Purchases and Sales Made in Q3 2021 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3MNew |
$18.9M - $20.6M
|
1.3M
$13.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
67.2K+ 63.98% |
$975K - $1.06M
|
172K
$1.76M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
40.3KNew |
$584K - $636K
|
40.3K
$412K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.3K+ 19.88% |
$498K - $542K
|
207K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.3K+ 8.51% |
$425K - $462K
|
373K
$3.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.3K+ 11.58% |
$397K - $431K
|
263K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
23.3K+ 22.25% |
$338K - $368K
|
128K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
23.1K+ 4.94% |
$335K - $364K
|
490K
$5.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 8.77% |
$270K - $293K
|
231K
$2.36M
|
|
|
Oct 01, 2021
Q3 2021
|
Sam Advisors, LLC
|
BUY
|
- |
14.4KNew |
$209K - $227K
|
14.4K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6KNew |
$197K - $214K
|
13.6K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 1.17% |
$153K - $166K
|
910K
$9.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$153K - $166K
|
10.5K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$150K - $163K
|
10.3K
$106K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.93K+ 78.99% |
$130K - $141K
|
20.2K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.52K+ 3.91% |
$124K - $134K
|
227K
$2.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.05K+ 59.67% |
$102K - $111K
|
18.9K
$193K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.06K+ 24.48% |
$73.3K - $79.8K
|
25.7K
$263K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32K+ 23.2% |
$62.7K - $68.1K
|
22.9K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.95K+ 11.96% |
$57.4K - $62.4K
|
37K
$378K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.19K+ 6.87% |
$46.3K - $50.4K
|
49.6K
$507K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 8.89% |
$40.4K - $43.9K
|
34.1K
$348K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 2.5% |
$38.7K - $42.1K
|
109K
$1.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.22K+ 8.75% |
$32.2K - $35K
|
27.6K
$282K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.66K+ 1.63% |
$24.1K - $26.2K
|
104K
$1.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1.03K+ 3.71% |
$15K - $16.3K
|
28.9K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 3.52% |
$14.6K - $15.8K
|
29.5K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
900New |
$13.1K - $14.2K
|
900
$9.2K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
558+ 0.42% |
$8.1K - $8.81K
|
134K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
558+ 0.42% |
$8.1K - $8.81K
|
134K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
551+ 4.24% |
$8K - $8.69K
|
13.5K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
500+ 0.64% |
$7.26K - $7.89K
|
78.8K
$805K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
467+ 1.56% |
$6.78K - $7.37K
|
30.3K
$310K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
358+ 1.19% |
$5.19K - $5.65K
|
30.5K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
285New |
$4.14K - $4.5K
|
285
$2.91K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
259New |
$3.76K - $4.09K
|
259
$2.65K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
156+ 0.98% |
$2.26K - $2.46K
|
16.2K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
125+ 1.18% |
$1.81K - $1.97K
|
10.8K
$110K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113+ 0.34% |
$1.64K - $1.78K
|
33.2K
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
89+ 0.48% |
$1.29K - $1.4K
|
18.7K
$191K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.72% |
$638 - $694
|
6.12K
$62.5K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 1.9% |
$261 - $284
|
963
$9.84K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
16+ 1.91% |
$232 - $252
|
855
$8.74K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.06% |
$145 - $158
|
17.1K
$175K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 1.91% |
$58 - $63.1
|
213
$2.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1New |
$14.5 - $15.8
|
1
$10.2
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-52Closed |
$755 - $821
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-53- 0.53% |
$769 - $836
|
10K
$102K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82- 0.02% |
$1.19K - $1.29K
|
389K
$3.97M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-195Closed |
$2.83K - $3.08K
|
0
$0
|