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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
208+ 85.95% |
$1.99K - $2.46K
|
450
$4.73K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
115+ 0.93% |
$1.1K - $1.36K
|
12.5K
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
35+ 0.05% |
$336 - $414
|
75.7K
$795K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$95.9 - $118
|
17K
$179K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 2.74% |
$76.7 - $94.6
|
300
$3.15K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 88.24% |
$144 - $177
|
2
$21
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.66% |
$959 - $1.18K
|
14.9K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-116- 0.42% |
$1.11K - $1.37K
|
27.6K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-196- 0.81% |
$1.88K - $2.32K
|
24.1K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-244- 0.52% |
$2.34K - $2.89K
|
46.9K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-319- 11.02% |
$3.06K - $3.77K
|
2.58K
$27.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-329- 1.81% |
$3.16K - $3.89K
|
17.9K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-356- 1.1% |
$3.41K - $4.21K
|
32.1K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 1.09% |
$3.84K - $4.73K
|
36.2K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-737- 2.8% |
$7.07K - $8.72K
|
25.6K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-755- 4.77% |
$7.24K - $8.93K
|
15.1K
$159K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.5K- 3.41% |
$14.4K - $17.7K
|
42.5K
$446K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 29.46% |
$16.8K - $20.7K
|
4.19K
$44K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.09K- 15.01% |
$20K - $24.7K
|
11.8K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.67K- 38.83% |
$25.6K - $31.6K
|
4.21K
$44.3K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.27K- 5.96% |
$31.3K - $38.6K
|
51.5K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.88KClosed |
$37.2K - $45.9K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 16.43% |
$43.4K - $53.5K
|
23K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.86K- 18.58% |
$46.6K - $57.5K
|
21.3K
$224K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.37K- 12.34% |
$51.5K - $63.5K
|
38.1K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.93K- 2.32% |
$76K - $93.8K
|
334K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.29K- 1.62% |
$79.5K - $98.1K
|
504K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.89K- 17.82% |
$85.2K - $105K
|
41K
$431K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-9K- 35.5% |
$86.3K - $106K
|
16.4K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.75K- 19.27% |
$93.5K - $115K
|
40.8K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-9.9K- 7.28% |
$94.9K - $117K
|
126K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.2K- 4.08% |
$97.8K - $121K
|
240K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.3K- 18.75% |
$109K - $134K
|
49.1K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-14K- 24.47% |
$134K - $166K
|
43.2K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.8K- 43.44% |
$152K - $187K
|
20.6K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.6K- 10.02% |
$198K - $244K
|
185K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.4K- 46.34% |
$292K - $360K
|
35.2K
$370K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-36.1K- 73.08% |
$346K - $427K
|
13.3K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.9K- 2.61% |
$469K - $578K
|
1.82M
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-62.1K- 8.15% |
$595K - $734K
|
700K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-406K- 22.9% |
$3.89M - $4.8M
|
1.37M
$14.4M
|