Purchases and Sales Made in Q2 2023 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q2 2023. 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 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
246K+ 13078.91% |
$2.43M - $2.76M
|
248K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
87.5K+ 6.29% |
$866K - $982K
|
1.48M
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
83.2KNew |
$824K - $934K
|
83.2K
$946K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
74.3K+ 359.42% |
$735K - $834K
|
94.9K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.7K+ 7.12% |
$710K - $805K
|
1.08M
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
61.3K+ 10.48% |
$607K - $689K
|
646K
$7.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
55.5K+ 8.33% |
$549K - $623K
|
722K
$8.21M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50.9KNew |
$504K - $572K
|
50.9K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.4K+ 8.71% |
$439K - $498K
|
554K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
36.6KNew |
$362K - $411K
|
36.6K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 1.77% |
$256K - $290K
|
1.48M
$16.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.6K+ 22.73% |
$253K - $287K
|
138K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.9K+ 11.83% |
$237K - $269K
|
226K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23KNew |
$228K - $259K
|
23K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.1KNew |
$219K - $248K
|
22.1K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 8.56% |
$171K - $194K
|
219K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.3K+ 2.78% |
$122K - $139K
|
456K
$5.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 73.67% |
$112K - $127K
|
26.7K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.7K+ 1.91% |
$66.4K - $75.3K
|
357K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.55K+ 3.53% |
$64.8K - $73.5K
|
192K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.7K+ 3.56% |
$56.4K - $64K
|
166K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45K+ 8.55% |
$44K - $49.9K
|
56.5K
$642K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.34KNew |
$43K - $48.7K
|
4.34K
$49.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08K+ 2.4% |
$40.4K - $45.8K
|
174K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.07K+ 0.41% |
$40.3K - $45.7K
|
986K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 12.08% |
$33.7K - $38.2K
|
31.6K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.15K+ 17.03% |
$31.2K - $35.4K
|
21.7K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.85K+ 11.12% |
$28.2K - $31.9K
|
28.4K
$323K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.99K+ 4.58% |
$19.7K - $22.3K
|
45.4K
$517K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 8.92% |
$17.9K - $20.3K
|
22.1K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.71K+ 0.87% |
$16.9K - $19.2K
|
197K
$2.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 2.7% |
$11.8K - $13.3K
|
45.1K
$513K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.03KNew |
$10.2K - $11.6K
|
1.03K
$11.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 307.69% |
$9.9K - $11.2K
|
1.33K
$15.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
847+ 1.21% |
$8.39K - $9.51K
|
70.8K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
821+ 2.08% |
$8.13K - $9.22K
|
40.3K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
507+ 1.96% |
$5.02K - $5.69K
|
26.4K
$300K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
427+ 2.36% |
$4.23K - $4.8K
|
18.5K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
335+ 11.96% |
$3.32K - $3.76K
|
3.14K
$35.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
250+ 1.87% |
$2.48K - $2.81K
|
13.6K
$155K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
243+ 2.07% |
$2.41K - $2.73K
|
12K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
190+ 0.56% |
$1.88K - $2.13K
|
34.1K
$387K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
158+ 0.61% |
$1.56K - $1.77K
|
26.2K
$298K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
66+ 0.48% |
$653 - $741
|
13.8K
$157K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
56+ 0.33% |
$554 - $629
|
17.1K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.27% |
$366 - $416
|
13.6K
$155K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 0.74% |
$238 - $270
|
3.27K
$37.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$99 - $112
|
17K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 2.45% |
$59.4 - $67.4
|
251
$2.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-119- 0.6% |
$1.18K - $1.34K
|
19.8K
$225K
|