Purchases and Sales Made in Q2 2024 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q2 2024. 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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
645K+ 41.77% |
$6.8M - $7.65M
|
2.19M
$24.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
188KNew |
$1.98M - $2.23M
|
188K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 13.53% |
$1.51M - $1.7M
|
1.2M
$13.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
124KNew |
$1.31M - $1.47M
|
124K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.5K+ 6.25% |
$1.03M - $1.16M
|
1.66M
$18.9M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62.7K+ 7.44% |
$661K - $744K
|
905K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
58.1KNew |
$613K - $689K
|
58.1K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51.9K+ 55.25% |
$547K - $616K
|
146K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
30.5K+ 98.51% |
$322K - $362K
|
61.5K
$699K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.1K+ 4.8% |
$307K - $345K
|
635K
$7.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
16K+ 140.83% |
$168K - $189K
|
27.3K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.2KNew |
$140K - $157K
|
13.2K
$150K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 2.19% |
$132K - $149K
|
583K
$6.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2KNew |
$129K - $145K
|
12.2K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 2.78% |
$126K - $142K
|
442K
$5.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 3.63% |
$114K - $128K
|
307K
$3.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$112K - $126K
|
10.6K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 1.51% |
$111K - $125K
|
710K
$8.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 67.44% |
$108K - $122K
|
25.5K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.2K+ 37.03% |
$107K - $121K
|
37.6K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$106K - $119K
|
10.1K
$114K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.99K+ 32.95% |
$94.8K - $107K
|
36.3K
$412K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.54K+ 9.05% |
$79.6K - $89.5K
|
90.9K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.08K+ 3.37% |
$64.1K - $72.2K
|
186K
$2.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
5K+ 50.0% |
$52.8K - $59.3K
|
15K
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.47K+ 11.04% |
$47.2K - $53.1K
|
45K
$512K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.8K+ 26.46% |
$29.5K - $33.2K
|
13.4K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.6K+ 4.95% |
$27.4K - $30.8K
|
55.1K
$626K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.31K+ 9.02% |
$24.4K - $27.4K
|
27.9K
$317K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 0.91% |
$23.6K - $26.6K
|
248K
$2.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.5K+ 4.84% |
$15.8K - $17.8K
|
32.4K
$368K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.25K+ 2.45% |
$13.2K - $14.8K
|
52.2K
$594K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
835+ 5.39% |
$8.81K - $9.91K
|
16.3K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
811New |
$8.56K - $9.63K
|
811
$9.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
570+ 0.11% |
$6.01K - $6.77K
|
496K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
303+ 2.67% |
$3.2K - $3.6K
|
11.6K
$132K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 2.54% |
$2.69K - $3.03K
|
10.3K
$117K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
148+ 0.65% |
$1.56K - $1.76K
|
22.9K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
107+ 109.18% |
$1.13K - $1.27K
|
205
$2.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 0.49% |
$1.09K - $1.22K
|
21.1K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
$1K - $1.13K
|
95
$1.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48+ 0.18% |
$506 - $570
|
27.1K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
39New |
$411 - $463
|
39
$443
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 0.81% |
$369 - $415
|
4.36K
$49.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.57% |
$73.9 - $83.1
|
279
$3.17K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38- 0.14% |
$401 - $451
|
27.4K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-140- 0.55% |
$1.48K - $1.66K
|
25.4K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-190- 4.34% |
$2K - $2.26K
|
4.19K
$47.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-210- 0.47% |
$2.22K - $2.49K
|
44.2K
$502K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-460- 50.0% |
$4.85K - $5.46K
|
460
$5.23K
|