Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-303K- 13.85% |
$3.31M - $3.64M
|
1.88M
$22.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-70.9K- 62.04% |
$774K - $853K
|
43.4K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-70.8K- 9.96% |
$772K - $851K
|
640K
$7.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.3K- 10.68% |
$680K - $749K
|
521K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-48.5K- 50.95% |
$529K - $583K
|
46.7K
$562K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-31.2K- 50.74% |
$340K - $375K
|
30.3K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.4K- 3.53% |
$244K - $269K
|
613K
$7.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.7K- 15.46% |
$149K - $164K
|
74.7K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.2K- 1.46% |
$144K - $159K
|
891K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.03K- 35.44% |
$98.6K - $109K
|
16.5K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.84K- 20.96% |
$85.6K - $94.3K
|
29.6K
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.1K- 27.97% |
$77.5K - $85.3K
|
18.3K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.67K- 13.23% |
$72.8K - $80.2K
|
43.8K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.63K- 51.2% |
$50.5K - $55.7K
|
4.41K
$53.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-3.48K- 49.38% |
$37.9K - $41.8K
|
3.56K
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.13K- 4.56% |
$34.1K - $37.6K
|
65.4K
$786K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.11K- 0.85% |
$23K - $25.4K
|
245K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.04K- 11.67% |
$22.2K - $24.5K
|
15.4K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.04K- 0.98% |
$22.2K - $24.5K
|
206K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.65K- 2.96% |
$18K - $19.8K
|
54K
$650K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.57K- 1.09% |
$17.1K - $18.9K
|
143K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.53K- 5.65% |
$16.7K - $18.4K
|
25.6K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.36K- 4.66% |
$14.9K - $16.4K
|
27.9K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.08% |
$12.6K - $13.8K
|
106K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-988- 3.61% |
$10.8K - $11.9K
|
26.4K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-978- 3.22% |
$10.7K - $11.8K
|
29.4K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-908- 0.7% |
$9.91K - $10.9K
|
129K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-885- 97.57% |
$9.66K - $10.6K
|
22
$265
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-652- 0.35% |
$7.11K - $7.84K
|
186K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-608- 2.74% |
$6.63K - $7.31K
|
21.6K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-110- 0.21% |
$1.2K - $1.32K
|
52.1K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16- 0.13% |
$175 - $192
|
12.2K
$147K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.84K- 27.46% |
$51.1K - $57.5K
|
12.8K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.24K- 28.2% |
$44.7K - $50.3K
|
10.8K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.68KClosed |
$17.7K - $19.9K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 12.2% |
$13.2K - $14.8K
|
9K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.35% |
$5.28K - $5.94K
|
36.6K
$440K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-460- 50.0% |
$4.85K - $5.46K
|
460
$5.53K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 4.34% |
$2K - $2.26K
|
4.19K
$50.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 20.48% |
$135K - $156K
|
52.3K
$630K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.6K- 96.56% |
$181K - $205K
|
664
$7.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.38K- 33.18% |
$71.8K - $81.1K
|
14.9K
$179K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5K- 16.09% |
$48.7K - $55K
|
26.1K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.26KClosed |
$31.8K - $35.8K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-499- 55.44% |
$4.86K - $5.48K
|
401
$4.82K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-300- 5.36% |
$2.92K - $3.3K
|
5.3K
$63.8K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-234K- 76.22% |
$2.41M - $2.65M
|
72.9K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 14.68% |
$126K - $139K
|
71K
$854K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-5.45K- 33.03% |
$56.2K - $61.9K
|
11.1K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.09K- 7.91% |
$21.5K - $23.7K
|
24.3K
$292K
|
|