Purchases and Sales Made in Q1 2022 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q1 2022. The information is specifically focused on institutions that hold shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.8KNew |
$1.03M - $1.31M
|
86.8K
$1.05M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
52.2KNew |
$616K - $786K
|
52.2K
$630K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.2KNew |
$486K - $620K
|
41.2K
$497K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37K+ 15.3% |
$437K - $558K
|
279K
$3.37M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34.6K+ 3.32% |
$408K - $521K
|
1.08M
$13M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.7KNew |
$398K - $507K
|
33.7K
$407K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.2KNew |
$368K - $469K
|
31.2K
$376K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 7.26% |
$364K - $464K
|
455K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.2K+ 3.04% |
$345K - $439K
|
990K
$11.9M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.5K+ 8.9% |
$242K - $309K
|
251K
$3.03M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.5K+ 4.04% |
$242K - $309K
|
528K
$6.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
17.8KNew |
$210K - $268K
|
17.8K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 4.2% |
$177K - $226K
|
372K
$4.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
14.2K+ 6.2% |
$168K - $214K
|
244K
$2.94M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14.2K+ 10.5% |
$167K - $213K
|
149K
$1.8M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
14.2K+ 10.5% |
$167K - $213K
|
149K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$156K - $199K
|
13.2K
$160K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12KNew |
$142K - $181K
|
12K
$145K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11KNew |
$130K - $166K
|
11K
$133K
|
|
|
Apr 05, 2022
Q1 2022
|
Sam Advisors, LLC
|
BUY
|
- |
10.4K+ 91.18% |
$123K - $157K
|
21.8K
$263K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
8.35K+ 17.98% |
$98.6K - $126K
|
54.8K
$661K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 32.05% |
$81.6K - $104K
|
28.5K
$344K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.43K+ 56.87% |
$75.9K - $96.8K
|
17.7K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.05KNew |
$71.4K - $91.1K
|
6.05K
$73K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.5K+ 44.74% |
$65K - $82.8K
|
17.8K
$215K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.38K+ 17.49% |
$63.5K - $80.9K
|
36.1K
$436K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.31K+ 4.71% |
$62.7K - $79.9K
|
118K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.8K+ 22.42% |
$56.7K - $72.2K
|
26.2K
$316K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.5KNew |
$53.1K - $67.8K
|
4.5K
$54.3K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.24K+ 3.83% |
$50.1K - $63.9K
|
115K
$1.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.22KNew |
$38K - $48.4K
|
3.22K
$38.8K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.64K+ 16.69% |
$31.2K - $39.8K
|
18.5K
$223K
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.3K+ 11.08% |
$27.2K - $34.6K
|
23.1K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 19.34% |
$26.3K - $33.5K
|
13.7K
$166K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.11K+ 6.96% |
$24.9K - $31.8K
|
32.4K
$391K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.61K+ 4.68% |
$19K - $24.2K
|
36K
$435K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.55K+ 100.0% |
$18.3K - $23.3K
|
3.1K
$37.4K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.27K+ 9.41% |
$15K - $19.1K
|
14.7K
$178K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.23K+ 0.91% |
$14.5K - $18.4K
|
136K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.19KNew |
$14K - $17.9K
|
1.19K
$14.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.17K+ 3.15% |
$13.9K - $17.7K
|
38.5K
$465K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.14K+ 76.13% |
$13.5K - $17.2K
|
2.64K
$31.9K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.08K+ 5.68% |
$12.7K - $16.2K
|
20.1K
$242K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.06K+ 3.42% |
$12.5K - $16K
|
32.1K
$387K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 4.48% |
$12K - $15.3K
|
23.8K
$287K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1K+ 9.94% |
$11.8K - $15.1K
|
11.1K
$133K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
869New |
$10.3K - $13.1K
|
869
$10.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
810+ 2.98% |
$9.57K - $12.2K
|
28K
$338K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
612+ 0.64% |
$7.23K - $9.22K
|
95.5K
$1.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
417+ 1.51% |
$4.92K - $6.28K
|
28K
$338K
|