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 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
263+ 1.61% |
$3.11K - $3.96K
|
16.6K
$201K
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
209+ 1.2% |
$2.47K - $3.15K
|
17.7K
$214K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
167+ 0.5% |
$1.97K - $2.52K
|
33.7K
$408K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
143+ 0.42% |
$1.69K - $2.15K
|
33.8K
$410K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.18K - $1.51K
|
100
$1.21K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
70+ 1.34% |
$827 - $1.05K
|
5.3K
$64.1K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
40+ 0.14% |
$472 - $602
|
28.1K
$341K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
31+ 0.15% |
$366 - $467
|
20.5K
$248K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12+ 0.07% |
$142 - $181
|
17.1K
$207K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 1.84% |
$47.2 - $60.2
|
221
$2.68K
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1Closed |
$11.8 - $15.1
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-500- 1.71% |
$5.91K - $7.53K
|
28.7K
$347K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-684- 4.88% |
$8.08K - $10.3K
|
13.3K
$162K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-700- 1.05% |
$8.27K - $10.5K
|
66.2K
$802K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1K- 6.03% |
$11.8K - $15.1K
|
15.6K
$189K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 40.0% |
$11.8K - $15.1K
|
1.5K
$18.2K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$13K - $16.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.37K- 40.02% |
$16.2K - $20.6K
|
2.05K
$24.8K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.38KClosed |
$16.3K - $20.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.42K- 0.53% |
$16.8K - $21.4K
|
266K
$3.22M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.49K- 0.71% |
$17.6K - $22.4K
|
207K
$2.5M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.44K- 11.72% |
$28.9K - $36.8K
|
18.4K
$223K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 9.92% |
$30.8K - $39.3K
|
23.7K
$287K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 7.1% |
$32.5K - $41.4K
|
35.9K
$435K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.78K- 6.05% |
$32.8K - $41.8K
|
43.1K
$522K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.25K- 0.83% |
$38.3K - $48.9K
|
388K
$4.7M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.87K- 8.98% |
$45.7K - $58.3K
|
39.2K
$475K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.96K- 17.69% |
$58.5K - $74.7K
|
23.1K
$279K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.23KClosed |
$73.6K - $93.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.08K- 38.91% |
$95.4K - $122K
|
12.7K
$154K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 44.13% |
$105K - $134K
|
11.3K
$137K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.2KClosed |
$120K - $153K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 17.52% |
$132K - $168K
|
52.6K
$637K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13KClosed |
$154K - $196K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13.1KClosed |
$155K - $198K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.7K- 59.49% |
$186K - $237K
|
10.7K
$130K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.6K- 30.88% |
$208K - $265K
|
39.4K
$478K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.1K- 21.94% |
$249K - $318K
|
75K
$909K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22KClosed |
$260K - $332K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.2K- 25.65% |
$286K - $364K
|
70.1K
$848K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-26.4K- 2.83% |
$312K - $397K
|
906K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-37.9K- 2.91% |
$448K - $571K
|
1.27M
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41.2K- 26.91% |
$487K - $621K
|
112K
$1.36M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.8K- 8.37% |
$494K - $630K
|
458K
$5.55M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.6K- 4.05% |
$573K - $731K
|
1.15M
$13.9M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.3K- 73.36% |
$688K - $878K
|
21.2K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.7K- 5.53% |
$894K - $1.14M
|
1.29M
$15.7M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.2K- 6.45% |
$1.05M - $1.34M
|
1.29M
$15.7M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-141K- 24.18% |
$1.67M - $2.13M
|
443K
$5.37M
|