.6K
$219K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
63.2KNew |
$616K - $737K
|
63.2K
$744K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6KNew |
$172K - $206K
|
17.6K
$208K
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
15.9KNew |
$155K - $185K
|
15.9K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12KNew |
$117K - $140K
|
12K
$141K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$109K - $130K
|
11.2K
$132K
|