Purchases and Sales Made in Q2 2022 in Calamos Convertible Opportunities & Income Fund (CHI)

CHI Quotes by TradingView

This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q2 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
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
164K
New
$1.66M - $2.2M
164K $1.86M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
120K
New
$1.22M - $1.61M
120K $1.36M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
107K
+ 8.44%
$1.09M - $1.44M
1.37M $15.6M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
106K
+ 23.27%
$1.08M - $1.43M
561K $6.38M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
89.2K
+ 6.9%
$907K - $1.2M
1.38M $15.7M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
89.2K
+ 6.9%
$907K - $1.2M
1.38M $15.7M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
71.7K
+ 25.68%
$729K - $964K
351K $3.99M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
36.7K
+ 6.95%
$373K - $494K
565K $6.42M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
26.3K
+ 2.28%
$267K - $353K
1.18M $13.4M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
25K
+ 21.69%
$254K - $336K
140K $1.59M
Aug 15, 2022 Q2 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
18.8K
+ 12.62%
$191K - $253K
168K $1.91M
Jul 20, 2022 Q2 2022
Reitz Capital Advisors LLC

BUY
 -
16.5K
+ 6.79%
$168K - $223K
260K $2.96M
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

BUY
 -
15.6K
New
$159K - $210K
15.6K $178K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
15K
+ 3.86%
$152K - $201K
403K $4.58M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
12.8K
+ 2.8%
$131K - $173K
471K $5.35M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
12.7K
+ 35.21%
$129K - $171K
48.8K $555K
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
12.4K
New
$126K - $167K
12.4K $141K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.1K
+ 15.81%
$113K - $149K
81.1K $923K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
11K
New
$112K - $148K
11K $125K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
10.1K
+ 42.5%
$102K - $135K
33.7K $384K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
8.93K
+ 10.29%
$90.8K - $120K
95.7K $1.09M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
6.96K
New
$70.8K - $93.6K
6.96K $79.1K
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
6.82K
+ 17.38%
$69.3K - $91.7K
46.1K $524K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.31K
+ 5.35%
$64.2K - $84.9K
124K $1.41M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
5.21K
+ 29.25%
$52.9K - $70K
23K $262K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.66K
+ 14.37%
$47.4K - $62.7K
37.1K $422K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.97K
+ 5.29%
$40.4K - $53.4K
79K $898K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.42K
New
$34.8K - $46K
3.42K $38.9K
Aug 15, 2022 Q2 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
3.3K
+ 14.32%
$33.6K - $44.4K
26.4K $300K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
3K
New
$30.5K - $40.4K
3K $34.1K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
2K
New
$20.3K - $26.9K
2K $22.7K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.59K
+ 7.5%
$16.1K - $21.3K
22.8K $259K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.55K
+ 4.57%
$15.7K - $20.8K
35.4K $402K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.5K
New
$15.3K - $20.2K
1.5K $17.1K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
866
+ 4.71%
$8.81K - $11.6K
19.3K $219K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
725
New
$7.37K - $9.75K
725 $8.24K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
606
+ 1.69%
$6.16K - $8.15K
36.6K $416K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
528
+ 1.22%
$5.37K - $7.1K
43.6K $496K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
390
+ 1.08%
$3.97K - $5.25K
36.4K $414K
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
356
+ 2.15%
$3.62K - $4.79K
16.9K $193K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
325
New
$3.31K - $4.37K
325 $3.7K
Jul 27, 2022 Q2 2022
Bellecapital International Ltd.

BUY
 -
256
+ 1.45%
$2.6K - $3.44K
17.9K $204K
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
217
+ 2.03%
$2.21K - $2.92K
10.9K $124K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
191
+ 0.8%
$1.94K - $2.57K
24K $272K
Aug 03, 2022 Q2 2022
Wealth Effects LLC

BUY
 -
48
+ 0.17%
$488 - $646
28.2K $320K
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

BUY
 -
39
+ 1.9%
$397 - $525
2.09K $23.8K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
31
+ 0.23%
$315 - $417
13.8K $156K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
29
+ 2.44%
$295 - $390
1.22K $13.8K
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
23
+ 0.18%
$234 - $309
12.7K $144K

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