Purchases and Sales Made in Q2 2022 in Calamos Convertible Opportunities & Income Fund (CHI)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.81% |
$71.2 - $94.1
|
876
$9.94K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$1.02K - $1.35K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-221Closed |
$2.25K - $2.97K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-225- 1.06% |
$2.29K - $3.03K
|
20.9K
$238K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-298- 1.04% |
$3.03K - $4.01K
|
28.4K
$322K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-527- 2.85% |
$5.36K - $7.09K
|
18K
$204K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-539- 1.4% |
$5.48K - $7.25K
|
37.9K
$431K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-589- 3.31% |
$5.99K - $7.92K
|
17.2K
$195K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-700- 1.06% |
$7.12K - $9.42K
|
65.5K
$744K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-700- 4.75% |
$7.12K - $9.42K
|
14K
$159K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1K- 6.41% |
$10.2K - $13.5K
|
14.6K
$166K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 2.38% |
$12.7K - $16.9K
|
51.4K
$583K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 7.33% |
$13.2K - $17.5K
|
16.4K
$186K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.86K- 13.93% |
$18.9K - $25K
|
11.5K
$130K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.92K- 6.15% |
$19.5K - $25.8K
|
29.2K
$332K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.96K- 7.02% |
$20K - $26.4K
|
26K
$295K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 2.39% |
$23.2K - $30.7K
|
93.3K
$1.06M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 8.08% |
$23.4K - $30.9K
|
26.2K
$297K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.64KClosed |
$26.9K - $35.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.84K- 99.96% |
$28.8K - $38.1K
|
1
$11.4
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.22KClosed |
$32.7K - $43.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.46K- 12.38% |
$35.2K - $46.6K
|
24.5K
$278K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.5K- 66.01% |
$35.5K - $47K
|
1.8K
$20.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.43K- 25.86% |
$45K - $59.6K
|
12.7K
$144K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.5KClosed |
$45.8K - $60.5K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.5KClosed |
$45.8K - $60.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 13.35% |
$53.5K - $70.8K
|
34.2K
$388K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.29K- 2.56% |
$53.8K - $71.1K
|
201K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.05KClosed |
$61.5K - $81.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.11K- 43.5% |
$72.3K - $95.7K
|
9.24K
$105K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.25K- 36.12% |
$73.7K - $97.5K
|
12.8K
$146K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3KClosed |
$105K - $139K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.6K- 40.47% |
$108K - $143K
|
15.6K
$177K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9KClosed |
$111K - $147K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11KClosed |
$112K - $148K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.5K- 6.16% |
$117K - $155K
|
175K
$1.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12.5KClosed |
$127K - $168K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-13.2KClosed |
$135K - $178K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.5K- 1.26% |
$137K - $182K
|
1.06M
$12M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.5K- 1.72% |
$158K - $209K
|
890K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.3K- 6.51% |
$176K - $233K
|
248K
$2.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.7K- 50.24% |
$210K - $278K
|
20.5K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-21.4K- 15.71% |
$217K - $287K
|
115K
$1.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Sam Advisors, LLC
|
SELL
|
- |
-21.8KClosed |
$222K - $293K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 11.05% |
$282K - $373K
|
223K
$2.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34.8K- 31.14% |
$354K - $469K
|
77.1K
$875K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-52.2KClosed |
$531K - $702K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-54.8KClosed |
$557K - $737K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.3K- 6.8% |
$684K - $905K
|
923K
$10.5M
|