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 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-145- 0.45% |
$1.44K - $1.63K
|
31.8K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-169- 1.39% |
$1.67K - $1.9K
|
12K
$136K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-218- 19.59% |
$2.16K - $2.45K
|
895
$10.2K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-300- 0.77% |
$2.97K - $3.37K
|
38.5K
$437K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-450- 47.52% |
$4.46K - $5.05K
|
497
$5.65K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 0.79% |
$4.95K - $5.62K
|
62.4K
$710K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-562- 0.27% |
$5.56K - $6.31K
|
211K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.2K- 1.12% |
$11.9K - $13.5K
|
106K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.29K- 2.14% |
$12.8K - $14.5K
|
59.3K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 4.25% |
$13.8K - $15.7K
|
31.4K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.5K- 4.71% |
$14.9K - $16.8K
|
30.3K
$345K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.58K- 0.27% |
$15.6K - $17.7K
|
582K
$6.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 3.65% |
$15.8K - $18K
|
42.3K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.78K- 8.27% |
$17.6K - $19.9K
|
19.7K
$224K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2.24K- 8.32% |
$22.2K - $25.2K
|
24.7K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.35K- 0.83% |
$33.2K - $37.6K
|
402K
$4.58M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.72K- 21.71% |
$36.8K - $41.7K
|
13.4K
$152K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.04K- 25.36% |
$40K - $45.4K
|
11.9K
$135K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.09K- 3.49% |
$40.5K - $45.9K
|
113K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.33K- 11.2% |
$42.9K - $48.6K
|
34.3K
$390K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.11K- 8.83% |
$60.4K - $68.6K
|
63K
$716K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-7.06K- 2.25% |
$69.9K - $79.2K
|
306K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 10.51% |
$102K - $116K
|
88K
$1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 6.79% |
$110K - $125K
|
153K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-13.8K- 8.33% |
$136K - $154K
|
151K
$1.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.6K- 16.45% |
$145K - $164K
|
74.2K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.3K- 35.79% |
$191K - $217K
|
34.7K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-237K- 29.67% |
$2.35M - $2.66M
|
562K
$6.39M
|