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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
115New |
$1.2K - $1.42K
|
115
$1.39K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
93+ 0.5% |
$970 - $1.15K
|
18.6K
$225K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
63.2KNew |
$616K - $737K
|
63.2K
$765K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6KNew |
$172K - $206K
|
17.6K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
15.9KNew |
$155K - $185K
|
15.9K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12KNew |
$117K - $140K
|
12K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.1KNew |
$109K - $130K
|
11.1K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.1KNew |
$10.7K - $12.8K
|
1.1K
$13.3K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.26KNew |
$31.5K - $42.4K
|
3.26K
$39.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 12.78% |
$20.3K - $27.3K
|
18.5K
$224K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 2.63% |
$309 - $416
|
1.25K
$15.1K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.6KNew |
$159K - $210K
|
15.6K
$189K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$30.5K - $40.4K
|
3K
$36.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2KNew |
$20.3K - $26.9K
|
2K
$24.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5KNew |
$15.3K - $20.2K
|
1.5K
$18.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
725New |
$7.37K - $9.75K
|
725
$8.78K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 4.2% |
$177K - $226K
|
372K
$4.51M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.55K+ 100.0% |
$18.3K - $23.3K
|
3.1K
$37.5K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
31+ 0.15% |
$366 - $467
|
20.5K
$248K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
449New |
$6.51K - $7.09K
|
449
$5.44K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
213+ 90.25% |
$2.83K - $3.18K
|
449
$5.44K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.26KNew |
$90K - $114K
|
8.26K
$100K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
660New |
$7.19K - $9.13K
|
660
$7.99K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
89New |
$969 - $1.23K
|
89
$1.08K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
25.2KNew |
$185K - $275K
|
25.2K
$305K
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
18New |
$132 - $197
|
18
$218
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.3KNew |
$121K - $133K
|
12.3K
$149K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
400New |
$3.56K - $4.16K
|
400
$4.84K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
91.8KNew |
$1.07M - $1.18M
|
91.8K
$1.11M
|
|