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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.7K- 11.25% |
$621K - $755K
|
566K
$5.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.5K- 3.49% |
$445K - $542K
|
1.42M
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-48K- 20.04% |
$416K - $505K
|
192K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.9K- 9.56% |
$293K - $357K
|
321K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.3K- 2.44% |
$288K - $350K
|
1.33M
$13.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.4K- 15.15% |
$237K - $288K
|
153K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.6K- 35.77% |
$187K - $227K
|
38.8K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 29.87% |
$162K - $197K
|
43.9K
$456K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 55.74% |
$155K - $188K
|
14.2K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.4K- 1.92% |
$116K - $141K
|
686K
$7.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.6K- 16.86% |
$100K - $122K
|
57K
$591K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.3K- 70.89% |
$89.4K - $109K
|
4.24K
$44K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.16K- 7.43% |
$70.5K - $85.8K
|
102K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.63K- 8.54% |
$31.4K - $38.2K
|
38.9K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 8.57% |
$30.3K - $36.8K
|
37.3K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3K- 2.38% |
$26K - $31.6K
|
123K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.56K- 20.31% |
$22.1K - $26.9K
|
10K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 4.01% |
$17K - $20.7K
|
47.1K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.96K- 9.22% |
$17K - $20.7K
|
19.3K
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 13.89% |
$10.8K - $13.2K
|
7.75K
$80.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.21K- 28.79% |
$10.5K - $12.8K
|
3K
$31.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 4.12% |
$9.3K - $11.3K
|
25K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 4.94% |
$8.84K - $10.8K
|
19.7K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-921- 5.16% |
$7.97K - $9.69K
|
16.9K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-835- 2.85% |
$7.22K - $8.78K
|
28.5K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-696- 0.71% |
$6.02K - $7.32K
|
97.3K
$1.01M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-14K- 24.47% |
$134K - $166K
|
43.2K
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-9K- 35.5% |
$86.3K - $106K
|
16.4K
$170K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.09K- 15.01% |
$20K - $24.7K
|
11.8K
$123K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 29.46% |
$16.8K - $20.7K
|
4.19K
$43.5K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 1.09% |
$3.84K - $4.73K
|
36.2K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-319- 11.02% |
$3.06K - $3.77K
|
2.58K
$26.7K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91.8K- 32.34% |
$1.04M - $1.13M
|
192K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-54.2K- 59.02% |
$614K - $664K
|
37.6K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-7.5K- 50.0% |
$85.1K - $92K
|
7.5K
$77.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.15K- 22.7% |
$47.1K - $50.9K
|
14.1K
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.02K- 2.8% |
$11.6K - $12.5K
|
35.5K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-303- 99.34% |
$3.44K - $3.72K
|
2
$20.7
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-70.9K- 62.04% |
$774K - $853K
|
43.4K
$450K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-31.2K- 50.74% |
$340K - $375K
|
30.3K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.04K- 0.98% |
$22.2K - $24.5K
|
206K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.57K- 1.09% |
$17.1K - $18.9K
|
143K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-978- 3.22% |
$10.7K - $11.8K
|
29.4K
$305K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.84K- 27.46% |
$51.1K - $57.5K
|
12.8K
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.24K- 28.2% |
$44.7K - $50.3K
|
10.8K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.68KClosed |
$17.7K - $19.9K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-460- 50.0% |
$4.85K - $5.46K
|
460
$4.77K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.5K- 20.48% |
$135K - $156K
|
52.3K
$543K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.6K- 96.56% |
$181K - $205K
|
664
$6.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.38K- 33.18% |
$71.8K - $81.1K
|
14.9K
$154K
|
|