Purchases and Sales Made in Q1 2025 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
353KNew |
$3.39M - $4.18M
|
353K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
189KNew |
$1.81M - $2.24M
|
189K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
139K+ 176.25% |
$1.33M - $1.64M
|
218K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108K+ 7.89% |
$1.04M - $1.28M
|
1.48M
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 7.49% |
$986K - $1.22M
|
1.48M
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
63.1K+ 181.15% |
$605K - $747K
|
98K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.2K+ 48.94% |
$472K - $582K
|
150K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.6K+ 31.76% |
$418K - $516K
|
181K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.3K+ 20.13% |
$368K - $453K
|
229K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.1K+ 6.83% |
$307K - $379K
|
502K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
31.8KNew |
$305K - $377K
|
31.8K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.4K+ 3.34% |
$291K - $360K
|
940K
$9.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 3.88% |
$229K - $282K
|
638K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 4.7% |
$225K - $278K
|
523K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
20.1K+ 319.63% |
$193K - $238K
|
26.4K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
18.5K+ 7.5% |
$178K - $219K
|
266K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 4.35% |
$142K - $175K
|
355K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 34.7% |
$142K - $175K
|
57.3K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.6KNew |
$140K - $172K
|
14.6K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.4KNew |
$138K - $171K
|
14.4K
$152K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6KNew |
$121K - $149K
|
12.6K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 9.93% |
$108K - $133K
|
124K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11KNew |
$106K - $130K
|
11K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 11.08% |
$105K - $130K
|
110K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$96.8K - $119K
|
10.1K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
8.44K+ 27.79% |
$80.9K - $99.8K
|
38.8K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.6K+ 58.05% |
$72.9K - $89.9K
|
20.7K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.78K+ 3.41% |
$65.1K - $80.3K
|
205K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.22K+ 48.49% |
$59.6K - $73.6K
|
19K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.22K+ 3.13% |
$50.1K - $61.8K
|
172K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.91K+ 32.96% |
$47.1K - $58.1K
|
19.8K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.41K+ 110225.0% |
$42.3K - $52.2K
|
4.41K
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.69K+ 15.85% |
$35.4K - $43.6K
|
27K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.62K+ 32.93% |
$34.8K - $42.9K
|
14.6K
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$29.5K - $36.4K
|
3.08K
$32.3K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.11KNew |
$20.2K - $24.9K
|
2.11K
$22.1K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 3.4% |
$19.8K - $24.4K
|
62.7K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 2.73% |
$17.5K - $21.6K
|
68.5K
$720K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.75K+ 41.77% |
$16.8K - $20.7K
|
5.94K
$62.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.54K+ 2.62% |
$14.8K - $18.2K
|
60.3K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.52KNew |
$14.6K - $18K
|
1.52K
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.37K+ 2.62% |
$13.1K - $16.2K
|
53.7K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.09KNew |
$10.5K - $12.9K
|
1.09K
$11.5K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.07K+ 2.58% |
$10.2K - $12.6K
|
42.4K
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
662New |
$6.35K - $7.83K
|
662
$6.96K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 2.34% |
$4.83K - $5.96K
|
22.1K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 0.81% |
$3.19K - $3.94K
|
41.5K
$436K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 66.67% |
$2.88K - $3.55K
|
750
$7.88K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
289+ 2.8% |
$2.77K - $3.42K
|
10.6K
$111K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
248+ 2.0% |
$2.38K - $2.93K
|
12.6K
$133K
|